Estate Planning Secrets of the Affluent PDF Download

Author: Brenda L. Geiger
Publisher:
ISBN: 9781633850897
Category : Estate planning
Languages : en
Pages : 0

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Author: Christopher R. Jarvis
Publisher: John Wiley & Sons
ISBN: 0470282177
Category : Business & Economics
Languages : en
Pages : 401

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Book Description
Wealth Secrets of the Affluent reveals the ten "keys" to financial success that affluent families have used for decades. This is a must read for anyone who earns over $150,000 per year or any family that is worth over $2,000,000, as well as any advisor who makes a living assisting wealthy clients or would like to attract wealthy clients with more appropriate--and more effective--advice. There are specific strategies used to achieve unparalleled wealth, and this book puts them in perspective.

Author: Stanley Neeleman
Publisher: Simon and Schuster
ISBN: 1621531376
Category : Business & Economics
Languages : en
Pages : 256

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Book Description
Filled with real-life case examples, Estate Planning for the Healthy, Wealthy Family combines a positive attitude, deep psychological insight, and “hard” financial know-how for passing on money between family members while keeping relationships and values intact. With competence and empathy, the authors discuss such important moral issues as the role money plays in a happy family; how parents model their children’s values; and ways to build happy families where there is unequal wealth.

Author: Jeffrey S. Maurer
Publisher: John Wiley & Sons
ISBN: 0471481238
Category : Business & Economics
Languages : en
Pages : 287

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Book Description
Advance Praise for Rich In America "I highly recommend Rich in America to investors of all economic levels. While certainly no company understands the wealthy better than U.S. Trust, Jeff Maurer has done a wonderful job of turning the wisdom he gathered during his distinguished career at this venerable institution into advice that will benefit anyone interested in making smarter financial decisions." -Charles Schwab Chairman, The Charles Schwab Corporation "Jeff Maurer is uniquely qualified to advise the affluent and those who would be. Rich in America is packed with insight and wisdom gleaned from his long and tremendously successful career at the very pinnacle of wealth management." -Timothy C. Forbes Chief Operating Officer, Forbes Inc. "For thirty-three years, Jeff Maurer helped build U.S. Trust Corporation into one of the nation's most prominent and respected wealth managers. In this book, Jeff combines his own experience with the knowledge gleaned from a decade of U.S. Trust research into who the affluent are, how they earned their money, and how they keep it. The U.S. Trust approach to building and maintaining wealth makes relevant reading for anyone eager to provide for their own and their family's financial well-being." -Alan J. Weber Chairman and Chief Executive Officer, U.S. Trust Corporation "Jeff Maurer has distilled more than three decades of investment advice to affluent clients into a concise, informative, and extraordinarily readable work. Readers who are trying to preserve accumulated assets, as well as those who are setting out to build substantial wealth, will profit from this wide-ranging book." -James Poterba Mitsui Professor of Economics, MIT

Author: Riley G Foster
Publisher: Independently Published
ISBN:
Category : Business & Economics
Languages : en
Pages : 0

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Book Description
IT'S NEVER TOO EARLY TO PLAN FOR THE FUTURE, AND IT'S CERTAINLY NEVER TOO LATE TO SECURE YOUR LEGACY-REGARDLESS OF THE SIZE OF YOUR WEALTH. ⏰ FOR A LIMITED TIME! UNLOCK YOUR EXCLUSIVE BONUS WITH THIS PURCHASE: a comprehensive GUIDE TO RETIREMENT PLANNING, seamlessly integrating with estate planning to maximize your future security. Discover vital strategies for financial health, effective retirement income sources, advanced investment options, and essential legal documentation. Are you ready to take control of your future but unsure where to start? Concerned about how to protect your hard-earned assets from the uncertainties of life? Want to ensure your loved ones are cared for in exactly the way you wish after you're gone? Introducing "ESTATE PLANNING MADE SIMPLE" - your comprehensive guide to demystifying the estate planning process and unlocking the peace of mind you deserve.

Author: Brenda Geiger
Publisher:
ISBN: 9781633851320
Category :
Languages : en
Pages : 0

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Author: J. M. Trippon
Publisher: Bretton Woods Press
ISBN: 9780972338912
Category : Business & Economics
Languages : en
Pages : 272

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Book Description
A tax financial advisor to some of America's wealthiest families has created a roadmap to the secrets that attain and maintain wealth--despite fluctuations in the stock maket, high tax rates, and rampant litigation.

Author: Brenda Geiger
Publisher: Word Association Publishers
ISBN: 9781633855168
Category : Law
Languages : en
Pages : 0

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Book Description
This fifth edition of Secrets of Great Estate Planning covers not only the basic things you'll need to know to set up and maintain your estate plan, but also more advanced planning strategies such as Retirement Plan Trusts and Irrevocable Gifting Trusts for children and grandchildren. In this easy-to-read book you'll discover: - What the probate process is in California and why it should be avoided - How to "fund" (transfer assets to) your revocable trust and which assets cannot be owned by your revocable trust - How you can protect your children's inheritance from creditors, predators and their future divorcing spouses - How you can protect your spouse with the right Marital Trust provisions in your revocable trust - The best way to ensure your retirement accounts are protected in the right way for your children to inherit them with asset protection - How to protect yourself if you own rental real estate with an LLC - The top 25 mistakes people make in their estate plans, and how to avoid them Brenda Geiger is a skilled and experienced Estate and Business Planning attorney in Carlsbad, California. Her practice focuses on protecting clients from the probate process, helping them avoid future litigation and on forward thinking asset protection for her clients and their heirs.

Author: William D. Zabel
Publisher: Wiley
ISBN: 9780471155324
Category : Business & Economics
Languages : en
Pages : 322

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Praise for The Rich Die Richer and You Can Too "As a satisfied client I recommend that you read Bill Zabel’s book because it has useful tax advice no matter what your net worth may be." —George Soros "For most of us, the subject of estate planning has a number of things working against it: it’s complicated, unexciting, and even off-putting (‘I can’t take it with me and I’d rather not go’). Yet this is a subject of huge importance and potential for anyone who has worked hard and has something to show for his or her effort. Kudos, then, for Bill Zabel’s trenchant, readable, and relevant book." — Irvine O. Hockaday, Jr. President and CEO, Hallmark Cards, Inc. "Bill Zabel has managed to turn his how-to on writing a will into a crackling book about the wills and estates of celebrities such as Picasso, Doris Duke, Jackie Kennedy, Pamela Harriman, and Howard Hughes! Here’s a book you can’t put down because it’s so much fun … and you learn something important at the same time. What more could anyone want?" —Lesley Stahl " This is an eminently practical guide to questions that are enormously important — for individuals, their families, and the causes that they care about. Wise planning should be seen as an inescapable responsibility, not as an option. As Mr. Zabel’s witty and well-written book makes clear, confronting these life-and-death issues with sophistication as well as compassion can also be highly satisfying." —William G. Bowen, President, The Andrew W. Mellon Foundation; former President, Princeton University "Bill Zabel is brilliant, ingenious, funny, and humane. This valuable book—which is so much like its author—will entertain and benefit all who read it." —S. Daniel Abraham, founder, Slim-Fast Foods; President and CEO, Thompson Medical Company, Inc.

Author: Robert A. Esperti
Publisher: McGraw Hill Professional
ISBN: 0071787909
Category : Business & Economics
Languages : en
Pages : 369

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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