Preserving Family Wealth & Peace of Mind PDF Download
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Author: Loren Dunton
Publisher: Irwin Professional Publishing
ISBN: 9781557388322
Category : Business & Economics
Languages : en
Pages : 262
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Book Description
Preserving Family Wealth & Peace of Mind covers the vital concerns in transferring wealth from one generation to the next including: How to enjoy your retirement; How to use living trusts; How to preserve family assets through advisors; How to protect yourself in old age.
Author: Loren Dunton
Publisher: Irwin Professional Publishing
ISBN: 9781557388322
Category : Business & Economics
Languages : en
Pages : 262
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Book Description
Preserving Family Wealth & Peace of Mind covers the vital concerns in transferring wealth from one generation to the next including: How to enjoy your retirement; How to use living trusts; How to preserve family assets through advisors; How to protect yourself in old age.
Author: Sharon Wilson, Esq
Publisher: Lulu.com
ISBN: 1483453308
Category : Self-Help
Languages : en
Pages : 82
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Book Description
THESE TRIED AND TRUE TECHNIQUES AND LEGAL INSTRUMENTS AREN'T JUST FOR RICH PEOPLE - I don't need a Will because I don't have a lot of money or assets. WRONG - I don't need a power of attorney because I'm on the bank account jointly with my (husband, mother, etc) WRONG - Once I have a deed I never need to change it until I decide to sell the property. WRONG - If I put more people on my deed it will become "heir property" WRONG - A Trust is a complicated document that only helps people with large amount of assets. WRONG - I can just buy a legal kit and do it myself. WRONG Neglect is often the seed of regret. Mind your Business! Take the steps you need now to preserve your family assets no matter how small your estate.
Author: James E. Hughes, Jr.
Publisher: Bloomberg Press
ISBN: 9781119397472
Category : Business & Economics
Languages : en
Pages : 272
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Book Description
The original Family Wealth (1997) changed the way families think about their heritage, their wealth, and their legacy to future generations. Designed to help families with long-term wealth preservation, Family Wealth remains the leading book in the field. In this revised edition, the authors tighten and consolidate the sections on trustees, beneficiaries, private trust companies, and perpetual trusts, while including insights and practices they have developed since the last edition (2004). A revised edition of Family Wealth will appeal to past readers while also attracting an entire new generation. It will be an essential guide for any family seeking sustainable wealth management strategies. ![endif]--em style="mso-bidi-font-style: normal;"Family Wealth remains the leading book in the fieldNormal0falsefalsefalseEN-USJAX-NONE![endif]--![endif]--![endif]--
Author: Mark Haynes Daniell
Publisher: John Wiley & Sons
ISBN: 0470829087
Category : Business & Economics
Languages : en
Pages : 480
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Book Description
Introducing a fresh perspective on wealth management, with proven solutions to the challenges of preserving wealth and investing well in turbulent times Family Wealth Management is coauthored by two experts in the field of private wealth - one, a former director of Bain & Company and the chairman of two of the world's largest family trusts, and the other, a CEO of a leading global family office and professor of finance from University of Toronto. The book introduces you to a unique model of wealth management that produces the desired return outcomes while being consistent with a family's overarching goals and values. The approach combines the best traditional investment and portfolio management practices with innovative new approaches designed to successfully navigate through economic climates both fair and foul. While the authors address the critical "hard" issues of asset management, they also emphasize important "soft" issues of working with families to ensure that actions are congruent with objectives, in alignment with family governance principles and designed to help sustain and grow family wealth over multiple generations. The authors provide clear guidance on how to master each component. How to establish clear family vision, values, and goals as a critical foundation to a sound wealth management strategy How to establish a practical, integrated investment framework that will ensure a consistent, disciplined approach in all environments How to set a long-term family wealth strategy and define an asset allocation model that will produce the desired results How to draft an annual investment policy statement and refine the investment tactics based on capital markets trends and changes in the family’s circumstance How to effectively monitor performance and respond to the need for change How to carefully select and manage an ecosystem of experienced, trusted financial advisors who will provide critical guidance through challenging period ahead How to successfully engage and educate the family to preserve and enhance the family’s financial wealth and human capital over the generations
Author: Krista McBeath
Publisher: McBeath Financial Group
ISBN: 0578256894
