The Savvy Client's Guide to Trusts

The Savvy Client's Guide to Trusts

Author: Mary L. Barrow

Publisher:

Published: 2018-01-05

Total Pages: 134

ISBN-13: 9780692976159

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Should you have a trust as part of your estate plan? Would you like to be well-informed and confident before you meet with your attorney? In this second volume of the Savvy Client Series, attorney Mary L. Barrow answers your questions about trusts in a practical, easy-to-understand way. The Savvy Client is you!


Estate Planning for the Savvy Client

Estate Planning for the Savvy Client

Author: Mary L. Barrow

Publisher: Savvy Client

Published: 2017-03-17

Total Pages: 110

ISBN-13: 9780692853061

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With this book you'll discover: what you need to know to eliminate confusion about estate planning and give you a clear path to achieving your goals, how to decide if you really need a will, revocable living trust, power of attorney, or any of the other options available, how to choose the right attorney to help you plan your estate. It will tell you what you need to know before you meet with your attorney or prospective attorney.


Yours, Mine & Ours

Yours, Mine & Ours

Author: L. Paul Hood Jr.

Publisher: Bublish, Inc.

Published: 2022-02-08

Total Pages: 198

ISBN-13: 1647044650

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"If you are a member of a blended family, this is the handbook to enable your estate plan to assure that your financial wealth will lead to your family's future well-being. Read it, follow its wisdom and practices, and smile." —James (Jay) E. Hughes Jr, Author of Complete Family Wealth and Family: The Compact Among Generations

As parents, we spend our lives caring and providing for our children. However, many of us lack the foresight to create a plan that will ensure our children are supported even after we are gone. Parents neglect to handle their estates and affairs during their lifetime and leave their grieving children drowning in paperwork and tough decisions. It is even more demanding and grueling for stepchildren and members of blending families to sort through these estates. As a member of a blended family himself, tax attorney Paul Hood has pooled his personal and professional knowledge to create this comprehensive guide to estate planning for blended families. In Yours, Mine & Ours, Hood offers real-world advice while cover crucial topics such as:

  • Property Ownership
  • Documents for Planning
  • Important Payers in Planning
  • Challenges One will Face
  • Words of Wisdom

When nearly 70% of estate plans yield unfavorable results for the family, the need for a meticulous estate plan cannot be overstated. Hood’s guide to estate planning will allow individuals to rest assured that their families are provided for thoroughly.


J.K. Lasser Pro Real Estate Investment Trusts

J.K. Lasser Pro Real Estate Investment Trusts

Author: Richard Imperiale

Publisher: John Wiley & Sons

Published: 2002-06-17

Total Pages: 402

ISBN-13: 9780471211662

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Benefit from the outstanding investment opportunities that currently exist in the REIT industry The growth of REITs as an asset class has created an excellent opportunity for small investors to participate in the ownership of institutional-quality real estate. Are you ready to help your clients make the most of this opportunity? J.K. Lasser Pro Real Estate Investment Trusts thoroughly explains the nature of REITs and explores how this investment vehicle can be integrated and implemented into almost any client’s portfolio. This invaluable resource discusses the benefits and performance characteristics of REITs and includes a chapter on each of the following forms of REITs available, including: Residential REITs Manufactured home community REITs Office REITs Industrial property REITs Retail REITs Hotel property REITs Health care REITs Self-storage REITs Specialized, diversified, and mortgage REITs Filled with practical guidance, vital information, and in-depth interviews with some of the most respected individuals in the REIT industry, J.K. Lasser Pro Real Estate Investment Trusts is a valuable road map to an investment vehicle that can help you stabilize and grow any investor’s portfolio. Please visit our Web site at www.jklasser.com


You Can Never Be Too Rich

You Can Never Be Too Rich

Author: Alan Haft

Publisher: John Wiley & Sons

Published: 2007-11-09

Total Pages: 324

ISBN-13: 0470139781

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Praise for You Can Never Be Too Rich"Great guy, fantastic book. Ia??ve known Alan for many years, and Ia??m a richer man because of it.


Wealth Protection

Wealth Protection

Author: Christopher R. Jarvis

Publisher: John Wiley & Sons

Published: 2002-11-04

Total Pages: 418

ISBN-13: 0471433543

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"As an asset protection lawyer, I think Mandell and Jarvis brilliantly explain the most effective wealth protection strategies. A must-read for advisors and clients alike." -Arnold S. Goldstein, PhD, LLM, JD author, Asset Protection Secrets "I really appreciate the 'Risk Factor Analysis.' It is a unique tool for diagnosing-and then solving-some of the toughest problems in maintaining and protecting your wealth." -Gordon Klein, JD, CPA, lecturer, UCLA's Anderson Graduate School of Management, frequent CNBC Commentator "Chris and David's concept of a 'Personal Economy' should be heeded by every individual investor. If you want to grow and shield what's yours, this book is a great start." -Jonathan Guryan, PhD, Asst. Professor of Economics University of Chicago Graduate School of Business The interest in protecting one's wealth is universal. Wealth Protection: Build and Preserve Your Financial Fortress serves as the ultimate handbook for readers who want to build their family's financial fortress and shield it from potential risks.


Estate Planning Is Dead!

Estate Planning Is Dead!

Author: Reed Scott

Publisher: Createspace Independent Publishing Platform

Published: 2017-10-02

Total Pages: 122

ISBN-13: 9781975780753

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Death and taxes are what most people are planning for in traditional estate plans, but this type of planning does nothing to protect your family from the things that are actually destroying America's wealth and health. Learn why modern estate planning is more about asset protection than ever before. With this book you'll discover how to protect: * Your assets from devastating healthcare costs! * Your estate from changes in the tax law! * Yourself and your spouse from predators! * Your family from remarriages and divorces! * Your grandchildren from losing their inheritance!


Land Trusts for Privacy & Profit

Land Trusts for Privacy & Profit

Author: Mark Warda

Publisher:

Published: 2009

Total Pages: 0

ISBN-13: 9781888699081

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Illinois-type land trusts have been used for over 100 years to give real estate owners privacy, probate avoidance, lower taxes and over 25 other benefits. This book explains how real estate investors in any state can adapt these trusts to their state. It includes a summary of each state's laws and 36 read-to-use forms. Written by an attorney with 30 years experience in land trusts.


Living Trusts for Everyone

Living Trusts for Everyone

Author: Ronald Farrington Sharp

Publisher: Skyhorse Publishing Inc.

Published: 2010

Total Pages: 147

ISBN-13: 158115674X

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Explains how living trusts work, discusses the different types of trusts, compares living trusts with wills, and offers advice on selecting an attorney.