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Author: Jay Adkisson
Publisher: McGraw Hill Professional
ISBN: 0071505474
Category : Business & Economics
Languages : en
Pages : 337
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Book Description
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
Author: Jay Adkisson
Publisher: McGraw Hill Professional
ISBN: 0071505474
Category : Business & Economics
Languages : en
Pages : 337
Get Book Here
Book Description
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
Author: Darrell Aviss
Publisher: McGraw Hill Professional
ISBN: 0071478124
Category : Business & Economics
Languages : en
Pages : 384
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Book Description
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
Author: Robert A. Esperti
Publisher: McGraw Hill Professional
ISBN: 0071787909
Category : Business & Economics
Languages : en
Pages : 369
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Book Description
“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
Author: Alexander A. Bove (Jr.)
Publisher: American Bar Association
ISBN: 9781590314760
Category : Business & Economics
Languages : en
Pages : 622
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Book Description
Author: Christopher R. Jarvis
Publisher: John Wiley & Sons
ISBN: 0471433543
Category : Business & Economics
Languages : en
Pages : 418
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Book Description
"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.
Author: Leonard Critcher
Publisher: Author House
ISBN: 1491862858
Category : Business & Economics
Languages : en
Pages : 335
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Book Description
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.
Author: James A. Keller
Publisher:
ISBN: 9780764618826
Category :
Languages : en
Pages :
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Book Description
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.
Author: Steven Sears
Publisher:
ISBN: 9780929765969
Category : Asset-liability management
Languages : en
Pages : 0
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Book Description
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.
Author: Mark Tepper
Publisher: Greenleaf Book Group
ISBN: 1626344574
Category : Business & Economics
Languages : en
Pages : 257
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Book Description
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.
Author: Christopher R. Jarvis
Publisher: John Wiley & Sons
ISBN: 0470282177
Category : Business & Economics
Languages : en
Pages : 401
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Book Description
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.
