Attorney John D. Steffan
a foremost authority on the topic of Estate Planning and Asset Protection has co-authored a book with well-known author Gordon K. Williamson. Steffan & Associates, P.C. offers the best advice for those needing to consider how financial planning works with or against their estate planning. Steffan argues that consumers can no longer leave their planning in someone else’s hands, they need to actively participate in their own financial security. Without planning now, there is little security tomorrow. Click here if you would like additional information on how to get this new book.
About the Authors
The authors of this book have committed their practices to helping those in their community with these important Wealth Building, Preserving and Distributing issues.
John D. Steffan is recognized throughout Washington, D.C. and Northern Virginia for his skills in speaking, educating and servicing estate planning needs for his clients. Conducting over a half dozen speaking engagements per month has provided John with the first hand experience necessary to answer the most common questions consumers have about estate planning.
Steffan & Associates, P.C. frequently consult with other attorneys from around the country, and provide basic and advanced education for professional advisors throughout the Washington, D.C. Metropolitan area. They are often quoted in the media, and have hosted online discussions for the Washington Post. In addition, they are regular guests on various radio and television shows.
John Steffan is an Executive Member of the American Academy of Estate Planning Attorneys. He maintain levels of continued education that far exceed the state requirements for attorneys in good standing. Steffan is also licensed to instruct on continuing education topics including Financial and Estate Planning, Insurance Laws and Regulations, and Retirement and Savings Plans.
Gordon K. Williamson, JD, MBA, MSFS, CFS, CAS, BCE, BCS, BCAA, CEPP, AEP, a former tax and estate planning attorney, is the author of over 30 books, including The 100 Best Mutual Funds You Can Buy, the most popular mutual fund book ever written (over 500,000 copies sold); he is also the author of the first two books ever written about annuities. Dr. Williamson has been the financial editor of a number of magazines and newspapers. He taught at the University of California for 10 years and was the chairperson of their Business & Finance Department. Gordon manages investments for individuals and corporations. He has been the manager of a national brokerage firm for over 20 years. Besides overseeing investors’ portfolios, Dr. Williamson is the executive director and founder of The Institute of Business & Finance, a fully accredited educational provider to the financial services industry. Gordon lives in La Jolla, California.
More about Total Wealth Management
This book is a first; financial and estate planning in one easy-to-understand text from top experts in the field, collaborating to provide you with powerful knowledge that can benefit you immediately.
The book’s 22 chapters begin with the financial planning process. The next few chapters deal with different forms of protection and ways of insuring yourself. These chapters are followed by an extensive discussion of living trusts. The next part of the book describes important ancillary documents that are important on their own, but also help to transform your living trust into a more complete estate-planning package. There are then a few brief chapters on other types of trusts that should be considered depending upon one’s net worth, tax bracket, and donative intent.
The book ends with a discussion as to how you can be better prepared to meet with your estate planning attorney, with present value tables to assist you in making financial projections, and with appendices on the probate and Medicaid process.
The central purpose of the book is to make you a better informed investor and planner. Ideas, concepts, and summary checklists are included to better your situation now as well as provide help and protection for your loved ones. Once you have completed this book, you will be armed with the kind of information that will give you peace of mind now and in the future.
How to Get YOUR Copy of Total Wealth Management
Email us or call our office at (703) 691-4810 and we’ll tell you when our next public educational workshop will be held, these books are available there!