The 12 Top Estate Planning Tools (Paperback)
Language: English
Published by Createspace Independent Publishing Platform, 2015
- Softcover
- New
Seller: CitiRetail, Stevenage, United KingdomCitiRetail
AbeBooks seller since June 29, 2022
Condition: New
£ 17.49
Quantity: 1 available
Add to basketItem description from seller
Paperback. Planning your estate can be a daunting task. Multiple tools are available to help with this challenging process, but with new options emerging all of the time and complex tax codes constantly changing, finding the right tool can sometimes be difficult. In The Twelve Top Estate Planning Tools, author Paul R. Marriott, CLU, ChFC, CAIA, helps break down different trust arrangements and other available options in simple, easy-to-understand terms. With sections devoted to choices such as the living trust, survivorship life insurance, and the family limited liability company, Marriott presents the most generally useful alternatives available for someone looking to plan his or her estate. Designed for the layman but equally useful for the seasoned professional, this compact book is loaded with helpful information and powerful insight. This item is printed on demand. Shipping may be from our UK warehouse or from our Australian or US warehouses, depending on stock availability.
Seller Inventory # 9781508482079
- Title
- The 12 Top Estate Planning Tools (Paperback)
- Author
- Paul R. Marriott
- Publisher
- Createspace Independent Publishing Platform
- Publication year
- 2015
- Condition
- new
- Binding
- Paperback
- Language
- English
- ISBN 10
- 1508482071
- ISBN 13
- 9781508482079
Planning your estate can be a daunting task. Multiple tools are available to help with this challenging process, but with new options emerging all of the time and complex tax codes constantly changing, finding the right tool can sometimes be difficult.
In The Twelve Top Estate Planning Tools, author Paul R. Marriott, CLU, ChFC, CAIA, helps break down different trust arrangements and other available options in simple, easy-to-understand terms.
With sections devoted to choices such as the living trust, survivorship life insurance, and the family limited liability company, Marriott presents the most generally useful alternatives available for someone looking to plan his or her estate.
Designed for the layman but equally useful for the seasoned professional, this compact book is loaded with helpful information and powerful insight.
"Synopsis" may belong to another edition of this title.
About the Author
Paul R. Marriott, CLU, ChFC, CAIA, is the founder and president of Marriott Organization Inc., a firm specializing in estate planning, executive benefits, qualified plans, and asset management strategies.
He received his bachelor’s degree in 1964 from the University of Washington and began a career in the life insurance business in 1967. He founded Marriott Organization Inc. in 1974 and received his Chartered Life Underwriter designation in 1976 and his Chartered Financial Consultant designation in 1985.
He is also a registered principal associated with First Allied Securities Inc. of San Diego, California, through which he offers securities and equity-based financial products. He has received numerous insurance industry awards and honors and received his Chartered Alternative Investment Analyst designation (CAIA) in 2013.
He has served on numerous nonprofit and charitable boards and is a trustee of his own charitable trust.
"About the title" may belong to another edition of this title.
CitiRetail
Stevenage, United Kingdom
AbeBooks seller since June 29, 2022
Shipping rates from United Kingdom to U.S.A.
| Item | 7 to 14 business days | 7 to 60 business days |
|---|---|---|
| First item | £ 37.00 | £ 37.00 |
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ABC BOOKS LIMITED
10 John Street
London, United Kingdom WC1N 2EB
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