商品簡介
This book was written specifically for North America’s baby boomers — you know who you are, but if you don’t that’s the lot of you born between 1946 and 1964. You are between 50 and 68 years old this year. Your generation has the resources required to change the face of philanthropy and have the most significant impact ever on giving. Right now, you control or influence nearly 75% of North America’s invested assets. On average, in the next 10 to 15 years, you will begin planning for the transfer of the largest amount of wealth to the next generation in the history of the world.Most of you are approaching and planning for retirement. Some of you recognize your true net worth, but not everyone understands that as homeowners, often with recreational and/or income properties, as well as registered retirement plans and non-registered long-term appreciated assets, you are probably worth over $1 million. That does make you the “millionaire next door”! What can you do to preserve and protect the value of your estate and ensure a successful transfer of wealth in the face of multiple threats, the most significant being taxes? I help baby boomers, whether they’re individuals or families, address their concerns and look to the future. Fortunately, you can plan for and minimize taxes. Because our government recognizes that generally speaking charities are better than government when it comes to addressing some of our biggest social challenges, the government incentivizes taxpayers to re-direct their tax dollars to charity. I’m here to tell you that charitable giving is the best way to re-direct your tax dollars while planning the transfer of your estate. Insurance is another highly effective tool that is rarely used as well as it could be to minimize your tax burden. Together, charitable giving and insurance can significantly reduce the taxes you’ll pay while maximizing the value of your estate and giving back to the causes, communities and organizations that truly matter to you. Get ready to learn more about how you can realistically and legitimately plan for a zero-tax estate while giving back to make a difference!
