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Law Estates & Trusts

Plan Ahead

Protect Your Estate and Investments

by (author) Frank J. Eberhart

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

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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.

Frank J. Eberhart's profile page