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Estate Planning for the Healthy, Wealthy Family : How to Promote Family Harmon, Affirm Your Values, and Protect Your Assets / Stanley D. Neeleman, Carla B. Garrity, Mitchell A. Baris.

Neeleman, Stanley D. (Author). Garrity, Carla B. (Added Author). Baris, Mitchell A. (Added Author).

Electronic resources

Record details

  • ISBN: 9781621531371 (electronic bk.)
  • ISBN: 1621531376 (electronic bk.)
  • Physical Description: 1 online resource (384 pages)
  • Publisher: New York : Constable & Robinson, 2004.

Content descriptions

Formatted Contents Note: Cover; Title; Copyright; Disclaimer; Contents; Acknowledgments; Foreword; Part I: Your Values and Your Estate Plan; Chapter 1: The Values-Based Estate Plan; Chapter 2: How Do Money Myths Torment Families?; Chapter 3: The Role of Money in a Happy, Healthy Family; Chapter 4: Our Children: Building Values; Chapter 5: How Parents Model Values; Chapter 6: Teaching Children and Young Adults about Money; Chapter 7: The Impact of Wealth on Husbands and Wives; Part II: Building an Estate Plan for Your Family; Chapter 8: The Fundamentals of Estate Planning.
Chapter 9: Planning for an Abundant Life and a Dignified DeathChapter 10: The Power of Lifetime Gifts; Chapter 11: The Use of Trusts to Protect Assets and Promote Values; Chapter 12: Advanced Strategies for Saving Taxes and Enhancing Liquidity; Chapter 13: The Philanthropic Legacy; Part III: Facing Dangers and Seeking Fairness; Chapter 14: Divorce and Financial Disharmony; Chapter 15: The Dangers of Wealth for Siblings; Chapter 16: Children Who Are Not Ready for Money-and May Never Be; Chapter 17: Changes of Fortune; Chapter 18: The Wise Use of Professional Counselors.
Chapter 19: Can We Ever Be Fair?Notes; A: Specimen Last Will; Appendices; B: Specimen Revocable Living Trust; C: Specimen Durable Power of Attorney; D: Specimen Directive to Providers of Medical Services; E: Specimen Prenuptial Agreement; Resources: Selected Bibliography and Web Sites; Index; About the Authors.
Summary, etc.: Filled with real-life case examples, Estate Planning for the Healthy, Wealthy Family combines a positive attitude, deep psychological insight, and?hard" financial know-how for passing on money between family members while keeping relationships and values intact. With competence and empathy, the authors discuss such important moral issues as the role money plays in a happy family; how parents model their children's values; and ways to build happy families where there is unequal wealth.
Source of Description Note: Description based on print version record.
Subject: Estate planning > United States.
Families > United States.
Tax planning.
Trusts and trustees.
BUSINESS & ECONOMICS / Personal Finance / Money Management.
Genre: Electronic books.

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