A comprehensive guide to giving well to family membersGiving is at the core of family life--and with current law allowing up to $5,120,000 in tax-free gifts, at least through December 2012, the ultra-affluent are faced with the task of giving at perhaps largest scale in history.…
A comprehensive guide to giving well to family membersGiving is at the core of family life--and with current law allowing up to $5,120,000 in tax-free gifts, at least through December 2012, the ultra-affluent are faced with the task of giving at perhaps largest scale in history.…
Plan Your Own Estate: Passing on Your Assets and Your Values Legally and Efficiently takes a straightforward and engaging "you"--Oriented approach to dealing with one of life's certainties--death. While you "can't take it with you," this book empowers you to decide how your asse…
Part one: Introducing the trustscape -- Navigation works better when you have a destination in mind -- The trustscape -- Some key terms -- Know your narratives -- Part two: The players -- The trust -- The trustee -- Beneficiaries and trust creators -- The trust protector and the…
Family Trusts is a step-by-step guide for anyone involved in family trusts: trust creators, trustees, beneficiaries, and advisors. It will help families create and administer a culture that recognizes trusts as a gift of love. --Publisher.
Family Trusts is a step-by-step guide for anyone involved in family trusts: trust creators, trustees, beneficiaries, and advisors. It will help families create and administer a culture that recognizes trusts as a gift of love. --Publisher.
Family Trusts is a step-by-step guide for anyone involved in family trusts: trust creators, trustees, beneficiaries, and advisors. It will help families create and administer a culture that recognizes trusts as a gift of love. --Publisher.
Family Trusts is a step-by-step guide for anyone involved in family trusts: trust creators, trustees, beneficiaries, and advisors. It will help families create and administer a culture that recognizes trusts as a gift of love. --Publisher.
An insightful and practical guide to family trusts Family Trusts is a step-by-step guide for anyone involved in family trusts: trust creators, trustees, beneficiaries, and advisors. It will help families create and administer a culture that recognizes trusts as a gift of love.
The book begins with stories where wealth has destroyed families. It examines the psychology of wealth, focusing on how wealth affects different members of the family. The book examines the global taxation regimes, including those of tax havens, the changes to bank secrecy laws,…
Wealth owners are responsible for more than just assets The Destructive Power of Family Wealth offers thoughtful, holistic planning to ensure that your wealth remains a positive force for your family. While today's families have become global and the world has become smaller and…
The Destructive Power of Family Wealth offers thoughtful, holistic planning to ensure that your wealth remains a positive force for your family. Global taxation regimes, changing bank secrecy laws, asset protection and other critical issues are examined in depth to assist wealth…
Introduction -- Any amount of wealth is enough to destroy a family -- The psychology of wealth -- The move to transparency -- Understanding the world of taxation -- The needs of wealth-owning families -- The tools of wealth planning -- Advisors : we need them but need to control…