Category : Business & Economics
Languages : en
Pages : 199
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Book Description
2022 New Release in Wealth Management, Retirement Planning, Estates & Trusts, Personal Taxation, Money Management CREATE A MEANINGFUL LEGACY WITHOUT SACRIFICING YOUR LIFESTYLE IN RETIREMENT! Shouldn’t we expect more from our life’s work and savings than just a secure retirement? Is traditional retirement planning failing families with short-sighted financial advice? Is this tunnel vision actually leaving your retirement and your family at risk? Avoid the retirement planning trap with this estate & financial planning strategy guide. The Retirement Planning Trap: A retirement plan should consist of a mix of investments or financial products selected to merely not outlive your money.(FALSE!) The Financial Planning Escape: A holistic approach to wealth management is a path towards protection from taxes, long-term healthcare costs, inflation, market fluctuations, and probate. Beyond income distribution, a holistic plan should provide for a surviving spouse, include wealth transfer strategies, and much more.(YES!) Highly acclaimed Financial Planner Krista McBeath has developed a clear and systematic approach towards generational wealth. Based upon a nautical ship’s wheel, The Generational Wealth Wheel illustrates the steps towards accumulating, protecting, and transferring wealth. Together with the central hub, each of the six spokes of the captain’s wheel represents critical steps for financial stability leading to generational wealth. Wealth Anchors: These basic financial principles are the foundation for creating and preserving wealth from generation to generation. Income Streams: A sustainable cash flow plan is essential towards maintaining a lifestyle and providing for family. Safety Nets: Protect your retirement and legacy by learning how to identify and neutralize lurking threats to assets. Bold Growth: Learn the keys successful investors use to invest for growth without fear. Celebrate Abundance: How to enjoy the life you deserve while benefiting from ‘Giving while Living.’ Charted Legacy: Award-winning estate planning attorney shares the basics for sealing wishes and legally transferring assets. Tax Strategy: A tax strategy incorporating the three major tax stages is the ‘hub’ for a systematic wealth management plan. Krista McBeath developed this simple, systematic approach to financial stewardship out of love for her own family. With a passion for helping others, she shares the keys for living a life of abundance while protecting what’s most important to us. “As I reflect on the journey to bringing this book public, I hope people see the passion behind it, especially with my personal stories. I know most wouldn’t read a book on money, but you’ll quickly find, at the heart of this book is love for family.” The Generational Wealth System is not just about the size of the bank account and what to do with it. At the core, it’s for those concerned about the well-being of their spouse, children, and future generations. It’s for those who want to have a plan in place for a time when they may not be here to guide and care for their loved ones physically. This book is for the legacy makers. It is for those who have family or causes dear to their heart and wish to make a difference. Don’t place your estate in jeopardy by waiting. It’s time to start planning—after all, 2020 and 2021 have taught us that anything can happen. For the sake of what’s most precious to you, stabilize your retirement while securing your legacy. Get this book for your family, today!
Author: Ilze Alberts
Publisher: John Wiley & Sons
ISBN: 1119486440
Category : Business & Economics
Languages : en
Pages : 192
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Book Description
Sustain and grow your family’s capital throughout generations Families need to have vision and foresight to sustain the family’s capital throughout generations. Unfortunately, many of them build wealth effectively but find, near the end of their lives, that it has little sustainability to prepare the next generations that will be the beneficiaries of their hard work. Passing the Torch teaches high net-worth families how to foster a strong family dynamic to be truly generational. Inside, first-generation wealth creators will learn how to create a culture of sustainability and growth and endow subsequent generations with the tools and mindset necessary to prosper. Subsequent generations will learn how to receive the torch, sustain and grow the family’s capital and pass the torch to the next generation. • Discover the importance of emotional intelligence • Learn to view generational wealth from a behavioral lens • Transcend financial instruction to find a sense of purpose and direction • Map out your family’s legacy Whether you’re consulting an advisor or taking matters into your own hands, this is the essential reference you need to sustain wealth for generations to come.
Author: Jonathan G. Blattmachr
Publisher: Regnery Publishing
ISBN: 9780895262547
Category : Business & Economics
Languages : en
Pages : 764
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Book Description
The Complete Guide to Wealth Preservation and Estate Planning is written for everyone from families to financial planners, lawyers, accountants, insurance underwriters, security and investment advisors and business owners.
