Values-Based Estate Planning: A Step-by-Step Approach to Wealth Transfer for Professional Advisors
A step-by-step guide for professional advisors on values-based estate planning and wealth transfer strategies.
About This Book
This book presents a structured approach to estate planning tailored for professional advisors.
It emphasizes aligning wealth transfer strategies with client values and goals.
The content focuses on practical steps to support advisors in guiding their clients.
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