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Author : Randy Gardner
Publisher :
ISBN 13 : 9780982177907
Total Pages : 385 pages
Book Rating : 4.1/5 (779 download)
Download or read book Wealthcounsel(r) Estate Planning Strategies written by Randy Gardner and published by . This book was released on 2009 with total page 385 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Brian Portnoy
Publisher : Jaico Publishing House
ISBN 13 : 8196150768
Total Pages : 222 pages
Book Rating : 4.1/5 (961 download)
Download or read book The Geometry of Wealth written by Brian Portnoy and published by Jaico Publishing House. This book was released on 2023-04-25 with total page 222 pages. Available in PDF, EPUB and Kindle. Book excerpt: HOW DOES MONEY HELP IN CREATING A HAPPY LIFE? In The Geometry of Wealth, behavioral finance expert Brian Portnoy delivers an inspired answer based on the idea that wealth, truly defined, is funded contentment. It is the ability to underwrite a meaningful life. This stands in stark contrast to angling to become rich, which is usually an unsatisfying treadmill. At the heart of this groundbreaking perspective, Portnoy takes readers on a journey toward wealth, informed by disciplines ranging from ancient history to modern neuroscience. He contends that tackling the big questions about a joyful life and tending to financial decisions are complementary, not separate, tasks. These big questions include: • How is the human brain wired for two distinct experiences of happiness? And why can money “buy” one but not the other? • Why is being market savvy among the least important aspects of creating wealth but self-awareness among the most? • Can we strike a balance between pushing for more and being content with enough? This journey memorably contours along three basic shapes: A circle, triangle, and square help us visualize how we adapt to evolving circumstances, set clear priorities, and find empowerment in simplicity. In this accessible and entertaining book, Portnoy reveals that true wealth is achievable for many—including those who despair it is out of reach—but only in the context of a life in which purpose and practice are thoughtfully calibrated.
Author : Wade Pfau
Publisher :
ISBN 13 : 9781945640179
Total Pages : 0 pages
Book Rating : 4.6/5 (41 download)
Download or read book Retirement Planning Guidebook written by Wade Pfau and published by . This book was released on 2023-03-20 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : JEFFREY N. PENNELL
Publisher : West Academic Publishing
ISBN 13 : 9781647086596
Total Pages : 817 pages
Book Rating : 4.0/5 (865 download)
Download or read book Estate Planning and Drafting written by JEFFREY N. PENNELL and published by West Academic Publishing. This book was released on 2020-10-22 with total page 817 pages. Available in PDF, EPUB and Kindle. Book excerpt: Updated through August 1, 2020, the third edition of Pennell's Estate Planning and Drafting focuses on every-day planning for "middle-rich" clients. For example: Traditional planning for couples who may not have as much wealth as double the basic exclusion amount but who anticipate that the exclusion amount may decline in the future. They must consider whether to qualify 100% of the estate of the first to die for the marital deduction (and defer all taxes), or instead to shelter the unified credit of the first to die in a nonmarital trust. In either case they also need to decide whether to elect portability for any unused exclusion amount. A sharper focus on family trust planning for clients with enough wealth to worry about protecting their beneficiaries (and wealth) but for whom sophisticated tax-minimization techniques are not needed. A new brief explanation of Code Chapter 14 illustrates its application but notes that most middle-rich clients will not stumble into estate freezing techniques. The coverage of retirement benefits is updated to reflect the SECURE Act changes to the required-minimum-distribution rules, and elimination of most stretch-payout planning. The chapter on charitable giving is streamlined and simplified in recognition that most middle-rich clients do not make extensive use of private foundations or split-interest trusts. Information about postmortem planning and fiduciary administration stresses state and federal income taxation and state death taxation in situations that do not trigger federal wealth transfer taxation. The text explains essential tax fundamentals that inform traditional techniques (e.g. Crummey powers), without overemphasis on the tax-oriented practices that led to their original adoption. There are over 100 pages of annotated forms illustrating basic planning documents, including a pour over will, self-trusteed declaration of trust, irrevocable life insurance trust, family and marital deduction trusts, and a third-party special needs trust.
