Protecting Your Legacy
Title | Protecting Your Legacy PDF eBook |
Author | Joanne Florino |
Publisher | |
Pages | |
Release | 2020-04-30 |
Genre | |
ISBN | 9780997852639 |
The importance of respecting donor intent is frequently mentioned in discussions of philanthropic practice, but often misinterpreted or given only lip service. Wise donors, though, know that energetically guarding their gifts and their mission is the only way to ensure the integrity and effectiveness of personal giving.This comprehensive, easy-to-read book outlines-with a clarity and authority never before achieved-all of the vital steps need to protect your giving legacy. It carefully avoids one-size-fits-all solutions, addresses the central matters in depth, and incorporates the wisdom of scores of donors, foundation leaders, and consultants who generously share their experiences, from horror stories to triumphs. No matter where you are in your philanthropic journey, you can take steps to avoid losing control of your charitable gifts. And you must. As this thorough and practical book demonstrates, there is a high likelihood of bitter disappointment if you don't act to enshrine your philathropic principles in careful codes, staff choices, governance rules, and management procedures. Study this guide to make sure the fruits of your hard work and generosity actually go to the causes you hold dear.
Generations
Title | Generations PDF eBook |
Author | Robert A. Esperti |
Publisher | |
Pages | 630 |
Release | 1999 |
Genre | Business & Economics |
ISBN |
Written in a hard-hitting, question-and-answer format, Generations is vitally useful information and techniques for individuals who care about creating their own legacies and providing for their loved ones. Its appeal is heightened by its presentation of complex issues in easy-to-understand language. Some of the issues discussed are disability, retirement, and asset protection planning; and planning for spouses, children, and grandchildren. It also contains information on planning tools such as revocable living trusts, irrevocable living trusts, irrevocable life insurance trusts,offshore asset protection trusts, and charitable trusts; and family limited partnerships. Generations is designed to educate and motivate you to take action. Good planning is planning that is well thought out, fashioned, and honed by knowledgeable professionals; implemented in a thorough and comprehensive manner; and monitored over time by understanding and compassionate advisors. Planning is more of a journey than a destination; it must survive the generations and be able to change with changing circumstances. For many of us, just knowing the questions to ask our attorneys will greatly help us to become involved in the planning process. Armed with the information in this book, you will be able to enter into estate planning with more confidence. Packaged with Generations is a free, 24-page supplement, "What the New Tax Law Means to You," that briefly explains the many changes resulting from the 1001 tax act.
Your Life, Your Legacy II
Title | Your Life, Your Legacy II PDF eBook |
Author | Legacy Educational Publishing Members |
Publisher | |
Pages | |
Release | 2013-05-15 |
Genre | |
ISBN | 9780615818528 |
Informational guide to estate planning--advanced topics
Digital Legacy
Title | Digital Legacy PDF eBook |
Author | Daniel Sieberg |
Publisher | |
Pages | 120 |
Release | 2020-12-07 |
Genre | |
ISBN | 9781736205945 |
Do you know what will happen to your digital "stuff" when you die?No? Rest assured, you are not alone. This increasingly important but relatively unknown subject involves what happens to all of your accounts, social media, emails, photos, and documents and how you will be remembered in your online afterlife.This book will let you take control of your online afterlife and ensure that your important digital assets are treated according to your wishes. Given that the average person spends close to seven hours per day online it's a must-read for everyone.Death: of course it's not an easy subject for any of us. Indeed, there are few subjects more difficult to discuss or imagine than death. It's like we'd rather talk about anything else than the one universal experience we all share. But it's now one that also needs to be addressed in the digital age. Digital Legacy: Take Control Of Your Online Afterlife provides both the context of how we got here but also the right guidance to move forward with your planning today. Authored by two tech executives (also former Googlers) and founders of the digital-legacy platform GoodTrust -- Daniel Sieberg and Rikard Steiber, CEO and founder of GoodTrust -- the book outlines the pitfalls, challenges and opportunities that are important for all of us to tackle.
Leaving a Truly Lasting Legacy
Title | Leaving a Truly Lasting Legacy PDF eBook |
Author | Daniel a Perry Esq |
Publisher | |
Pages | 174 |
Release | 2019-08-14 |
Genre | |
ISBN | 9781686021206 |
What will be the legacy that you leave behind? Will your children lose their inheritance? Will your loved ones have to spend months and years in court before gaining access to your inheritance? Will you lose everything you own due to escalating long-term care costs? Are your retirement benefits structured in the appropriate manner to pass to your children and loved ones? Will your family become a part of the $30 trillion wealth transfer waste? Leaving a Truly Lasting Legacy is a book written by attorney, Daniel A. Perry, will answer all of these questions and provide you with important information on the legal strategies available to protect you and your family. Mr. Perry's book discusses the coming $30 Trillion Wealth Transfer Waste and what you can do to protect your family and your legacy from the family inheritance being lost during the period of wealth transfer. In addition, Mr. Perry discusses the various, and often, overlooked aspect of your retirement accounts and the strategies available to pass your qualified and non-qualified retirement benefits to your children and loved ones. If you are looking for a book on estate planning that you will understand, and most importantly, be entertained by, then please pick up your copy today and begin the steps toward protecting your family and your legacy!
Estate Planning for What Matters Most
Title | Estate Planning for What Matters Most PDF eBook |
Author | Jeffrey A. Nirenstein |
Publisher | |
Pages | |
Release | 2018-08 |
Genre | |
ISBN | 9781732425309 |
You will be introduced to these new approaches in our informative and comprehensive new book Estate Planning for What Matters Most: Pass on Your Wisdom and Priceless Moments. This book goes far deeper than most guides to estate planning, while still introducing new ways of thinking about your legacy in an easy-to-understand and readable fashion.If you are not 100% sure you have put the right plans in place to fully protect your assets and autonomy while addressing the needs of your modern family, this book is for you.
Legacy Estate Planning
Title | Legacy Estate Planning PDF eBook |
Author | Robert Armstrong |
Publisher | |
Pages | 0 |
Release | 2022-09 |
Genre | |
ISBN | 9781737649113 |