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Author : Kathryn G. Henkel
Publisher :
ISBN 13 : 9780791334263
Total Pages : pages
Book Rating : 4.3/5 (342 download)
Download or read book Estate Planning and Wealth Preservation written by Kathryn G. Henkel and published by . This book was released on 2003 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Jonathan G. Blattmachr
Publisher : Regnery Publishing
ISBN 13 : 9780895262547
Total Pages : 764 pages
Book Rating : 4.2/5 (625 download)
Download or read book The Complete Guide to Wealth Preservation and Estate Planning written by Jonathan G. Blattmachr and published by Regnery Publishing. This book was released on 1999-11-01 with total page 764 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Complete Guide to Wealth Preservation and Estate Planning is written for everyone from families to financial planners, lawyers, accountants, insurance underwriters, security and investment advisors and business owners.
Author : Kathryn G. Henkel
Publisher :
ISBN 13 : 9780791333044
Total Pages : pages
Book Rating : 4.3/5 (33 download)
Download or read book Estate Planning and Wealth Preservation written by Kathryn G. Henkel and published by . This book was released on 1998 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Paul Miller
Publisher : Blurb
ISBN 13 : 9780578867632
Total Pages : 128 pages
Book Rating : 4.8/5 (676 download)
Download or read book Can Your Family Wealth Management Plan Pass the 360° Stress Test? written by Paul Miller and published by Blurb. This book was released on 2021-02-25 with total page 128 pages. Available in PDF, EPUB and Kindle. Book excerpt: Family businesses are the backbone of the American economy. It is not surprising, therefore, that many founders of family businesses want the fruits of their labor to survive and continue to grow for generations to come. For families of wealth, the set up and maintenance of a successful Wealth Preservation, Transfer and Succession Plan often involves complex elements and techniques that require advanced planning and proper tool implementation by a broad team of professionals. Unfortunately, a critical factor that Families of Wealth often overlook in this process is having a 360° Family Wealth Manager oversee and coordinate their diverse cast of professionals, frequently including lawyers, accountants, stockbrokers, insurance agents and bankers. This lack of oversight and coordination by a 360° Family Wealth Manager can result in unintended but severe consequences. Throughout this book, Kevin Ellman, CFP and Paul Miller, Family Wealth Managers, use a combination of case studies, and in-depth examination of the various planning tools, strategies, and techniques, that can be employed to help reduce or even eliminate the potential damaging effects of poor Wealth Preservation and Transfer Planning. In their view, Kevin and Paul believe that 360° Family Wealth Management provides the best opportunity for implementing and maintaining a successful Family Wealth Management Plan. Can Your Family Wealth Management Plan Pass The 360° STRESS TEST?
Author : Alexander A. Bove (Jr.)
Publisher : American Bar Association
ISBN 13 : 9781590314760
Total Pages : 622 pages
Book Rating : 4.3/5 (147 download)
Download or read book Asset Protection Strategies written by Alexander A. Bove (Jr.) and published by American Bar Association. This book was released on 2005 with total page 622 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : David Westfall
Publisher : Warren Gorham & Lamont
ISBN 13 : 9780791341094
Total Pages : pages
Book Rating : 4.3/5 (41 download)
Download or read book Estate Planning Law and Taxation written by David Westfall and published by Warren Gorham & Lamont. This book was released on 2001 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : N. Lindsey Smith
Publisher :
ISBN 13 : 9780970571304
Total Pages : 318 pages
Book Rating : 4.5/5 (713 download)
Download or read book Wealth Preservation Through Estate Planning written by N. Lindsey Smith and published by . This book was released on 2000-10 with total page 318 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Doug H. Moy
Publisher : Wiley
ISBN 13 : 9780471122593
Total Pages : 0 pages
Book Rating : 4.1/5 (225 download)
Download or read book Wealth Preservation written by Doug H. Moy and published by Wiley. This book was released on 1998-06-22 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Once the exclusive domain of specialist attorneys, estate planning is now a highly lucrative part of many accountants' and tax professionals' practices nationwide. If you are an accountant who would like to take advantage of this national trend as a way to diversify your services and significantly increase your profit base, this book is for you. Based on author Doug H. Moy's more than twenty-five years as a successful estate planning professional, it tells you everything you need to know about planning, building, managing, and marketing a thriving estate planning practice. Writing in a straightforward, jargon-free style, Moy deftly guides you step-by-step through the entire estate planning process. He shows you how to work with attorneys and clients to develop a solid, legally structured estate plan for maximum asset protection, estate preservation, and privacy. What's more, he shares the original wealth preservation and transfer strategies that helped make him one of today's most respected estate planning specialists. But that's not all. The fruit of Moy's two and a half decades as head of a national estate planning business, Wealth