Estate Planning Secrets Of The Affluent PDF Download
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Author | : Christopher R. Jarvis |
Publisher | : John Wiley & Sons |
Total Pages | : 401 |
Release | : 2008-03-31 |
Genre | : Business & Economics |
ISBN | : 0470282177 |
Download Wealth Secrets of the Affluent Book in PDF, ePub and Kindle
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.
Author | : Brenda L. Geiger |
Publisher | : |
Total Pages | : 0 |
Release | : 2015 |
Genre | : Estate planning |
ISBN | : 9781633850897 |
Download Estate Planning Secrets of the Affluent Book in PDF, ePub and Kindle
Author | : Jeffrey S. Maurer |
Publisher | : John Wiley & Sons |
Total Pages | : 287 |
Release | : 2003-10-07 |
Genre | : Business & Economics |
ISBN | : 0471481238 |
Download Rich in America Book in PDF, ePub and Kindle
Advance Praise for Rich In America "I highly recommend Rich in America to investors of all economic levels. While certainly no company understands the wealthy better than U.S. Trust, Jeff Maurer has done a wonderful job of turning the wisdom he gathered during his distinguished career at this venerable institution into advice that will benefit anyone interested in making smarter financial decisions." -Charles Schwab Chairman, The Charles Schwab Corporation "Jeff Maurer is uniquely qualified to advise the affluent and those who would be. Rich in America is packed with insight and wisdom gleaned from his long and tremendously successful career at the very pinnacle of wealth management." -Timothy C. Forbes Chief Operating Officer, Forbes Inc. "For thirty-three years, Jeff Maurer helped build U.S. Trust Corporation into one of the nation's most prominent and respected wealth managers. In this book, Jeff combines his own experience with the knowledge gleaned from a decade of U.S. Trust research into who the affluent are, how they earned their money, and how they keep it. The U.S. Trust approach to building and maintaining wealth makes relevant reading for anyone eager to provide for their own and their family's financial well-being." -Alan J. Weber Chairman and Chief Executive Officer, U.S. Trust Corporation "Jeff Maurer has distilled more than three decades of investment advice to affluent clients into a concise, informative, and extraordinarily readable work. Readers who are trying to preserve accumulated assets, as well as those who are setting out to build substantial wealth, will profit from this wide-ranging book." -James Poterba Mitsui Professor of Economics, MIT
Author | : Stanley Neeleman |
Publisher | : Simon and Schuster |
Total Pages | : 256 |
Release | : 2004-01-01 |
Genre | : Business & Economics |
ISBN | : 1621531376 |
Download Estate Planning for the Healthy, Wealthy Family Book in PDF, ePub and Kindle
Filled with real-life case examples, Estate Planning for the Healthy, Wealthy Family combines a positive attitude, deep psychological insight, and “hard” financial know-how for passing on money between family members while keeping relationships and values intact. With competence and empathy, the authors discuss such important moral issues as the role money plays in a happy family; how parents model their children’s values; and ways to build happy families where there is unequal wealth.
Author | : Brenda Geiger |
Publisher | : |
Total Pages | : 0 |
Release | : 2016-04 |
Genre | : |
ISBN | : 9781633851320 |
Download Secrets of Great Estate Planning Book in PDF, ePub and Kindle
Author | : John Burley |
Publisher | : Morgan James Publishing |
Total Pages | : 405 |
Release | : 2009-08-01 |
Genre | : Business & Economics |
ISBN | : 1600376193 |
Download Money Secrets of the Rich Book in PDF, ePub and Kindle
Burley found that the books on money either went one of two ways. They were either too technical that once you were done reading them, you had to do a bunch of research in order to even begin, or they were very motivational but didn't tell you what to actually do. Money Secrets Of The Rich strives to be a book that does both.
Author | : J. M. Trippon |
Publisher | : Bretton Woods Press |
Total Pages | : 272 |
Release | : 2003 |
Genre | : Business & Economics |
ISBN | : 9780972338912 |
Download How Millionaires Stay Rich Forever Book in PDF, ePub and Kindle
A tax financial advisor to some of America's wealthiest families has created a roadmap to the secrets that attain and maintain wealth--despite fluctuations in the stock maket, high tax rates, and rampant litigation.
Author | : Stanley D. Neeleman |
Publisher | : Skyhorse Publishing Inc. |
Total Pages | : 241 |
Release | : 2003 |
Genre | : Business & Economics |
ISBN | : 9781581153187 |
Download Estate Planning for the Healthy, Wealthy Family Book in PDF, ePub and Kindle
Filled with real-life case examples, Estate Planning for the Healthy, Wealthy Family combines a positive attitude, deep psychological insight, and “hard” financial know-how for passing on money between family members while keeping relationships and values intact. With competence and empathy, the authors discuss such important moral issues as the role money plays in a happy family; how parents model their children's values; and ways to build happy families where there is unequal wealth. • Promotes a positive, guilt-free money philosophy • Books on “soft” money management are a popular and growing market
Author | : Catherine S. McBreen |
Publisher | : Penguin |
Total Pages | : 270 |
Release | : 2007 |
Genre | : Business & Economics |
ISBN | : 9781591841753 |
Download Get Rich, Stay Rich, Pass It On Book in PDF, ePub and Kindle
Counsels everyday investors on how to acquire wealth that can be sustained throughout subsequent generations, in a guide based on research into America's millionaire families that reveals how they invest, where they work, and how they plan their estates. 30,000 first printing.
Author | : Brenda Geiger |
Publisher | : Word Association Publishers |
Total Pages | : 0 |
Release | : 2024-03-07 |
Genre | : Law |
ISBN | : 9781633855168 |
Download Secrets of Great Estate Planning Book in PDF, ePub and Kindle
This fifth edition of Secrets of Great Estate Planning covers not only the basic things you'll need to know to set up and maintain your estate plan, but also more advanced planning strategies such as Retirement Plan Trusts and Irrevocable Gifting Trusts for children and grandchildren. In this easy-to-read book you'll discover: - What the probate process is in California and why it should be avoided - How to "fund" (transfer assets to) your revocable trust and which assets cannot be owned by your revocable trust - How you can protect your children's inheritance from creditors, predators and their future divorcing spouses - How you can protect your spouse with the right Marital Trust provisions in your revocable trust - The best way to ensure your retirement accounts are protected in the right way for your children to inherit them with asset protection - How to protect yourself if you own rental real estate with an LLC - The top 25 mistakes people make in their estate plans, and how to avoid them Brenda Geiger is a skilled and experienced Estate and Business Planning attorney in Carlsbad, California. Her practice focuses on protecting clients from the probate process, helping them avoid future litigation and on forward thinking asset protection for her clients and their heirs.