Philanthropy, Heirs & Values - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook Philanthropy, Heirs & Values write by Roy Williams. This book was released on 2005. Philanthropy, Heirs & Values available in PDF, EPUB and Kindle. Review: ...right on target! This book proves that philanthropy is an incredible teaching tool for your family once you know how to apply its power.
Preparing Heirs
Preparing Heirs - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook Preparing Heirs write by Roy Orville Williams. This book was released on 2003. Preparing Heirs available in PDF, EPUB and Kindle. Preparing Heirs discloses the surprising findings from the authors' research into the legacies of 3,250 wealthy families. With extraordinary insight, they reveal what the relatively small number of successful families had in common-how they achieved and maintained family harmony, and ensured the smooth transition of their wealth to well-adjusted heirs. They also warn of the wide range of factors that cause the majority of wealthy families to fail in their transition. Preparing Heirs offers clear, concise, well-organized, and easy-to-follow instructions that will enable you to evaluate your plan for transitioning family wealth. Preparing Heirs is an assessment tool that can be used in conjunction with the services of qualified professionals such as attorneys and accountants. It addresses the major causes for the 70% failure rate in estate transitions, which lie within the family itself and are within the family's control. This book can help you develop a plan to transmit the family values underlying the accumulation of wealth and prepare your heirs to be good stewards and thoughtful administrators of that wealth.
Wealth in Families
Wealth in Families - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook Wealth in Families write by Charles W. Collier. This book was released on 2006. Wealth in Families available in PDF, EPUB and Kindle. This book by Harvard's former senior philanthropic advisor addresses many of the questions of concern to families of wealth, including ways to teach family values through philanthropy.
The Power of Leveraging the Charitable Remainder Trust
The Power of Leveraging the Charitable Remainder Trust - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook The Power of Leveraging the Charitable Remainder Trust write by Daniel Nigito. This book was released on 2009-09-11. The Power of Leveraging the Charitable Remainder Trust available in PDF, EPUB and Kindle. A practical guide to avoiding accidental philanthropy and controlling your tax destiny Written by Daniel Nigito-a financial services expert whose programs have saved families millions in tax dollars and created millions more for charities across the United States-this timely guide will show you how to use the simple, yet powerful strategy known as "charitable leverage" to regain control of your financial life. This proven approach, which allows you to become a partner with charity while gaining control over your tax destiny and providing for you and your family, taps into the unique tax characteristics of two financial instruments-the Charitable Remainder Trust (CRT) and Cash Value Life Insurance (CVLI)-in order to achieve some amazing goals. Offers insights on increasing your current income while paying less tax on it Discusses how to develop real asset protection without moving your money offshore or using complicated and often questionable tax schemes Details how you can build a personal tax-deductible retirement account that does not interfere with other retirement plans The best way to avoid becoming an accidental philanthropist is by understanding how to make taxes work for you. The Power of Leveraging the Charitable Remainder Trust will show you how to do this and, in the process, add meaning to your money.
Wealthy and Wise
Wealthy and Wise - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook Wealthy and Wise write by Claude N. Rosenberg. This book was released on 1994. Wealthy and Wise available in PDF, EPUB and Kindle. "Expertly reasoned and meticulously researched, Wealthy and Wise shows us how we can convert tax-deductible contributions to great reward at little or no personal risk. Rosenberg provides a detailed plan for transforming our troubled communities and improving our lives, and the lives of all Americans, by learning simple strategies for more effective giving. In addition to teaching people of all tax brackets how to cultivate constructive financial habits, this innovative guide will tell you everything you need to know to turn your philanthropic contributions into the soundest investments of all, including: how to calculate what you can realistically afford to give, and where to consider giving it; how to contribute most effectively within your own area of interest, and how to assess where your money is going; how to promote leadership locally; how to estimate your needs over short and long periods of time; how to plan bequests to your children and to charities; how to stop depriving yourself, and allay anxieties over dipping into capital, by learning a new definition of surplus money; how to diversify assets to protect financial investments; how to establish cushions against unforeseen financial problems; and how to plot your own lifelong financial statement and chart goals for personal wealth and intelligent gifting.".
