Preparing heirs : five steps to a successful transition of family wealth and values

Author

• Williams, Roy

Additional Author(s)

• Preisser, Vic

Publisher

Oregon: Robert D. Reed Publishers, 2014

Language

English

ISBN

9781931741316

Series

Subject(s)

• ESTATE PLANNING
• FINANCE, PERSONAL

Notes

. .

Abstract

-

Physical Dimension

Number of Page(s)

182 p.

Dimension

22 cm.

Other Desc.

-

Summary / Review / Table of Content

ch. 1. The future: Wealth transfers during the next 50 years --
ch. 2. The uniform worldwide failure rate for wealth transfers --
ch. 3. The underlying causes of failure in estate transitions --
ch. 4. Knowing what's wrong vs. doing what's right --
ch. 5. The first step: Assessing your wealth transition plan --
ch. 6. The second step: Taking action on plan deficiencies --
ch. 7. The third step: Preparing the heirs --
ch. 8. The fourth step: The heir's self-preparation responsibilities --
ch. 9. The fifth step: Continuing evaluation and measurement --
ch. 10. Closing observations

Exemplar(s)

#	Accession No.	Call Number	Location	Status
1.	00187/17	332.024 Wil P	Library - 7th Floor	Available