Estate Planning at the Movies


Book Description




AARP Crash Course in Estate Planning


Book Description

The Essential Guide to Wills, Trusts, and you personal legacy. What you need to know before consulting you attorney.




Nine Steps to Financial Freedom


Book Description

Suze Orman has transformed the concept of personal finance for millions by teaching us how to gain control of our money -- so that money does not control us. She goes beyond the nuts and bolts of managing money to explore the psychological, even spiritual power money has in our lives. The 9 Steps to Financial Freedom is the first personal finance book that gives you not only the knowledge of how to handle money, but also the will to break through all the barriers that hold you back. Combining real-life recommendations with the motivation to overcome financial anxieties, Suze Orman offers the keys to providing for yourself and your family, including: * seeing how your past holds the key to your financial future * facing your fears and creating new truths * trusting yourself more than you trust others * being open to receiving all that you are meant to have * understanding the lessons of the money cycle The 9 Steps to Financial Freedom is useful advice and inspiration from the leading voice in personal finance. As Orman shows, managing money is far more than a matter of balancing your checkbook or picking the right investments. It's about redefining financial freedom -- and realizing that you are worth far more than your money.







Estate Planning for What Matters Most


Book Description

You will be introduced to these new approaches in our informative and comprehensive new book Estate Planning for What Matters Most: Pass on Your Wisdom and Priceless Moments. This book goes far deeper than most guides to estate planning, while still introducing new ways of thinking about your legacy in an easy-to-understand and readable fashion.If you are not 100% sure you have put the right plans in place to fully protect your assets and autonomy while addressing the needs of your modern family, this book is for you.




The Law of Aging


Book Description

Why do some people age so "gracefully"? They're the people whose lives seem to fall into place easily as they age. Their physical needs are met, they have plenty of resources with which to enjoy their "golden years"...and when they pass, their children and heirs manage what's "left behind" with seemingly instinctive skill and grace. But we also know far too many people in the opposite place: facing physical needs that overwhelm them, financial obligations that necessitate selling off personal possessions or even their very homes, and stress from children and heirs arguing about "who's going to get what" even before they're gone. How to have the first in your life, and not the second? It all comes down to a plan. The Law of Aging is chock-full of information designed to help you take the important first (and subsequent) steps toward making that plan...and implementing it to suit your needs, your family situations, and your future. With this as your road map and guidebook, you'll be well on your way to that "graceful" aging-and priceless peace of mind-we all want.







The White Coat Investor


Book Description

Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a "Backdoor Roth IRA" and "Stealth IRA" to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor "Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place." - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street "Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research." - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books "This book should be in every career counselor's office and delivered with every medical degree." - Rick Van Ness, Author of Common Sense Investing "The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk." - Joe Jones, DO "Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis." - Dennis Bethel, MD "An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust." - Greg E Wilde, M.D Scroll up, click the buy button, and get started today!




How to Administer a Florida Trust


Book Description

A guide to assist in the administration of a Florida Trust. The guide includes step-by-step checklists and instructions on how to handle assets, heirs and creditors.




Cryptoasset Inheritance Planning


Book Description

"What happens to my bitcoin, ether, or other cryptoassets when I die?" Cryptoasset Inheritance Planning: A Simple Guide for Owners by Pamela Morgan, Esq. is a clear blueprint to inheritance planning for those holding cryptocurrency, tokens, crypto-collectibles, and other cryptoassets. Since 2015, Pamela has educated thousands of cryptocurrency owners around the world about why inheritance planning for cryptoassets matters and how to do it in a secure, usable, resilient, and efficient manner. In this book, Pamela walks you through her successful step-by-step inheritance planning processes. These processes are designed to help you build a customized crypotasset inheritance access plan - and you don't need to be a security expert or lawyer to do it. Inside you'll also find helpful tools like checklists, templates, and worksheets to make building your plan simple and easy. Topics include: * how to write a basic access plan in two to three hours * how to assess your risks and make your plan better * debunking common myths and misconceptions about cryptoasset inheritance planning * what laws you need to know about and why * how to interview, hire, and fire a lawyer and how to keep costs down * why smart contracts don't apply to inheritance today, but will someday * and so much more By the time you complete the book, your plans should: (1) allow your heirs to take possession of your cryptoassets when the time comes, but not before, (2) minimize the opportunity for others to steal cryptoassets from your loved ones, (3) provide an opportunity for your loved ones to hold the assets securely, instead of liquidating, (4) prevent fighting amongst your heirs and avoid legal problems whenever possible. Buy this book, follow the processes, and you'll be able to confidently answer the question, "What happens to my bitcoin, ether, or other cryptoassets when I die?" F.A.Q. Who is this book written for? If you own any cryptocurrency or cryptoasset tokens, this book is for you. If you use an exchange to buy and sell cryptoassets, this book is for you. If you've ever asked the question, "What will happen to my bitcoin, ether, or other cryptoassets when I die?" this book is for you. If you want someone, anyone, to inherit your cryptoassets when you die, this book is for you. Do I need to be an attorney or security expert to use this book? No. This book isn't written specifically for lawyers, security experts, or cryptographers, though they may benefit from the material. I don't live in the USA, is this book still relevant to my inheritance planning? The entire book, with the exception of the Making it Legal, is applicable to any cryptoasset owner in any jurisdiction. The Making it Legal section cites some USA law but the principles are broadly applicable around the world. Will this book teach me about specific cryptoasset laws in my jurisdiction? No. A book like that is called a legal treatise; they're heady and dense, even for lawyers. Instead, this book focuses on practical information you need know, like what happens to your assets if you don't have a will and why you shouldn't put your cryptographic keys in your will. You'll learn about high-level legal concepts that might affect your assets, how to find out more information about the laws in your jurisdiction, and how to keep legal costs down. The unique challenges with cryptoasset inheritance planning are not primarily legal - they're primarily technical. With this book, you'll learn how to create a cryptoasset access plan for your heirs. Your access plan aims to answer the question, "From a practical perspective, how will my loved ones access my cryptoassets when I'm not around to help them?"