Protect and Enhance Your Estate ─ Definitive Strategies for Estate and Wealth Planning
商品資訊
商品簡介
“Our #1 choice in estate planning books.”
–Ken & Daria Dolan
The bestselling guide to securing a sound financial future for you and your loved ones—updated for uncertain times
In our time of political, social, and economic upheaval, taking steps to protect your estate isn’t enough to provide peace of mind for you or financial security for your loved ones. Given these new levels of uncertainty, you need to reduce risk by using life insurance and other financial products to fund estate planning.
This new, fully updated edition of the estate planning classic helps you take your estate planning to the next level. In addition to all the basics on wills, jointly held property, taxation, and philanthropy, Protect and Enhance Your Estate covers the latest developments regarding:
- Disability planning
- Living trusts
- Asset protection
- Family limited partnerships
- Proper use of life and long-term care insurance
作者簡介
They are also the senior principals in Esperti Peterson & Cahoone, a National Law Firm and Partnership of Professional Corporations, and Esperti Peterson Consulting, Inc., a wealth strategies design firm specializing in serving the planning needs of the world's affluent families. Esperti and Peterson, the authors of 23 books, are dedicated to meeting the estate and wealth strategies planning needs of affluent client families, and are widely sought for their practice and lecture skills as they impart the depth of their unique knowledge.
The bestselling guide to protecting family wealth and the futures of heirs—updated to address significant tax changes over the past decade
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