{"product_id":"valuesbased-estate-planning-a-stepbystep-approach-to-wealth-transfer-for-professional-advisors-154-wiley-nonprofit-law-finance-and-management-series-9780471380405","title":"ValuesBased Estate Planning A StepbyStep Approach","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\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.\u003cbr\u003e\u003cbr\u003e\u003cb\u003eTable of Contents\u003c\/b\u003e\u003cbr\u003eTHE SEVEN PRINCIPLES OF VALUES-BASED ESTATE PLANNING.\u003cbr\u003e \u003cbr\u003e Eternal Planning: Why Clients Are Trapped.\u003cbr\u003e \u003cbr\u003e Eternal Planning: Why Advisors Are Trapped.\u003cbr\u003e \u003cbr\u003e Principle #1: Understand the Hierarchy of Planning Objectives.\u003cbr\u003e \u003cbr\u003e Principle #2: Master the Concept of Social Capital.\u003cbr\u003e \u003cbr\u003e Principle #3: Define the Family Finanical Philosophy.\u003cbr\u003e \u003cbr\u003e Principle #4: Quantify Financial Independence.\u003cbr\u003e \u003cbr\u003e Principle #5: Identify an Appropriate Family Legacy.\u003cbr\u003e \u003cbr\u003e Principle #6: Maximize the Social Capital Legacy.\u003cbr\u003e \u003cbr\u003e Principle #7: Build a Virtual Planning Team.\u003cbr\u003e \u003cbr\u003e THE LEGACY PLANNING SYSTEM: A METHODOLOGY FOR OVERCOMING PLANNING OBSTACLES.\u003cbr\u003e \u003cbr\u003e The Legacy Planning System.\u003cbr\u003e \u003cbr\u003e Wealth Optimization and Design.\u003cbr\u003e \u003cbr\u003e The Legacy Interview.\u003cbr\u003e \u003cbr\u003e The Legacy Questionnaire.\u003cbr\u003e \u003cbr\u003e The Legacy Goal Profile: Financial Independence.\u003cbr\u003e \u003cbr\u003e The Legacy Goal Profile: Family and Social Capital Legacy Goals.\u003cbr\u003e \u003cbr\u003e The Legacy Blueprint.\u003cbr\u003e \u003cbr\u003e Drafting the Family Financial Philosophy.\u003cbr\u003e \u003cbr\u003e Completing the Legacy Positive Focus.\u003cbr\u003e \u003cbr\u003e Plan Design, Construction, and Execution.\u003cbr\u003e \u003cbr\u003e Summary and Conclusion.\u003cbr\u003e \u003cbr\u003e Appendices.\u003cbr\u003e \u003cbr\u003e Index.","brand":"John Wiley \u0026 Sons Inc","offers":[{"title":"Default Title","offer_id":49402578305367,"sku":"9780471380405","price":43.12,"currency_code":"GBP","in_stock":false}],"url":"https:\/\/bookcurl.com\/products\/valuesbased-estate-planning-a-stepbystep-approach-to-wealth-transfer-for-professional-advisors-154-wiley-nonprofit-law-finance-and-management-series-9780471380405","provider":"Book Curl","version":"1.0","type":"link"}