Beyond the Grave, Revised and Updated Edition

The Right Way and the Wrong Way of Leaving Money to Your Children (and Others)

Author: Jeffery L. Condon

Publisher: Harper Collins

ISBN: 006238340X

Category: Business & Economics

Page: 528

View: 2042

This expert, one-of-a-kind handbook shows you how to ensure that your inheritance instructions will be carried out the way you want them to be; protect your children's inheritance from creditors, ex-spouses, addictions, tax troubles, mismanagement, squandering, and other risks of loss; prevent family conflict that can arise when parents die and children divide the "family money"; leave more money to your children and grandchildren, and less to the IRS; avoid creating inheritance problems in your family with "cautionary tales" of inheritance planning gone bad; understand why you still have to deal with estate tax issues even if your net worth falls below the new death-tax-exemption.
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Beyond the Grave revised edition

The Right Way and the Wrong Way of Leaving Money To Your Children (and Others)

Author: Gerald M. Condon

Publisher: Harper Collins

ISBN: 0060936312

Category: Business & Economics

Page: 480

View: 6097

This expert, one-of-a-kind handbook shows you how to: Ensure that your inheritance instructions will he carried out -- the way you want them to be Protect your child's inheritance from creditors, ex-spouses, addictions, tax troubles, mismanagement, squandering, and other risks of loss Prevent family conflict that can arise when parents die and children divide the "family money" Leave more money to your children and grandchildren, and less to the IRS -- and understand the hidden cost of a "death tax" repeal
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Inheritance Hijackers

Who Wants to Steal Your Inheritance and How to Protect It

Author: Robert C. Adamski

Publisher: BookPros, LLC

ISBN: 0981453449

Category: Business & Economics

Page: 204

View: 485

Inheritance theft is a widespread but hidden phenomenon afflicting every level of society. During the next twenty years, baby boomers and their children will inherit an estimated one hundred trillion dollars, much of which will be hijacked by family members, associates, or strangers. Everyone who might give or receive an inheritance is a potential victim.The legal and practical advice in this book teaches:"Who steals inheritances"Why, When, and How inheritances are stolen"Why we are all potential victims"How to protect yourselfThis book includes Q&As on inheritance law, quizzes to determine the security of your estate, and checklists on how to protect yourself.
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A Lawyer's Guide to Estate Planning

Fundamentals for the Legal Practitioner

Author: L. Rush Hunt,Lara Rae Hunt

Publisher: American Bar Association

ISBN: 9781590313664

Category: Law

Page: 209

View: 417

This book provides an introduction to the basics of estate planning and will make this area of the law more accessible to the nonspecialist.
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The Living Trust Advisor

Everything You (and Your Financial Planner) Need to Know about Your Living Trust

Author: Jeffrey L. Condon

Publisher: John Wiley & Sons

ISBN: 1119093317

Category: Business & Economics

Page: 416

View: 772

A comprehensive guide to living trusts, with expert financial and legal guidance The Living Trust Advisor is an expert guide for both advisors and their clients on the complex process of establishing, living with, and maintaining a living trust. Written by renowned family inheritance attorney Jeffrey L. Condon, this book discusses the various aspects of this important document, and shows you how to manage a seamless transfer of assets to various beneficiaries. This new second edition has been fully updated and revised to reflect the extensive changes to the Estate Tax Law that have taken place since the initial publication, giving you the most up-to-date information and guidance on preserving your wealth and helping your heirs avoid estate tax liability. You'll develop a vision for your trust before you ever meet with an attorney or other key players, and learn how to establish and maintain a trust that remains rock-solid for your lifetime and beyond. As the living trust has replaced the will as the primary means of settling after-death estates, clear guidance and current legal information is of utmost importance for advisors and clients alike. This book is a valuable resource for every stage of planning and execution, helping you ensure that you provide for your beneficiaries the way you intend. Know what to think about before your first meeting with a lawyer Establish and manage your living trust to carry out your wishes Identify potential inheritance problems and build solutions into the trust Distribute assets to future generations, and protect them after the transfer Dealing with complex financial and legal issues while facing our own mortality is a difficult task, but making these decisions is critical to the future outcome of your estate. The Living Trust Advisor expertly guides you through the process so you can be confident that your wishes will be carried out.
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Life and Death Planning for Retirement Benefits 2019

