Estate Planning Practice

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The Effective Estate Planning Practice

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Author : Colleen Cowles
language : en
Publisher: Section of General Practice
Release Date : 2001

The Effective Estate Planning Practice written by Colleen Cowles and has been published by Section of General Practice this book supported file pdf, txt, epub, kindle and other format this book has been release on 2001 with Business & Economics categories.

Estate Planning Practice

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Author :
language : en
Publisher:
Release Date : 1987-01-01

Estate Planning Practice written by and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1987-01-01 with categories.

Annual Spring Estate Planning Practice Update

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Author : ALI-ABA Video Law Review (Association)
language : en
Publisher:
Release Date : 1996

Annual Spring Estate Planning Practice Update written by ALI-ABA Video Law Review (Association) and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1996 with Estate planning categories.

Avoiding Common Estate Planning Errors

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Author : Nancy Nearing Go
language : en
Publisher:
Release Date : 2001

Avoiding Common Estate Planning Errors written by Nancy Nearing Go and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2001 with Estate planning categories.

Building An Estate Planning Practice

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Author : William Caldwell Clay
language : en
Publisher:
Release Date : 1982

Building An Estate Planning Practice written by William Caldwell Clay and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1982 with Estate planning categories.

Building An Estate Planning Practice

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Author : John W. Tarbox
language : en
Publisher:
Release Date : 1986*

Building An Estate Planning Practice written by John W. Tarbox and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1986* with Estate planning categories.

Wealth Preservation

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Author : Doug H. Moy
language : en
Publisher: Wiley
Release Date : 1998-06-22

Wealth Preservation written by Doug H. Moy and has been published by Wiley this book supported file pdf, txt, epub, kindle and other format this book has been release on 1998-06-22 with Business & Economics categories.

Once the exclusive domain of specialist attorneys, estate planning is now a highly lucrative part of many accountants' and tax professionals' practices nationwide. If you are an accountant who would like to take advantage of this national trend as a way to diversify your services and significantly increase your profit base, this book is for you. Based on author Doug H. Moy's more than twenty-five years as a successful estate planning professional, it tells you everything you need to know about planning, building, managing, and marketing a thriving estate planning practice. Writing in a straightforward, jargon-free style, Moy deftly guides you step-by-step through the entire estate planning process. He shows you how to work with attorneys and clients to develop a solid, legally structured estate plan for maximum asset protection, estate preservation, and privacy. What's more, he shares the original wealth preservation and transfer strategies that helped make him one of today's most respected estate planning specialists. But that's not all. The fruit of Moy's two and a half decades as head of a national estate planning business, Wealth Preservation also provides you with a complete blueprint for starting and running your own successful estate planning practice, from fee-setting and billing to drawing up a consulting agreement and staying on top of the latest changes in the tax laws. An indispensable resource for PAs, EAs, CPAs, CFPs, insurance professionals, and banking service providers, Wealth Preservation contains a gold mine of proven business tools and techniques, including: * Methods for developing estate planning business among established clients * Prospecting how-to's for finding and qualifying new clients * All of the documentation you'll need in ready-to-use format * n original client financial information checklist that helps you get all of the crucial facts necessary to develop and prepare written plans and avoid malpractice suits * Worksheets that let you calculate estate taxes quickly and effortlessly--without expensive computer hardware and software * An original information storage and retrieval system A total guide to planning, building, managing, and marketing a thriving estate planning practice In this highly accessible guide to estate planning, expert Doug Moy shares everything he knows about establishing and managing a successful estate planning practice. Drawing on more than twenty-five years as head of his own successful national estate planning practice, Moy: * Clearly explains how to start your own estate planning practice * Guides you step-by-step through the entire estate planning process * Shows you how to work with attorneys and clients to develop a solid estate plan * Describes techniques for selling estate planning services to old and new clients * Covers all the important basic business issues, including fee-setting, billing, consulting agreements, working with attorneys, and more * Supplies all of the crucial documentation you'll need in your practice * Offers an original checklist that helps you guarantee that you get all of the important facts you need about clients' personal finances * Includes worksheets that make calculating estate taxes quicker and easier than ever * Provides a complete client fact-finding form for gathering personal and financial information Read Wealth Preservation and find out how to broaden your professional horizons and increase your revenues by making estate planning a part of your practice.

How To Build And Manage An Estates Practice

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Author : Daniel B. Evans
language : en
Publisher: American Bar Association
Release Date : 2008

How To Build And Manage An Estates Practice written by Daniel B. Evans and has been published by American Bar Association this book supported file pdf, txt, epub, kindle and other format this book has been release on 2008 with Fiction categories.

Estate Planning

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Author : Michael John Perkins
language : en
Publisher:
Release Date : 2011

Estate Planning written by Michael John Perkins and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2011 with Estate planning categories.

Trusts and estates practice has become increasingly recognised as an occupation within the legal, accounting, tax and financial services professions. Estate planning remains the strategic advisory component within this practice. An essential resource for practitioners and students involved in trusts and estates practice, this easy-to-use, practical and comprehensive guide will enable you to understand and deliver effective estate planning services using the principles, precedents, practice points, case notes and discussion questions contained in this book.

Managing An Estate Planning Practice

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Author : Irving Kellogg
language : en
Publisher:
Release Date : 1992

Managing An Estate Planning Practice written by Irving Kellogg and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1992 with Estate planning categories.