Skip to content

Booksellers & Trade Customers: Sign up for online bulk buying at trade.atlanticbooks.com for wholesale discounts

Booksellers: Create Account on our B2B Portal for wholesale discounts

The Financial Advisor's Estate Planning Desk Reference: How to deepen your relationships with your clients, provide even better service to them, and i

by Daniel E. McKenzie Esq
Save 13% Save 13%
Current price ₹848.00
Original price ₹972.00
Original price ₹972.00
Original price ₹972.00
(-13%)
₹848.00
Current price ₹848.00

Imported Edition - Ships in 18-21 Days

Free Shipping in India on orders above Rs. 500

Request Bulk Quantity Quote
+91
Book cover type: Paperback
  • ISBN13: 9781684705856
  • Binding: Paperback
  • Subject: N/A
  • Publisher: Lulu Publishing Services
  • Publisher Imprint: Lulu Publishing Services
  • Publication Date:
  • Pages: 88
  • Original Price: GBP 7.47
  • Language: English
  • Edition: N/A
  • Item Weight: 141 grams
  • BISAC Subject(s): General

Despite what your compliance department may tell you about being forbidden from giving your clients legal advice, the service you provide to them requires you to advise your clients on critical estate planning decisions all the time. Because your financial advice will significantly impact the eventual administration and distribution of your clients' estates, it is crucial that you understand how that advice works together and fits in with their wills, trusts, and powers of attorney. This book will help you separate yourself from your competitors by giving you a sophisticated understanding of this important part of helping your clients grow and protect their wealth.

Trusted for over 49 years

Family Owned Company

Secure Payment

All Major Credit Cards/Debit Cards/UPI & More Accepted

New & Authentic Products

India's Largest Distributor

Need Support?

Whatsapp Us