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Protecting Your Legacy
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Book Synopsis Protecting Your Legacy by : Joanne Florino
Download or read book Protecting Your Legacy written by Joanne Florino and published by . This book was released on 2020-04-30 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: The importance of respecting donor intent is frequently mentioned in discussions of philanthropic practice, but often misinterpreted or given only lip service. Wise donors, though, know that energetically guarding their gifts and their mission is the only way to ensure the integrity and effectiveness of personal giving.This comprehensive, easy-to-read book outlines-with a clarity and authority never before achieved-all of the vital steps need to protect your giving legacy. It carefully avoids one-size-fits-all solutions, addresses the central matters in depth, and incorporates the wisdom of scores of donors, foundation leaders, and consultants who generously share their experiences, from horror stories to triumphs. No matter where you are in your philanthropic journey, you can take steps to avoid losing control of your charitable gifts. And you must. As this thorough and practical book demonstrates, there is a high likelihood of bitter disappointment if you don't act to enshrine your philathropic principles in careful codes, staff choices, governance rules, and management procedures. Study this guide to make sure the fruits of your hard work and generosity actually go to the causes you hold dear.
Book Synopsis Protect Your Legacy by : Mark R. Alvig
Download or read book Protect Your Legacy written by Mark R. Alvig and published by Beavers Pond Press. This book was released on 2010 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Most people tend to react to the term “estate planning” in one of two ways: they become uncomfortable or they show no interest. Either response is a huge mistake that can be detrimental to you and your family. This book will give you the tools to preserve everything you've worked to acquire and build. In just a dozen short chapters, Mark R. Alvig and David P. Buss, two financial planners specializing in estate planning, explain the essentials of estate planning in easy-to-understand terms, making good sense of difficult legal and financial policies. Alvig and Buss present what you need to know about estate taxes, wills, trusts, Medicare, Medicaid, long-term business planning for business owners, the details relating to the Taxpayer Relief Act of 1997, and other basics of estate planning.
Book Synopsis Secure Your Legacy by : Richard J. Shapiro J.D.
Download or read book Secure Your Legacy written by Richard J. Shapiro J.D. and published by Archway Publishing. This book was released on 2017-03-29 with total page 200 pages. Available in PDF, EPUB and Kindle. Book excerpt: Imagine building a new home without a set of blueprintssounds absurd, doesnt it? Its no different than creating an estate plan without establishing planning goals, but far too often people engage in estate planning without thinking about what they want to accomplish. In Secure Your Legacy, attorney Richard J. Shapiro tackles the daunting aspects of estate planning and elder law. He answers questions such as: How do you determine if you need a will or a trust (or both)? Whats the difference between a revocable and irrevocable trust? How do you protect assets if you need long-term care? How do you reduce your exposure to estate taxes? He also shares tips on planning for a child with special needs, transferring a business, and ensuring a beloved pet is taken care of if you die or become incapacitated. He also explains why you should never create an estate plan online. Filled with real-world examples, this guide gives you the critical information you need to work with an attorney to create an estate plan that protects you and your loved ones.
Book Synopsis Your Life, Your Legacy II by : Legacy Educational Publishing Members
Download or read book Your Life, Your Legacy II written by Legacy Educational Publishing Members and published by . This book was released on 2013-05-15 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Informational guide to estate planning--advanced topics
Book Synopsis Orchestrate Your Legacy by : Bob Crosetto
Download or read book Orchestrate Your Legacy written by Bob Crosetto and published by Advantage Media Group. This book was released on 2015-10-22 with total page 1 pages. Available in PDF, EPUB and Kindle. Book excerpt: When it comes to legacy planning, you have two choices: 1. The default plan the government currently has in place for you 2. The Plan you design Orchestrate Your Legacy will show you how a fine-tuned team of professionals can give you the clarity to: • Reduce your income and estate taxes • Safeguard and control your assets now and into the future • Protect your family, business and heirs for generations to come • Pass on your values and vision to your surviving family This book is a comprehensive resource to understand the key financial strategies and how the components work together to secure your future wealth and lifestyle.
Download or read book Digital Legacy written by Daniel Sieberg and published by . This book was released on 2020-12-07 with total page 120 pages. Available in PDF, EPUB and Kindle. Book excerpt: Do you know what will happen to your digital "stuff" when you die?No? Rest assured, you are not alone. This increasingly important but relatively unknown subject involves what happens to all of your accounts, social media, emails, photos, and documents and how you will be remembered in your online afterlife.This book will let you take control of your online afterlife and ensure that your important digital assets are treated according to your wishes. Given that the average person spends close to seven hours per day online it's a must-read for everyone.Death: of course it's not an easy subject for any of us. Indeed, there are few subjects more difficult to discuss or imagine than death. It's like we'd rather talk about anything else than the one universal experience we all share. But it's now one that also needs to be addressed in the digital age. Digital Legacy: Take Control Of Your Online Afterlife provides both the context of how we got here but also the right guidance to move forward with your planning today. Authored by two tech executives (also former Googlers) and founders of the digital-legacy platform GoodTrust -- Daniel Sieberg and Rikard Steiber, CEO and founder of GoodTrust -- the book outlines the pitfalls, challenges and opportunities that are important for all of us to tackle.
