Preparing Heirs

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Author :
Publisher : Author's Choice Publishing
ISBN 13 : 9781931741316
Total Pages : 208 pages
Book Rating : 4.7/5 (413 download)

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Book Synopsis Preparing Heirs by : Roy Orville Williams

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.

Philanthropy, Heirs & Values

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Publisher : Author's Choice Publishing
ISBN 13 : 9781931741514
Total Pages : 186 pages
Book Rating : 4.7/5 (415 download)

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Book Synopsis Philanthropy, Heirs & Values by : Roy Williams

Download or read book Philanthropy, Heirs & Values written by Roy Williams and published by Author's Choice Publishing. This book was released on 2005 with total page 186 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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

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Publisher : Moody Publishers
ISBN 13 : 9780802480781
Total Pages : 224 pages
Book Rating : 4.4/5 (87 download)

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Book Synopsis Splitting Heirs by : Ron Blue

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 224 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

Kids, Wealth, and Consequences

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 0470885521
Total Pages : 70 pages
Book Rating : 4.4/5 (78 download)

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Book Synopsis Kids, Wealth, and Consequences by : Richard A. Morris

Download or read book Kids, Wealth, and Consequences written by Richard A. Morris and published by John Wiley & Sons. This book was released on 2010-05-13 with total page 70 pages. Available in PDF, EPUB and Kindle. Book excerpt: Leaving children with a substantial amount of money can be a boon or a burden. High-net-worth parents need to give their children an education to navigate today’s complex world. The question becomes how to raise children with a sense of reality and balance, imparting a strong work ethic, and making them good stewards of their wealth. Kids, Wealth, and Consequences enlightens high-net-worth parents about the unique issues they need to explore. The book addresses the ”hard” financial issues, such as investing and estate planning, as well as the “soft” emotional issues relating to values, family, and communication. Morris and Pearl detail strategies and techniques to help parents raise children who appreciate and know how to manage the wealth they inherit. Richard Morris spent many years working for his family's multimillion dollar business, and learned firsthand the challenges of business ownership and family wealth. Jayne Pearl is an experienced journalist who writes about families, family businesses, and money.

Are You Ready Yet?

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Author :
Publisher : Xlibris Us
ISBN 13 : 9781796047066
Total Pages : 198 pages
Book Rating : 4.0/5 (47 download)

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Book Synopsis Are You Ready Yet? by : Michael C Wittenberg Cfp(r)

Download or read book Are You Ready Yet? written by Michael C Wittenberg Cfp(r) and published by Xlibris Us. This book was released on 2019-07-17 with total page 198 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Heartless Heirs

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Author :
Publisher : Blink
ISBN 13 : 0310768330
Total Pages : 352 pages
Book Rating : 4.3/5 (17 download)

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Book Synopsis Heartless Heirs by : MarcyKate Connolly

Download or read book Heartless Heirs written by MarcyKate Connolly and published by Blink. This book was released on 2021-08-10 with total page 352 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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

Family Wealth Management

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 0470824298
Total Pages : 480 pages
Book Rating : 4.4/5 (78 download)

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Book Synopsis Family Wealth Management by : Mark Haynes Daniell

Download or read book Family Wealth Management written by Mark Haynes Daniell and published by John Wiley & Sons. This book was released on 2013-11-18 with total page 480 pages. Available in PDF, EPUB and Kindle. Book excerpt: Introducing a fresh perspective on wealth management, with proven solutions to the challenges of preserving wealth and investing well in turbulent times Family Wealth Management is coauthored by two experts in the field of private wealth - one, a former director of Bain & Company and the chairman of two of the world's largest family trusts, and the other, a CEO of a leading global family office and professor of finance from University of Toronto. The book introduces you to a unique model of wealth management that produces the desired return outcomes while being consistent with a family's overarching goals and values. The approach combines the best traditional investment and portfolio management practices with innovative new approaches designed to successfully navigate through economic climates both fair and foul. While the authors address the critical "hard" issues of asset management, they also emphasize important "soft" issues of working with families to ensure that actions are congruent with objectives, in alignment with family governance principles and designed to help sustain and grow family wealth over multiple generations. The authors provide clear guidance on how to master each component. How to establish clear family vision, values, and goals as a critical foundation to a sound wealth management strategy How to establish a practical, integrated investment framework that will ensure a consistent, disciplined approach in all environments How to set a long-term family wealth strategy and define an asset allocation model that will produce the desired results How to draft an annual investment policy statement and refine the investment tactics based on capital markets trends and changes in the family’s circumstance How to effectively monitor performance and respond to the need for change How to carefully select and manage an ecosystem of experienced, trusted financial advisors who will provide critical guidance through challenging period ahead How to successfully engage and educate the family to preserve and enhance the family’s financial wealth and human capital over the generations

