Make Your Own Living Trust: Denis Clifford Attorney

Editorial Reviews
Most of us know that upon our demise, a succession of fees and taxes will eat into our estates–no matter their size–if we don’t plan now to protect them. Unfortunately, many of us still postpone this process because we hesitate to summon the outside legal assistance that’s [...]

JK Lasser’s New Rules for Estate and Tax Planning, Revised and Updated: Harold Apolinsky, Stewart H. Welch III

Editorial Reviews

A complete guide to planning an estate under today’s tax rules
When it comes to your estate–no matter how big or small it may be–you shouldn’t leave anything to chance. Proper planning is necessary to protect both your assets and your heirs. Estate Planning Law Specialist Harold Apolinsky [...]

Living Trusts, 3rd Edition: Doug H. Moy

Review
“This is a very commendable work…. Highly Recommended” (Estate Planning, 7/1/2004; Vol. 31, No.7)
“This is a very commendable work&. Highly Recommended” — Estate Planning, 7/1/2004; Vol. 31, No.7
“This is a very commendable work…. Highly Recommended” (”Estate Planning,” 7/1/2004; Vol. 31, No.7)

Everything estate owners need [...]

Living Trusts, 3rd Edition: Doug H. Moy

Editorial Reviews
Review
“This is a very commendable work…. Highly Recommended” (Estate Planning, 7/1/2004; Vol. 31, No.7)
“This is a very commendable work&. Highly Recommended” — Estate Planning, 7/1/2004; Vol. 31, No.7
“This is a very commendable work…. Highly Recommended” (”Estate Planning,” 7/1/2004; Vol. 31, No.7)

Everything estate owners [...]

Family Wealth–Keeping It in the Family: How Family Members and Their Advisers Preserve Human, Intellectual, and Financial Assets for Generations: James E. Hughes Jr.

Editorial Reviews
Review
“A must read for those we call patriarchs and matriarchs, their key intermediaries, all trustees and beneficiaries” — Michael J. A. Smith, Head of Wealth with Responsibility Program, U.S. Private Wealth Management, Deutsche Bank
“An approach to wealth preservation that values not only money but people.” — [...]

Mapping the New World of American Philanthropy: Causes and Consequences of the Transfer of Wealth: Susan U., Ph.D. Raymond, Mary Beth, Esq. Martin

Editorial Reviews
Product Description
Praise for
Mapping the New World of American Philanthropy
Causes and Consequences of the Transfer of Wealth
“This book does a wonderful job of guiding the reader through the increasingly changing world of philanthropy. These [...]

Mapping the New World of American Philanthropy: Causes and Consequences of the Transfer of Wealth: Susan U., Ph.D. Raymond, Mary Beth, Esq. Martin

Editorial Reviews
Product Description
Praise for
Mapping the New World of American Philanthropy
Causes and Consequences of the Transfer of Wealth
“This book does a wonderful job of guiding the reader through the increasingly changing world of philanthropy. These [...]

Wealth Management: Private Banking, Investment Decisions, and Structured Financial Products: Dimitris N. Chorafas

Editorial Reviews
Book Description
Financial expert Dimitris Chorafas explains the real risks and returns of structured financial products in private banking.
Product Description
This book has two themes: Private Banking and investment decisions regarding Structural Financial Products. Dr. Dimitris Chorafas examines in a [...]