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Total Wealth Management
Attorneys Dan R. Morris, Theron M Hall Jr. and Kevin F Kinghorn, foremost authorities on the topic of estate planning and asset protection, have co-authored a book with well-known author Gordon K. Williamson. This book is a first: financial and estate planning in one easy-to-understand text from top experts in the field, collaborating to provide you with powerful knowledge that can benefit you immediately. They offer their best advice for those needing to consider how their financial planning works with or against their estate planning. The attorneys argue that consumers can no longer leave their planning in someone else's hands. They need to actively participate in their own financial security. Without planning now, there is little security tomorrow.
The book’s 22 chapters begin with the financial planning process. The next few chapters deal with different forms of protection and ways of insuring yourself. These chapters are followed by an extensive discussion of living trusts. The next part of the book describes important ancillary documents that are important on their own, but also help to transform your living trust into a more complete estate-planning package. There are then a few brief chapters on other types of trusts that should be considered depending upon one’s net worth, tax bracket, and donative intent.
The book ends with a discussion as to how you can be better prepared to meet with your estate planning attorney, with present value tables to assist you in making financial projections, and with appendices on the probate and Medicaid process.
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Cost: $35.00 |
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