Books tagged: estate planning

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Found 53 results

6 Secrets to Leveraging Success: A Guide for Entrepreneurs, Family Offices, and Their Trusted Advisors
Pre-release—available March 27, 2018. Price: $9.99 USD. Words: 53,430. Language: English. Published by Post Hill Press. Categories: Nonfiction » Business & Economics » Insurance / risk assessment & management, Nonfiction » Business & Economics » Strategic planning
Open your eyes to wealth-building secrets from a successful mathematician and financial strategist.
Are You Starting to Think About Retirement? You Will Answer These Questions (even if you don’t)
Price: $2.99 USD. Words: 3,180. Language: English. Published: January 29, 2018. Categories: Nonfiction » Business & Economics » Personal finance / retirement planning, Nonfiction » Business & Economics » Personal finance / money management
We should all plan carefully for retirement so that we can get the most from it. With Are You Starting to Think About Retirement, you can start to make your ideas a reality. Get a copy today and start planning for what tomorrow will bring!
Collection of Inside Stories 2017
Price: $9.90 USD. Words: 20,050. Language: English. Published: January 19, 2018. Categories: Nonfiction » Law » Tax law, Nonfiction » Business & Economics » Tax planning
Matthew Burgess specialises in tax, structuring, asset protection, and estate and succession planning. In 2010, he committed to sharing practical tips and ‘war stories’ of issues that advisers and clients had raised with him via blog posts. This book collects every 2017 blog post in one place under main headings. All posts focus on View Legal’s key areas of specialisation.
Estate Planning for the Savvy Client: What You Need to Know Before You Meet With Your Lawyer
Price: $9.99 USD. Words: 21,100. Language: English. Published: April 5, 2017. Categories: Nonfiction » Law » Estates & Trusts, Nonfiction » Law » Practical Guides
Do you want to make sure that the money you spend on estate planning is money well spent? Do you have questions about estate planning, probate, wills and trusts but don’t know where to start? Or do you have an estate plan but still have unanswered questions? This practical, easy-to-understand guide will answer your questions and tell you what you need to know to be a Savvy Client!
Your Money’s Worth: The Essential Guide to Financial Advice for Canadians
Price: $7.99 USD. Words: 82,950. Language: English. Published: March 9, 2017. Categories: Nonfiction » Business & Economics » Personal finance / money management, Nonfiction » Business & Economics » Personal finance / retirement planning
What will your retirement taste like—cat food or steak? Good advice can make all the difference! Your Money’s Worth: The Essential Guide to Financial Advice for Canadians not only covers must-know concepts in the areas of investing, insurance, and retirement and estate planning, it also unveils the seemingly bewildering structure of the financial advice industry in Canada.
Estate Planning War Stories
Price: $49.95 USD. Words: 24,960. Language: English. Published: January 12, 2017. Categories: Nonfiction » Law » Estates & Trusts
Story telling is often seen as the cornerstone of explaining any principle. Certainly my experience in the estate planning area is that there a few approaches as memorable as learning based on ‘war stories’. This workbook collects court decisions and client based scenarios that explain 10 key estate planning principles.
The Financial Planning Workbook: A Comprehensive Guide to Building a Successful Financial Plan
Price: $4.99 USD. Words: 15,660. Language: English. Published: December 7, 2016 by Coventry House Publishing. Categories: Nonfiction » Business & Economics » Personal finance / money management, Nonfiction » Business & Economics » Personal finance / retirement planning
"The Financial Planning Workbook" provides a wealth of resources to help you create and monitor a successful financial plan. Explore the keys to financial success including investments, retirement planning, income planning, cash flow management, insurance, dependent planning, and estate planning.
The Success Tax Shuffle
Price: $2.99 USD. Words: 16,390. Language: English. Published: June 5, 2016. Categories: Nonfiction » Business & Economics » Tax planning
There are only two things in life that are certain, Death and Taxes. While each of these is bad enough on its own, when combined it’s a double whammy. Just at a time when your family is likely at its most vulnerable, and possibly in need of emotional and financial support, they could be dealing with the government and paying the biggest tax bill they will ever see.
Are Your Heirs Prepared? Your A-Z Moneywise Family Resource
Price: Free! Words: 14,520. Language: English. Published: April 1, 2016. Categories: Nonfiction » Business & Economics » Personal finance / money management
30 Trillion Dollars! That staggering amount is what studies predict will be transferring from Baby Boomers to heirs in the coming years. Yet nearly 70% of wealth transference plans fail, with the vast majority of failures attributable to poor family communication and heir preparation. This begs the question “How can parents better prepare heirs to be successful stewards of a family's savings?"
Be A Smart Client - Guide To A Successful Relationship With Your Attorney
Price: $2.99 USD. Words: 11,320. Language: English. Published: February 3, 2016. Categories: Nonfiction » Law » Reference
Hughes has written a fantastic guide for clients to understand their lawyers and how best to utilize legal services, proactively. She obviously understands lawyers, clients, and the legal profession well and provides concrete, practical steps for clients to take when facing a legal issue. Susan Daicoff, Law Professor at Arizona Summit Law School and author of "Lawyer, Know Thyself".