Dan Hall & Associates Solid Plans for Peace of Mind

Recommended reading

Below are the books we recommend to our clients:

Ethical Wills, Putting Your Values on Paper, Barry K. Baines, M.D.

The Ultimate Gift, Jim Stovall

Kiplinger’s Estate Planning, John Ventura, Esq.

Teaching Children Responsibility, Linda and Richard Eyre

The Happy Family, Restoring the 11 Essential Elements That Make Families Work, Linda and Richard Eyre

Your Estate Matters, Gifts, Estates, Wills, Trusts, Taxes and Other Estate Planning Issues, Patti S. Spencer, Esq.

Guide to Wills and Estates, The American Bar Association

Preparing Heirs, Five Steps to a Successful Transition of Family Wealth and Values, Roy Williams, and Vic Preisser

Family Wealth, Keeping it in the Family, How Family Members and Their Advisers Preserve Human, Intellectual, and Financial Assets for Generations, James E. Hughes Jr.

How to Say It to Seniors, Closing the Communication Gap with Our Elders, David Solie, M.S., P.A.