Brief description of the book: Protecting your family. Building a company. Maintaining a high standard of living in retirement. Giving back to the community. Whatever your goals, wealth transfer planning plays an essential role. Whether you live to 70, 80 or even 90, you are likely to have assets that outlive you – “excess” wealth that will be transferred from you to others. What you choose to do with that excess – now an then – is what this book is all about.This book is designed to help you work effectively with your family members and advisors in an informed and collaborative way, creating a plan that is both tax-efficient and centered around the values by which you live.

About the Author:Northern Trust has served generations of families and their advisors, providing objectivity, stability and legendary client service. We are a leading global financial institution, founded nearly 120 years ago on the principles of honesty, reliability and entrepreneurial spirit. These values continue to guide us today. Northern Trust Corporation is also one of the nation’s strongest, most secure financial institutions, one of only 11 U.S. bank holding companies with a long-term credit rating of “AA-“ from Standard & Poors.