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Strategies For Protecting Wealth
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Download or read book Asset Protection written by Jay Adkisson and published by McGraw Hill Professional. This book was released on 2004-07-02 with total page 337 pages. Available in PDF, EPUB and Kindle. Book excerpt: Strategies that are effective and legal for putting one’s assets safely out of reach In today’s increasingly litigious world, the shielding of assets has become a prominent issue for financial planners, business owners, and high-net-worth individuals. Asset Protection details methods that are both legally and morally legitimate for protecting one’s assets from creditors, lawsuits, and scams. Bringing economic common sense and legitimacy to an area that is drowning in gimmickry, two of today’s top lawyers examine the fundamental issues in this growing area, avoiding dense legalese to make the book accessible to anyone. Asset Protection covers everything readers want to know about: Establishing an effective asset protection program Today’s most popular, established strategies Newer strategies that are still being resolved by the courts
Book Synopsis Strategies for Protecting Wealth by : Darrell Aviss
Download or read book Strategies for Protecting Wealth written by Darrell Aviss and published by McGraw Hill Professional. This book was released on 2006-11-03 with total page 384 pages. Available in PDF, EPUB and Kindle. Book excerpt: Safeguard your portfolio legitimately and with minimal risk Strategies for Wealth Protection is a complete roadmap to every legitimate option for asset protection. International wealth protection expert Darrell Aviss gives you powerful new strategies for safely and legally building and protecting your assets from seizure by potential creditors, future lawsuits, former spouses and a host of other unforeseen threats. Highlighting key issues such as choosing the right products for privacy, liquidity, currency switching, and ownership rights, this user-friendly guide discusses the advantages and disadvantages of tested and proven wealth protection strategies. From the explanation of different entities to the basic tenants of investment risk management, you'll learn how to implement your personal asset protection plan before any crisis arises. This breakthrough guide reveals: The three factors you must consider when protecting your wealth How an academic approach to structuring an investment portfolio improves asset protection 13 criteria for identifying benefits and pitfalls of asset protection options Why you should include foreign currency-backed investments in your risk management strategy Dos and don'ts of investing strategies for specific countries, such as Switzerland, Liechtenstein and others The gold standard of all asset protection vehicles
Book Synopsis Protect and Enhance Your Estate: Definitive Strategies for Estate and Wealth Planning 3/E by : Robert A. Esperti
Download or read book Protect and Enhance Your Estate: Definitive Strategies for Estate and Wealth Planning 3/E written by Robert A. Esperti and published by McGraw Hill Professional. This book was released on 2012-03-30 with total page 369 pages. Available in PDF, EPUB and Kindle. Book excerpt: “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
Book Synopsis Wealth Protection by : Christopher R. Jarvis
Download or read book Wealth Protection written by Christopher R. Jarvis and published by John Wiley & Sons. This book was released on 2002-11-04 with total page 418 pages. Available in PDF, EPUB and Kindle. Book excerpt: "As an asset protection lawyer, I think Mandell and Jarvis brilliantly explain the most effective wealth protection strategies. A must-read for advisors and clients alike." -Arnold S. Goldstein, PhD, LLM, JD author, Asset Protection Secrets "I really appreciate the 'Risk Factor Analysis.' It is a unique tool for diagnosing-and then solving-some of the toughest problems in maintaining and protecting your wealth." -Gordon Klein, JD, CPA, lecturer, UCLA's Anderson Graduate School of Management, frequent CNBC Commentator "Chris and David's concept of a 'Personal Economy' should be heeded by every individual investor. If you want to grow and shield what's yours, this book is a great start." -Jonathan Guryan, PhD, Asst. Professor of Economics University of Chicago Graduate School of Business The interest in protecting one's wealth is universal. Wealth Protection: Build and Preserve Your Financial Fortress serves as the ultimate handbook for readers who want to build their family's financial fortress and shield it from potential risks.