Author : David McKnight
Publisher : Crown Currency
ISBN 13 : 1984823078
Total Pages : 162 pages
Book Rating : 4.9/5 (848 download)
Download or read book The Power of Zero, Revised and Updated written by David McKnight and published by Crown Currency. This book was released on 2018-09-04 with total page 162 pages. Available in PDF, EPUB and Kindle. Book excerpt: OVER 300,000 COPIES IN PRINT, WITH A NEW CHAPTER ON THE 2018 TAX CUTS. There's a massive freight train bearing down on the average American investor, and it's coming in the form of higher taxes. The United States Government has made trillions of dollars in unfunded promises for programs like Social Security and Medicare—and the only way to deliver on these promises is to raise taxes. Some experts have even suggested that tax rates will need to double, just to keep our country solvent. Unfortunately, if you're like most Americans, you've saved the majority of your retirement assets in tax-deferred vehicles like 401(k)s and IRAs. If tax rates go up, how much of your hard-earned money will you really get to keep? In The Power of Zero, McKnight provides a concise, step-by-step roadmap on how to get to the 0% tax bracket by the time you retire, effectively eliminating tax rate risk from your retirement picture. Now, in this expanded edition, McKnight has updated the book with a new chapter on the 2017 Tax Cuts and Jobs Act, showing readers how to navigate the new tax law, and how they can extend the life of their retirement savings by taking advantage of it now. The day of reckoning is fast approaching. Are you ready to do what it takes to experience the power of zero?
Author : Roy Orville Williams
Publisher : Author's Choice Publishing
ISBN 13 : 9781931741316
Total Pages : 208 pages
Book Rating : 4.7/5 (413 download)
Download or read book Preparing Heirs written by Roy Orville Williams and published by Author's Choice Publishing. This book was released on 2003 with total page 208 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.
Author : Natalie B. Choate
Publisher :
ISBN 13 :
Total Pages : 472 pages
Book Rating : 4.:/5 (45 download)
Download or read book Life and Death Planning for Retirement Benefits written by Natalie B. Choate and published by . This book was released on 1996 with total page 472 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : James M. Dahle
Publisher :
ISBN 13 : 9780991433117
Total Pages : 205 pages
Book Rating : 4.4/5 (331 download)
Download or read book The White Coat Investor's Financial Boot Camp written by James M. Dahle and published by . This book was released on 2019-03 with total page 205 pages. Available in PDF, EPUB and Kindle. Book excerpt: Doctors and other high income professionals receive little training in personal finance, investing, or business. This book teaches them what they did not learn in school or residency. It includes information on insurance, personal finance, budgeting, buying housing, mortgages, student loan management, retirement accounts, taxes, investing, correcting errors, paying for college, estate planning and asset protection.
Author :
Publisher :
ISBN 13 :
Total Pages : 318 pages
Book Rating : 4.3/5 (512 download)
Download or read book Estate Planning Review written by and published by . This book was released on 1987 with total page 318 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Marie Henein
Publisher : Signal
ISBN 13 : 0771039360
Total Pages : 305 pages
Book Rating : 4.7/5 (71 download)
Download or read book Nothing But the Truth written by Marie Henein and published by Signal. This book was released on 2022-10-04 with total page 305 pages. Available in PDF, EPUB and Kindle. Book excerpt: INSTANT NATIONAL BESTSELLER A critically acclaimed, intimate and no-holds-barred memoir by Canada’s top defence lawyer, Nothing But the Truth weaves Marie Henein’s personal story with her strongly held views on society’s most pressing issues. Marie Henein, arguably the most prominent lawyer in the country, has written a memoir that is at once raw, beautiful, and altogether unforgettable. Her story, as an immigrant from a tight-knit Egyptian-Lebanese family, demonstrates the value of strong role models—from her mother and grandmother, to her brilliant uncle Sami who died of AIDS. She learned the value of hard work, being true to herself and others, and unapologetically owning it all. Marie Henein shares here her unvarnished view on the ethical and practical implications of being a criminal lawyer, and how the job is misunderstood and even demonized. Ironically, her most successful cases made her a “lightning rod” in some circles, confirming her belief that much of the public’s understanding of democracy and the justice system is based on popular culture and social media, and decidedly not the rule of law. As she turns fifty and struggles with the corrosive effect becoming invisible has on women, Marie doubles down on being even more highly visible and opinionated as she deconstructs, among other things, the otherness of the immigrant experience (Where are you really from?), the pros and cons of being a household name in this country, opening her own boutique law firm, and the commoditization of women’s previously unpaid labour popularized by the likes of Martha Stewart. Nothing But the Truth is refreshingly unconstrained and surprising—an account by a woman at the top of her game in a male-dominated world.
