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Home > Health, Relationships and Personal development > Self-help, personal development and practical advice > Personal finance > The Wise Planner: Safeguarding Your Family's Wealth
The Wise Planner: Safeguarding Your Family's Wealth

The Wise Planner: Safeguarding Your Family's Wealth


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About the Book

No one wants to be at the mercy of the system, especially when it comes to protecting their familys wealth. Yet many people have little or no idea how to minimize the financial risks in their lives. Terry Kanes The Wise Planner changes all that by explaining the strategies of how to safeguard your familys wealth in a clear, concise, easy to understand way. The Wise Planner explains the basics you need to know about Asset Management, Wealth Preservation and Estate Planning. Then, it explores the details of estate planning, including advanced planning techniques. Theres practical information on powers of attorney for finances and for health care, and the whole alphabet soup of modern planning ideas, like CRATs and GRATs, QPRTs and ILITs. And finally, The Wise Planner deals with other civil and tax issues. Terry explains how to use litigation avoidance strategies, including formation of business entities like corporations and LLCs to avoid costly and dangerous liability traps. The Wise Planner includes brief discussions of bankruptcy law and advice on how to deal with businesses or individuals that owe you money. The advice youll be getting from The Wise Planner, although lighthearted in presentation, is very serious. Using real world examples, Terry will scare you, amuse you, and inform you. Hell give you frightening facts about the dangerous legal and practical problems you may face, and hell explain real world strategies to limit your legal, tax and financial risk. By using The Wise Planner, youll gain the information and knowledge you need. Youll be aware of options and potential opportunities to avoid legal, tax and financial risks, and youll no longer be blindly following the ideas and methods suggested by others. Instead, youll understand strategies that actually fit your values, your family situation, your attitudes and your plans. As a result, youll play an active role in creating a plan thats right for you. Youll be in control of safeguarding your familys wealth.


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Product Details
  • ISBN-13: 9780984136100
  • Publisher: Wiseguy Press
  • Publisher Imprint: Wiseguy Press
  • Height: 229 mm
  • Returnable: N
  • Sub Title: Safeguarding Your Family's Wealth
  • Width: 152 mm
  • ISBN-10: 098413610X
  • Publisher Date: 20 Sep 2009
  • Binding: Paperback
  • Language: English
  • Spine Width: 15 mm
  • Weight: 386 gr


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