This book by Maria Victoria Rotor-Hilado is a layman's guide to making an inventory of one's assets and the preparation of their supporting paperwork prior to estate planning or death. Defined as "the process by which an individual or family arranges the transfer of assets in anticipation of death, estate planning aims to preserve the maximum amount of wealth possible for the intended beneficiaries and flexibility for the individual prior to death." The preparation of the assets and organization of their paperwork is the most crucial step of estate planning and includes making an inventory of one's properties, shares of stocks, financial accounts, insurance policies, artwork collection, jewelry, furniture, and other assets. 

Publisher:
Anvil Publishing, Philippines

Publication Date:
2017

Format:
Softcover / 8 x 5 inches / 268 pages / BW

Language:
English

ISBN: 978-621-420-094-8