Beyond The Grave Revised Edition

Author: Gerald M. Condon
Publisher: Harper Collins
ISBN: 0060936312
Size: 46.78 MB
Format: PDF, Kindle
View: 4597

Download Read Online

Beyond The Grave Revised Edition. This expert, one-of-a-kind handbook shows you how to: Ensure that your inheritance instructions will he carried out -- the way you want them to be Protect your child's inheritance from creditors, ex-spouses, addictions, tax troubles, mismanagement, squandering, and other risks of loss Prevent family conflict that can arise when parents die and children divide the "family money" Leave more money to your children and grandchildren, and less to the IRS -- and understand the hidden cost of a "death tax" repeal

Beyond The Grave Revised And Updated Edition

Author: Jeffery L. Condon
Publisher: Harper Collins
ISBN: 006238340X
Size: 40.49 MB
Format: PDF, Docs
View: 4387

Download Read Online

Beyond The Grave Revised And Updated Edition. This expert, one-of-a-kind handbook shows you how to ensure that your inheritance instructions will be carried out the way you want them to be; protect your children's inheritance from creditors, ex-spouses, addictions, tax troubles, mismanagement, squandering, and other risks of loss; prevent family conflict that can arise when parents die and children divide the "family money"; leave more money to your children and grandchildren, and less to the IRS; avoid creating inheritance problems in your family with "cautionary tales" of inheritance planning gone bad; understand why you still have to deal with estate tax issues even if your net worth falls below the new death-tax-exemption.

Your Complete Guide To Leaving An Inheritance For Your Children And Others

Author: Michael A. Valles
Publisher: Atlantic Publishing Company
ISBN: 1601382103
Size: 17.79 MB
Format: PDF, Docs
View: 4797

Download Read Online

Your Complete Guide To Leaving An Inheritance For Your Children And Others. While more than 50 percent of Americans feel it is important to leave an inheritance for their children and other beneficiaries, the majority have not yet made any plans for their estate. This new book will serve as an aid in your planning, providing you with indispensable information and the necessary tools. Whether you choose to arrange a trust or a will, you will learn how to do so, as well as how to manage and alter your plans. You will be able to choose which trust is right for you, be it living, incentive, Qualified Terminable Interest Property, charitable remainder, children s, support, family, or generation-skipping tax-exempt. You will decide which will -holographic, nuncupative, self-proving, statutory, simple, joint, living, mutual, ethical, electronic, or video - best fits your needs. Furthermore, you will learn about income only trusts, the Uniform Transfers to Minors Act, 529 plans, and Coverdell accounts. In this book, you will learn tips for distributing inheritance among children and what an appropriate inheritance is, as well as about inheritance taxes, exempt beneficiaries, disinheritance, durable power of attorney, and advance health care directives. Additionally, you will learn tips for distributing inheritance among children; what an appropriate inheritance is; how to prevent fights over inherited property; how to deal with adopted children, stepchildren, and children from a second marriage; how to select trustees and guardians; how to protect your money from a financially immature child, a child s spouse, and creditors; how to divide valuables and non-cash assets; and how to deal with the family home. Your Complete Guide to Leaving an Inheritance for Your Children and Others makes this difficult process easy to understand by using simple, every day language. If you are one of the many people who want to leave an inheritance but do not know where to begin, it is time to pick up this book and start planning. Atlantic Publishing is a small, independent publishing company based in Ocala, Florida. Founded over twenty years ago in the company president's garage, Atlantic Publishing has grown to become a renowned resource for non-fiction books. Today, over 450 titles are in print covering subjects such as small business, healthy living, management, finance, careers, and real estate. Atlantic Publishing prides itself on producing award winning, high-quality manuals that give readers up-to-date, pertinent information, real-world examples, and case studies with expert advice. Every book has resources, contact information, and web sites of the products or companies discussed.

Kiplinger S Personal Finance

Size: 76.25 MB
Format: PDF
View: 1393

Download Read Online

Kiplinger S Personal Finance. The most trustworthy source of information available today on savings and investments, taxes, money management, home ownership and many other personal finance topics.

The Living Trust Advisor

Author: Jeffrey L. Condon
Publisher: John Wiley & Sons
ISBN: 1119093317
Size: 30.91 MB
Format: PDF, ePub, Docs
View: 512

Download Read Online

The Living Trust Advisor. A comprehensive guide to living trusts, with expert financial and legal guidance The Living Trust Advisor is an expert guide for both advisors and their clients on the complex process of establishing, living with, and maintaining a living trust. Written by renowned family inheritance attorney Jeffrey L. Condon, this book discusses the various aspects of this important document, and shows you how to manage a seamless transfer of assets to various beneficiaries. This new second edition has been fully updated and revised to reflect the extensive changes to the Estate Tax Law that have taken place since the initial publication, giving you the most up-to-date information and guidance on preserving your wealth and helping your heirs avoid estate tax liability. You'll develop a vision for your trust before you ever meet with an attorney or other key players, and learn how to establish and maintain a trust that remains rock-solid for your lifetime and beyond. As the living trust has replaced the will as the primary means of settling after-death estates, clear guidance and current legal information is of utmost importance for advisors and clients alike. This book is a valuable resource for every stage of planning and execution, helping you ensure that you provide for your beneficiaries the way you intend. Know what to think about before your first meeting with a lawyer Establish and manage your living trust to carry out your wishes Identify potential inheritance problems and build solutions into the trust Distribute assets to future generations, and protect them after the transfer Dealing with complex financial and legal issues while facing our own mortality is a difficult task, but making these decisions is critical to the future outcome of your estate. The Living Trust Advisor expertly guides you through the process so you can be confident that your wishes will be carried out.

