{"product_id":"valuesbased-estate-planning-a-stepbystep-approach-to-wealth-transfer-for-professional-advisors","title":"Values-Based Estate Planning: A Step-by-Step Approach to Wealth Transfer for Professional Advisors","description":"\u003cp\u003eEstate planning has more procrastination  indecision  and inertia associated with it than any other area of planning. Affluent baby boomers  in particular  as the beneficiaries of the largest intergenerational transfer of wealth in history  have a daunting set of financial concerns with which to contend. Here at last is a step-by-step approach to estate planning that equips planners and financial advisors to help clients tackle this important process once and for all.  Most clients understandably find planning concepts and strategies confusing  but most also have a fairly sound understanding of who and what is most important to them. These are the priorities from which to build the foundation of a successful estate plan. The seven principles explored in this book use personal values as a basis to form The Legacy Planning System. With this approach  advisors can:  Help clients discover and solidify their deepest values  convictions  and objectives relative to their money  Help clients express those values and objectives in a clearly written Family Financial Philosophy mission statement  Serve as the team leader in advising clients and clients other advisors on how to use the mission statement to direct the planning process  Clarifying your clients priorities and personal goals will enable you  as a trusted advisor  to simplify the planning process for clients  ensure their lifetime financial independence  and help them control their ultimate family and social capital legacies. Confronting issues of family dynamics  taxes  and financial situations not to mention accepting one s own mortality is difficult for many people. In addition  since estate planning often requires a shift in ownership of assets  clients feel an unsettling loss of privacy and control over their financial resources. Help your clients to overcome these obstacles and achieve their highest financial and philanthropic aspirations. They ll thank you for generations to come.  Praise for Values-Based Estate Planning  \"Scott Fithian s book provides planning professionals with new insights into the estate planning process. Most importantly  he stresses the individual and family benefits of philanthropy through the concept of social capital which should be a key element to the planner s inventory of client questions.\"--Charles W. Collier  Senior Philanthropic Advisor  Harvard University  \"This exceptional book empowers planners with a well- organized roadmap to lead wealthy clients to implementation of an estate plan expressing the clients own values. Scott Fithian s Legacy Planning System focuses the advisor on the critical importance to the estate planning process of helping clients identify and articulate their values and objectives. This useful volume makes those ideas available to a much broader audience  while broadening the subject with illustrations of effective employment of the methodology he has developed.\"--David Wheeler Newman  JD  LLM  Mitchell  Silberberg \u0026amp; Knupp LLP  \"Fithian s view of the complete person helps the advanced advisor avoid the typical limitations (hazards) of planning for wealthy families. The easy-to-understand and easy-to-follow methods help determine in-depth values of the client s total financial goals. His methods result in cementing valuable relationships with the most prized clients. Critical reading for CPAs  attorneys  insurance agents  or other advisors.\" \u0026amp; mdash;Jessica M. Bibliowicz  President and CEO  National Financial Partners  \"Scott s wealth optimization system is truly revolutionary. For the first time  affluent clients and their advisors can rely on a fully integrated system that spans all phases of wealth accumulation  management  and transfer over time. An outstanding reference!\"--Robert Keys  The Private Client Group\u003c\/p\u003e","brand":"My Store","offers":[{"title":"Default Title","offer_id":44958084399157,"sku":"ByrdShop_0471380407","price":26.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0627\/8139\/0901\/files\/9780471380405.jpg?v=1770363735","url":"https:\/\/atxbooks.com\/products\/valuesbased-estate-planning-a-stepbystep-approach-to-wealth-transfer-for-professional-advisors","provider":"ATX Books","version":"1.0","type":"link"}