Customer Review: "Preparing Heirs" is a common sense approach to insuring that you and your family take the necessary steps to successfully transition your family assets and values. The text is accompanied with easy to use, tables, charts, and questionnaires to summarize and illustrate forecasts, causes of... more info
Customer Review: Philanthropy Heirs & Values is an advice guide written especially for affluent families seeking an effective means to teach their children values, mission, and accountability, preparing one's heirs for a successful transition of wealth and responsibility. Authors Roy Williams and Vic Preisser,... more info
