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Wisdom for the Wealthy: Solving the High Net Worth Planning Puzzle

Author Jeff Matsen, Tim Voorhees, Jonathan Mintz
Publisher Crescendo Publishing LLC.
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Book Details
ISBN / ASINB0193WJQ8C
ISBN-13978B0193WJQ87
Sales Rank154,609
MarketplaceUnited States 🇺🇸

Description

People of wealth and affluence have exercised wisdom in building up their assets and some financial security. Now the challenge to protect the wealth from taxes and creditors while maximizing after-tax assets available to fund lifestyle needs, transfers to family, and/or gifts to favorite charities.

Wisdom for the Wealthy provides ideas, strategies and planning tips for putting all the pieces of the high-net-worth puzzle together and making your visions and financial goals a reality. Practical and cutting-edge designs are set forth in easy-to-understand terms and strategies. Wisdom is the name of the game. Buy this book and solve the puzzle!