Values-Based Estate Planning

Baby boomers have amassed fortunes through their innovation, work, and investments; they are also the beneficiaries of the largest intergenerational transfer of wealth in history. Boomers who will receive this wealth are wondering how it will affect them and their families' lives and are beginning to seek the advice of competent professionals to help them achieve their highest financial and philanthropic aspirations. Author Scott Fithian shows advisors how to help wealth holders of all levels use their personal values to simplify the planning process, ensure lifetime financial independence, and control their ultimate family and social capital legacies. Featuring a step-by-step system, this book shows advisors how to motivate clients to develop clear, concise objectives, particularly when it comes to "soft" issues such as philanthropy and values.