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J K Lasser Proestate And Business Succession Planning

Pub Date : 2002-01-04 | Author : Russell J. Fishkind | Publisher : John Wiley & Sons

ISBN 10 : 0471214485
ISBN 13 : 9780471214489

EFFECTIVE ESTATE AND BUSINESS SUCCESSION PLANNING UNDER THE NEW TAX LAW A properly designed and implemented estate and/or business succession plan is key to providing for and prote..


Probate Wars Of The Rich And Famous

Pub Date : 2011-09-09 | Author : Russell J. Fishkind | Publisher : John Wiley & Sons

ISBN 10 : 9781118159033
ISBN 13 : 1118159039

Surrogate Court dockets are filled with cases involving family members fighting over the assets and intentions of a deceased parent or spouse. Probate Wars of the Rich & Famous: An..



Keeping Clients For Life

Pub Date : 2001-07-02 | Author : Karen Caplan Altfest | Publisher : Wiley

ISBN 10 : PSU:000049123869
ISBN 13 :

A successful financial planner is someone who does more than just crunch numbers and present an annual investment plan to clients. There is a psychological component to effective c..