Personal wealth isn't the only purpose of hard work and investment; it's also important to be able to pass wealth on to one's children and grandchildren. Wealth transfer and distribution is a game, and if played poorly-or if it is not realized a game is being played-one's fortune can be eaten away by a combination of poor investments and unfair taxation. Written by a financial advisor with decades of experience, Playing the Game prepares people for...

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...

"Trustworthy explores the evolution of an archaic system built on procrastination, confusion, fear and death into a modern one that focuses on autonomy, transparency and tranquility. To facilitate this shift, Trustworthy focuses on maintaining control of one’s dignity and destiny during life; ultimately leading to protection and peace of mind. It answers the five Ws about estate plans, and more specifically, Trusts:* WHO needs one?* WHAT is it?*...

"Whether you're a parent planning to pass on a cottage to your children, someone who has inherited a cabin with your siblings or other relatives, or someone who is thinking about buying a vacation home, you want to know how to keep the property in the family--and avoid squabbles over it. This book tells you how. You'll find out how to:. Prevent a family member from forcing a sale of the cottage. Keep your cottage out of the hands of in-laws and creditors....

What would happen to your money if you died without a Last Will and Testament? What about your stocks, your family business, your home? What would become of your loved ones? Without a final Will, the fate of your life's work is in the hands of the court. Dying without having legally laid out your wishes is a recipe for uncertainty, ill will, financial turmoil, and heartache. You have the power to determine what will happen to your assets after your...

This revised fifth edition from estate-planning expert Harvey J. Platt details the most up-to-date strategies for using a living trust to create a flexible estate plan. Platt explains the latest tax laws, including the American Taxpayer Relief Act of 2012, the broadening of statutes for amending trusts, and the rule against perpetuities (RAP). Platt also addresses updates on many existing topics, including lifetime exemptions; the estate, gift, and...

Presents a guide on estate planning that covers property ownership laws, beneficiaries, probate avoidance, living trusts, joint tenancy, life insurance, estate taxes, wills, business ownership, and pensions.

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...

Plan ahead: estate planning to secure your wishes Estate Planning is your overview of the estate planning concepts that are necessary to consider when advising your clients about the different facets of wealth transfer planning. This fundamental reference presents the basic estate, gift, and trust planning ideas in a descriptive and accessible manner-allowing you to easily and conveniently access the information you need when you need it. This essential...

Your will, made easy Write a will that suits your needs with a minimum of fuss. This book provides all the forms and step-by-step instructions you need to create a simple, valid will that protects your family and property after your death. Make a will that lets you: name beneficiaries to inherit your assets choose a guardian for young children set up trusts for minors, and name an executor (and a backup). Learn how to: choose appropriate witnesses...