3D Wealth: A New Paradigm In Planning: How To Capture Your Client's Values In A Trust Contributor(s): Diefendorf Jr, Monroe (Author) |
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ISBN: 151963515X ISBN-13: 9781519635150 Publisher: Createspace Independent Publishing Platform OUR PRICE: $47.45 Product Type: Paperback Published: December 2015 |
Additional Information |
BISAC Categories: - Business & Economics | Finance - Wealth Management |
Physical Information: 0.44" H x 8.5" W x 11.02" (1.24 lbs) 170 pages |
Descriptions, Reviews, Etc. |
Publisher Description: It is not enough to leave your money to your heirs. It is imperative that you leave your money wrapped in your values to your heirs 3D Wealth: A New Paradigm In Planning is a how to book on capturing a client's values in a trust. |