Author: Cory C. Grant
Publisher: Wiley
ISBN: 9780471357339
Category : Business & Economics
Languages : en
Pages : 0
Book Description
Take control of your most important retirement assets Investment advisors, financial planners, accountants, and attorneys are always hungry for expert advice and guidance on the best ways to help their clients make the most of their investments during their work lives and successfully manage their payouts when they retire. Written by two of today's most visible retirement planning experts, Tax-Deferred Investing meets that need. Cory Grant and Andrew Westhem describe proven wealth-building and payout strategies for both employers and employees. A complete guide to plan selection, investment, asset allocation, and distribution strategies Includes estate planning techniques for keeping the wealth in a family from one generation to the next Cory C. Grant (La Jolla, CA) is Executive Vice President of Westhem Group/Wealth Planning, Inc., and a specialist on advanced estate, retirement, and business planning strategies. Andrew Westhem (La Jolla, CA) is President of Westhem Group/Wealth Planning, Inc., focusing on advanced estate, retirement, and business planning strategies.
Wealth Transfer Strategies
Author: Joe Thomas
Publisher: Independently Published
ISBN:
Category :
Languages : en
Pages : 0
Book Description
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.
Publisher: Independently Published
ISBN:
Category :
Languages : en
Pages : 0
Book Description
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.
Tax-Deferred Investing
Author: Cory C. Grant
Publisher: Wiley
ISBN: 9780471357339
Category : Business & Economics
Languages : en
Pages : 0
Book Description
Take control of your most important retirement assets Investment advisors, financial planners, accountants, and attorneys are always hungry for expert advice and guidance on the best ways to help their clients make the most of their investments during their work lives and successfully manage their payouts when they retire. Written by two of today's most visible retirement planning experts, Tax-Deferred Investing meets that need. Cory Grant and Andrew Westhem describe proven wealth-building and payout strategies for both employers and employees. A complete guide to plan selection, investment, asset allocation, and distribution strategies Includes estate planning techniques for keeping the wealth in a family from one generation to the next Cory C. Grant (La Jolla, CA) is Executive Vice President of Westhem Group/Wealth Planning, Inc., and a specialist on advanced estate, retirement, and business planning strategies. Andrew Westhem (La Jolla, CA) is President of Westhem Group/Wealth Planning, Inc., focusing on advanced estate, retirement, and business planning strategies.
Publisher: Wiley
ISBN: 9780471357339
Category : Business & Economics
Languages : en
Pages : 0
Book Description
Take control of your most important retirement assets Investment advisors, financial planners, accountants, and attorneys are always hungry for expert advice and guidance on the best ways to help their clients make the most of their investments during their work lives and successfully manage their payouts when they retire. Written by two of today's most visible retirement planning experts, Tax-Deferred Investing meets that need. Cory Grant and Andrew Westhem describe proven wealth-building and payout strategies for both employers and employees. A complete guide to plan selection, investment, asset allocation, and distribution strategies Includes estate planning techniques for keeping the wealth in a family from one generation to the next Cory C. Grant (La Jolla, CA) is Executive Vice President of Westhem Group/Wealth Planning, Inc., and a specialist on advanced estate, retirement, and business planning strategies. Andrew Westhem (La Jolla, CA) is President of Westhem Group/Wealth Planning, Inc., focusing on advanced estate, retirement, and business planning strategies.
Successful Wealth Transfer Strategies
Author: Mark A. Bregman
Publisher:
ISBN:
Category : Estate planning
Languages : en
Pages : 330
Book Description
Publisher:
ISBN:
Category : Estate planning
Languages : en
Pages : 330
Book Description
Wealth Transfer Strategies
Author:
Publisher:
ISBN:
Category : Estate planning
Languages : en
Pages : 111
Book Description
Publisher:
ISBN:
Category : Estate planning
Languages : en
Pages : 111
Book Description
Advanced Wealth Transfer Under New Tax Laws
Author: Richard E. Haas
Publisher:
ISBN: 9781566250979
Category : Estate planning
Languages : en
Pages : 0
Book Description
Financial planning expert Richard E. Haas explores cutting-edge concepts that expand charitable estate options for a family. By using real plans for real families, this book offers a variety of new techniques and tools that can be applied to solve many problems. It is all clear. And all very readable -- with an ample supply of endnotes for those who would like more details.
Publisher:
ISBN: 9781566250979
Category : Estate planning
Languages : en
Pages : 0
Book Description
Financial planning expert Richard E. Haas explores cutting-edge concepts that expand charitable estate options for a family. By using real plans for real families, this book offers a variety of new techniques and tools that can be applied to solve many problems. It is all clear. And all very readable -- with an ample supply of endnotes for those who would like more details.
Tax Planning for Family Wealth Transfers
Author: Howard M. Zaritsky
Publisher: Warren Gorham & Lamont
ISBN:
Category : Estate planning
Languages : en
Pages : 2166
Book Description
Publisher: Warren Gorham & Lamont
ISBN:
Category : Estate planning
Languages : en
Pages : 2166
Book Description
Estate Planning
Author: Insight Information Inc
Publisher:
ISBN: 9781550494877
Category : Estate planning
Languages : en
Pages : 472
Book Description
Publisher:
ISBN: 9781550494877
Category : Estate planning
Languages : en
Pages : 472
Book Description
Estate Planning and Wealth Preservation
Author: Kathryn G. Henkel
Publisher:
ISBN: 9780791334263
Category : Estate planning
Languages : en
Pages :
Book Description
Publisher:
ISBN: 9780791334263
Category : Estate planning
Languages : en
Pages :
Book Description
Evaluating the Potential Success of a Grat Against Competing Strategies to Transfer Wealth
Author: Jonathan G. Blattmachr
Publisher:
ISBN:
Category :
Languages : en
Pages : 0
Book Description
Tax-efficient wealth transfer is an important goal of most sound estate planning strategies. A grantor retained annuity trust (GRAT) is a wealth transfer technique created by Section 2702 of the Internal Revenue Code and corresponding Treasury Regulations. Taxpayers and practitioners therefore perceive the GRAT as a sanctioned means to transfer wealth at a reduced transfer tax cost. A GRAT may permit the transfer of wealth to or for others with little, if any, gift tax due and with no estate tax. The GRAT may accomplish that goal or purpose for one or more reasons. This article presents a framework to determine if and how it may be successful in accomplishing its purpose. It also provides some comparisons of a GRAT to a more direct transfer of wealth and to an installment sale to a grantor trust.
Publisher:
ISBN:
Category :
Languages : en
Pages : 0
Book Description
Tax-efficient wealth transfer is an important goal of most sound estate planning strategies. A grantor retained annuity trust (GRAT) is a wealth transfer technique created by Section 2702 of the Internal Revenue Code and corresponding Treasury Regulations. Taxpayers and practitioners therefore perceive the GRAT as a sanctioned means to transfer wealth at a reduced transfer tax cost. A GRAT may permit the transfer of wealth to or for others with little, if any, gift tax due and with no estate tax. The GRAT may accomplish that goal or purpose for one or more reasons. This article presents a framework to determine if and how it may be successful in accomplishing its purpose. It also provides some comparisons of a GRAT to a more direct transfer of wealth and to an installment sale to a grantor trust.
Estate Planning
Author: Insight Information Inc
Publisher:
ISBN: 9781550495584
Category : Estate planning
Languages : en
Pages : 492
Book Description
Publisher:
ISBN: 9781550495584
Category : Estate planning
Languages : en
Pages : 492
Book Description