WealthCounsel Estate Planning Strategies: There are few things in life more certain than death and taxes. However, the fact is few people actually plan for them. According to a recent survey, nearly 60 percent of Americans do not have a will. While there is more to estate planning than simply creating a will, it is a step in the right direction.
Collective Wisdom, Proven Techniques
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In the book WealthCounsel Estate Planning Strategies: Collective Wisdom, Proven Techniques, a consortium of nearly 100 WealthCounsel member attorneys have outlined essential estate planning strategies all Americans, no matter their level of wealth, can utilize to plan not only for death and taxes, but to ensure their wishes are carried out exactly as they desire. In easy-to-understand language, WealthCounsel Estate Planning Strategies helps people comprehend the entire estate planning process, from the goals of estate planning and the documents generated in the process, to planning for potential incapacity, tax avoidance, charitable giving, retirement benefits planning, business succession, and asset protection. The book not only provides insights and advice to those with large estates, but also offers help to those with very basic estate planning needs.
“This will be one of those books you keep within reach as a comprehensive, search-here-first resource for all of your estate planning questions. Ninety estate planning attorneys and experts give you brief, to-the-point guidelines for every imaginable estate planning scenario, complete with worksheets and information tables. And this book isn’t just for advisors’ clients; with chapters like Business Succession Planning and Limited Liability Companies, you’ll find it essential in running your own business, too.”
~ David J. Drucker, MBA, CFP®
Founder, Drucker Knowledge Systems
Author of three books including Tools and Techniques of Practice Management
“If you’ve ever received advice you didn’t understand, or had a question about any estate planning matter, this book will give you clear answers. This is one of the most valuable estate planning resources I’ve seen, and shall serve as a great resource on the book shelf of any professional or high net worth family.”
~ John P. Napolitano, CFP®, CPA, PFS, MST, RLP®
President and CEO, US Wealth Companies
Author of The Complete Idiot’s Guide
to Success as a Personal Financial Planner
“By far, the best book on estate planning I’ve ever seen. It offers everything consumers and allied professionals need: it’s comprehensive, authoritative, up-to-date and clearly written, answering all the common questions people ask about estate planning, and then some. I can’t wait to give this book to my financial planning clients. They’re going to love me.”
~ Peter W. Johnson, Jr.
President, PWJohnson Wealth Management
Host of Pro Money Talk, the #1 Rated Personal Finance Podcast