Book Synopsis Asset Protection Strategies by : Alexander A. Bove (Jr.)
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:
Download or read book Exceptional Wealth written by Mark Tepper and published by Greenleaf Book Group. This book was released on 2018-01-02 with total page 257 pages. Available in PDF, EPUB and Kindle. Book excerpt: Are you a high net worth individual? Then the wealth management rules are different for you. Mark Tepper rightly assures us that we should all consider ourselves wealthy if we have the resources to live the lives we want to live without compromise. However, if you fall into one of his higher-net-worth categories, you will find that Exceptional Wealth is speaking directly to you. Tepper, author of the acclaimed Walk Away Wealthy, stresses that if you are someone with a high net worth, you have to realize that managing your wealth is complex. He clearly outlines key steps and sophisticated strategies that experienced professional financial advisors should be implementing for you. Each high net worth individual has unique and different forms of wealth, investments, and objectives. Consequently, individual and special family needs demand specifically tailored financial plans and approaches. Good investment management might have made you wealthy, but Tepper solidly brings home the point that only proper wealth management will keep you wealthy. Those whose wealth exceeds $1,000,000 will likely benefit most from the keys and myths that Tepper outlines, but this book is relevant for anyone looking to take the next step in wealth accumulation and preservation. The bottom line, as Tepper advises, is the following: Prosperous individuals require a higher level of sophistication when it comes to optimizing their financial affairs.
Book Synopsis Covering Your ASSets by : Leonard Critcher
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.
Book Synopsis Guide to Wealth Protection Strategies by : James A. Keller
Download or read book Guide to Wealth Protection Strategies written by James A. Keller and published by . This book was released on 2002-12-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Contains technical guidance and practice aids for asset protection planning. This guide shows how to protect assets by placing them ouof the reach of creditors using different avenues and how to insure against loss using life insurance, trusts, disability, health insurance, professional liability insurance, and property and casualty.
Book Synopsis Wealth and Asset Protection Strategies by : Steven Sears
Download or read book Wealth and Asset Protection Strategies written by Steven Sears and published by . This book was released on 2001 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Who wouldn't want to have $2 million in the bank? Most people believe that it isn't possible to save that much money on their limited incomes, but by using the program outlined in Rich by Choice, it can happen for everyone. It doesn't take an investment analyst or economic forecaster to make this simple program work, just a desire to achieve a dream and live a full life.
Book Synopsis Staying Wealthy by : Brian H. Breuel
Download or read book Staying Wealthy written by Brian H. Breuel and published by Bloomberg Press. This book was released on 1998-09-01 with total page 368 pages. Available in PDF, EPUB and Kindle. Book excerpt: This is the most accessible consumer book ever to address the question, "How can I enjoy and pass to my heirs more of what I'm working a lifetime to accumulate?" Breuel's three decades of experience in giving people more control over their wealth is evident in the power and simplicity of his advice.
Book Synopsis Wealth Secrets of the Affluent by : Christopher R. Jarvis
Download or read book Wealth Secrets of the Affluent written by Christopher R. Jarvis and published by John Wiley & Sons. This book was released on 2008-03-31 with total page 401 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.
Book Synopsis Estate Planning and Wealth Preservation by : Kathryn G. Henkel
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:
Book Synopsis Freedom from Wealth: The Experience and Strategies to Help Protect and Grow Private Wealth by : Charles Lowenhaupt
Download or read book Freedom from Wealth: The Experience and Strategies to Help Protect and Grow Private Wealth written by Charles Lowenhaupt and published by McGraw Hill Professional. This book was released on 2011-09-23 with total page 257 pages. Available in PDF, EPUB and Kindle. Book excerpt: Proven strategies for meeting the unique—and increasingly complex—challenges of private wealth management Whether you’re a money manager or managing your own wealth, Freedom from Wealth provides the tools you need to improve the management of a family fortune in today's increasingly globalized financial landscape. The authors reveal new, global, measurable standards to ensure that wealth is managed in accordance with industry best practices. They call for families to adopt the standards and name a Standards Director who can oversee their implementation, arguing that these standards help prevent the fraud and financial chicanery that produced the Madoff scandal and other recent wealth-management improprieties. Charles A. Lowenhaupt is the founder, chairman, president, and CEO of Lowenhaupt Global Advisors and a managing member of Lowenhaupt & Chasnoff, LLC, the first U.S. law firm to concentrate in tax law, which was established by his grandfather in 1908. Donald B. Trone is the CEO of Strategic Ethos and former Director of the U.S. Coast Guard Academy Institute for Leadership. In 2003, he was appointed by the U.S. Secretary of Labor to represent the investment counseling industry on the ERISA Advisory Council.
