Protect Wealth and Maximize Assets: Estate Planning and Trust Secrets for Suddenly Single, Widowed or Divorced

by Joesph Roosevans

Overview

Updated for 2019! If you've worked hard all of your life to build up a nest egg - regardless of how big or small it may be - the last thing you want is for those assets to be lost unnecessarily. Losing your spouse or partner can be devastating. But it doesn't have to equate to financial hardship for you.Even if you've received an inheritance and / or invested well over time, a large percentage of your assets could still be lost to taxes, probate, unsuitable planning, unintended beneficiaries, and / or financial predators.This book will give you the knowledge you need to keep your savings, investments, property, and other assets safe - both now and in the future, for yourself, as well as for those who may be depending on you.If your former spouse or partner was the one who always handled the financial matters in your household, fear not. This book is written in a way that you will be easily able to grasp the concepts, and to also find the resources that you need for obtaining additional guidance. While most people don't like to dwell on what could happen in the future, the reality is that having a viable plan in place can prevent substantial financial hardships for others in your life that you care about. This could include children and / or grandchildren, a business partner, and / or a favorite charity. Even just knowing what is available to you can be a good start. The good news is that there is a wide variety of tools and strategies that are available to you, regardless of what your ultimate financial goals may be.

Product Details

ISBN-13:	9781727723045
Publisher:	CreateSpace Publishing
Publication date:	10/02/2018
Series:	Here's to the Good Life , #2
Pages:	154
Product dimensions:	5.98(w) x 9.02(h) x 0.33(d)

About the Author

Joe RoosEvans is one of the top financial professionals in the country. He started in the financial services industry in 1982, and after several banner years, he founded Financial Resources of America (FRA). Ranked among the Top Five Percent financial service agencies in the world today - a leading force in the industry since 1986 - FRA is one of a group of several successful companies founded by Joe RoosEvans, including FRA Trust - all of which continue to further his reputation for leadership and innovation nationwide.

Over the years, FRA has served more than 17,000 clients who have come to Joe and FRA Trust for advice on how to best preserve their wealth. Today, the company holds more than $1 billion of assets. This accomplishment is the net-result of Joe's passion and commitment for serving people in a quest for successful retirement lifestyles. Joe has committed his entire career to helping individuals create, grow, and protect their wealth.

All told, Joe RoosEvans is a widely recognized leader in wealth preservation, and in the financial services industry overall. An acknowledged asset-transfer specialist, radio talk show host, author, and sought-after national speaker, his professional designations include the following:

- Certified Trust and Financial Advisor (CTFA)
- Accredited Estate Planner (AEP)
- Certified Financial Planner (CFP)
- Retirement Income Certified Planner (RICP)
- Chartered Life Underwriter (CLU)
- Chartered Leadership Fellow (CLF)
- Chartered Financial Consultant (ChFC)
- Certified Wealth Preservation Planner
- Certified Asset Protection Planner
- Chartered Advisor for Senior Living (CASL)

Those who work with Joe and FRA know that they are working with well-established and experienced professionals in the wealth protection and preservation field, whose sole purpose is to help them reach their goals.