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Business and Estate Planning: Innovative Techniques for the Business Owners Terry Stanaland

Business and Estate Planning: Innovative Techniques for the Business Owners

Terry Stanaland

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 About the Book 

Fair is not necessarily equal, and equal is not always fair, notes estate planning pro Terry Stanaland, when it comes to designing an estate plans that address the needs of each client. Now, join Stanaland, as his entertaining new presentationMoreFair is not necessarily equal, and equal is not always fair, notes estate planning pro Terry Stanaland, when it comes to designing an estate plans that address the needs of each client. Now, join Stanaland, as his entertaining new presentation walks you through the top estate-planning tools and demonstrates how to apply them in every scenario. Drawing on real-world cases studies, Stanaland explores in detail the wide variety of estate planning techniques available to achieve client goals -- no matter what the particular circumstances. Youll be able to give your clients real value, time after time, as you discover:- The essentials elements of every estate plan- The significance of properly titling assets- The 3 strategic objectives of estate tax planning- 7 estate reduction techniques- The importance of having the business appraisedPlus, he covers:- New concepts and step-by-step methods for including a family business in an estate plan- And the all-important role of considering fairness and equality along with client goals, when formulating a plan.Stanalands decades of hands-on experience and creative strategies provide financial professionals with a rich resource to tap into.