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"Love, Money, Control -- Reinventing Estate Planning" was recently published by Quantum Press. I co-authored it along with a number of my professional peers from across the country. The question and answer format is designed to be easy to understand and also serves as a desk handbook for financial professionals.
Topics covered include Planning for Loved Ones and Charity, Taxes, Disability, Business Succession, Asset Protection, Senior Planning Issues and how to select and use Planning Professionals. Its appendixes provide useful resources including government and private organizations that offer information, a list of professional organizations that work in the planning field, a table of licensing and regulatory authorities that oversee planning professionals.
Also included is an easy-to-follow list of professional designations, what they mean and how professionals acquire them as well as a list of professional associations and accrediting institutions which recognize or oversee planning professionals. The book also gives short definitions of commonly used - and often misunderstood - planning terms.
- Dave Frisse
The book is available through Frisse & Brewster Law Offices. Contact our office for more information.
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