The Essential Handbook for Estate Planners

Author: Natalie B. Choate

Publisher: N.A

ISBN: 9780964944091

Category:

Page: 648

View: 6095

What estate planning and tax professionals need to know to advise clients about their IRAs and other retirement plans
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Money Is Everything: Personal Finance for The Brave New Economy

Author: Amanda Reaume

Publisher: Callisto Media Inc.

ISBN: 1623155355

Category: Business & Economics

Page: 250

View: 6243

Learn the Latest Tips and Tricks for Managing Your Personal Financial Life Personal finance is not taught in school - and the process of learning how to manage your own finances can be fraught with painful missteps. In Money is Everything, Amanda Reaume, the author behind Millennial Personal Finance and host of the Millennial Personal Finance podcast, helps walk you through everything you need to learn to manage your financial life including the best ways to make it, spend it, borrow it, and save it. Money Is Everything is not your average personal finance book chock-full of the trite and tired same-old advice. Specifically written by and for Millennials, it will help you: • Get the internships and jobs you want • Understand and implement a financial plan (a.k.a. a budget!) • Create a steady flow of side income • Learn how to save money on small and big purchases (and get some free stuff) • Take control of your credit score • Turn the tables on banks and borrowers • Become debt-free Learn from personal finance experts – not the hard way!
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Dead Hands

A Social History of Wills, Trusts, and Inheritance Law

Author: Lawrence M. Friedman

Publisher: Stanford University Press

ISBN: 9780804771085

Category: Law

Page: 240

View: 3385

The law of succession rests on a single brute fact: you can't take it with you. The stock of wealth that turns over as people die is staggeringly large. In the United States alone, some $41 trillion will pass from the dead to the living in the first half of the 21st century. But the social impact of inheritance is more than a matter of money; it is also a matter of what money buys and brings about. Law and custom allow people many ways to pass on their property. As Friedman's enlightening social history reveals, a decline in formal rules, the ascendancy of will substitutes over classic wills, social changes like the rise of the family of affection, changing ideas of acceptable heirs, and the potential disappearance of the estate tax all play a large role in the balance of wealth. Dead Hands uncovers the tremendous social and legal importance of this rite of passage, and how it reflects changing values and priorities in American families and society.
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Master Your Money Type

Using Your Financial Personality to Create a Life of Wealth and Freedom

Author: Jordan E. Goodman

Publisher: Business Plus

ISBN: 0446562319

Category: Business & Economics

Page: 366

View: 9465

This groundbreaking book by a renowned finance expert shows readers how to use their personal investing type to attain the wealth they desire. Goodman, on the staff of "Money(" magazine for 18 years, is a regular contributor to NPR's "The Marketplace Money Report."
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Blood and Money

Why Families Fight Over Inheritance and What to Do about It

Author: P. Mark Accettura

Publisher: Collinwood Press

ISBN: 9780966927849

Category: Law

Page: 292

View: 5340

Looks at the psychological aspects of why families fight over estates and offers recommendations on how to prevent inheritance disputes and preserve family relationships.
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Family Trusts

