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list price: $19.95
edition:Paperback
category: Law
published: Mar 2003
ISBN:9781551804057
publisher: Self-Counsel Press

Plan Ahead

Protect Your Estate and Investments

by Frank J. Eberhart

tagged: estates & trusts
Description

Written by a professional financial planner, Plan Ahead: Protect Your Estate and Investments will help you get your estate and your financial affairs in order without the expense of a lawyer. Using easy-to-understand language, this comprehensive guide takes you step-by-step through the process of understanding tax and estate laws and creating an estate-management system that effectively addresses your needs. Explaining all aspects of wills, estates and investments, this book also includes worksheets for trusts, investments and new tax laws, making it easier than ever to get your affairs in order! Even if you already have a sufficient will or estate plan in place, you must ensure that you update your plan as tax laws change. These changes can affect almost every American with an estate plan, a will, or related investments. Make sure that you are protected!

About the Author

Frank J. Eberhart

Frank Eberhart is a financial planner and certified estate planner who currently works as a financial advisor. He conducts regular seminars on financial and estate planning.
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