The Irrevocable Life Insurance Trust

The Irrevocable Life Insurance Trust

Author: Lawrence Brody

Publisher: American Bar Association

Published: 2011

Total Pages: 0

ISBN-13: 9781616328979

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Understand the essential elements of both a single life policy irrevocable life insurance trust and survivorship policy irrevocable life insurance trust in order to meet your clients' estate planning needs. This concise primer offers a step-by-step guide to these trusts and includes sample trust forms and documents to adapt for your practice. Includes sample forms for a both types of irrevocable life insurance trusts along with notes to the drafter for each type of trust; forms also on CD-ROM.


Living Trusts

Living Trusts

Author: Dwight F. Bickel

Publisher: Lexis Nexis Matthew Bender

Published: 1993

Total Pages:

ISBN-13: 9780820510811

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This practice-oriented forms book contains everything necessary to understand, present & implement a living revocable or irrevocable trust. 1 Volume; Looseleaf; updated with annual revision.


Understanding Living Trusts

Understanding Living Trusts

Author: Vickie Schumacher

Publisher: Schumacher Publishing

Published: 1990

Total Pages: 230

ISBN-13:

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Written in clear, conversational English, this book can help anyone understand how a living trust avoids the complications, expenses, and delays of probate at times of incapacity and death.


529 Plans

529 Plans

Author: Nancy E. Shurtz

Publisher:

Published: 2022-05-02

Total Pages: 438

ISBN-13: 9781641059541

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"Focus on 529 plans compared to other education techniques"--


The White Coat Investor

The White Coat Investor

Author: James M. Dahle

Publisher: White Coat Investor LLC the

Published: 2014-01

Total Pages: 160

ISBN-13: 9780991433100

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Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a "Backdoor Roth IRA" and "Stealth IRA" to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor "Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place." - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street "Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research." - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books "This book should be in every career counselor's office and delivered with every medical degree." - Rick Van Ness, Author of Common Sense Investing "The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk." - Joe Jones, DO "Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis." - Dennis Bethel, MD "An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust." - Greg E Wilde, M.D Scroll up, click the buy button, and get started today!