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Found 1 from your keywords: subject="Wealth Management"
cover
Values-Based Estate Planning
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Fithian, Scott C.

Values-Based Estate Planning by Scott C. Fithian goes beyond traditional financial planning by integrating personal values, family goals, and legacy principles into the estate planning process. The book emphasizes how individuals can pass on more than just material wealth—instilling life lessons, beliefs, and guiding principles to future generations. Fithian provides practical strategies for …

Edition
-
ISBN/ISSN
9780471380405
Collation
271 p.
Series Title
-
Call Number
HG 179.5 F58 2000