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eBook Wealth Preservation: How to Start and Develop an Estate Planning Practice ePub

eBook Wealth Preservation: How to Start and Develop an Estate Planning Practice ePub

by Doug H. Moy

  • ISBN: 0471122599
  • Category: Small Business and Entrepreneurship
  • Subcategory: Perfomance and Work
  • Author: Doug H. Moy
  • Language: English
  • Publisher: Wiley; 1 edition (June 22, 1998)
  • Pages: 464
  • ePub book: 1755 kb
  • Fb2 book: 1202 kb
  • Other: lrf mobi txt mbr
  • Rating: 4.4
  • Votes: 312

Description

Clearly explains how to start your own estate planning practice. Read Wealth Preservation and find out how to broaden your professional horizons and increase your revenues by making estate planning a part of your practice.

Clearly explains how to start your own estate planning practice. Guides you step-by-step through the entire estate planning process. Shows you how to work with attorneys and clients to develop a solid estate plan. Describes techniques for selling estate planning services to old and new clients. Covers all the important basic business issues, including fee-setting, billing, consulting agreements, working with attorneys, and more.

Practice Start Series) to Estate and Develop Wealth Guide (CPA Preservation: How an Planning .

Practice Start Series) to Estate and Develop Wealth Guide (CPA Preservation: How an Planning Practice read online. download isbn 0471122599. Wealth Preservation: How to Start and Develop an Estate Planning Practice (CPA Practice Guide Series) pdf. pdf 978-0471122593.

Estate Planning - How you can protect your loved ones and preserve your assets. Get your questions answered by an experienced Estate Planning Attorney and learn: Why most living trusts do not work - and how to make yours succeed. The one question to ask your estate planning attorney. What is trust funding and why is it essential. How to reduce professional fees in the overall cost of a trust-based plan. What are the benefits of a formal estate plan maintenance program? Latest Posts

To them, estate-planning documents are a commodity like a bushel of corn .

To them, estate-planning documents are a commodity like a bushel of corn or a barrel of crude. Here, price becomes the only distinctive factor. For example, with my estate practice systems, adding an attorney licensee’s name to my books for distribution to their own clients is a simple change. When writing books, you don’t have to write a several hundred page treatise on estate-planning law. In fact, you shouldn’t. Your books should be short and limited to a single topic. As you start to build your educational content, you need to consider the multitude of distribution channels to promote your material and attract new clients. Deliver Content to New Clients.

Estate planning is the process of anticipating and arranging, during a person's life, for the management and disposal of that person's estate during the person's life and at and after death, while minimizing gift, estate, generation s. .

Estate planning is the process of anticipating and arranging, during a person's life, for the management and disposal of that person's estate during the person's life and at and after death, while minimizing gift, estate, generation skipping transfer, and income tax. Estate planning includes planning for incapacity as well as a process of reducing or eliminating uncertainties over the administration of a probate and maximizing the value of the estate by reducing taxes and other expenses.

Start your own study group.

Once the exclusive domain of specialist attorneys, estate planning is now a highly lucrative part of many accountants' and tax professionals' practices nationwide. If you are an accountant who would like to take advantage of this national trend as a way to diversify your services and significantly increase your profit base, this book is for you. Based on author Doug H. Moy's more than twenty-five years as a successful estate planning professional, it tells you everything you need to know about planning, building, managing, and marketing a thriving estate planning practice. Writing in a straightforward, jargon-free style, Moy deftly guides you step-by-step through the entire estate planning process. He shows you how to work with attorneys and clients to develop a solid, legally structured estate plan for maximum asset protection, estate preservation, and privacy. What's more, he shares the original wealth preservation and transfer strategies that helped make him one of today's most respected estate planning specialists. But that's not all. The fruit of Moy's two and a half decades as head of a national estate planning business, Wealth Preservation also provides you with a complete blueprint for starting and running your own successful estate planning practice, from fee-setting and billing to drawing up a consulting agreement and staying on top of the latest changes in the tax laws. An indispensable resource for PAs, EAs, CPAs, CFPs, insurance professionals, and banking service providers, Wealth Preservation contains a gold mine of proven business tools and techniques, including: * Methods for developing estate planning business among established clients * Prospecting how-to's for finding and qualifying new clients * All of the documentation you'll need in ready-to-use format * n original client financial information checklist that helps you get all of the crucial facts necessary to develop and prepare written plans and avoid malpractice suits * Worksheets that let you calculate estate taxes quickly and effortlessly--without expensive computer hardware and software * An original information storage and retrieval system A total guide to planning, building, managing, and marketing a thriving estate planning practice In this highly accessible guide to estate planning, expert Doug Moy shares everything he knows about establishing and managing a successful estate planning practice. Drawing on more than twenty-five years as head of his own successful national estate planning practice, Moy: * Clearly explains how to start your own estate planning practice * Guides you step-by-step through the entire estate planning process * Shows you how to work with attorneys and clients to develop a solid estate plan * Describes techniques for selling estate planning services to old and new clients * Covers all the important basic business issues, including fee-setting, billing, consulting agreements, working with attorneys, and more * Supplies all of the crucial documentation you'll need in your practice * Offers an original checklist that helps you guarantee that you get all of the important facts you need about clients' personal finances * Includes worksheets that make calculating estate taxes quicker and easier than ever * Provides a complete client fact-finding form for gathering personal and financial information Read Wealth Preservation and find out how to broaden your professional horizons and increase your revenues by making estate planning a part of your practice.

Comments

Dynen Dynen
This is a great book for accountants who perform Estate Planning very informative
Ferri - My name Ferri - My name
Be careful about the unauthorized practice of law. An accountant or financial planner cannot legally write a Will or a Trust document. No lawyer worth his salt would sign off on a document drafted by someone who the state has not allowed to practice law.