Values-based Estate Planning: A Step-by-step Approach to Wealth Transfer for Professional Advisors

Increasing numbers of people are accumulating significant wealth from inheritance, through innovation and hard work, and as a result of good investment decisions. These wealth holders are beginning to pay closer attention to what their ultimate legacies could, and should, be. They are seeking the advice of competent professionals in order to achieve their highest financial and philanthropic aspirations. This guide for advisors describes a step-by-step approach, a system that advisors can learn and use to help clients discover and solidify their values, convictions and objectives as they relate to their money.