Last edited by Dozuru
Wednesday, August 5, 2020 | History

5 edition of Values-based estate planning found in the catalog.

Values-based estate planning

Scott C. Fithian

Values-based estate planning

a step-by-step approach to wealth transfers for professional advisors

by Scott C. Fithian

  • 388 Want to read
  • 5 Currently reading

Published by John Wiley in New York .
Written in English

    Subjects:
  • Financial planners,
  • Estate planning,
  • Accountants

  • Edition Notes

    Includes bibliographical references and index.

    StatementScott C. Fithian ; contributing editor, JoAnne Vose.
    SeriesWiley nonprofit series, Nonprofit law, finance, and management series
    Classifications
    LC ClassificationsHG179.5 .F58 2000
    The Physical Object
    Paginationxvi, 271 p. :
    Number of Pages271
    ID Numbers
    Open LibraryOL15482505M
    ISBN 100471380407
    LC Control Number99051634
    OCLC/WorldCa42667964

    Sometimes called ‘Values-Based Estate Planning,’ to me, it ties closely with the concept of an Ethical Will. Wills today have become technical documents that say little about us as persons. Ethical Wills are personal statements about who we are, how we came to hold the values we do and what values and lessons we want to pass on to our. Values-Based Financial Planners In the world of financial planning, training, education, and experience all play a role in providing the insights that drive wise financial decisions. At Korhorn Financial Group, our advisors hold some of the most respected professional designations in our industry.

      In my opinion, values-based financial planning is the only way to go. Money is great, but it’s only important if it helps you do the things that you want to do with your life, and the clearer you are about what’s important, the easier it is to make financial choices to support that vision. Scott C. Fithian is the author of The Right Side of the Table ( avg rating, 5 ratings, 1 review, published ) and Values-Based Estate Planning (/5.

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Praise for Values-Based Estate Planning "Scott Fithian s book provides planning professionals with new insights into the estate planning process. Most importantly, he stresses the individual and family benefits of philanthropy through the concept of social capital which should be a key element to the planner s inventory of client questions.

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Praise for Values-Based Estate Planning "Scott Fithian?s book provides planning professionals with new insights into the estate planning process. Most importantly, he stresses the individual and family benefits of philanthropy?through the concept of social capital?which should be a key element to the planner?s inventory of client questions 4/5(4).

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