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“You need not be threatened by estate planning any longer. Wealth Counsel Estate Planning Strategies introduces straight-forward, easy to understand answers to life’s questions about crafting continuity for your family’s legacy. In today's complex world, simplicity is a welcome gift. Tie a bow around this book.”
Marc S. Freedman CFP®
President/CEO Freedom Financial, Peabody, MA
Author of Oversold and Underserved: A financial Planner’s
Guidebook to Effectively Serving the Mass Affluent
www.freedmanfinancial.com
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“This book is the perfect book for the lay person. Confusion melts away as the reader reviews the simple examples and clearly written chapters.”
John L. Jenkins, AEP, EA, CFP®
Fellow, Esperti Peterson Institute
President/CEO Asset Preservation Strategies, Inc.
www.asset-preservation.com
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“The Wealth Counsel’s Estate Planning Book is a great resource for financial advisors and anyone wanting an easy to use yet robust guide to the ins and outs of estate planning. This book compiles the collective wisdom of 90 attorneys who came together to provide a very readable explanation of the estate planning concepts, tips and strategies we all need to know. I highly recommend this book to professional financial advisors and anyone wanting to take control of their personal financial life and legacy.”
Sheryl Garrett, CFP®
Author of Investing in an Uncertain Economy For Dummies®
Founder of the Garrett Planning Network
www.garrettplanningnetwork.com
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“Fantastic! It’s like a "Chicken Soup for the Wealth Advisor's (and their clients) Soul!" This book is smart, easy to read and full of great ideas. I love the variety of estate planning insights and the geographic diversity of the attorneys who present them. It’s a "first step" resource I can use to help my clients understand what can often be challenging concepts.”
Lisa Dickholtz, CFP®
President, Wealth Advisor
Dickholtz Wealth Management
www.dickholtzwm.com
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“This book is a treasury of wisdom, usable suggestions, and resource information that will be of great benefit to readers. Its broad coverage will appeal to the novice as well as the seasoned professional.”
Burk Rosenthal, CFP®, ChFC®, CRC®, CFS
President, Rosenthal Retirement Planning, LP
Registered Principal, National Planning Corporation
www.RRP.com
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“Wealth Counsel has brought together a collection of articles that should be read by both the professional adviser and the theoretician who wants to understand how the financial concepts discussed can be used in practical applications. This collection of articles is both timely and relevant and will prove to be a valuable resource for consumers, financial planners and estate planning professionals.”
Robert J. Lindner, ChFC, CFP®, AIF
CEO, Lindner Capital Advisors, Inc.
www.lcaus.com
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“This book is a great tool. It can help you gain an easy understanding of the many estate strategies available. The information discussed throughout this book is invaluable. It is a “must have” for advisors that work with High Net Worth clients.”
Jeffrey A. Carbone, CFP®
Cornerstone Financial Partners
Managing Partner, CERTIFIED FINANCIAL PLANNER ™ "Practitioner"
www.cornerstone-sai.com
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“The Wealth Counsel's new book, Estate Tax Strategies, clearly shows the reader who has an interest in preserving and protecting his or her hard earned wealth the procedure to make sure those dollars and benefits go to the ones they love. Written and edited by experienced estate planning experts, it flows, is easy to follow and has good illustrations and flowcharts to boot.”
John J. Checki Jr. CPA, CFP®, CRC®
Securities America, Inc.
www.johncheckijr.sarep.com
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“This is a state-of-the-art, best practices compendium of estate planning tools and thinking. Estate planning continues to be, if done properly, a priceless gift to the ones we care about and this publication can greatly enhance that gift.”
Gary L. Myers, J.D., LL.M. in estate planning
Principal and Corporate Attorney
Family Investment Center, Inc.
www.FamilyInvestmentCenter.com
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"This book could create the 'new' state-of-the-art of estate planning, written at the intersection of a high level of expertise and practical client application. A critical reference tool for the client looking for unbiased planning tools based upon multiple lifetimes of experience (and ‘written in English’ for non-lawyers), this work contains a plethora of useful material for the practitioner in the financial planning, legal and accounting fields as well. What makes this work so fascinating is its approach in the delivery of eighty experts over multiple topics, complete with enough overlap to create an inherent second opinion."
Andrew Samalin, AIF®
Samalin Investment Counsel, LLC
www.SICounsel.com
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“A remarkably practical and useful book! Think of it as Everything You Always Wanted to Know about Estate Planning, But Were Afraid to Ask. It’s got short and to-the-point chapters, clear definitions, abundant worksheets, and (best of all) many practical examples to help us get our heads around this arcane but vitally important field. I especially appreciate the inclusion of unexpected topics such as: transferring your values and ideals (and not just your stuff); non-traditional relationships and evolving definitions of marriage; “modest philosophy” (i.e., expressing your values with small gifts); and Pet Trusts. Wealth Counsel® Estate Planning Strategies lives up to the promise of its subtitle: “Collective Wisdom. Proven Techniques.” A great reference for financial planners and their clients!”
Ed Jacobson, Ph.D.
Author of Appreciative Moments: Stories and Practices for Living and Working Appreciatively
www.EdwardJacobson.com
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“Estate planning today is a dauntingly complex challenge. The experts in this book cut through that complexity to offer useful insights into trusts, taxation, insurance and many other estate-related topics.”
Kenneth Silber
Senior Editor, Research magazine
Summit Business Media
www.SBMedia.com
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“This book does an impressive job of covering the estate planning gamut. There is a great deal of technical detail yet it is written for a consumer to understand. It is a must-have reference manual for any Estate Planner, Fiduciary, CPA or Financial Planner.”
Daniel G. Gensler, MS, RLP®, CFP®
President, Gensler Group
Co-author of The Boomer’s Guide to Multi-Generational Planning
www.GenslerGroup.com
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“Estate planning is very technical and very personal; both aspects are equally important and subject to continuous change. When the experts package their knowledge to make it understandable and interesting to those outside of their profession they empower individuals and families with confidence, encouraging clients to partner with their attorneys to make the best possible plan for their loved ones. This book offers the information, knowledge and wisdom needed to sort through the estate planning maze of confusion and create an estate plan that reflects values, minimizes taxes and meets the specific requirements of the family.”
Susan Bradley, CFP® Founder, Sudden Money Institute
Author of Sudden Money - Managing a Financial Windfall
www.suddenmoney.com
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"In reading this book, I found several authors’ ideas especially noteworthy, including: The importance of effective communication among all trusted advisors; How estate planning, business succession planning and exit planning fit together; The value of relationship-centered planning; and Keeping your estate planning updated. These are all exciting concepts that allow clients to be better served."
Karl Bareither, Founder of FBR System, Inc.
Author of Planning a Family & Business Legacy and Becoming a Wealth Transfer Specialist
www.fbrsystem.com
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“What a great source of knowledge and strategies communicated in understandable terms and illustrations. This cornucopia of tips from top attorneys is a must have reference book. Whether you are a financial advisor or a general reader, this book can help you understand how to best protect, preserve and perpetuate your wealth and values for future generations.”
Devery “Rusty” Cagle, CFP®, CRPC®, CAP™
President and Founder, ASE Wealth Advisors
www.aseadvisors.com
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Collective Wisdom. Proven Techniques.
Estate Planning Strategies
More authoritative information about estates than most people are exposed to in a lifetime. Every page you read more than pays for the price of the book.
Paperback, 385 pages. Published by Wealth Builders Press, LLC.
To order call 888-659-4069, x814 or click here now.
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