Author: Robert Esperti Publisher: McGraw Hill Professional ISBN: 0071787909 Category : Business & Economics Languages : en Pages : 352
Book Description
“Our #1 choice in estate planning books.” –Ken & Daria Dolan The bestselling guide to securing a sound financial future for you and your loved ones—updated for uncertain times In our time of political, social, and economic upheaval, taking steps to protect your estate isn’t enough to provide peace of mind for you or financial security for your loved ones. Given these new levels of uncertainty, you need to reduce risk by using life insurance and other financial products to fund estate planning. This new, fully updated edition of the estate planning classic helps you take your estate planning to the next level. In addition to all the basics on wills, jointly held property, taxation, and philanthropy, Protect and Enhance Your Estate covers the latest developments regarding: Disability planning Living trusts Asset protection Family limited partnerships Proper use of life and long-term care insurance
Author: Lee R. Phillips Publisher: ISBN: 9780964896529 Category : Estate planning Languages : en Pages : 364
Book Description
Newly updated, this easy-reading book is packed with estate planning strategies every family can use to protect their money. It offers step-by-step ways to slash takes, cut or eliminate legal fees, and shield money from probate, creditors, lawsuits, divorce and illness. Includes personal anecdotes and true stories to illustrate crucial legal tools such as living trusts, wills, and powers of attorney. Gives counsel to avoid common financial pitfalls, shares hints to maximize life insurance and retirement, and includes tips to wisely choose a lawyer or do-it yourself software. New chapter explains how to minimize rest home expenses and anxiety.
Author: Joe Thomas Publisher: Independently Published ISBN: Category : Languages : en Pages : 0
Book Description
Book Description Unlock the secrets to a secure financial legacy and ensure your family's future prosperity with "Wealth Transfer Strategies: Securing Your Family's Future." In this comprehensive guide, estate planning expert Joe Thomas provides invaluable insights, practical advice, and actionable strategies to help you navigate the complex world of wealth transfer. Estate planning is not just about passing on your assets; it's about preserving your values, protecting your loved ones, and leaving a lasting legacy. With Joe Thomas as your trusted guide, you'll embark on a journey that empowers you to make informed decisions, minimize tax burdens, and safeguard your family's financial well-being. Inside this Book, You'll Discover: The Importance of Wealth Transfer: Explore why estate planning is a vital component of responsible wealth management and how it impacts your family's future. Comprehensive Estate Planning: Learn how to create a well-rounded estate plan that includes wills, trusts, powers of attorney, and healthcare directives. Tax Efficiency Strategies: Discover effective ways to minimize estate and inheritance taxes, ensuring that more of your wealth stays in the hands of your loved ones. Legacy Preservation: Explore the art of legacy planning, from communicating your values to fostering family unity and supporting philanthropic causes. Adaptation and Responsibility: Embrace the dynamic nature of estate planning, staying current with ever-changing laws and regulations. Professional Guidance: Understand the pivotal roles of estate planning attorneys, financial advisors, and tax professionals in crafting a successful estate plan. Sample Documents: Access sample wills, trusts, and other estate planning documents to serve as references when creating your own customized plan. Glossary of Terms: Navigate the world of estate planning with ease using our comprehensive glossary of key terms. Legacy Preservation: Explore the art of legacy planning, from communicating your values to fostering family unity and supporting philanthropic causes. Adaptation and Responsibility: Embrace the dynamic nature of estate planning, staying current with ever-changing laws and regulations. Professional Guidance: Understand the pivotal roles of estate planning attorneys, financial advisors, and tax professionals in crafting a successful estate plan. Sample Documents: Access sample wills, trusts, and other estate planning documents to serve as references when creating your own customized plan. Glossary of Terms: Navigate the world of estate planning with ease using our comprehensive glossary of key terms. Whether you're starting your estate planning journey or seeking to enhance your existing plan, "Wealth Transfer Strategies" equips you with the knowledge and tools needed to secure your family's financial future. Joe Thomas's expertise and guidance will empower you to make informed decisions, protect your legacy, and leave a lasting impact for generations to come. Begin your journey toward financial security and legacy preservation today. "Wealth Transfer Strategies: Securing Your Family's Future" is your roadmap to a prosperous and enduring legacy. This book description highlights the key themes, benefits, and content covered in "Wealth Transfer Strategies: Securing Your Family's Future," offering readers a glimpse into the valuable insights and guidance provided by Joe Thomas in the book.
