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Wealth Management Activities Publications

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1 Wealth Management Activities Publications on Sat Apr 10, 2010 6:57 pm

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The following publications are available in the Wealth Management Group Reference Library provided by Amazon:

Charitable Planning


(a) The Power Of Leveraging the Charitable Remainder Trust: Your Secret Weapon Against the War on Wealth by Daniel Nigito

A practical guide to avoiding accidental philanthropy and controlling your tax destiny Written by Daniel Nigito - a financial services expert whose programs have saved families millions in tax dollars and created millions more for charities across the United States - this timely guide will show you how to use the simple, yet powerful strategy known as "charitable leverage" to regain control of your financial life. This proven approach, which allows you to become a partner with charity while gaining control over your tax destiny and providing for you and your family, taps into the unique tax characteristics of two financial instruments - the Charitable Remainder Trust (CRT) and Cash Value Life Insurance (CVLI) - in order to achieve some amazing goals.

Asset Protection

(a) Wealth Secrets of the Affluent: Keys to Fortune Building and Asset Protection by Christopher R. Jarvis, David B. Mandell

Wealth Secrets of the Affluent reveals the ten “keys” to financial success that affluent families have used for decades. This is a must read for anyone who earns over $150,000 per year or any family that is worth over $2,000,000, as well as any advisor who makes a living assisting wealthy clients or would like to attract wealthy clients with more appropriate—and more effective—advice. There are specific strategies used to achieve unparalleled wealth, and this book puts them in perspective.

(b) Asset Protection... In Financially Unsafe Times by Arnold S. Goldstein, Ph.D, W. Ryan Fowler. Forward by Hillel L. Presser, Esq.

For the first time, two of the nation’s foremost asset protection planners pool their collective knowledge to bring you Asset Protection ...in financially unsafe times.

The result of over 3 years of extensive research, Asset Protection ...in financially unsafe times is the most comprehensive, up-to-date book on asset protection available. With over 440 references, it thoroughly examines asset protection fundamentals as well as the most cutting-edge strategies. The authors dispel much of the hype and misinformation surrounding asset protection, with in-depth analysis of relevant case law, statute law, and other authoritative source material in easy-to-understand language.

Many of these strategies are not found in any other book, and are only used by a few of the nation s best planners, including:


  • Non-qualified personal residence trusts (NQPRTs)
  • Equity stripping via both debt-based and obligation-based liens
  • UFTA Section 8(a) defense strategies
  • Disregarded Entity Multi-Member LLCs (DEMMLLCs)
  • Synthetic Roth IRAs (SynRoths)
  • Billing and Collections Companies (BICOCOs) for protecting accounts receivable (A/R) (a superior alternative to A/R financing arrangements)
  • Offshore self-directed IRAs
  • Ultimate LLCs (ULLCs)
  • Series LLCs
  • Defective Beneficiary-Taxed Trusts (DBETTs)

Do you see these strategies being discussed in other books? That’s because other books are not at the cutting edge of asset protection planning.

This book is at the cutting edge of Asset Protection!

In addition to the foregoing, this book explores more conventional asset protection tools and theory, such as:


  • Fraudulent transfer law
  • Corporations
  • LLCs
  • Exemption planning, including bankruptcy exemptions
  • Co-ownership strategies and pitfalls (tenants by the entirety, community property ownership, tenants in common, etc.)
  • Limited Partnerships for asset protection and estate planning
  • Trusts for asset protection and estate planning
  • Offshore LLCs, trusts, and other offshore planning tools
  • Foreign Insurance and global investing

Finally, this book discusses asset protection as a holistic, wealth preservation discipline, as well as the application of asset protection to specific circumstances, which include:


  • A thorough overview of estate and gift taxes
  • A description of both simple and advanced estate planning strategies, and how those strategies are integrated into a comprehensive asset protection and estate plan
  • Pre-bankruptcy planning
  • Pre-divorce/pre-marital planning
  • Reinforcing one's wealth against market meltdowns
  • Asset protection and the IRS

Estate Planning

(a) The Complete Guide to Planning Your Estate in California: A Step-by-step Plan to Protect Your Assets, Limit Your Taxes, and Ensure Your Wishes Are Fulfilled for California Residents (Back-To-Basics) by Linda C. Ashar, Sandy Baker

What happens to your estate after you are gone is very much within your control. Estate planning is not only for the wealthy; it is for everyone. It is simply the process of deciding where your assets are to be distributed after your death. For those people who wish to preserve their assets for designated purposes such as family or special charities it becomes necessary to make special advance preparations.

