Do-it-yourself legacy planning
S____ hasn’t provided me any resource suggestions yet, and I’m restless. So I went to Amazon.com and did some looking on my own. I found a number of highly rated books that look as if they will to speak to what I’m interested in, so I’ve ordered them. (Typical behavior on my part: gather as much information as I can find!)
Titles:
Family Wealth Counseling : Getting to the Heart of the Matter
Family Wealth–Keeping It in the Family: How Family Members and Their Advisers Preserve Human, Intellectual, and Financial Assets for Generations
Beyond the Grave revised edition: The Right Way and the Wrong Way of Leaving Money To Your Children (and Others)
and
Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values
Sarita and I are headed off for a cruise next week. I expect I’ll read at least a couple of them then.
Technorati Tags: books, estate planning, estate planning process, legacy planning, legacy planning process
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on Thursday, September 6th, 2007 at 6:51 pm and is filed under estate planning, legacy planning.
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