Book Synopsis Introduction to Estate Planning by : Keith Tokerud
Download or read book Introduction to Estate Planning written by Keith Tokerud and published by . This book was released on 2017-03 with total page 130 pages. Available in PDF, EPUB and Kindle. Book excerpt: Veteran estate planning attorney Keith Tokerud explains how to design and implement a plan, discussing all the relevant issues in clear, easy-to-understand prose. Armed with the knowledge you'll gain, you feel in control of your destiny and able to pass on your legacy to your loved ones with peace of mind.
Book Synopsis Estate Planning for What Matters Most by : Jeffrey A. Nirenstein
Download or read book Estate Planning for What Matters Most written by Jeffrey A. Nirenstein and published by . This book was released on 2018-08 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: You will be introduced to these new approaches in our informative and comprehensive new book Estate Planning for What Matters Most: Pass on Your Wisdom and Priceless Moments. This book goes far deeper than most guides to estate planning, while still introducing new ways of thinking about your legacy in an easy-to-understand and readable fashion.If you are not 100% sure you have put the right plans in place to fully protect your assets and autonomy while addressing the needs of your modern family, this book is for you.
Book Synopsis Leaving a Truly Lasting Legacy by : Daniel a Perry Esq
Download or read book Leaving a Truly Lasting Legacy written by Daniel a Perry Esq and published by . This book was released on 2019-08-14 with total page 174 pages. Available in PDF, EPUB and Kindle. Book excerpt: What will be the legacy that you leave behind? Will your children lose their inheritance? Will your loved ones have to spend months and years in court before gaining access to your inheritance? Will you lose everything you own due to escalating long-term care costs? Are your retirement benefits structured in the appropriate manner to pass to your children and loved ones? Will your family become a part of the $30 trillion wealth transfer waste? Leaving a Truly Lasting Legacy is a book written by attorney, Daniel A. Perry, will answer all of these questions and provide you with important information on the legal strategies available to protect you and your family. Mr. Perry's book discusses the coming $30 Trillion Wealth Transfer Waste and what you can do to protect your family and your legacy from the family inheritance being lost during the period of wealth transfer. In addition, Mr. Perry discusses the various, and often, overlooked aspect of your retirement accounts and the strategies available to pass your qualified and non-qualified retirement benefits to your children and loved ones. If you are looking for a book on estate planning that you will understand, and most importantly, be entertained by, then please pick up your copy today and begin the steps toward protecting your family and your legacy!
Book Synopsis Building Your Castle by : Christian S. Kelso
Download or read book Building Your Castle written by Christian S. Kelso and published by Novel Instincts. This book was released on 2019-11-04 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt: Building Your Castle is a practical, step-by-step guide for avoiding the in-fighting, heartache, and financially devastating probate litigation that often breaks families apart when a patriarch dies or becomes disabled. By adapting techniques long used by the uber-rich, Christian shows how families of any size can preserve their wealth and their wellbeing. In the book you'll learn: - How to avoid costly, and heartbreaking, disputes in the courtroom and the living room - How to anticipate and avoid the "Family Power Vacuum" - How and when to talk to children about family finances - How to use the legal tools that preserve and transfer wealth - How to incorporate children and their spouses into a family business - How to recognize, encourage, and leverage your family members' strengths - How to set goals as a family and plan for contingencies Throughout the book, Christian incorporates compelling examples from his own career and personal life, as well as elements from history and philosophy to provide a greater depth of understanding. His quirky, academic, and fun style turn a subject most people find boring and difficult into something approachable, enlightening, and easy to learn.
Download or read book Generations written by Robert A. Esperti and published by . This book was released on 1999 with total page 630 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written in a hard-hitting, question-and-answer format, Generations is vitally useful information and techniques for individuals who care about creating their own legacies and providing for their loved ones. Its appeal is heightened by its presentation of complex issues in easy-to-understand language. Some of the issues discussed are disability, retirement, and asset protection planning; and planning for spouses, children, and grandchildren. It also contains information on planning tools such as revocable living trusts, irrevocable living trusts, irrevocable life insurance trusts,offshore asset protection trusts, and charitable trusts; and family limited partnerships. Generations is designed to educate and motivate you to take action. Good planning is planning that is well thought out, fashioned, and honed by knowledgeable professionals; implemented in a thorough and comprehensive manner; and monitored over time by understanding and compassionate advisors. Planning is more of a journey than a destination; it must survive the generations and be able to change with changing circumstances. For many of us, just knowing the questions to ask our attorneys will greatly help us to become involved in the planning process. Armed with the information in this book, you will be able to enter into estate planning with more confidence. Packaged with Generations is a free, 24-page supplement, "What the New Tax Law Means to You," that briefly explains the many changes resulting from the 1001 tax act.