To ensure your assets are protected and final wishes are carried out, there are some common actions that should be taken now. Proper estate planning allows you to plan for yourself and your loved ones without giving up control of your affairs. Your estate plan should also allow for the possibility of your own disability. It should detail what you own and whom you want to leave it to at a time of your choosing and the way you want. Your estate plan should include fully disclosed, controlled costs for you and your loved ones.

The last thing you want to worry about is having your estate drained of value through taxes and legal costs. The right plan can protect the value of your estate and spare your loved ones unnecessary hassles and legal conflicts. The Complete Guide to Planning Your Estate in California will help you glide through this complicated process.

California - specific information is offered throughout this book, including: California s probate code; California rules, regulations, and laws specific to estate planning; elements of a valid California will; planning your living will in California; explanations of California laws regarding durable health care power of attorneys, do not resuscitate (DNR) orders, and directives to withhold CPR.

The book's easy-to-understand context clarifies this complicated and sensitive subject and gives readers the power to take control of their future. This book also offers an overview of abatement rules, settlement costs, guardianship and minor children, executors and trustees, life insurance, potential long-term care needs, marital deductions, types of trusts, gift splitting, survivorship deeds, 529 plans, reducing or eliminating estate taxes, avoiding tax on life insurance, using insurance to pay estate taxes, gift tax issues, generation skipping transfer tax, and tax-deferred accounts.

Estate planning should be a positive experience. It involves reviewing your situation and planning for your future. Although few people want to think about the possibility of disability or disease, advance planning is also a way to show your love and to reduce potential distress later.

Other books offer a non-state-specific overview of estate planning, causing many readers to be misinformed about rules and regulations particular to their state; but, this new book provides information California residents need to know. Do not get outdated or wrong
information that does not pertain to you specifically. Use this new book to craft an estate plan that is not only legally sound but also fully carries out your last wishes and protects your loved ones.

(b) Quicken Willmaker 2010 Edition: Book & Software Kit by Editors Of Nolo

The bestselling and most respected will making software is available in an easy-to-use book format!


Quicken WillMaker 2010 Edition: Book & Software Kit
lets you create a valid will yourself, without a lawyer. You'll feel secure knowing that your loved ones are fully protected and that you, not a court, will decide what happens to your property. With the Quicken WillMaker 2010 Edition: Book & Software Kit you can:choose a guardian for your children, name an executor, leave gifts of property, understand your spouse's rights, set up trusts for your beneficiaries, organize important information for your survivors.

You'll create a will that's tailored to your wishes and the laws of your state. When you complete it, you'll get instructions on how to sign your will in front of witnesses so that it's legally valid. It's peace of mind--made easy.

As a bonus, the kit includes a free eBook: Estate Planning Basics, valued at $24.99. From choosing beneficiaries to tax reduction methods, you'll find straightforward explanations of all the major components of estate planning.

Estate Planning Basics provides concise, straightforward, and easy-to-read explanations of the major components of estate planning, so that you don't have to spend hours wading through endless options (most of which apply to the wealthy).


Learn about: choosing beneficiaries, estate planning by parents with minor children
, wills, living trusts, other probate-avoidance methods, including using a retirement plan like an IRA or 401(k) as an estate planning device, estate taxes and tax-reduction methods, trusts for people in second marriages, or for those leaving property to a disabled person, planning for the handling of medical and financial decisions if one becomes incompetent.


(c) Kiplinger's Estate Planning: The Complete Guide To Wills, Trusts, and Maximizing Your Legacy by John Ventura

If I don’t have an estate plan, what will happen when I die? Can I plan my own estate, or should I work with an estate attorney? How can I make sure that my estate isn’t whittled away by state and federal taxes? In Kiplinger’s Estate Planning, financial expert and attorney John Ventura offers straightforward guidance on all of the tools of estate planning, from wills, trusts, and custodial accounts to insurance, employee befits, and durable power of attorney for finance and health care. In this easy-to-read guide, learn:

  • What you can and can’t do with a will
  • How a living trust works
  • Your options for transferring assets to your spouse or partner
  • How to give your assets away while you are alive
  • How to use a durable power of attorney for health care—and what will happen if you become incapacitated without one
  • Controlling your death with a living will
  • How to leave a personal legacy
  • How to complete the process on your own or work with an estate attorney















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