[PDF] Wealth Preservation Through Estate Planning eBook

Author : Jonathan G. Blattmachr
Publisher : Regnery Publishing
Page : 764 pages
File Size : 26,2 MB
Release : 1999-11-01
Category : Business & Economics
ISBN : 9780895262547

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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 : Leonard Critcher
Publisher : Author House
Page : 335 pages
File Size : 25,85 MB
Release : 2014-02
Category : Business & Economics
ISBN : 1491862858

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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 : Doug H. Moy
Publisher : Wiley
Page : 0 pages
File Size : 14,55 MB
Release : 1998-06-22
Category : Business & Economics
ISBN : 9780471122593

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Once the exclusive domain of specialist attorneys, estate planning is now a highly lucrative part of many accountants' and tax professionals' practices nationwide. If you are an accountant who would like to take advantage of this national trend as a way to diversify your services and significantly increase your profit base, this book is for you. Based on author Doug H. Moy's more than twenty-five years as a successful estate planning professional, it tells you everything you need to know about planning, building, managing, and marketing a thriving estate planning practice. Writing in a straightforward, jargon-free style, Moy deftly guides you step-by-step through the entire estate planning process. He shows you how to work with attorneys and clients to develop a solid, legally structured estate plan for maximum asset protection, estate preservation, and privacy. What's more, he shares the original wealth preservation and transfer strategies that helped make him one of today's most respected estate planning specialists. But that's not all. The fruit of Moy's two and a half decades as head of a national estate planning business, Wealth Preservation also provides you with a complete blueprint for starting and running your own successful estate planning practice, from fee-setting and billing to drawing up a consulting agreement and staying on top of the latest changes in the tax laws. An indispensable resource for PAs, EAs, CPAs, CFPs, insurance professionals, and banking service providers, Wealth Preservation contains a gold mine of proven business tools and techniques, including: * Methods for developing estate planning business among established clients * Prospecting how-to's for finding and qualifying new clients * All of the documentation you'll need in ready-to-use format * n original client financial information checklist that helps you get all of the crucial facts necessary to develop and prepare written plans and avoid malpractice suits * Worksheets that let you calculate estate taxes quickly and effortlessly--without expensive computer hardware and software * An original information storage and retrieval system A total guide to planning, building, managing, and marketing a thriving estate planning practice In this highly accessible guide to estate planning, expert Doug Moy shares everything he knows about establishing and managing a successful estate planning practice. Drawing on more than twenty-five years as head of his own successful national estate planning practice, Moy: * Clearly explains how to start your own estate planning practice * Guides you step-by-step through the entire estate planning process * Shows you how to work with attorneys and clients to develop a solid estate plan * Describes techniques for selling estate planning services to old and new clients * Covers all the important basic business issues, including fee-setting, billing, consulting agreements, working with attorneys, and more * Supplies all of the crucial documentation you'll need in your practice * Offers an original checklist that helps you guarantee that you get all of the important facts you need about clients' personal finances * Includes worksheets that make calculating estate taxes quicker and easier than ever * Provides a complete client fact-finding form for gathering personal and financial information Read Wealth Preservation and find out how to broaden your professional horizons and increase your revenues by making estate planning a part of your practice.

Author : Vicki Cook
Publisher : Simon and Schuster
Page : 272 pages
File Size : 29,98 MB
Release : 2021-08-03
Category : Business & Economics
ISBN : 1507216408

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Discover the ins and outs of planning your own or your loved one’s last wishes with this easy-to-understand guide to estate planning. No one likes to talk about death, but being prepared for any unexpected tragedy can help your loved ones navigate your loss more easily in the long run. From creating your advanced medical directives to designating your beneficiaries, estate planning can ensure that your wishes are carried out when you are no longer around. With Estate Planning 101, you can get your affairs in order before any unfortunate incident occurs. This easy-to-understand guide comes with detailed information on what needs to be done to protect your estate. With information on creating a living will, minimizing estate taxes, choosing an executor, and more, you will be prepared for the future, no matter what it brings. Estate Planning 101 offers you step-by-step instructions and checklists to keep you organized for whatever life throws your way.

Author : Adannaya Nzegwu
Publisher : Independently Published
Page : 0 pages
File Size : 25,31 MB
Release : 2023-09-19
Category :
ISBN :

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Are you eager to safeguard your wealth, secure your financial future, and leave a lasting legacy for your loved ones? In "Wealth Preservation Secrets: Strategies for Financial Security," you'll embark on a transformative journey towards achieving these financial aspirations. Discover the closely-guarded secrets employed by successful individuals and families to protect and grow their wealth over generations. This comprehensive guide takes you by the hand, offering expert insights, practical advice, and real-life case studies that illuminate the path to financial security. Inside, you'll explore: The Power of Diversification: Learn how to spread your investments wisely across various assets to reduce risk and ensure your financial stability. Long-Term Thinking: Unlock the benefits of patient investing and witness the remarkable effects of compound interest on your wealth. Strategies for Tax-Efficient Investing: Discover effective tax strategies to minimize your tax liabilities and maximize your wealth preservation efforts. Estate Planning Mastery: Navigate the complexities of estate planning, wills, trusts, and generational wealth transfer with confidence. Real-Life Success Stories: Draw inspiration from the financial triumphs of iconic figures like Warren Buffett and the Rockefeller family, gaining valuable insights into their wealth preservation strategies. Actionable Tools and Resources: Access worksheets, templates, and recommended reading lists that empower you to take immediate steps towards your financial security. This eBook empowers you with the knowledge and tools to protect your wealth, enhance your financial security, and build a prosperous future for yourself and your heirs. Whether you're a seasoned investor or just beginning your financial journey, "Wealth Preservation Secrets" is your trusted companion in achieving lasting financial success. Don't leave your financial security to chance. Start preserving your wealth strategically today, and pave the way for a prosperous tomorrow. Your financial legacy begins here.