Review
TWO-COMMA WEALTH: INVESTMENT, TAX, AND ESTATE STRATEGIES TO CONSIDER WHEN YOUR NET WORTH EXCEEDS A MILLION DOLLARS
Estate planning (Tampa), v 52(8), pp 27-28
01 Aug 2025
Abstract
George Stefanou, Streamline Books, 10000 Marshall Dr., Lenexa, KS 66215, 274 pages, $24.95 In Two-Comma Wealth: Investment, Tax, and Estate Strategies to Consider When Your Net Worth Exceeds a Million Dollars, author George Stefanou provides an accessible and engaging roadmap for navigating the emotional, fiscal, behavioral, and legacy-building components of what he describes as "substantial financial success": having a net worth of a million dollars or more in investable assets. Because this is the story of his own family, Stefanou's voice comes through in the stories he tells and the advice he offers. What | liked most about this book was the conversational quality it brought to such familiar topics as legacy planning, tax planning, and business succession planning.
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Details
- Title
- TWO-COMMA WEALTH: INVESTMENT, TAX, AND ESTATE STRATEGIES TO CONSIDER WHEN YOUR NET WORTH EXCEEDS A MILLION DOLLARS
- Creators
- Deborah GordonCarla Spivack
- Publication Details
- Estate planning (Tampa), v 52(8), pp 27-28
- Publisher
- Thomson Reuters (Tax & Accounting) Inc; New York
- Resource Type
- Review
- Language
- English
- Academic Unit
- Thomas R. Kline School of Law
- Other Identifier
- 991022098539304721