Preservation also provides you with a complete blueprint for starting and running your own successful estate planning practice, from fee-setting and billing to drawing up a consulting agreement and staying on top of the latest changes in the tax laws. An indispensable resource for PAs, EAs, CPAs, CFPs, insurance professionals, and banking service providers, Wealth Preservation contains a gold mine of proven business tools and techniques, including: * Methods for developing estate planning business among established clients * Prospecting how-to's for finding and qualifying new clients * All of the documentation you'll need in ready-to-use format * n original client financial information checklist that helps you get all of the crucial facts necessary to develop and prepare written plans and avoid malpractice suits * Worksheets that let you calculate estate taxes quickly and effortlessly--without expensive computer hardware and software * An original information storage and retrieval system A total guide to planning, building, managing, and marketing a thriving estate planning practice In this highly accessible guide to estate planning, expert Doug Moy shares everything he knows about establishing and managing a successful estate planning practice. Drawing on more than twenty-five years as head of his own successful national estate planning practice, Moy: * Clearly explains how to start your own estate planning practice * Guides you step-by-step through the entire estate planning process * Shows you how to work with attorneys and clients to develop a solid estate plan * Describes techniques for selling estate planning services to old and new clients * Covers all the important basic business issues, including fee-setting, billing, consulting agreements, working with attorneys, and more * Supplies all of the crucial documentation you'll need in your practice * Offers an original checklist that helps you guarantee that you get all of the important facts you need about clients' personal finances * Includes worksheets that make calculating estate taxes quicker and easier than ever * Provides a complete client fact-finding form for gathering personal and financial information Read Wealth Preservation and find out how to broaden your professional horizons and increase your revenues by making estate planning a part of your practice.
Author : Leonard Critcher
Publisher : Author House
ISBN 13 : 1491862858
Total Pages : 335 pages
Book Rating : 4.4/5 (918 download)
Download or read book Covering Your ASSets written by Leonard Critcher and published by Author House. This book was released on 2014-02 with total page 335 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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 : Brenda Geiger
Publisher : Word Association Publishers
ISBN 13 : 9781633855168
Total Pages : 0 pages
Book Rating : 4.8/5 (551 download)
Download or read book Secrets of Great Estate Planning written by Brenda Geiger and published by Word Association Publishers. This book was released on 2024-03-07 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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 : Donald A. Loose
Publisher : Wheatmark, Inc.
ISBN 13 : 160494000X
Total Pages : 173 pages
Book Rating : 4.6/5 (49 download)
Download or read book Estate Planning in Arizona written by Donald A. Loose and published by Wheatmark, Inc.. This book was released on 2008 with total page 173 pages. Available in PDF, EPUB and Kindle. Book excerpt: Would you like to avoid probate and keep your financial affairs private? Are you interested in paying the minimum amount of estate and gift taxes? Estate Planning in Arizona is the reference you need. Written for Arizonans with little or no legal experience, this book tells you what you need to know: The basics of wills and trusts Protecting your assets Appointing guardians for your children Health care directives and living wills Taking title to real estate . . . and much more Providing you with a better understanding of the laws and issues involved in estate planning, this comprehensive, easy-to-understand book will help you to preserve wealth, protect your family, and create a winning succession plan.
Author : Henry W. Abts
Publisher : McGraw-Hill/Contemporary
ISBN 13 : 9780809230310
Total Pages : 388 pages
Book Rating : 4.2/5 (33 download)
Download or read book The Living Trust written by Henry W. Abts and published by McGraw-Hill/Contemporary. This book was released on 1997 with total page 388 pages. Available in PDF, EPUB and Kindle. Book excerpt: The failproof way to pass along your estate to your heirs without lawyers, courts, or the probate system.
Author : Paul Remack
Publisher : Morgan James Publishing
ISBN 13 : 1683505662
Total Pages : 207 pages
Book Rating : 4.6/5 (835 download)
Download or read book Playing the Game written by Paul Remack and published by Morgan James Publishing. This book was released on 2017-12-05 with total page 207 pages. Available in PDF, EPUB and Kindle. Book excerpt: Personal wealth isn’t the only purpose of hard work and investment; it’s also important to be able to pass wealth on to one’s children and grandchildren. Wealth transfer and distribution is a game, and if played poorly—or if it is not realized a game is being played—one’s fortune can be eaten away by a combination of poor investments and unfair taxation. Written by a financial advisor with decades of experience, Playing the Game prepares people for the game of Wealth Transfer and Distribution, enabling them to pass on their fortune intact so that future generations may enjoy it.
