Estate Planning for the Healthy, Wealthy Family: How to Promote Family Harmony, Affirm Your Values, and Protect Your Assets [NOOK Book]

Overview


Filled with real-life case examples, Estate Planning for the Healthy, Wealthy Family combines a positive attitude, deep psychological insight, and “hard” financial know-how for passing on money between family members while keeping relationships and values intact. With competence and empathy, the authors discuss such important moral issues as the role money plays in a happy family; how parents model their children’s values; and ways to build happy families where there is unequal...
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Estate Planning for the Healthy, Wealthy Family: How to Promote Family Harmony, Affirm Your Values, and Protect Your Assets

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Overview


Filled with real-life case examples, Estate Planning for the Healthy, Wealthy Family combines a positive attitude, deep psychological insight, and “hard” financial know-how for passing on money between family members while keeping relationships and values intact. With competence and empathy, the authors discuss such important moral issues as the role money plays in a happy family; how parents model their children’s values; and ways to build happy families where there is unequal wealth.
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Product Details

  • ISBN-13: 9781621531371
  • Publisher: Skyhorse Publishing
  • Publication date: 1/1/2004
  • Sold by: Barnes & Noble
  • Format: eBook
  • Pages: 256
  • File size: 819 KB

Meet the Author


Stanley Neeleman is a well-respected estate-planning attorney with more than 20 years of professional practice. He lives in Provo, UT.

Carla Garrity and Mitchell Baris are clinical psychologists specializing in family counseling. They live in Denver and Boulder, CO.

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Table of Contents

Acknowledgments vii
Foreword xi
Part I Your Values and Your Estate Plan 1
Chapter 1 The Values-Based Estate Plan 3
Chapter 2 How Do Money Myths Torment Families? 13
Chapter 3 The Role of Money in a Happy, Healthy Family 18
Chapter 4 Our Children: Building Values 24
Chapter 5 How Parents Model Values 31
Chapter 6 Teaching Children and Young Adults about Money 40
Chapter 7 The Impact of Wealth on Husbands and Wives 52
Part II Building an Estate Plan for Your Family 65
Chapter 8 The Fundamentals of Estate Planning 67
Chapter 9 Planning for an Abundant Life and a Dignified Death 78
Chapter 10 The Power of Lifetime Gifts 92
Chapter 11 The Use of Trusts to Protect Assets and Promote Values 100
Chapter 12 Advanced Strategies for Saving Taxes and Enhancing Liquidity 108
Chapter 13 The Philanthropic Legacy 120
Part III Facing Dangers and Seeking Fairness 125
Chapter 14 Divorce and Financial Disharmony 127
Chapter 15 The Dangers of Wealth for Siblings 135
Chapter 16 Children Who Are Not Ready for Money--and May Never Be 145
Chapter 17 Changes of Fortune 153
Chapter 18 The Wise Use of Professional Counselors 163
Chapter 19 Can We Ever Be Fair? 169
Appendices 173
A. Specimen Last Will 173
B. Specimen Revocable Living Trust 179
C. Specimen Durable Power of Attorney 201
D. Specimen Directive to Providers of Medical Services 209
E. Specimen Prenuptial Agreement 213
Notes 221
Resources: Selected Bibliography and Web Sites 225
Index 231
About the Authors 241
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