Author: Lori B Gervais
Publisher: Lioncrest Publishing
ISBN: 9781544508009
Category :
Languages : en
Pages : 268
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Book Description
You've spent years building and protecting wealth that you one day hope to pass on to your children. But as you dig into that planning, fear starts to creep in. You're worried that, lacking proper experience or financial education, your children will fail to preserve your family's wealth for future generations-or even worse, squander it. You want to broach the subject with your children, but you're unsure how to begin that conversation or what resource you can offer them that covers all the bases. In Pass It On, Roger and Lori Gervais show you how to transfer not just your wealth, but also the family values that will enable future generations to preserve and grow what you've built. Mixing financial knowledge with client stories and nuggets of wisdom, Roger and Lori will set you up for success as the steward of your family's wealth and give you the peace of mind that your children are prepared to inherit that responsibility.
Author: John Svalina
Publisher: Tag Publishing LLC
ISBN: 9781599304076
Category : Self-Help
Languages : en
Pages : 170
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Book Description
Tired of worrying about your future? No matter how successful you may be, worries about your long term financial well being can still keep you up at night. In fact, the more you achieve, the bigger those worries can become - but there is a better way. John Svalina walks you through the financial planning mine field, explaining what to watch out for as your wealth grows and what tools may help you achieve much more than you ever thought possible. In plain language, he shows how to take a disconnected jumble of financial accounts and concerns, and make a comprehensive plan that will give you that peace of mind we all seek. Whether it be charitable trusts, advanced tax or investment strategies, or planning for the major events in your life, there is no such thing as a 'set it and forget it' financial plan. Diligence is required on a constant basis and must change as the world and investment climate changes. Coordinating all the various aspects of the financial spectrum can seem overwhelming and if it is not balanced and integrated, you may be costing yourself not only money but the dreams you hold so dear. With almost two decades of experience in helping high net worth individuals achieve their financial dreams, John knows that the key to feeling more secure about your financial future is communication with someone who really understands your concerns. He will help you delve into the issues that keep you up at night and show you how to bring your entire family to an understanding of the best strategies for multi-generational wealth preservation and transition. About John John Svalina is an award winning financial professional with seventeen years of success providing high net worth business owners, professionals and retirees with ongoing wealth management planning, advice and service for all of their wealth management needs. Since 2002, John has served as Vice President and Portfolio Manager with the Hickey & Svalina Wealth Management Group at TD Waterhouse Canada Inc. The Hickey & Svalina Wealth Management Group is a seven time recipient of the TD Bank Financial Group MERIT and President's Club award managing over $400 million in investment capital. John focuses on creating a strong long term relationship with his clients and strives to ensure their financial dreams become reality. John was born in Sudbury Ontario where he currently resides with his wife Tina and his children Johnny & Anna.
Author: James Emerson Hough
Publisher: Dorrance Publishing
ISBN:
Category : Philosophy
Languages : en
Pages : 259
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Book Description
About the Book In this collection of his essays and writings, James Emerson Hough reflects on the serenity of retirement living in the middle of his own private Certified Forest Preserve and Wildlife Habitat in Southeast Indiana, the inspiration it engenders to be creative, and the ability to focus his thinking. He finds it rewarding to share his perspective, but the selfish reason he writes is that it makes him a better person. When asked why he writes, Mr. Hough admits that writing helps keep his mind alert and head on straight. He’s inspired to read and unlock novel ideas in his mind, research them, and develop compelling techniques to put them together in writing. Writing is his habit. He knows that no one can write anything who does not think that what they write is for the time history, or do anything well who does not esteem their work to be of importance. Old age has yet to creep on the author’s mind, and wisdom will never let him stand with another on unfriendly footing. For him to write what will not become obsolete is to write sincerely to himself while attempting to satisfy his own curiosity. Where Mr. Hough found peace of mind, peace of mind was waiting there. Books are the quietest and most constant of friends, the most patient of teachers, and the most accessible and wisest if counselors. Worthwhile books that get into the world are written by successful people who utter what tens of millions feel though they cannot say. Certain books are vital, not leaving readers what they were; they shut the book a richer person. Finding Peace of Mind and Keeping It is full of energy. About the Author James Emerson Hough was born and raised in Paducah, Kentucky; schooled in the public school system of that community; earned an AS degree studying mathematics, physics, chemistry, biological and zoological sciences at Paducah Junior College; and earned BS (Geology) and MS (Engineering Geology) degrees at the University of Kentucky, Lexington. He retired December 31, 1998, at age 68, ending more than thirty-five years in private practice of the applied earth sciences as licensed professional engineer and licensed professional geologist. Hough was awarded the DSc degree by the American Institute of Geosciences in 2020.
