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3D Wealth: A New Paradigm In Planning: How To Capture Your Client's Values In A Trust
Contributor(s): Diefendorf Jr, Monroe (Author)
ISBN: 151963515X     ISBN-13: 9781519635150
Publisher: Createspace Independent Publishing Platform
OUR PRICE:   $47.45  
Product Type: Paperback
Published: December 2015
Qty:
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.