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Preparing Heirs

Preparing Heirs PDF Author: Roy Orville Williams
Publisher: Author's Choice Publishing
ISBN: 9781931741316
Category : Business & Economics
Languages : en
Pages : 208

Book Description
Preparing Heirs discloses the surprising findings from the authors' research into the legacies of 3,250 wealthy families. With extraordinary insight, they reveal what the relatively small number of successful families had in common-how they achieved and maintained family harmony, and ensured the smooth transition of their wealth to well-adjusted heirs. They also warn of the wide range of factors that cause the majority of wealthy families to fail in their transition. Preparing Heirs offers clear, concise, well-organized, and easy-to-follow instructions that will enable you to evaluate your plan for transitioning family wealth. Preparing Heirs is an assessment tool that can be used in conjunction with the services of qualified professionals such as attorneys and accountants. It addresses the major causes for the 70% failure rate in estate transitions, which lie within the family itself and are within the family's control. This book can help you develop a plan to transmit the family values underlying the accumulation of wealth and prepare your heirs to be good stewards and thoughtful administrators of that wealth.

Preparing Heirs

Preparing Heirs PDF Author: Roy Orville Williams
Publisher: Author's Choice Publishing
ISBN: 9781931741316
Category : Business & Economics
Languages : en
Pages : 208

Book Description
Preparing Heirs discloses the surprising findings from the authors' research into the legacies of 3,250 wealthy families. With extraordinary insight, they reveal what the relatively small number of successful families had in common-how they achieved and maintained family harmony, and ensured the smooth transition of their wealth to well-adjusted heirs. They also warn of the wide range of factors that cause the majority of wealthy families to fail in their transition. Preparing Heirs offers clear, concise, well-organized, and easy-to-follow instructions that will enable you to evaluate your plan for transitioning family wealth. Preparing Heirs is an assessment tool that can be used in conjunction with the services of qualified professionals such as attorneys and accountants. It addresses the major causes for the 70% failure rate in estate transitions, which lie within the family itself and are within the family's control. This book can help you develop a plan to transmit the family values underlying the accumulation of wealth and prepare your heirs to be good stewards and thoughtful administrators of that wealth.

Philanthropy, Heirs & Values

Philanthropy, Heirs & Values PDF Author: Roy Williams
Publisher: Author's Choice Publishing
ISBN: 9781931741514
Category : Charities
Languages : en
Pages : 186

Book Description
Review: ...right on target! This book proves that philanthropy is an incredible teaching tool for your family once you know how to apply its power.

Splitting Heirs

Splitting Heirs PDF Author: Ron Blue
Publisher: Moody Publishers
ISBN: 0802480780
Category : Business & Economics
Languages : en
Pages : 215

Book Description
Finish well. That is what we are called to do in Scripture, but where will our money and possessions finish? The Bible has the principles that provide answers to the challenge of parenting and passing along an in heritage. Within the next decade, over ONE TRILLION DOLLARS will change hands from one generation to the next. Individuals with adult children will need to transfer that wealth without ruining their heirs' lives. Ron Blue, an authority on personal and business finance, will help: ~Identify exactly how much money would be transferred were the reader to die today ~Identify the need for creating a will ~Identify tax-wise financial planning ~Teach the way to leave money without creating an unhealthy dependence

Are You Ready Yet?

Are You Ready Yet? PDF Author: Michael C Wittenberg Cfp(r)
Publisher: Xlibris Us
ISBN: 9781796047066
Category :
Languages : en
Pages : 198

Book Description
From this compact book, learn from a certified financial planner certificant CFP(R) who has helped hundreds of clients over more than thirty-five years practical estate planning steps you can take to protect yourself and those you love. This book, written in layperson's words for easy understanding, explains aspects of wills, financial and medical powers of attorney, revocable living trusts, "living wills," and much more. Learn how to use free tools such as beneficiary designations, POD, and TOD forms (and when not to use them) to avoid the expense, delay, and publicity of probate. Making distinctions among single ownership, joint ownership with rights of survivorship, and trust ownership are essential. This work explains personal retirement plans such as traditional and Roth IRAs, 401(k), and 403(b) employer retirement plans, along with concepts such as tax deferral, pretax, and after-tax contributions, transfers, and retirement plan distribution strategies. Income taxes, capital gain taxes, and estate taxes are also made simple. Michael shows you how to maintain control over your team of advisors while getting the most out of professionals who serve you. Having been a caregiver himself, learn from Michael how you can successfully navigate emotional concerns, preventing and reducing family arguments. Challenges faced by spouses, parents, adult children, caregivers, executors and administrators, heirs, and beneficiaries are highlighted to lighten your burden. Michael's experience and education provide valuable insights for widows, widowers, and adult children suffering from the pain and fog of bereavement. This unique book combines both helpful tips to solve thorny obstacles you face, without confusing legalese, with an understanding of the feelings individuals and families face on the path from wellness, to illness, death, and while tackling postdeath estate settlement. This book fills a crucial unmet need enabling spouses, parents, and adult children to make wiser decisions while protecting those they love.

