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Success as a Financial Advisor For Dummies
book

Success as a Financial Advisor For Dummies

by Ivan M. Illan
December 2018
Beginner content levelBeginner
384 pages
9h 53m
English
For Dummies
Content preview from Success as a Financial Advisor For Dummies

Chapter 10

Excelling in Estate Planning

IN THIS CHAPTER

Bullet Creating an estate planning checklist

Bullet Brushing up on federal and state estate tax laws

Bullet Anticipating dysfunction and disagreements

Bullet Enabling clients to leave a legacy of giving

Bullet Collaborating with other estate-planning professionals

For many people, the word “estate” conjures up images of an estate in the country — a mansion situated on a large expanse of land with servants, cooks, and groundskeepers. Clients often think that estate planning is only for the ultrarich. However, this chapter focuses on a different definition of estate — all the money and property owned by a person, however much or little that may be. Under this definition, nearly everyone owns an estate and can benefit from estate planning — the process of preparing for the management and distribution of assets to one’s heirs or beneficiaries during and after one’s life in a way that minimizes taxes, expenses, and disputes.

In this chapter, I provide guidance on ...

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Publisher Resources

ISBN: 9781119504108Purchase book