Transcription of Wealth Preservation For The Affluent
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Wealth Preservation For The Affluent
Wealth Preservation For The Affluent A Practical Guide to Help High Income and/or High Net Worth Clients with: Asset Protection Income Tax Reduction Estate planning Financial planning Business Management (cost reduction). Wealth Preservation For The Affluent A Practical Guide to Help High Income and/or High Net Worth Clients with: Asset Protection Income Tax Reduction Estate planning Financial planning Business Management (cost reduction). By: Cindy Fields, MBA, CWPP . Roccy DeFrancesco, Jr., JD, CWPP . This publication is designed to provide accurate and authoritative information regarding the subject matter covered. It is presented with the understanding that neither the publisher nor the authors are engaged in rendering legal, accounting, or other professional services through the issuance of this book. If you need individual advice on the topics covered in this book, please contact one of the authors for an individual consultation. Also, always seek counsel from an advisor before taking actions based on the material in this book.
Table of Contents _____ iii Chapter Two Estate Planning Introduction..... 105
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