Overview

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.

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9781508482079

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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.

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