Authors: Martin M. Shenkman.
Paperback, 288 pages
Publisher: Wiley
Publication Date: 2003-04-18
Edition: 1st

Reviews :

    SIMPLE, AFFORDABLE STEPS YOU CAN TAKE TO PROTECT WHAT'S YOURS

By the time you're named as a defendant in a lawsuit or divorce proceeding, it may be too late to protect your assets. The time to shield the hard-won fruits of your labor is now! Fortunately, protecting your assets can be much easier and far less expensive than you think. In this complete, practical, and easy-to-follow guide, leading tax and estate planning attorney and bestselling author Martin Shenkman presents the steps you can and should take to protect your home, your savings, and other assets from creditors, litigants, and divorce.

Shenkman explains the essential concepts of protecting what you own from malpractice claims, lawsuits, and divorce. This book offers step-by-step guidance in determining which asset-protection strategies and techniques are right for you. You'll learn numerous legal and effective methods you can use to:
* Protect your personal assets from business and professional claims
* Protect your assets and your heirs' assets from divorce
* Minimize your risk of lawsuits and other claims against your assets
* Create limited partnerships and LLCs to protect your assets
* Make your home-based business judgment-proof
* Use domestic trusts to protect against lawsuits
* Secure real estate and stock holdings against lawsuits...

Authors: Jonathan G. Blattmachr.
Hardcover, 737 pages
Publisher: Regnery Publishing, Inc.
Publication Date: 1999-02-15
Edition: 0

Reviews :

    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....

Authors: Irving S. Schloss. Deborah V. Abildsoe.
Hardcover, 272 pages
Publisher: Oxford University Press, USA
Publication Date: 2001-03-01


Reviews :

    TIAA-CREF is the largest private pension plan in the world, with more than $260 billion under management, including an estimated 1% of all shares traded on the New York Stock Exchange. And yet, while there is a wealth of information on IRAs, 401(k)s and other investment vehicles, until now there has been little guidance for the millions of TIAA-CREF plan participants and their advisors.
The TIAA-CREF Book offers the definitive guide to TIAA-CREF for participants, estate planners, and financial advisors. Simply and clearly--and with a droll sense of humor--the authors explain the often complex legal and financial aspects of how the TIAA-CREF plan works, how the investment choices new participants make can affect the funds available at retirement, what the distribution options are for withdrawing money either before or after retirement, and how to leave the fund as an inheritance. For participants in the accumulation stage of their careers, the authors explain the important differences between fixed income securities (TIAA) and equity securities (CREF), and examine the investment choices for both. They address such important issues as how to allocate contributions, how portable an account really is, and how plans differ from employer to employer. In addition to the valuable primer on estate planning--from how to quantify assets, needs, and income to how the Federal Estate Tax affects TIAA-CREF accounts--the authors explore in detail the distribution options available and help weigh the pros and cons of each choice.
Drawing on their extensive work in the field of estate planning, the authors cover the gamut of what it takes to make the most out of a TIAA-CREF plan.
TIAA-CREF is a registered trademark of the Teachers Insurance and Annunity Association/College Retirement Equities Fund Corporation....

Authors: Peter Salmon.
Digital, 84 pages
Publisher: Golden Roc Financial Services, LLC
Publication Date: 2005-04-21


Reviews :

    Everything that you need to know about basic personal finances, from how to open a checking account to getting credit cards to how to use credit wisely and to your advantage to how to avoid getting into trouble with debt and credit to how to get a loan or grant for university to basic investing ideas, and more is in this book! Filled with a wealth of knowledge to help you gain good personal financial habits and retire wealthy, Personal Finance 101 - A Beginner's Guide is ideal for teens and twenty-somethings just starting out in the financial world. Parents will want to read this book with their young adults to give them the head start in financial life that they never received. Complete with numerous links to on-line resources, you'll want to refer to this book over and over again!...

