The Power of Leveraging the Charitable Remainder Trust: Your Secret Weapon Against the War on Wealth

The Power of Leveraging the Charitable Remainder Trust: Your Secret Weapon Against the War on Wealth

by Daniel Nigito

Hardcover

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Product Details

ISBN-13: 9780470541128
Publisher: Wiley
Publication date: 09/28/2009
Pages: 304
Sales rank: 709,982
Product dimensions: 6.20(w) x 9.10(h) x 1.10(d)

About the Author

DANIEL G. NIGITO is the Chairman and CEO of Market Street Financial Advisors, LLC, and its subsidiary, Market Street Philanthropic Advisors, Inc. The combined mission of the two companies is to "provide wealth management for people who want to add meaning to their money." The company specializes in using charitable remainder trusts and family foundations to provide strategies for wealth accumulation, preservation, and transfer for private clients and their families. He is the author of two previous books, Avoiding the Estate Tax Trap and Don't Die Until You Read This! To learn more about Dan and avoiding accidental philanthropy, visit www.Nigito.com.

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Table of Contents

Acknowledgments.

Disclaimer.

Introduction: Is this the Change You Can Believe In?

Part I Welcome to the War on Wealth.

Chapter 1 The Weapons of Mass Destruction in the War on Wealth.

Chapter 2 Accidental Philanthropy—Adding Insult to Injury.

Part II The Road to Wealth is Paved with Charitable Intentions.

Chapter 3 How to Fight Back Against War on Wealth.

Chapter 4 Unleashing the Power of Charitable Leverage.

Chapter 5 The First Component to Charitable Leverage—The Charitable Remainder Trust.

Chapter 6 The Second Component to Charitable Leverage —The Cash Value Life Insurance Contract.

Chapter 7 Blowing Up the Paradigms.

Chapter 8 Your Battle Plan for Fighting Back Against the War on Wealth.

Chapter 9 Why It Works.

Part III War Stories from the Battlefield.

Chapter 10 How to Use Charitable Leverage to Build a Personal Supplemental Retirement Plan.

Chapter 11 Charitably Leveraged Supplemental Retirement Plan for the Bold and Beautiful.

Chapter 12 Charitably Leveraged Supplemental Retirement Plan for the Young and Restless.

Chapter 13 Charitably Leveraged Supplemental Retirement Plan for the Old and Cranky.

Chapter 14 How to Use Charitable Leverage to Fund the Grandparents' Legacy.

Chapter 15 A Grandparents' Legacy War Story and Comparison.

Chapter 16 How Businesses Can Use Charitable Leverage to Attract and Retain Key Employees.

Chapter 17 Can Charitable Leverage Save Your IRA?

Epilogue.

About the Author.

Index.

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