Taxes, Estate Planning, and Asset ProtectionDownloadable Audiobook - 2007
To accumulate wealth, you must do more than invest well. You also must protect yourself (and your estate) against losses stemming from poor tax planning, vulnerability to lawsuits, property forfeiture laws, and probate. Asset protection typically is an adjunct to estate planning, a complicated matter usually requiring the advice of an attorney an/or professional estate planner. Probate, the legal process for settling an estate, can be very expensive; the techniques for avoiding probate include revocable living trusts; Joint Tenancy with Rights of Survivorship (JWTROS); payable-on-death accounts (a.k.a. Totten Trusts); naming a beneficiary on pensions and retirement accounts; giving away property while still alive; life insurance planning; and others.
Publisher: [Ashland, Or.] : Knowledge Products : Blackstone Audiobooks ; [Boulder, Colo. : Made available electronically by] NetLibrary, 2007
Characteristics: 1 sound file (3 hr.) : digital, wma file