Disinherit the IRS
Disinherit the IRS

Author: E. Michael Kilbourn

Publisher:

Published: 2014-02-15

Total Pages: 344

ISBN-13: 9781895997422

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This is an estate planning book for mid-to-high net worth individuals who wish to minimize or eliminate estate taxes using legitimate tools such as trusts, annuities, insurance, limited partnerships and charitable remainder trusts. Disinherit the IRS presents a comprehensive sampling of some issues and strategies that are perhaps less well-known yet more useful than the usual clichés. Case studies are included to help the reader identify common estate-planning challenges and are frequently supported with visuals that compare the financial implications of various courses of action.

Risk Management for Amatuer Investors
Risk Management for Amatuer Investors

Author: Vernon K. Jacobs

Publisher: Offshore Press, Inc.

Published: 2003-02

Total Pages: 197

ISBN-13: 0962817260

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Risk Management for Amateur Investors will be used as a seminar teaching reference and is published as a three ring notebook.

Strategies for a Successful Retirement
Strategies for a Successful Retirement

Author: John Lau

Publisher: eBookIt.com

Published: 2013-02

Total Pages: 86

ISBN-13: 1456608126

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Preparation is the key to success in every stage of life, from grade school to college to entering the work force to marriage, and to retirement. The level of success depends largely on how well you prepare for the journey. This book is written to help retirees strategize and make the right choices in each phase of retirement - Before, During & After. The first four chapters of the book are written to help lay down a solid foundation for retirement - making the right choices about your company retirement plan; deciding when to take social security benefits, planning for healthcare and preparing a retirement budget. Once the foundation is secure and the financial landscape is in place, your retirement plan will need to be constantly monitored, pruned and maintained. Chapters five and six show how to plan for stable income and financial peace of mind during retirement while disinheriting the IRS from your retirement accounts. The final chapters are about estate planning. They address the need for an estate plan, identify the common mistakes that people make in the settlement and administration of their estates and show how to avoid them.

Preparing for the Back Nine of Life
Preparing for the Back Nine of Life

Author: Eric Peterson

Publisher: Advantage Media Group

Published: 2015-02-06

Total Pages: 154

ISBN-13: 1599324776

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Are you nearing retirement and looking for the confidence to take that next step? Most of us hope to retire someday, and we want to have the assurance that we will be able to live comfortably and continue supporting our family. We want to know that the work we’ve done throughout our lives will pay off in the end. And we also want to ensure that we provide our family with any remaining assets after our death. In this book, retirement financial advisor Eric Peterson offers advice and techniques to the soon-to-be retiree. He covers a variety of topics, including: • Financially and mentally planning for retirement • Shifting from accumulation to income and preservation of assets • Organizing documents and managing spending patterns • Who to go to for retirement advice and what questions to ask • Risks that can impact retirement • Taxes and what can be done about them • Hidden fees • Pensions and Social Security • Health-care costs and insurance • Estate planning and leaving a will Are you completely ready for retirement? If your answer is yes, this book may not be for you. But if you have even a shred of doubt, Eric’s advice can help you consider those things you may not have even known about. You have a right to live the rest of your life in peace and comfort.

Estate Planning for Catholics
Estate Planning for Catholics

Author: Salvatore LaMendola

Publisher: AuthorHouse

Published: 2018-03-17

Total Pages: 40

ISBN-13: 1546233180

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If your last will and testament and other estate planning documents were put on trial after your death before a jury of strangers, would there be enough evidence to convict you of having been a Roman Catholic? If your answer is no but you would like it to be yes, then this book is for you. On a document-by-document basis, with numerous sample provisions included, you will learn how to do Gods Will in your Will and other estate planning documents.