Family Money: Using Wills, Trusts, Life Insurance and Other Financial Planning Tools to Leave the Things You Own to People You Love / Edition 1

Family Money: Using Wills, Trusts, Life Insurance and Other Financial Planning Tools to Leave the Things You Own to People You Love / Edition 1

by The Silver Lake Editors
     
 

ISBN-10: 1563437449

ISBN-13: 9781563437441

Pub. Date: 08/28/2001

Publisher: Silver Lake Publishing

The demographics of the first decades of the Twenty-first Century will assure that record amounts of family money will move between generations. This book is for people who will be part of that ransfer...or want to be.

Lots of people talk about building and maintaining wealth. But most of the experts who talk in these terms are usually trying to sell some form of

Overview

The demographics of the first decades of the Twenty-first Century will assure that record amounts of family money will move between generations. This book is for people who will be part of that ransfer...or want to be.

Lots of people talk about building and maintaining wealth. But most of the experts who talk in these terms are usually trying to sell some form of insurance, investment or planning services.

In truth, no single insurance policy or investment strategy will give you all that you need to earn, keep and pass on money. There are no shortcuts; building family wealth takes hard work and patience.

This book gives you a good look at these things. It combines technical analysis of legal documents and investments with a broader discussion of family dynamics. It uses case studies and key interviews to show what you must do...and what you cannot do...if you want to leave money to your heirs.

Passing wealth on to those who will come after you is one of the most profound things you can do. This book shows you how.

Product Details

ISBN-13:
9781563437441
Publisher:
Silver Lake Publishing
Publication date:
08/28/2001
Edition description:
First Edition
Pages:
308
Product dimensions:
4.58(w) x 8.40(h) x 0.76(d)

Table of Contents

Chapter 1Who Is Family? And What Does That Mean?1
Chapter 2Attitudes and Aptitudes37
Chapter 3The Vehicles for Transferring Family Money73
Chapter 4Types of Investments117
Chapter 5Legal and Administrative Fees149
Chapter 6What Happens When Somebody Dies177
Chapter 7Taxes211
Chapter 8Problems and Problem People251
Chapter 9Inheriting Money277
Index303

Customer Reviews

Average Review:

Write a Review

and post it to your social network

     

Most Helpful Customer Reviews

See all customer reviews >