Authors: Jeff A. Schnepper.
Paperback, 322 pages
Publisher: McGraw-Hill
Publication Date: 2000-09-18
Edition: 1

Reviews :

    As Jeff Schnepper says, “Estate taxes are voluntary. You only pay them if you haven’t planned in advance.” Modeled on the best-selling How to Pay Zero Taxes, this book shows how to limit, and possibly even omit costly estate-tax burdens—and covers subjects as broad as living wills, family limited partnerships, private annuities, GRITS, GRATS, GRUNTS, flower bonds, and more.

Reflecting all tax law changes as of January 2000, this helpful guide pinpoints hundreds of perfectly legal deductions, credits, and exemptions. It covers the subject from the basics to the fine points, featuring Q&As for novices, detailed reviews of relevant legal documents, the latest anti-tax “super strategies,” and more—all in Schnepper’s classic legal-guerrilla style....

Authors: Judy Martel.
Hardcover, 222 pages
Publisher: Bloomberg Press
Publication Date: 2006-02-01


Reviews :

    Throughout history, families with significant means have struggled with the notion that multigenerational wealth planning is not just about money. A ?rags to riches to rags? scenario has played out in too many families, and those who are concerned about preserving wealth will want to know which behaviors to avoid in order to prevent that outcome Judy Martel has heard first-hand the concerns of families and the wisdom of experts in the field. In this book, she details the most common "family-busters," using examples from real families. Each dilemma is presented in a story format, giving readers a clear understanding of the most common challenges, along with expert advice on how to begin to seek solutions. It is a compelling overview for exceptional families and for their advisers....

Authors: Liza Weiman Hanks.
Paperback, 228 pages
Publisher: NOLO
Publication Date: 2007-05-15
Edition: 1st

Reviews :

    Protect your family, and skip the stress!

It's so important to plan ahead for your loved ones - and with The Busy Family's Guide to Estate Planning, you can do so easily and with confidence.

The book outlines 10 simple steps to take. Just tackle one step every month, and soon you can cross estate planning off your to-do list -- and have peace of mind knowing you've looked after your family.

Author Liza Weiman Hanks, a lawyer and a parent, gives you practical guidance about what's crucial to do now and what can wait. The Busy Family's Guide to Estate Planning will help you:

write your will

determine how much life insurance your family needs

figure out whether you need a living trust

learn about powers of attorney

work with a lawyer, if you need to

The CD-ROM provides 15 easy-to-use forms including a simple will and worksheets that will help you get organized, make important decisions and track your progress. Also, an audio interview with the author will answer questions you may have about wills and estate planning....

Authors: Lynn O'Shaughnessy.
Paperback, 566 pages
Publisher: Wiley
Publication Date: 2001-01-15
Edition: 1

Reviews :

    Your one-stop guide for all you need to know about the ins and outs of planning a successful retirement -- it's never too early to start. Indside the Retirement Bible you'll find:

• How to play the retirement savings game -- putting together and sticking to a retirement check list
• Tips on cutting through the clutter of financial advisors -- your best sources for finding them, the questions to ask them, matching their services with your needs
• The inside scoop on private money managers -- should you hire your own?
• 401K contribution strategies -- getting the 401K you deserve, escaping a potential 401K nightmare, and alternatives for your 401K when you leave a job
• Stock picking 101 -- how stocks measure up, value versus growth, mutual funds, and new alternatives
• Establishing trusts -- ten steps in creating a great trust
• and much, much more!

...

Authors: Ron Blue. Jeremy White.
Paperback, 224 pages
Publisher: Northfield Publishing
Publication Date: 2008-01-01

Authors: Norman F. Dacey.
Paperback, 768 pages
Publisher: Perennial
Publication Date: 1993-01
Edition: 5

Reviews :

    A revised and updated edition of a nationwide best-seller offers practical tips on estate planning, featuring a new chapter on Medicaid and sharing vital information on how to save heirs the cost and delay of probate. $50,000 ad/promo. Tour....