Cover image for Plan ahead : protect your estate and investments
Title:
Plan ahead : protect your estate and investments
Author:
Eberhart, Frank J.
Personal Author:
Edition:
First edition.
Publication Information:
Bellingham, WA ; North Vancouver, BC : International Self-Counsel Press, [2003]

©2003
Physical Description:
xiv, 146 pages : forms ; 25 cm.
Language:
English
ISBN:
9781551804057
Format :
Book

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Library
Call Number
Material Type
Home Location
Status
Central Library KF750 .E23 2003 Adult Non-Fiction Non-Fiction Area
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Clearfield Library KF750 .E23 2003 Adult Non-Fiction Open Shelf
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Eden Library KF750 .E23 2003 Adult Non-Fiction Open Shelf
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Summary

Summary

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!


Author Notes

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.


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