Author: United States. Congress. Senate. Special Committee on Aging
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 316

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Book Description

Author: Stephan R. Leimberg
Publisher:
ISBN:
Category : Social Science
Languages : en
Pages : 402

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Book Description

Author: Kenneth O. Doyle Ph.D.
Publisher: Bloomsbury Publishing USA
ISBN:
Category : Business & Economics
Languages : en
Pages : 219

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Book Description
Explains the most effective ways to discuss the legal and financial responsibilities that come with the end of life and tools for managing them—such as wills, trusts, estate planning, and cash management—in the context of financial psychology. Dying is complicated. It presents myriad challenges at a time when people are least prepared to deal with complexity. Typically, aging people turn to their adult children and grandchildren, their caregivers, and their professional advisors to guide them in their final years. This book is aimed directly at the children and grandchildren of aging parents to prepare them for meaningful conversations with their parents and among themselves. It gives them the tools they need to communicate knowledgeably with caregivers and professional advisors and to make important decisions with, or on behalf of, those who depend on them. The authors provide legal and financial tools and techniques, including wills and trusts, cash management, and investment planning, approaching each from both a financial and a psychological perspective. They recognize that some of the challenges that people face during their last few years of life cannot be controlled and describe not only what these tools and techniques can do but also what they can't. Those that cannot be controlled, however, can still be managed, and the authors explain with clarity and compassion how to deal with them through psychological and spiritual engagement.

Author:
Publisher:
ISBN:
Category : Finance, Personal
Languages : en
Pages : 548

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Book Description

Author: New York University. Institute on Federal Taxation
Publisher:
ISBN:
Category : Income tax
Languages : en
Pages : 588

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Book Description

Author: United States. Congress. House. Committee on Financial Services. Subcommittee on Capital Markets, Insurance, and Government Sponsored Enterprises
Publisher:
ISBN:
Category : Asset-backed financing
Languages : en
Pages : 126

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Book Description

Author:
Publisher: IIED
ISBN:
Category : City planning
Languages : en
Pages : 116

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Book Description

Author: Ross Levin
Publisher: John Wiley & Sons
ISBN: 1118159780
Category : Business & Economics
Languages : en
Pages : 294

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Book Description
The gold standard for measuring financial progress, updated for today's market From Ross Levin, a trusted financial planner, comes Implementing the Wealth Management Index. The new edition of the book Investment Advisor called a "landmark opus," this revised and updated volume expands upon his legendary Wealth Management Index tool. A benchmark system that, through a series of questions and evaluations, enables advisors to score their performance for individual clients, the tool is used by firms around the world. In this new edition, the index looks at asset protection, disability and income protection, debt management, investment planning, and estate planning. The new edition adds more how-to information, as well as actual client examples and case studies to show how Levin's firm successfully uses the index as a daily strategy. Asks the important questions, like "Did you use all reasonable means to reduce your taxes?" and "Have you established and funded all the necessary trusts? Have you made your desired gifts for this year? Newly revised and expanded for the first time since 1997 Essential guidance from a top man in the game, Implementing the Wealth Management Index is the one-stop resource for measuring client financial progress.

Author: Stephan R. Leimberg
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 600

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Book Description

Author: Paul Cloke
Publisher: Routledge
ISBN: 1134693303
Category : Social Science
Languages : en
Pages : 399

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Book Description
This book, first published in 1983, provided the first thorough and informative introduction to the theory, practice and politics of rural settlement planning. It surveys the conceptual and ideological leanings of those who have developed, implemented and revised rural settlement practice, and gives detailed analysis of planning documentation to assess the extent to which policies have been successfully implemented. Paul Cloke assesses the shortfalls of rural planning and resource management and suggests methods by which a sustainable rural future might be attained. This reissue provides essential background and a comprehensive handbook for those with an interest in rural settlement planning.