Family Legacy And Leadership

Author: Mark Daniell
Publisher: John Wiley and Sons
ISBN: 9780470827086
Size: 41.98 MB
Format: PDF, Kindle
View: 3683

Download Read Online

Family Legacy And Leadership. Hamilton and Daniell have creatively taught us how to weave together the threads of lineage that create family legacy. They have also clarified the vision of what family leaders look like who are the master weavers of such threads. This all leads toward teaching us how to create and guide our families, and those we serve, to seven and more generations of successful, generative and flourishing lives as individuals and as family. We owe their work a deep debt of gratitude and a bow of appreciation. James (Jay) E. Hughes, Jr. Author, Family: The Compact Among Generations Mark Daniell and Sara Hamilton have written a book that will become a real reference for families wishing to establish a long-term strategy for building an enduring legacy for generations. It contains a wealth of ideas, strategy prescriptions, case histories, and anecdotes that will give the family leader and members of the “tribe” a true guide to building a system that will endure the test of time. I recommend it to families in Asia and beyond. Dr. Victor K. Fung Chairman, Li & Fung Group This is a superb book––unique and full of examples––on the vision of legacy and the role of family leadership. It is also a comprehensive guide to risk management with a special spirit for wise risk-taking. Daniell and Hamilton draw on the unique experience of the Family Office Exchange and its many hundreds of members and scores of studies to define the role of family leadership more fully and inspiringly than ever. This book makes the challenges vivid and the path clear for successful families to preserve both their wealth and their purpose. John L. Ward Principal, The Family Business Consulting Group Family Legacy and Leadership is an innovative, useful blend of theory and practice; and of the hard and soft issues that families face. It offers ideas, insights, and tools that will help families of all types find their path through change. Melissa A. Berman President & CEO, Rockefeller Philanthropy Advisors


Author: Charles Kraut
Publisher: Tate Publishing
ISBN: 1607993368
Size: 29.44 MB
Format: PDF, Docs
View: 1389

Download Read Online

Moneywise. The world of personal finance is changing every day. Do middle-class families have any hope of weathering the storm to protect their savings from the shrinking power of the dollar? They do now. In "Moneywise: Your Guide to Keeping Ahead of Inflation, Taxes, and the Declining Dollar," author Charles W. Kraut reveals principles of saving, investing, and avoiding financial doom that fly in the face of conventional Wall Street wisdom. Learn how to stop relying on the advice of people who are paid to represent others' interests, and get some of those same people to work for yours. Money, or its absence, governs every aspect of our lives, and wise stewards can accomplish more in life. Moneywise will help American families learn specific skills they can put into practice every day, give them a better perspective on the world of finance, and have new confidence their ability to improve their situation.

Pancreatic Cancer

Author: Michael J. Lippe
Publisher: JHU Press
ISBN: 1421402556
Size: 55.58 MB
Format: PDF, ePub, Mobi
View: 3572

Download Read Online

Pancreatic Cancer. The authors hope that their honest yet hopeful perspective will help all people with cancer and those who care about them.

Help I M Rich

Author: Kees Stoute
Publisher: John Wiley & Sons
ISBN: 1119020557
Size: 78.99 MB
Format: PDF, ePub, Docs
View: 5674

Download Read Online

Help I M Rich . Manage and protect your wealth with the help of a private bank Help! I'm Rich! is a detailed examination of how private banking services can help high net worth individuals take charge over their wealth and protect their assets. Designed to increase the ability to discern between 'adding value' and 'self-orientation' and thus improve the professional relationship between private bankers and clients, this reader-friendly guide explains the concerns that typically come along with wealth, and the various ways in which private banks can help clients deal with these challenges effectively. You will learn what private banks do, which services they offer, and how to find and approach a private bank. Case studies illustrate the various scenarios presented, and graphs, tables, cartoons and diagrams help facilitate a true understanding of what private banks can do for you. A detailed description of the various asset classes explains the reasons for — and risks of — investing at each level, giving you a better idea of the wealth management methods that have proven effective for others in your class. Whether you are new to wealth or are newly tasked with the money management aspect of it, it's vital for you to understand the ways in which your high net worth changes the game. This book is an indispensable guide to understanding the common challenges of the wealthy, and the crucial role private banks play in dealing with these challenges. Understand the challenges wealth brings to money management Discover how private banks can help address specific concerns Learn the questions you should ask your private banker Make better financial decisions by having an expert in your corner The more money you have, the more attention it requires, and the solutions tend to get more complicated. The support of a professional services provider seems not only unavoidable but highly desirable. Help! I'm Rich! shows you how to gain the most out of your private banking experience, with detailed guidance and expert advice.

Master Your Money Type

Author: Jordan E. Goodman
Publisher: Hachette UK
ISBN: 0446562319
Size: 75.22 MB
Format: PDF, ePub, Mobi
View: 595

Download Read Online

Master Your Money Type. This groundbreaking book by a renowned finance expert shows readers how to use their personal investing type to attain the wealth they desire. Goodman, on the staff of "Money(" magazine for 18 years, is a regular contributor to NPR's "The Marketplace Money Report."