Book Synopsis Estate Planning Guide by : Robert Armstrong
Download or read book Estate Planning Guide written by Robert Armstrong and published by . This book was released on 2018-12-10 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: What legacy do you want to leave for your loved ones?Strictly bank accounts and property or do you long toleave your children and grandchildren a heartfelt, moraland spiritual legacy as well?Up to now, estate planning has only addressed tangible,financial assets and concerns, such as minimizing taxes,avoiding probate and selecting beneficiaries.But an estate plan merely addressing those concerns isnot equipped to deal with the often-complex concernsfacing today's families, concerns like:¿Preserving the relationship between your beneficiariesby providing them direction about how todistribute your property¿Making sure a special needs child receives loving,continuous care in the event of your death, with nolapse in benefits¿Protecting your children's inheritances from divorce,lawsuits, and financial inexperience¿Ensuring your children's inheritances is protected inthe event your surviving spouse remarries
Book Synopsis Your Legacy Matters by : Jeffrey Field
Download or read book Your Legacy Matters written by Jeffrey Field and published by . This book was released on 2018-08-10 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Legacy Estate Planning by : Robert Armstrong
Download or read book Legacy Estate Planning written by Robert Armstrong and published by . This book was released on 2022-09 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book The Legacy Journey written by Dave Ramsey and published by Ramsey Press. This book was released on 2014-10-01 with total page 240 pages. Available in PDF, EPUB and Kindle. Book excerpt: What does the Bible really say about money? About wealth? How much does God expect you to give to others? How does wealth affect your friendships, marriage, and children? How much is “enough”? There’s a lot of bad information in our culture today about wealth―and the wealthy. Worse, there’s a growing backlash in America against our most successful citizens, but why? To many, wealth is seen as the natural result of hard work and wise money management. To others, wealth is viewed as the ultimate, inexcusable sin. This has left many godly men and women confused about what to do with the resources God’s put in their care. They were able to build wealth using God’s ways of handling money, but then they are left feeling guilty about it. Is this what God had in mind?
Book Synopsis AARP Crash Course in Estate Planning by : Michael T. Palermo
Download or read book AARP Crash Course in Estate Planning written by Michael T. Palermo and published by Sterling Publishing Company, Inc.. This book was released on 2008-02 with total page 276 pages. Available in PDF, EPUB and Kindle. Book excerpt: Lawyer and financial planner Michael T. Palermo explains everything you need to know about wills, trusts, and more.
Book Synopsis Securing Your Legacy: Life Insurance Solutions For Seniors by : Rikin Shah
Download or read book Securing Your Legacy: Life Insurance Solutions For Seniors written by Rikin Shah and published by Rikin Shah. This book was released on 2023-12-21 with total page 47 pages. Available in PDF, EPUB and Kindle. Book excerpt: As we age, the question of how to protect our loved ones and ensure our legacies often weighs heavily on our minds. "Securing Your Legacy: Life Insurance Solutions for Seniors" is the essential guide to navigating the complex world of life insurance for individuals in their golden years. Are you a senior wondering how to provide for your family after you're gone? Are you concerned about leaving behind debts or funeral expenses? Do you want to pass on a financial gift to your heirs or a cherished cause? If you've answered "yes" to any of these questions, this book is for you. Rikin Shah, Founder and CEO of GetSure.org and a 15-year life insurance industry veteran, offers a compassionate and comprehensive approach to understanding life insurance options available for seniors. In this enlightening read, you will discover: + The Importance of Life Insurance for Seniors: Learn why life insurance remains vital even as you enter your later years, providing peace of mind for you and your family. + Types of Life Insurance Policies: Grasp the differences between term life, whole life, universal life, and other insurance products tailored to senior needs. + Assessing Your Coverage Needs: Get help determining the right amount of coverage to meet your financial goals, whether it's covering end-of-life expenses, leaving an inheritance, or contributing to charity. + Overcoming Common Challenges: Uncover the solutions to typical obstacles seniors face, such as age restrictions, health conditions, and fixed incomes, when seeking life insurance. + Comparison Shopping: Learn insider tips for shopping around and comparing offers to ensure you're getting the best deal from reputable providers. + Planning for the Future: Find practical advice on integrating your life insurance into your broader estate planning, ensuring a seamless transition for your beneficiaries. "Securing Your Legacy" is filled with real-life examples, straightforward advice, and practical checklists. It simplifies the often intimidating process of finding and purchasing the right life insurance for seniors. Whether you're in excellent health or managing chronic conditions, this book provides the insights you need to make informed decisions about your legacy. Don't leave your family's financial future to chance. Embrace the solutions within these pages and take the first step towards a secure legacy today.
