 |
Estate Planning for Professionals
When it comes to the subject of estate planning, there are few professionals who have both the knowledge and experience of Roy M. Adams. For over 30 years, Roy has advised wealthy families on state and tax planning matters, and he has also taught and counseled many professionals in these same areas. Roy is a senior member of the faculty at Cannon Financial Institute, Inc.
Why This Book?
The all new Estate Planning for Professionals 2009 edition, written by Roy M. Adams and co-authored with Kevin Matz, reflects a modern approach to estate planning with a refreshing revisitation of old but enduring estate planning principles. This new book provides professionals with virtually all that is needed to advise customers and clients confidently. With this book, you have the expertise all within arms reach!
Estate Planning for professionals contains:
- Detailed analysis of the estate and gift tax laws
- Numerous planning strategies
- Many examples and planning points
- Ethical considerations for estate planners
- Updated to reflect current laws
|
 |
Affluent for Life
From one of America's most respected authorities on wealth management, a refreshingly straightforward book that explains the 13 issues essential for expanding and protecting your net worth. For more than 35 years, Ted Ridlehuber has helped thousands of affluent individuals and their families diversify investment portfolios, safeguard wealth and pass hard-earned assets tax-efficiently to future generations.
Affluent for Life tells you in simple terms how to increase your wealth without taking on uncomfortable risk, how to preserve wealth for children and descendents, and how to gift wealth wisely to charity during your lifetime as well as through your estate at death. A handy resource you will refer to over and over again, this book explains the concepts and strategies essential for any discussion with your wealth advisors, accountant, estate attorney and other financial professionals. Among the 13 wealth-management issues covered, you will learn:
- How to maximize your investment potential by allocating and rebalancing your portfolio.
- Which insurance policies best protect wealth against life's "what if" events.
- When to borrow from banks and other firms and how to use the loans to expand your wealth.
- How to prevent IRA and 401(k) assets from passing mistakenly to the IRS.
- Best times to exercise and sell stock options and restricted stock.
- How to pass a family-owned business to heirs without friction or costly feuds.
- How to gift assets tax-efficiently to children and descendents during your lifetime.
- How to leave your family a valuable legacy by setting up a charitable gifting program.
About the Author
Now retired, Ted Ridlehuber was President and CEO of Cannon Financial Institute in Athens, GA, one of the country's largest providers of training and certification programs for private wealth advisors. Ted Ridlehuber began his career as a trusts and estates attorney, and has served on the board of several banks. As a private wealth management consultant, he helps affluent families maximize their wealth potential and advises the majority of the nation's best-known financial institutions on the needs of the high-net-worth marketplace.
|