Author: Daniel E. McKenzie Esq Publisher: Lulu.com ISBN: 1684705851 Category : Law Languages : en Pages : 90
Book Description
Despite what your compliance department may tell you about being forbidden from giving your clients legal advice, the service you provide to them requires you to advise your clients on critical estate planning decisions all the time. Because your financial advice will significantly impact the eventual administration and distribution of your clients? estates, it is crucial that you understand how that advice works together and fits in with their wills, trusts, and powers of attorney. This book will help you separate yourself from your competitors by giving you a sophisticated understanding of this important part of helping your clients grow and protect their wealth.
Author: Leonard Critcher Publisher: AuthorHouse ISBN: 1491862831 Category : Reference Languages : en Pages : 333
Book Description
COVERING YOUR ASSets is not a guide on how to accumulate assets. It is written specifically for people who have already accumulated assets, or are on their way to doing so, and wish to preserve and protect those assets. It is written in a unique format that will allow you to isolate your specific life situation and read only material applicable to you. You will learn about what the Wealth Planning process should actually entail, the Thirteen Wealth Management Issues (twelve of which that are ignored by many Financial Planners), the synergy that should come from the integration of these oft-ignored issues, and how to properly build a Wealth Planning Team. Twenty-seven complex strategies and techniques are explained in simple terms and presented in such a way that they can be easily understood by any layman. COVERING YOUR ASSets is an informative, enjoyable and easy to read guide for anyone wishing to Preserve and Protect what they have accumulated.
Author: Robert Esperti Publisher: McGraw-Hill ISBN: 9780071351980 Category : Business & Economics Languages : en Pages : 0
Book Description
Estate planning is more important than ever, and it's no longer just for the very rich. Today's "middle-class millionaires"created by the booming stock and real estate marketshave more assets than they ever believed possible. That unexpected wealth brings with it new concerns about how to protect their money and their heirs. A best-seller in its first edition, this book shows anyone how to implement estate planning into a long-range financial plan. It includes the latest on: Disability planning Living trusts; asset protection through long-term planning Family limited partnerships Written by two noted tax attorneys who have revolutionized the estate-planning process with their techniques, Protect Your Estate, Second Edition, enables readers to understand the newest changes in the tax laws and turn them to their own advantage.
Author: William P. Streng Publisher: John Wiley & Sons ISBN: 1119191742 Category : Business & Economics Languages : en Pages : 736
Book Description
Plan ahead: estate planning to secure your wishes Estate Planning is your overview of the estate planning concepts that are necessary to consider when advising your clients about the different facets of wealth transfer planning. This fundamental reference presents the basic estate, gift, and trust planning ideas in a descriptive and accessible manner—allowing you to easily and conveniently access the information you need when you need it. This essential text covers the development of estate planning strategies for your clients, the fundamentals of the federal transfer tax system, relevant federal income tax rules, lifetime donative asset transfers, gratuitous property transfers at death, generation-skipping transfers, special property transfer planning considerations, and post-mortem planning. When done effectively, estate planning enables your clients to make both lifetime and testamentary transfers of assets to beneficiaries of their choice. In the process, strategic, successful estate planning strategies conserve wealth for these beneficiaries, who are often family members of the client. Leveraging the right methods of estate planning can ensure that you achieve your client's objectives. Explore the fundamentals of estate planning as they relate to wealth transfer planning Dive into special property transfer planning considerations, including community property, life insurance, charitable transfers, closely held corporations, etc. Better serve your clients by having access to relevant, easy to navigate information on estate planning best practices Reinforce these new ideas with a comprehensive test bank Estate Planning is your guide to estate planning concepts that help you protect your assets during wealth transfer—and prepare for your assets to change hands as smoothly as possible.
Author: Jay Adkisson Publisher: McGraw Hill Professional ISBN: 0071505474 Category : Business & Economics Languages : en Pages : 326
Book Description
Strategies that are effective and legal for putting one’s assets safely out of reach In today’s increasingly litigious world, the shielding of assets has become a prominent issue for financial planners, business owners, and high-net-worth individuals. Asset Protection details methods that are both legally and morally legitimate for protecting one’s assets from creditors, lawsuits, and scams. Bringing economic common sense and legitimacy to an area that is drowning in gimmickry, two of today’s top lawyers examine the fundamental issues in this growing area, avoiding dense legalese to make the book accessible to anyone. Asset Protection covers everything readers want to know about: Establishing an effective asset protection program Today’s most popular, established strategies Newer strategies that are still being resolved by the courts
Author: Robert Esperti
Author: Lee R. Phillips
Author: Joe Thomas
Author: Daniel E. McKenzie Esq
Author: Leonard Critcher
Author: Robert Esperti
Author: William P. Streng
Author: Jay Adkisson
Author: Kathryn G. Henkel
Author: Justin Stivers