Planning Law

The objective of this book is to provide the tools to cross the bridge from achieving financial wealth to also achieving life wealth. Building a life portfolio is as important as building a financial portfolio. This is a must-listen book for all officers at any stage of their career, including retirees who wish to live a life worth living. This book can easily by applied to all other careers, as well.

This easy-to-digest Amazon best seller answers all your questions about trust and estate essentials for single, childless seniors.

Are you looking to protect your assets, plan for the future, or secure your family’s financial stability? This complete guide explains everything you need to know in simple, easy-to-understand language. Once it’s set up, the trust owns those assets, not you, and this can protect them from lawsuits, creditors, estate taxes, and other risks. It may sound strict, but it offers solid legal protection and real benefits when planned correctly. Inside this book, you’ll discover the difference between revocable and irrevocable trusts, and tax benefits that should be considered when setting one up.