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Family Trusts
- A Guide for Beneficiaries, Trustees, Trust Protectors, and Trust Creators
- Narrado por: Tim Paige
- Duración: 7 h y 13 m
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Resumen del Editor
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 appropriately for the situation and the people involved. It tackles difficult topics with frank and honest discussion, from the first beneficiary meeting to working with addictions, and more. Written by a team of experts in family wealth, this information is becoming increasingly crucial to the successful execution of a trust; you'll learn what type of person makes the best trustee, how to be an excellent beneficiary, and the technical aspects that help you build a better trust from the very beginning.
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- Duración: 7 h y 14 m
- Versión completa
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General
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Historia
Michael Ellsberg and Bryan Franklin think you've been fed a lie: that if you save for decades and invest in 401(k)s, IRAs, and a home, these investments will grow steadily over decades, allowing 20 to 30 years of secure, peaceful retirement. This might have been true at some point in the last century, but it is not true any longer. If you want to get ahead and enjoy a life of prosperity, the authors argue that you must invest in the most powerful source of wealth you'll ever know: your own earning power.
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Great Paradigm Shift For Me...
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The Negotiator in You: In Life
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General
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Negotiation is a skill people need to use every day. In this audio exclusive, learn the negotiation skills required to navigate difficult situations that arise in everyday life. From buying a car to purchasing a home, one needs to know how to effectively negotiate, especially when the other party is a seasoned professional. Harvard professor Joshua N. Weiss, PhD, gives us to tools to negotiate when we have a major stake in the game or when we're perceived as the "weak consumer."
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Quick but insightful
- De Amazon Customer en 12-26-23
De: Joshua N. Weiss
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NLP at Work
- The Essence of Excellence, 3rd Edition (People Skills for Professionals)
- De: Sue Knight
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- Duración: 14 h y 30 m
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General
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Historia
Since the first edition, NLP at Work has pioneered the use of neurolinguistic programming (NLP) in the business world to improve communication, negotiation, teamwork, and influence. With more 100,000 copies sold and now in its third edition, NLP at Work is a clear and comprehensive introduction to using NLP in the workplace, with a unique personal style and approach.
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Narcisistic useless
- De Mike G. Bianco en 02-17-15
De: Sue Knight
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This is the landmark book that changed the way exceptional families think about their heritage, their wealth, and their legacy to future generations - now revised and expanded. Charles W. Collier, Senior Philanthropic Adviser at Harvard University, hails this as, "A masterpiece. No one is more astute than Jay Hughes about the topics of family wealth and family life."
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Complete Family Wealth: Wealth as Well-Being provides proven tools and best practices for families of means to use in maturing, maintaining, and managing personal and legacy wealth long into the future. The book is divided into three parts: the "what" - what is meant by family, wealth, and enterprise; the "who" - the persons crucial to family enterprise flourishing; and the "how" - specific practices families can use to enhance and grow family wealth.
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Living Trusts for Everyone is the best resource for setting up a living trust. Explaining in specific terms what benefits a trust will have, Ronald Farrington Sharp gives the tools necessary to set up a loved one's trust with no lawyers and no expense. Wills benefit lawyers. Trusts benefit the clients. Too often lawyers sell wills to clients only to sit back and wait to sell their probate services to their clients' heirs. Ronald Farrington Sharp describes the best way to handle modern estate planning.
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As more and more of the population reach senior ages-including baby boomers, many of whom do not have wills-an increasing number of people are being thrust into the role of executor, administrator, personal representative of an estate, or trustee of a trust after the death of a loved one. This updated edition of Estate & Trust Administration for Dummies guides you through the confusing process of administering an estate and/or trust.
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Estate Planning For Dummies teaches you the ins and outs of estate planning. It's all about drafting wills, dealing with probate, assigning powers of attorney, establishing living trusts, and beyond. Think you don't have enough assets to merit estate planning? Think again. This everyone-friendly guide walks you through building a solid estate plan, whatever your current financial situation. In easy-to-understand language, you'll learn the ins and outs of estate planning, including what happens to your stuff when you pass away.
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Written by distinguished law professors and professionally narrated for easy listening, this outline covers what is typically taught in a law school wills and trusts course. Included are detailed explanations of critical issues and topics you must know to master the course.
