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Protect And Enhance Your Estate Definitive Strategies For Estate And Wealth Planning 3 E

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Protect And Enhance Your Estate Definitive Strategies For Estate And Wealth Planning 3 E

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Author : Robert Esperti
language : en
Publisher: McGraw Hill Professional
Release Date : 2012-03-30

Protect And Enhance Your Estate Definitive Strategies For Estate And Wealth Planning 3 E written by Robert Esperti and has been published by McGraw Hill Professional this book supported file pdf, txt, epub, kindle and other format this book has been release on 2012-03-30 with Business & Economics categories.

“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

Protect And Enhance Your Estate Definitive Strategies For Estate And Wealth Planning 3 E

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Author : Robert Esperti
language : en
Publisher: McGraw Hill Professional
Release Date : 2012-02-21

Wealth Transfer Strategies

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Author : Joe Thomas
language : en
Publisher: Independently Published
Release Date : 2023-09-24

Wealth Transfer Strategies written by Joe Thomas and has been published by Independently Published this book supported file pdf, txt, epub, kindle and other format this book has been release on 2023-09-24 with categories.

Book Description Unlock the secrets to a secure financial legacy and ensure your family's future prosperity with "Wealth Transfer Strategies: Securing Your Family's Future." In this comprehensive guide, estate planning expert Joe Thomas provides invaluable insights, practical advice, and actionable strategies to help you navigate the complex world of wealth transfer. Estate planning is not just about passing on your assets; it's about preserving your values, protecting your loved ones, and leaving a lasting legacy. With Joe Thomas as your trusted guide, you'll embark on a journey that empowers you to make informed decisions, minimize tax burdens, and safeguard your family's financial well-being. Inside this Book, You'll Discover: The Importance of Wealth Transfer: Explore why estate planning is a vital component of responsible wealth management and how it impacts your family's future. Comprehensive Estate Planning: Learn how to create a well-rounded estate plan that includes wills, trusts, powers of attorney, and healthcare directives. Tax Efficiency Strategies: Discover effective ways to minimize estate and inheritance taxes, ensuring that more of your wealth stays in the hands of your loved ones. Legacy Preservation: Explore the art of legacy planning, from communicating your values to fostering family unity and supporting philanthropic causes. Adaptation and Responsibility: Embrace the dynamic nature of estate planning, staying current with ever-changing laws and regulations. Professional Guidance: Understand the pivotal roles of estate planning attorneys, financial advisors, and tax professionals in crafting a successful estate plan. Sample Documents: Access sample wills, trusts, and other estate planning documents to serve as references when creating your own customized plan. Glossary of Terms: Navigate the world of estate planning with ease using our comprehensive glossary of key terms. Legacy Preservation: Explore the art of legacy planning, from communicating your values to fostering family unity and supporting philanthropic causes. Adaptation and Responsibility: Embrace the dynamic nature of estate planning, staying current with ever-changing laws and regulations. Professional Guidance: Understand the pivotal roles of estate planning attorneys, financial advisors, and tax professionals in crafting a successful estate plan. Sample Documents: Access sample wills, trusts, and other estate planning documents to serve as references when creating your own customized plan. Glossary of Terms: Navigate the world of estate planning with ease using our comprehensive glossary of key terms. Whether you're starting your estate planning journey or seeking to enhance your existing plan, "Wealth Transfer Strategies" equips you with the knowledge and tools needed to secure your family's financial future. Joe Thomas's expertise and guidance will empower you to make informed decisions, protect your legacy, and leave a lasting impact for generations to come. Begin your journey toward financial security and legacy preservation today. "Wealth Transfer Strategies: Securing Your Family's Future" is your roadmap to a prosperous and enduring legacy. This book description highlights the key themes, benefits, and content covered in "Wealth Transfer Strategies: Securing Your Family's Future," offering readers a glimpse into the valuable insights and guidance provided by Joe Thomas in the book.

Protecting Your Financial Future

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Author : Lee R. Phillips
language : en
Publisher:
Release Date : 1999-01-01

Protecting Your Financial Future written by Lee R. Phillips and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1999-01-01 with Estate planning categories.

Newly updated, this easy-reading book is packed with estate planning strategies every family can use to protect their money. It offers step-by-step ways to slash takes, cut or eliminate legal fees, and shield money from probate, creditors, lawsuits, divorce and illness. Includes personal anecdotes and true stories to illustrate crucial legal tools such as living trusts, wills, and powers of attorney. Gives counsel to avoid common financial pitfalls, shares hints to maximize life insurance and retirement, and includes tips to wisely choose a lawyer or do-it yourself software. New chapter explains how to minimize rest home expenses and anxiety.

Personal Estate Planning

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Author : Marcos E. Kinevan
language : en
Publisher: Prentice Hall
Release Date : 1980-01-01

Personal Estate Planning written by Marcos E. Kinevan and has been published by Prentice Hall this book supported file pdf, txt, epub, kindle and other format this book has been release on 1980-01-01 with Estate planning categories.

Current Law Index

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Author :
language : en
Publisher:
Release Date : 2007

Current Law Index written by and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2007 with Law categories.

The Little Book That Still Saves Your Assets

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Author : David M. Darst
language : en
Publisher: John Wiley & Sons
Release Date : 2012-10-02

The Little Book That Still Saves Your Assets written by David M. Darst and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2012-10-02 with Business & Economics categories.

Protect assets during times of crisis with this new edition of the New York Times bestseller! When the first edition of this book appeared it was before the economic crash. This new edition shows how David Darst's particular kind of asset allocation helped his investors during that volatile period. It also contains a discussion of downside and risk tolerance and new self-tests for determining your risk tolerance. And, finally, it reveals how the asset allocation model has changed since 2008. In all of these areas, the author will continue to include new insightful anecdotes like those that peppered the first edition. Shows how to tap into the use of asset allocation strategies to protect your investments Offers updated information on downside and risk tolerance The next step resource from a managing director of Morgan Stanley and the bestselling author David Darst Includes a Foreword by Jim Cramer David Darst reveals how to use asset allocation to increase your portfolio that tap into the investment strategies of the wealthy.