Book Synopsis Managing Knowledge Security by : Kevin C. Desouza
Download or read book Managing Knowledge Security written by Kevin C. Desouza and published by Kogan Page Publishers. This book was released on 2007 with total page 232 pages. Available in PDF, EPUB and Kindle. Book excerpt: Citing international examples such as Hewlett Packard, Microsoft, Google, Boeing, and Amazon, the author covers all aspects of knowledge protection, from employee retention strategies to physical security.
Book Synopsis IRA Wealth, Second Edition by : Patrick W. Rice
Download or read book IRA Wealth, Second Edition written by Patrick W. Rice and published by Square One Publishers, Inc.. This book was released on 2012-07-16 with total page 276 pages. Available in PDF, EPUB and Kindle. Book excerpt: For decades, banks and brokerage houses effectively convinced us that IRA holdings could be invested only in stocks and CDs. Few people knew that there was a viable alternative that offered both safety and growth. That alternative is real estate. In IRA Wealth, investment expert Patrick W. Rice first teaches you how to turn your IRA into a self-directed account, and then details the many ways in which real estate products can make you rich. The author offers a wide variety of strategies for both the aggressive investor interested in high returns and the conservative investor looking for a steady stream of income—all tax-deferred or tax-exempt. Although it may be a little late to avoid the volatility of the stock market, the lesson has been simple: Don’t put all your eggs in one basket. Patrick Rice now offers you an entirely new basket that holds golden eggs for a bright and rewarding future.
Book Synopsis The White Coat Investor by : James M. Dahle
Download or read book The White Coat Investor written by James M. Dahle and published by White Coat Investor LLC the. This book was released on 2014-01 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a "Backdoor Roth IRA" and "Stealth IRA" to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor "Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place." - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street "Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research." - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books "This book should be in every career counselor's office and delivered with every medical degree." - Rick Van Ness, Author of Common Sense Investing "The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk." - Joe Jones, DO "Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis." - Dennis Bethel, MD "An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust." - Greg E Wilde, M.D Scroll up, click the buy button, and get started today!
Book Synopsis Strategy For The Wealthy Family: Seven Principles To Assure Riches To Riches Across Generations by : Mark Haynes Daniell
Download or read book Strategy For The Wealthy Family: Seven Principles To Assure Riches To Riches Across Generations written by Mark Haynes Daniell and published by World Scientific. This book was released on 2021-10-28 with total page 513 pages. Available in PDF, EPUB and Kindle. Book excerpt: Strategy for the Wealthy Family provides a clear framework for highly informed strategic management of the family, the family business, the family's financial assets, the family's trust and tax management activities, philanthropic activities, risk factors and the family's surround ecosystem of institutions, advisors, friends and influencers. It also provides an approach to ensure the important individuality of all family members is fully reflected in every aspect of strategy for the greater family. Defining true family wealth as far more than pure financial capital, Strategy for the Wealthy Family sets out insights and information to help you grow, protect, transfer and share all aspects of your own family wealth successfully across future generations. Ultimately, this is a book for those who wish to understand and manage their own family wealth to join the club of the world's best-managed wealthy families — and stay there.