Estate and Trust Administration For Dummies

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 1118412265
Total Pages : 439 pages
Book Rating : 4.1/5 (184 download)

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Book Synopsis Estate and Trust Administration For Dummies by : Margaret Atkins Munro

Download or read book Estate and Trust Administration For Dummies written by Margaret Atkins Munro and published by John Wiley & Sons. This book was released on 2013-05-07 with total page 439 pages. Available in PDF, EPUB and Kindle. Book excerpt: Your plain-English guide to administering an estate and/or trust As more and more of the population reach senior ages—including baby boomers, many of whom do not have wills—an increasing number of people are being thrust into the role of executor, administrator, personal representative of an estate, or trustee of a trust after the death of a loved one. This updated edition of Estate & Trust Administration For Dummiesguides you through the confusing process of administering an estate and/or trust. Settling an estate and administering a trust can be complicated, messy, and time-consuming for individuals named as executor or trustee, most of whom have no previous experience with such matters. Estate & Trust Administration For Dummies shows you how to make sound decisions for your unique circumstances. Guides you through the confusing process of administering an estate and/or trust Provides expert advice on unfamiliar estate and trust tax law Gives you a practical checklist to follow for all of your estate and trust administration questions and concerns Whether you're looking for guidance on how to navigate the probate process and estate taxes, settle debts and bequests, fund a trust, comply with tax regulations, or anything in between, this hands-on, friendly guide takes away the mystery and provides detailed answers to all of your estate and trust administration questions.

Getting your affairs in order

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Publisher :
ISBN 13 :
Total Pages : 12 pages
Book Rating : 4.:/5 (319 download)

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Book Synopsis Getting your affairs in order by :

Download or read book Getting your affairs in order written by and published by . This book was released on 2004 with total page 12 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Organizing Your Estate

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Author :
Publisher :
ISBN 13 : 9780944817810
Total Pages : 228 pages
Book Rating : 4.8/5 (178 download)

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Book Synopsis Organizing Your Estate by : Holmes F. Crouch

Download or read book Organizing Your Estate written by Holmes F. Crouch and published by . This book was released on 2006 with total page 228 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

The Kennedy Heirs

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Publisher : St. Martin's Press
ISBN 13 : 1250174082
Total Pages : 457 pages
Book Rating : 4.2/5 (51 download)

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Book Synopsis The Kennedy Heirs by : J. Randy Taraborrelli

Download or read book The Kennedy Heirs written by J. Randy Taraborrelli and published by St. Martin's Press. This book was released on 2019-06-11 with total page 457 pages. Available in PDF, EPUB and Kindle. Book excerpt: From New York Times bestselling author J. Randy Taraborrelli comes The Kennedy Heirs, his most revealing Kennedy book yet. A unique burden was inherited by the children of President John Fitzgerald Kennedy and his celebrated siblings, Senators Robert and Ted Kennedy. Raised in a world of enormous privilege against the backdrop of American history, this third generation of Kennedys often veered between towering accomplishment and devastating defeat. In his revelatory new book, acclaimed Kennedy historian J. Randy Taraborrelli draws back the curtain on the next generation of America’s most famous family. John Kennedy, Jr.’s life in the public eye is explored, following the Kennedy scion as he faced the challenges posed by marrying his great love, Carolyn Bessette. Riveting new details are shared about the couple’s tragic demise—and why Ethel Kennedy advised Carolyn not to take the trip that would ultimately end her life. John’s sister, Caroline Kennedy, had her own complicated relationships, including a marriage to Ed Schlossberg that surprised her mother, Jacqueline Kennedy Onassis, and an unexpected bond with her mother-in-law, Mae Schlossberg. Additional stories, many shared here for the first time, illuminate the rest of the Kennedy dynasty: Kara Kennedy, Ted’s daughter, and her valiant battle against lung cancer; how Ted’s wife, Vicki, introduced a new era of feminism to the Kennedy family; the lifelong struggles with addiction faced by Bobby Kennedy Jr. and Patrick Kennedy; the unexpected way pop star Taylor Swift helped Conor Kennedy heal after the death of his mother, Bobby’s wife Mary; and Congressman Joe Kennedy III’s rise to prominence. At the center of it all is the family’s indomitable matriarch, Ethel Kennedy—a formidable presence with her maddening eccentricities and inspiring courage. Based on hundreds of exclusive first-hand interviews and cultivated over twenty years of research—including numerous Oral Histories from the JFK Library and the Edward M. Kennedy Institute—The Kennedy Heirs is an epic drama of ambition, scandal, pride and power.