A Guide for Beneficiaries, Trustees, Trust Protectors, and Trust Creators

Author: Hartley Goldstone,James E. Hughes, Jr.,Keith Whitaker

Publisher: John Wiley & Sons

ISBN: 111911828X

Category: Business & Economics

Page: 320

View: 4060

An insightful and practical guide to family trusts Family Trusts is a step-by-step guide for anyone involved in family trusts: trust creators, trustees, beneficiaries, and advisors. It will help families create and administer a culture that recognizes trusts as a gift of love. Marrying the practical and emotional aspects of family wealth, this book provides a hands-on primer that focuses on fostering positive relationships, and structuring the trust appropriately for the situation and the people involved. It tackles difficult topics with frank and honest discussion, from the first beneficiary meeting to working with addictions, and more. Written by a team of experts in family wealth, this information is becoming increasingly crucial to the successful execution of a trust; you'll learn what type of person makes the best trustee, how to be an excellent beneficiary, and the technical aspects that help you build a better trust from the very beginning. There's been a staggering increase in trustee/beneficiary litigation and hostility, but that doesn't mean it's inevitable. Plenty of trusts are running smoothly, with positive experiences on all sides. This book shows you how to set up your trust to succeed from the start, with step-by-step guidance and expert insight. Express clear and thoughtful intent for the trust Create a healthy and supportive culture Select the right trustee, trust protector, and trust advisor Take the time to prepare before initially meeting the beneficiary Conduct a productive first meeting to set a tone for the relationship Historically, there has been little consideration given to the culture of trusts, and this oversight may be a key driver of the behavior that's becoming more prevalent. Family Trusts explores the nature of these relationships, and shows you how to build a trust that retains the nature and spirit with which it was intended.
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The Referral Engine

Teaching Your Business to Market Itself

Author: John Jantsch

Publisher: Penguin

ISBN: 9781101429518

Category: Business & Economics

Page: 256

View: 6631

The small business guru behind Duct Tape Marketing shares his most valuable lesson: how to get your customers to do your best marketing for you. The power of glitzy advertising and elaborate marketing campaigns is on the wane; word- of-mouth referrals are what drive business today. People trust the recommendation of a friend, family member, colleague, or even stranger with similar tastes over anything thrust at them by a faceless company. Most business owners believe that whether customers refer them is entirely out of their hands. But science shows that people can't help recommending products and services to their friends-it's an instinct wired deep in the brain. And smart businesses can tap into that hardwired desire. Marketing expert John Jantsch offers practical techniques for harnessing the power of referrals to ensure a steady flow of new customers. Keep those customers happy, and they will refer your business to even more customers. Some of Jantsch's strategies include: -Talk with your customers, not at them. Thanks to social networking sites, companies of any size have the opportunity to engage with their customers on their home turf as never before-but the key is listening. -The sales team is the most important part of your marketing team. Salespeople are the company's main link to customers, who are the main source of referrals. Getting them on board with your referral strategy is critical. -Educate your customers. Referrals are only helpful if they're given to the right people. Educate your customers about whom they should be talking to. The secret to generating referrals lies in understanding the "Customer Referral Cycle"-the way customers refer others to your company who, in turn, generate even more referrals. Businesses can ensure a healthy referral cycle by moving customers and prospects along the path of Know, Like, Trust, Try, Buy, Repeat, and Refer. If everyone in an organization keeps this sequence in mind, Jantsch argues, your business will generate referrals like a well-oiled machine. This practical, smart, and original guide is essential reading for any company looking to grow without a fat marketing budget.
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Preparing Heirs

Five Steps to a Successful Transition of Family Wealth and Values

Author: Roy Orville Williams,Vic Preisser

Publisher: Author's Choice Publishing

ISBN: 9781931741316

Category: Law

Page: 181

View: 7029

Preparing Heirs discloses the surprising findings from the authors' research into the legacies of 3,250 wealthy families. With extraordinary insight, they reveal what the relatively small number of successful families had in common-how they achieved and maintained family harmony, and ensured the smooth transition of their wealth to well-adjusted heirs. They also warn of the wide range of factors that cause the majority of wealthy families to fail in their transition. Preparing Heirs offers clear, concise, well-organized, and easy-to-follow instructions that will enable you to evaluate your plan for transitioning family wealth. Preparing Heirs is an assessment tool that can be used in conjunction with the services of qualified professionals such as attorneys and accountants. It addresses the major causes for the 70% failure rate in estate transitions, which lie within the family itself and are within the family's control. This book can help you develop a plan to transmit the family values underlying the accumulation of wealth and prepare your heirs to be good stewards and thoughtful administrators of that wealth.
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World Report on Ageing and Health

