Estate Planning Strategies with Co-Author Christopher J. Berry, Esq.
“This will be one of those books you keep within reach as a comprehensive, search-here-first resource for all of your estate planning questions. Ninety estate planning attorneys and experts give you brief, to-the-point guidelines for every imaginable estate planning scenario, complete with worksheets and information tables. And this book isn’t just for advisors’ clients; with chapters like Business Succession Planning and Limited Liability Companies, you’ll find it essential in running your own business, too.”
David J. Drucker, MBA, CFP®
Founder, Drucker Knowledge Systems
Author of three books including Tools and Techniques of Practice Management
“If you’ve ever received advice you didn’t understand, or had a question about any estate planning matter, this book will give you clear answers. This is one of the most valuable estate planning resources I’ve seen, and shall serve as a great resource on the book shelf of any professional or high net worth family.”
John P. Napolitano, CFP®, CPA, PFS, MST, RLP®
President and CEO, US Wealth Companies
Author of The Complete Idiot’s Guide
to Success as a Personal Financial Planner
“By far, the best book on estate planning I’ve ever seen. It offers everything consumers and allied professionals need: it’s comprehensive, authoritative, up-to-date and clearly written, answering all the common questions people ask about estate planning, and then some. I can’t wait to give this book to my financial planning clients. They’re going to love me.”
Peter W. Johnson, Jr.
President, PWJohnson Wealth Management
Host of Pro Money Talk, the #1 Rated Personal Finance Podcast
“An invaluable resource and ‘must-have’ for both professionals and consumers who are interested in maximizing their wealth through estate planning. It makes complex strategies easy-to-read and comprehend for virtually anyone ... which is quite an accomplishment!”
Deborah L. Price
CEO & Founder, The Money Coaching Institute
Author of Money Magic: Unleashing Your True Potential for Prosperity and Fulfillment
www.money-therapy.com/moneycoachinginstitute.htm
“You need not be threatened by estate planning any longer. Wealth Counsel Estate Planning Strategies introduces straight-forward, easy to understand answers to life’s questions about crafting continuity for your family’s legacy. In today's complex world, simplicity is a welcome gift. Tie a bow around this book.”
Marc S. Freedman CFP®
President/CEO Freedom Financial, Peabody, MA
Author of Oversold and Underserved: A financial Planner’s
Guidebook to Effectively Serving the Mass Affluent
“This book is the perfect book for the lay person. Confusion melts away as the reader reviews the simple examples and clearly written chapters.”
John L. Jenkins, AEP, EA, CFP®
Fellow, Esperti Peterson Institute
President/CEO Asset Preservation Strategies, Inc.
“The Wealth Counsel’s Estate Planning Book is a great resource for financial advisors and anyone wanting an easy to use yet robust guide to the ins and outs of estate planning. This book compiles the collective wisdom of 90 attorneys who came together to provide a very readable explanation of the estate planning concepts, tips and strategies we all need to know. I highly recommend this book to professional financial advisors and anyone wanting to take control of their personal financial life and legacy.”
Sheryl Garrett, CFP®
Author of Investing in an Uncertain Economy For Dummies®
Founder of the Garrett Planning Network
www.garrettplanningnetwork.com
“Fantastic! It’s like a "Chicken Soup for the Wealth Advisor's (and their clients) Soul!" This book is smart, easy to read and full of great ideas. I love the variety of estate planning insights and the geographic diversity of the attorneys who present them. It’s a "first step" resource I can use to help my clients understand what can often be challenging concepts.”
Lisa Dickholtz, CFP®
President, Wealth Advisor
Dickholtz Wealth Management
“This book is a treasury of wisdom, usable suggestions, and resource information that will be of great benefit to readers. Its broad coverage will appeal to the novice as well as the seasoned professional.”
Burk Rosenthal, CFP®, ChFC®, CRC®, CFS
President, Rosenthal Retirement Planning, LP
Registered Principal, National Planning Corporation
To order call 248-971-1700 or click here now.