E-audiobook
Taxes, estate planning, and asset protection
Record details
- ISBN: 0786164980 (sound recording : OverDrive Audio Book)
- ISBN: 9780786164981 (sound recording : OverDrive Audio Book)
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Physical Description:
electronic resource
remote - Publisher: [Ashland, Or.] : Knowledge Products, [2006]
Content descriptions
| General Note: | Downloadable audio file. Title from: Title details screen. Unabridged. Duration: 2:38:35. |
| Participant or Performer Note: | Read by Louis Rukeyser. |
| System Details Note: | Requires OverDrive Media Console Requires OverDrive Media Console (WMA file size: 37989 KB; MP3 file size: 74459 KB). Mode of access: World Wide Web. |
Search for related items by subject
| Subject: | Investments Estate planning Tax planning |
| Genre: | DOWNLOADABLE AUDIOBOOK. Audiobooks. |
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Electronic resources
Summary:
To accumulate wealth, you must do more than invest well. You also must protect yourself (and your estate) against losses stemming from poor tax planning, vulnerability to lawsuits, property forfeiture laws, and probate. Asset protection typically is an adjunct to estate planning, a complicated matter usually requiring the advice of an attorney an/or professional estate planner. Probate, the legal process for settling an estate, can be very expensive; the techniques for avoiding probate include revocable living trusts; Joint Tenancy with Rights of Survivorship (JWTROS); payable-on-death accounts (a.k.a. Totten Trusts); naming a beneficiary on pensions and retirement accounts; giving away property while still alive; life insurance planning; and others.