Author: World Health Organization

Publisher: World Health Organization

ISBN: 9241565047

Category: Family & Relationships

Page: 246

View: 6686

The WHO World report on ageing and health is not for the book shelf it is a living breathing testament to all older people who have fought for their voice to be heard at all levels of government across disciplines and sectors. - Mr Bjarne Hastrup President International Federation on Ageing and CEO DaneAge This report outlines a framework for action to foster Healthy Ageing built around the new concept of functional ability. This will require a transformation of health systems away from disease based curative models and towards the provision of older-person-centred and integrated care. It will require the development sometimes from nothing of comprehensive systems of long term care. It will require a coordinated response from many other sectors and multiple levels of government. And it will need to draw on better ways of measuring and monitoring the health and functioning of older populations. These actions are likely to be a sound investment in society's future. A future that gives older people the freedom to live lives that previous generations might never have imagined. The World report on ageing and health responds to these challenges by recommending equally profound changes in the way health policies for ageing populations are formulated and services are provided. As the foundation for its recommendations the report looks at what the latest evidence has to say about the ageing process noting that many common perceptions and assumptions about older people are based on outdated stereotypes. The report's recommendations are anchored in the evidence comprehensive and forward-looking yet eminently practical. Throughout examples of experiences from different countries are used to illustrate how specific problems can be addressed through innovation solutions. Topics explored range from strategies to deliver comprehensive and person-centred services to older populations to policies that enable older people to live in comfort and safety to ways to correct the problems and injustices inherent in current systems for long-term care.
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Walden Two

Author: Burrhus Frederic Skinner

Publisher: Hackett Publishing Company Incorporated

ISBN: 9780872207790

Category: Psychology

Page: 301

View: 9897

A reprint of the 1976 Macmillan edition. This fictional outline of a modern utopia has been a center of controversy ever since its publication in 1948. Set in the United States, it pictures a society in which human problems are solved by a scientific technology of human conduct.
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Trial and Heirs

Author: Andrew W. Mayoras,Danielle B. Mayoras

Publisher: Rj Communications

ISBN: 9780615551173

Category: Business & Economics

Page: 290

View: 7119

NEWLY UPDATED 2ND EDITION! The highly-publicized estate battles of celebrities cast a bright spotlight on the importance of having the proper estate planning. You'll have a front row seat in the courtroom while Trial and Heirs: Famous Fortune Fights! replays the "tabloid drama" and points out what went wrong in these riveting cases. Legacy Expert Attorneys Andrew W. Mayoras and Danielle B. Mayoras are your guides - with research and court records in one hand, and juicy celebrity stories in the other. These include Michael Jackson, Whitney Houston, Princess Di, Anna Nicole Smith, Heath Ledger, Ray Charles, Jimi Hendrix, Frank Sinatra, Martin Luther King Jr., Brooke Astor, Rosa Parks... and many others! This easy-to-follow guide is complete with Tips to Avoid a Family Fight and Ideas to Spark Family Discussion. The tips alone could save you thousands (or more!) in legal fees. Discover how to steer clear of the same celebrity estate "errors" as you protect yourself and your "heirs."
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The Emperor's New Clothes

Author: Hans Christian Andersen

Publisher: Scandinavia Publishing House

ISBN: 8771326707

Category: Juvenile Fiction

Page: 27

View: 3051

Thirty of Hans Christian Andersen's most cherished stories in single volumes Illustrator various artists. Known all over the world, these fairytales hold stories of great value and are a source of inspiration for both young and old.
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Incidents in the Life of a Slave Girl

The Givens Collection

Author: Harriet Jacobs,Lydia Maria Child,Louise Meriwether

Publisher: Simon and Schuster

ISBN: 0743460561

Category: Biography & Autobiography

Page: 272

View: 305

Recounts the author's childhood as a slave, her escape to the north, and the help she received from both blacks and whites, and documents the degradation and injustices of slavery.
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