Your Complete Guide to a Successful and Secure Retirement

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Author :
Publisher : Harriman House Limited
ISBN 13 : 0857198386
Total Pages : 239 pages
Book Rating : 4.8/5 (571 download)

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Book Synopsis Your Complete Guide to a Successful and Secure Retirement by : Larry E. Swedroe

Download or read book Your Complete Guide to a Successful and Secure Retirement written by Larry E. Swedroe and published by Harriman House Limited. This book was released on 2021-02-23 with total page 239 pages. Available in PDF, EPUB and Kindle. Book excerpt: Fully revised and updated second edition. This is your one-stop, definitive resource as you prepare for a secure and comfortable retirement. Investment and personal finance experts Larry Swedroe and Kevin Grogan present uniquely comprehensive coverage of every important aspect you need to think about as you approach retirement, including: Social Security, Medicare, investment planning strategy, portfolio maintenance, preparing your heirs, retirement issues faced by women, the threat of elder financial abuse, going beyond financials to think about your happiness, and much more. These topics are explained with the help of specialists in each subject. And everything is based on the "science of investing" – evidenced with studies from peer-reviewed journals. Overall, this adds up to a complete retirement guide, packed with the latest and best knowledge. Don't enter your retirement without it.

For Love and Money

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Author :
Publisher : Robert Reed Pub
ISBN 13 : 9781880710012
Total Pages : 230 pages
Book Rating : 4.7/5 (1 download)

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Book Synopsis For Love and Money by : Roy Orville Williams

Download or read book For Love and Money written by Roy Orville Williams and published by Robert Reed Pub. This book was released on 1997-01-01 with total page 230 pages. Available in PDF, EPUB and Kindle. Book excerpt: There are few books available to prepare parents who want to raise children who are able to receive money and use it responsibly. The old ways of transferring assets to children and grandchildren-which rely solely on legal and tax advice-are not working. A whole new way of looking at this challenge is necessary. For Love & Money introduces a new paradigm, which the author calls the Integrated Wealth Transfer Process. This process is explained in detail in an easy to understand way that will enable families to learn how to discuss sensitive subjects openly and honestly, thereby reaching mutual consensus regarding the family mission and the management of family assets. Also included are two useful appendices: Succession Instruments and Recommended Additional Reading. Roy O. Williams is a recognized authority in the field of family coaching, and all of the information in this book was gathered during his work with families over the past thirty years.

Values-based Financial Planning

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Author :
Publisher :
ISBN 13 : 9781887006033
Total Pages : 174 pages
Book Rating : 4.0/5 (6 download)

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Book Synopsis Values-based Financial Planning by : Bill Bachrach

Download or read book Values-based Financial Planning written by Bill Bachrach and published by . This book was released on 2000 with total page 174 pages. Available in PDF, EPUB and Kindle. Book excerpt: Whether you're already well-to-do or just beginning to build a nest egg, this book will help you to make smart financial choices based on what's important to you ...

Heir to a Dark Inheritance

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Author :
Publisher : Harlequin
ISBN 13 : 037313147X
Total Pages : 195 pages
Book Rating : 4.3/5 (731 download)

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Book Synopsis Heir to a Dark Inheritance by : Maisey Yates

Download or read book Heir to a Dark Inheritance written by Maisey Yates and published by Harlequin. This book was released on 2013-04-23 with total page 195 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Alik is powerful, ruthless and incapable of love. But when he discovers he has a daughter, nothing will stop him from claiming the child as his own."--P. [4] of cover.

The American Bar Association Guide to Wills & Estates

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Author :
Publisher : Random House Reference &
ISBN 13 : 0375722998
Total Pages : 386 pages
Book Rating : 4.3/5 (757 download)

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Book Synopsis The American Bar Association Guide to Wills & Estates by : American Bar Association

Download or read book The American Bar Association Guide to Wills & Estates written by American Bar Association and published by Random House Reference &. This book was released on 2009 with total page 386 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written in easy-to-read language with dozens of real-life examples, this book provides important information about mediation, arbitration, small claims court, and civil court procedures, and includes a chapter on working with a lawyer.

Get it Together

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Author :
Publisher : NOLO
ISBN 13 : 9781413305630
Total Pages : 143 pages
Book Rating : 4.3/5 (56 download)

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Book Synopsis Get it Together by : Melanie Cullen

Download or read book Get it Together written by Melanie Cullen and published by NOLO. This book was released on 2007 with total page 143 pages. Available in PDF, EPUB and Kindle. Book excerpt: Make it easy for your family to track down and organize your important paperwork with this step-by-step guide!