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Mastering Trust and Estate Planning
Secure Your Legacy and Minimize Taxes
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Virtual Voice
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This title uses virtual voice narration
About this listen
Are you ready to take control of your financial future and ensure your loved ones are protected? "Mastering Trust and Estate Planning: Secure Your Legacy and Minimize Taxes" is the essential guide you need to navigate the complex world of estate planning with confidence and clarity.
This comprehensive estate planning guide is crafted to provide a step-by-step approach, making it accessible for everyone—from beginners to seasoned planners. Discover how to secure your legacy and minimize taxes through actionable insights and practical advice. Here's what you can expect:
What's Inside:
- Fundamentals of Estate Planning: Grasp the essentials of estate planning and understand the pivotal role of trusts.
- Types of Trusts: Learn the differences between revocable trusts, irrevocable trusts, living trusts, and testamentary trusts.
- Creating a Trust: Follow a detailed guide on establishing and managing trusts, from choosing a trustee to drafting trust documents.
- Estate Taxes Explained: Gain a clear understanding of estate taxes, exemptions, and common misconceptions.
- Tax Minimization Strategies: Implement effective strategies like gifting, charitable giving, and setting up tax-efficient trusts.
- Special Needs and Charitable Trusts: Ensure the well-being of special needs beneficiaries and maximize the impact of your charitable contributions.
- Asset Protection: Protect your wealth using trusts and other asset protection tools.
- Business and Digital Asset Planning: Tailor your estate plan for business ownership and digital assets, ensuring a seamless transition and protection.
- Real-Life Case Studies: Illustrate key concepts with practical examples that you can relate to and implement.
- Actionable Steps: Each chapter provides clear, concise, and actionable steps to help you make informed decisions.
- Expert Guidance: Written in a professional, authoritative tone, this book is your go-to resource for navigating the complexities of trusts and estates.
- Customer-Centric Advice: Focuses on solving common estate planning problems, from minimizing taxes to protecting digital assets.
Why You Need This Book:
- Comprehensive Coverage: From life insurance trusts to international estate tax implications, this book covers all aspects of estate planning.
- Supportive and Empowering: Encourages you to take control of your financial future with confidence.
- Regular Updates: Learn when and how to review and update your estate plan to adapt to life's changes.
Get your copy of "Mastering Trust and Estate Planning: Secure Your Legacy and Minimize Taxes" today and start your journey towards effective financial and legacy planning.
Unlock the secrets of trusts and estates and ensure your legacy endures for generations to come!
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There's a massive freight train bearing down on the average American investor, and it's coming in the form of higher taxes. David McKnight provides a concise, step-by-step roadmap on how to get to the zero percent tax bracket by the time you retire, effectively eliminating tax rate risk from your retirement picture. In this expanded edition, McKnight has updated the book with a new chapter on the "2017 Tax Cuts and Jobs Act", telling listeners how to navigate the new tax law in its first year of being in effect, and how they can extend the life of their retirement savings by taking advantage of it now.
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Not a retirement finance book. salespitch for LIRP
- By Linda Mueller on 11-26-18
By: David McKnight, and others
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Tax-Free Wealth
- How to Build Massive Wealth by Permanently Lowering Your Taxes
- By: Tom Wheelwright CPA, Robert Kiyosaki - foreword
- Narrated by: Tom Wheelwright CPA
- Length: 8 hrs and 50 mins
- Unabridged
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Tax-Free Wealth: How to Build Massive Wealth by Permanently Lowering Your Taxes (Third Edition) by Tom Wheelwright® is a comprehensive guide that unveils strategic approaches to minimizing tax liabilities and accumulating significant wealth. As an acclaimed CPA and World-Renowned Expert on Tax, Wheelwright revisits and updates his groundbreaking work where readers are introduced to a wealth-building philosophy that revolves around using the tax code as a roadmap to building wealth in a way that makes taxes fun, easy, and understandable.
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Basically the message is own a business. Thanks
- By Amazon Customer on 09-16-24
By: Tom Wheelwright CPA, and others