Wealth in Families

Wealth in Families PDF Author: Charles W. Collier
Publisher:
ISBN:
Category : Charitable giving
Languages : en
Pages : 127

Book Description


Heartless Heirs

Heartless Heirs PDF Author: MarcyKate Connolly
Publisher: Blink
ISBN: 0310768330
Category : Young Adult Fiction
Languages : en
Pages : 352

Book Description
From New York Times bestselling author MarcyKate Connolly comes the sequel to Twin Daggers, which follows Aissa and Zandria on their mission to understand their unique magical bloodline, as well as unite the Magi and Technocrats before their sworn enemy can turn the simmering hate between the two peoples into an all-out war. Heartless Heirs: Combines fantasy and magic with a storyline that focuses on social issues Joins action and intrigue with love and romance Has a cover that features foil and embossing Aissa has never felt so trapped and alone even with her sister and friend by her side. Zandria—once her other half—has become cold and inflexible after her time in the Technocrats’ dungeon. Their friend Remy may still side with his father, a Magi leader who refuses to believe his spymaster has turned traitor. And Aissa herself is now an enemy of her Magi people after falling in love with—and binding her heart to—Aro, a Techno prince who puts all their lives at stake. Aissa is determined to uncover the secrets of the Alchemist Alliance that created her and Zandria’s unique magical powers ... as well as learn whether the Alliance’s research holds the key to healing the rift between the Magi and Technocrats after centuries of war. But with her people preparing for battle, it will take more than lost spells and hidden secrets to accomplish her goal. Especially as the bond between her and Aro grows deeper and threatens everything Aissa has ever believed. Also check out book one in the series: Twin Daggers

Here be Monsters

Here be Monsters PDF Author: Christopher Stasheff
Publisher: Ace
ISBN: 9780441008513
Category : Magic
Languages : en
Pages : 246

Book Description
Love is in the air as the planet of Gramarye readies itself to celebrate three weddings all at once: those of Geoffrey, Cordelia, and Gregory Gallowglass. When Alouette, Gregory's fiance, has a horrible vision of monsters attacking the land, cold feet becomes the least of their worries.

Make Your Own Living Trust

Make Your Own Living Trust PDF Author: Denis Clifford
Publisher: Nolo
ISBN: 1413328407
Category : Business & Economics
Languages : en
Pages : 312

Book Description
A do-it-yourself manual for making your own living trust, with checklists, step-by-step procedures, worksheets, and forms.

Making Money in Real Estate

Making Money in Real Estate PDF Author: Douglas Gray
Publisher: John Wiley & Sons
ISBN: 1118122054
Category : Business & Economics
Languages : en
Pages : 437

Book Description
Successful real estate investments play an essential role in Canadian investors' portfolios. The growth in wealth in real estate markets has presented investors with tremendous opportunities to capitalize on and expand their range of investments, and has moved real estate investing from a niche product to a pillar of smart portfolio diversification. In Making Money in Real Estate, 2nd Edition, Douglas Gray demystifies the Canadian real estate market for novice investors and presents new strategies for veteran investors. Learn to: Understand the real estate market cycles Find a property and assess its investment potential Build a trustworthy real estate team Arrange financing on good terms Use negotiating tactics that work Understand tax and legal issues Manage a property Avoid the pitfalls that many investors fall into Examine the pros and cons of non-residential property investment options Readers of previous editions will appreciate the vital changes to mortgage rules, taxation and legislation, and the inclusion of information on commercial real estate. Thorough coverage in plain English makes Making Money in Real Estate, 2nd Edition the next logical step for investors who want to begin or expand their real estate portfolios, and is a critical and indispensable tool in investment decision making.

Organizing Your Estate

Organizing Your Estate PDF Author: Holmes F. Crouch
Publisher:
ISBN: 9780944817810
Category : Business & Economics
Languages : en
Pages : 228

Book Description
In an effort to provide foresight when preparing an estate to pass onto heirs, this guidebook details how to ensure organization of estate affairs, maintain control, and avoid excessive professional fees. The chapters focus on inventory and appraisement, probate avoidance, the slimming of portfolio assets, and comparisons of wills and trusts.