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Too many people make the wrong choices when it comes to estate planning. If it's not done properly, you could leave your loved ones facing trouble when you pass away or become incapacitated. Fortunately, you can learn from other's mistakes and be prepared before speaking to a lawyer about your future.
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Giving is at the core of family life - and with current law allowing up to $5,120,000 in tax-free gifts, at least through December 2012, the ultra-affluent are faced with the task of giving at perhaps largest scale in history. Beyond the tax saving and wealth management implications, giving to family members opens up a slew of thorny questions, the biggest of which is, "How do I prepare recipients of such large gifts?"
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Worthwhile- a bit labored
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In this easy-to-listen book, the author reveals the strategies and tools the nation's top asset protection law firms use to save their clients millions of dollars each year. This book will teach you how to become invincible to lawsuits, save thousands in taxes, and achieve financial peace of mind.
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A critical resource for families managing significant wealth. Wealth of Wisdom offers essential guidance and tools to help high-net-worth families successfully manage significant wealth. By compiling the 50 most common questions surrounding protection and growth, this audiobook provides a compendium of knowledge from experts around the globe and across disciplines.
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When it comes to estate planning and the effective transfer of wealth, most discussions involving the terms wealth and money use those terms interchangeably. Although the two are not the same, most estate planners today do not even broach this concept with their clients or include the less-tangible aspects of wealth as they draft an estate plan. They simply develop an estate plan that prepares the family's financial assets to be dumped, divided, deferred, and dissipated among the members of the next generation.
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Never too late - or early to start planning
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Trusts are the Swiss army knife of estate planning— they are versatile tools that can be used to achieve many different goals. But few non-professionals understand how they work. Written by elder law and estate planning expert Harry S. Margolis, The Baby Boomers Guide to Trusts: Your All-Purpose Estate Planning Tool answers the many questions trust grantors, beneficiaries and trustees have, including: What distributions can you or must you make? How is the trust taxed? What fees may the trustee charge? Who has a right to accounts? How can a trust help you meet your tax, asset protection, ...
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The Family Nest Egg
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In The Family Nest Egg, estate-planning attorney and mother Laura Meier provides a breakthrough program of inspiring real-life stories and time-tested legal, financial, and practical tips to move our families from stress to success and security.
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Excellent Estate Planning Book
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Poverty, Riches, and Wealth
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General
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Historia
Prosperity. It's one of the most dividing words in the church. Some pastors use it to tell their congregations that God will make them all rich, rich, rich! Others spurn the word and insist that true Christlikeness is found in forsaking all worldly riches and possessions. The truth is, both are right - and both are wrong. With refreshing honesty, humor, and keen insight, best-selling author and pastor Kris Vallotton mines the Scriptures in an eye-opening study of what the Bible really says about money, poverty, riches, and wealth.
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Falls short compared with Randy Alcorn's book
- De R. C. en 05-14-18
De: Kris Vallotton
Lo que los oyentes dicen sobre Family Trusts
Calificaciones medias de los clientesReseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.
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Historia
- Debora Green
- 07-18-23
Culture eats strategy for breakfast
I was recently thrust into a successor trustee role and have already read a number of books about the whys, whats and hows pertaining to trust administration. This book is different in that it goes straight to the heart of what makes trusts actually function in what can be highly emotional family environments. If you want legal and tax advice, go elsewhere. If you want to lean into the human dynamics behind the rights and responsibilities of grantors, fiduciaries, trustees and beneficiaries all while keeping yourself a bit more sane, this is your book.
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Historia
- Amazon Customer
- 03-25-24
No practical information
If you are looking to learn the technical side of trusts then save your money. Just about managing relationships
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Historia
- Edward Dale Linkous
- 10-20-21
vage and not to the point
it doesn't hit the tax advantages but focus on relationships around the trust. there are many other benefits once you know what type of trust sorts you.
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Historia
- Amanda
- 08-25-20
More about the psychology of family trusts
This book was more about the psychological aspects of family trusts than a practical guide. I did not gain any benefit from this book whatsoever. I was not looking for the warm and fuzzies about trusts. Not helpful as a trustee or other party to a trust if you are seeking an actual guide to administer a trust especially.
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esto le resultó útil a 5 personas