Author : Louis A. Mezzullo
Publisher : American Bar Association
ISBN 13 : 9781590319390
Total Pages : 182 pages
Book Rating : 4.3/5 (193 download)
Download or read book An Estate Planner's Guide to Qualified Retirement Plan Benefits written by Louis A. Mezzullo and published by American Bar Association. This book was released on 2007 with total page 182 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written for the non-ERISA specialist, this practical guide provides expert advice on how to structure benefits from qualified retirement plans and IRAs. Incorporating significant changes made by the Pension Protection Act of 2006 and the final regulations regarding the required minimum distribution rules, it clarifies distribution options, summarizes the rules of defined benefit and defined contribution plans, discusses tax rules, regulations, and penalties, and highlights the dangers of some traditional estate planning techniques. Includes appendices on CD-ROM.
Author : Walsh Publishing
Publisher : Independently Published
ISBN 13 : 9781728613765
Total Pages : 120 pages
Book Rating : 4.6/5 (137 download)
Download or read book I'm Dead, Now What? written by Walsh Publishing and published by Independently Published. This book was released on 2019-11-05 with total page 120 pages. Available in PDF, EPUB and Kindle. Book excerpt: I'm Dead, Now What? Great notebook to keep your mind free of worry. Keep very important information about your contacts, legal matters, health, financial affairs, instructions, and more. Keep it in a secure location, and have peace of mind about your important information.Awesome gift for your family and personal representatives. The I'm Dead, Now What? Planner will help you keep notes of:My PetsWhat to Pay, Close, and CancelEmail and Social MediaMy Medical InformationKey Contact InformationAt the Time of My PassingMy DependentsImportant DocumentsFinancial InformationCommercial/Business InformationWhat Beneficiaries Can ExpectPersonal Property InsuranceMiscellaneous InformationMy Personal WishesLast WordsMy Personal InformationNote: This planner is not a legal document and does not replace a valid will.
Author : Ron Blue
Publisher : Moody Publishers
ISBN 13 : 0802480780
Total Pages : 215 pages
Book Rating : 4.8/5 (24 download)
Download or read book Splitting Heirs written by Ron Blue and published by Moody Publishers. This book was released on 2008-01-01 with total page 215 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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
Author :
Publisher :
ISBN 13 :
Total Pages : 272 pages
Book Rating : 4.F/5 ( download)
Download or read book Estate Planning in Depth written by and published by . This book was released on 1997 with total page 272 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : William J Poorvu
Publisher : Simon and Schuster
ISBN 13 : 068485550X
Total Pages : 344 pages
Book Rating : 4.6/5 (848 download)
Download or read book The Real Estate Game written by William J Poorvu and published by Simon and Schuster. This book was released on 1999-09-13 with total page 344 pages. Available in PDF, EPUB and Kindle. Book excerpt: From a Harvard Business School professor comes a concise, accessible, state-of-the-art guide to developing and investing in real estate.
Author : United States. Congress. House. Committee on Small Business
Publisher :
ISBN 13 :
Total Pages : 184 pages
Book Rating : 4.:/5 (327 download)
Download or read book Summary of Activities written by United States. Congress. House. Committee on Small Business and published by . This book was released on 1999 with total page 184 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : James Lange
Publisher :
ISBN 13 : 9780990358831
Total Pages : 0 pages
Book Rating : 4.3/5 (588 download)
Download or read book Retire Secure! written by James Lange and published by . This book was released on 2015-10 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: In the new edition of Retire Secure! CPA and attorney James Lange supplements his proven methods for making the most of your retirement plans with updated information, analysis and examples as well as offers recommendations for new tax-saving strategies for retirees and older Americans. Always a strong proponent of contributing as much as you can to all the tax-deferred retirement plans available to you, Jim makes a convincing case for adding a slight modification to his pay taxes later adage - pay taxes later, except for the Roth. On the accumulation side of the equation, when individuals are working to save money for retirement, he delves into great detail on the differences between traditional and Roth retirement plan options. Retire Secure! delivers the most sophisticated financial and legal advice in the most accessible of manners. Jim makes it possible for the reader to gain a unique understanding of these stages and plan for them.