Author : Roccy DeFrancesco
Publisher :
ISBN 13 : 9780984230853
Total Pages : 0 pages
Book Rating : 4.2/5 (38 download)
Download or read book Bad Advisors written by Roccy DeFrancesco and published by . This book was released on 2011-04 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Americans depend on their financial advisors to give them sound advice, advice that will help them make good investments and secure their financial future. So why--with all the advice they receive from their advisors--have Americans lost trillions of dollars in the stock market, their 401ks, pension plans, and IRAs in just the last 3 years?Here's a SECRET: Many financial advisors are forbidden from giving you the "best" advice. Also, many financial advisors are either not properly trained to give you the "best" advice or they're more concerned about selling you a product or service than they are about helping you achieve your financial goals, the consequences of which are often catastrophic. In this controversial book, Roccy DeFrancesco, the leading trainer of advanced planning concepts for financial, insurance, mortgage, accounting, and legal professionals, exposes the financial industry's dirty little secrets and unveils the worst fears many people have about their financial advisors. In Bad Advisors, you will learn how to:-Eliminate the causes of doubt and fear of losing your assets-Remove stress while dramatically increasing your wealthRoccy exposes insider secrets that you need to know to protect yourself and your family from "bad advisors." Roccy also gives you questions to ask your financial advisor to determine if he or she is truly concerned about you and your financial goals.After you read this book, you will have all the tools you need to make an informed decision when it comes to hiring (or firing!) your financial advisor.
Author : Stanley Neeleman
Publisher : Simon and Schuster
ISBN 13 : 1621531376
Total Pages : 256 pages
Book Rating : 4.6/5 (215 download)
Download or read book Estate Planning for the Healthy, Wealthy Family written by Stanley Neeleman and published by Simon and Schuster. This book was released on 2004-01-01 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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 : John J. Vento
Publisher : John Wiley & Sons
ISBN 13 : 1118526384
Total Pages : 273 pages
Book Rating : 4.1/5 (185 download)
Download or read book Financial Independence (Getting to Point X) written by John J. Vento and published by John Wiley & Sons. This book was released on 2013-03-07 with total page 273 pages. Available in PDF, EPUB and Kindle. Book excerpt: Discover the ten key issues to achieving your financial goals and how to use them to realize your dream of financial independence From saving to purchase a first car, to putting kids through college to planning for retirement, to preserving your estate for your loved ones, our financial goals change from one stage of life to the next. While those goals and the challenges we face in achieving them may differ, all of them have certain things in common. Saving, budgeting, managing debt, minimizing taxes and living within your means. These are a few of the 10 Key Wealth Management Issues which come into play (to varying degrees) when working toward specific financial goals. But there's one goal for which success relies on all ten keys coming together in perfect harmony: financial independence, also known as "Point X." No matter how you define it—whether it's a retirement income of $25,000 a year, or an estate worth $250 million—your future financial independence requires that you deal effectively with all ten key issues. And now this book shows you how to get it done, along with the guidance of a trusted advisor. Supplies you with a complete roadmap for arriving at "Point X," financial independence with key milestones and important twists and turns clearly defined Identifies the 10 key wealth management issues and offers priceless advice and guidance on negotiating each on your road to financial independence Provides you with both success and failure stories so you can learn from others' real life experiences Provides you with tax planning facts and strategies within the wealth management issues that will show you how to minimize your most significant expense and at the same time maximize your savings on the road to your "Point X"
Author : Loren Dunton
Publisher : Irwin Professional Publishing
ISBN 13 : 9781557388322
Total Pages : 262 pages
Book Rating : 4.3/5 (883 download)
Download or read book Preserving Family Wealth & Peace of Mind written by Loren Dunton and published by Irwin Professional Publishing. This book was released on 1994 with total page 262 pages. Available in PDF, EPUB and Kindle. Book excerpt: Preserving Family Wealth & Peace of Mind covers the vital concerns in transferring wealth from one generation to the next including: How to enjoy your retirement; How to use living trusts; How to preserve family assets through advisors; How to protect yourself in old age.
