Plan Ahead
Protect Your Estate and Investments
- Publisher
- Self-Counsel Press
- Initial publish date
- Mar 2003
- Category
- Estates & Trusts, General
-
Paperback / softback
- ISBN
- 9781551804057
- Publish Date
- Mar 2003
- List Price
- $19.95
Classroom Resources
Where to buy it
Description
Written by a professional financial planner, Plan Ahead: Protect Your Estate and Investments will help you get your estate and your financial affairs in order without the expense of a lawyer. Using easy-to-understand language, this comprehensive guide takes you step-by-step through the process of understanding tax and estate laws and creating an estate-management system that effectively addresses your needs. Explaining all aspects of wills, estates and investments, this book also includes worksheets for trusts, investments and new tax laws, making it easier than ever to get your affairs in order! Even if you already have a sufficient will or estate plan in place, you must ensure that you update your plan as tax laws change. These changes can affect almost every American with an estate plan, a will, or related investments. Make sure that you are protected!
About the author
Frank Eberhart is a financial planner and certified estate planner who currently works as a financial advisor. He conducts regular seminars on financial and estate planning.