Estate Planning

"Conquer the ChFC HS 321 Exam: Your Guide to Passing the Fundamentals of Income Taxation Exam" is a comprehensive study guide tailored for students preparing for the Chartered Financial Consultant (ChFC) HS 321 exam. The guide delves into the intricacies of income taxation, providing a thorough understanding of key concepts such as taxable and nontaxable income, gross income inclusions and exclusions, and the various deductions for adjusted gross income. It explores itemized deductions, tax credits, and the taxation of property transactions, business income, and investment income. The book ...

Leslie Pappas has assisted hundreds of real estate investors in the sale of their rental properties, performing tax deferred 1031 Exchanges, and reinvestment into often more diversified and profitable large-scale real estate holding structures as DSTs.

The book Estate Planning for Single Mothers is a guidebook that provides information and advice on how single mothers can effectively plan their estate. The book is written specifically for single mothers who want to ensure that their assets are protected and their children are taken care of in the event of their death or incapacity.

Although Wall Street tries to convince us that financial planning is too complicated for an ordinary Main Street citizen to understand, financial planning is not rocket science. This story provides a process map or flow chart for the entire financial planning process. Each process step in the flow chart then becomes a separate chapter. For each chapter, a list of the best books, best articles, and best short stories are given so you can explore each step in more detail. You can select the process steps that you are most interested in and then read the supporting books, articles, and short ...

How does an ordinary person with an ordinary income reach their seven-figure dreams? First they must own their own home–and do it David Bach’s way. The financial coach who has helped millions to finish rich is back with a simple, powerful solution to get rich in real estate. As David says, “Renters stay poor, homeowners get rich, and smart landlords laugh all the way to the bank!”

"Dive into an enthralling journey towards the peak of financial independence with the eBook, Bridge to Financial Freedom. This comprehensive guide assists you in transforming retirement into a landscape of possibilities, packed with potential and opportunities. This engaging eBook equips you with practical, real-world wisdom on various aspects of finance. Learn about the significance of creating diverse income streams, or how to evaluate your financial standing. Say goodbye to being hampered by debt and liabilities, and strengthen your grip on your assets strategically. Bridge to Financial ...

Looking for expert guidance on how to retire successfully and live your best life post-employment? Look no further than our new eBook, "The Art of Retiring Gracefully." Throughout our 15 easy-to-follow chapters, you'll gain an in-depth understanding of all aspects of retirement – from financial planning and health and wellness to creating a retirement lifestyle that suits your interests and passions. In "The Art of Retiring Gracefully," we'll walk you through everything you need to know about Social Security and Medicare, help you navigate changes in your relationships with family and ...

Let us help you make your learning more efficient and effective. What will you get from this series from C.R. Wesley? Convenience. Efficiency. Information. Knowledge. Action. In this secondary literature in the Real Estate Knowledge Series, we will now become investors! You have previously learned how to acquire your first home with down payment assistance and now it is time for your second property!

In today's interconnected world, we use various digital services daily – emails, online trading portals, image storage services, and cryptocurrencies. Over time, our digital footprint builds up, creating a complex digital legacy. However, many of us don't think about our digital assets as something we may want to pass on to our loved ones when we're gone. This is unfortunate because digital assets can have significant economic, legal, and emotional value to those closest to us. And can be lost forever if not planned for. In this DIY guide, you will learn how to secure your digital assets ...

Sumérjase en un viaje de conocimiento con un antiguo banquero personal que ha volcado su experiencia en este libro esencial sobre Planificación Patrimonial para Cuentas de Jubilación Autodirigidas. Descubra cómo evitar transacciones prohibidas, distribuciones costosas o incluso la inhabilitación de su cuenta. Aprenda los procedimientos adecuados con explicaciones claras y consejos prácticos para garantizar una planificación patrimonial efectiva y sin problemas.

50 Things to Know About Estate Planning: Tips for Planning Your Will offers instruction on writing your will. It explains in simple terms procedures and tactics to help you get started on this important task. It will also define some legal terms and give you practical tools for a head start on writing your will.

Discover the secrets to a strong, lasting marriage with Gay Marriage After Retirement. This thoughtful guide is designed specifically for same-sex couples entering marriage later in life, and will help you navigate the unique challenges that come with retiring, aging family members, and planning for the future together. 📖 What You'll Discover: ✅ Build a strong, lasting partnership with your partner ✅ Improve communication and conflict resolution skills ✅ Plan for potential health challenges and support each other ✅ Create a solid financial strategy for retirement and legacy ...

You may be surprised to learn that according to this best seller book by top Australian property experts Ben Kingsley and Bryce Holdaway, you don’t need to accumulate a 10+ property portfolio to create a $2,000 passive income in your retirement. Nor will you need to spend more than 10 hours a week managing your portfolio when you have everything in place.

Attorney Patrick Kelleher takes the listener through a step-by-step process in order to better understand the planning process. Estate planning is critically important for seniors and for their family members, who need to be prepared in the event of a loved one’s illness or passing. Without a written plan, the consequences can be extremely costly for your family members. If you or an aging loved one have been putting off estate planning, this book will help you start with the basics.

Unlock the secrets to choosing a qualified financial advisor and secure your financial future. In How to Identify a Qualified Advisor, you'll discover the power of working with the right professional and how it can change your life for the better. Benefits: ✅ Simplify the process of choosing a financial advisor with a clear roadmap. ✅ Ensure your hard-earned money is in the hands of someone who truly has your best interests at heart. ✅ Gain peace of mind and confidence in your financial decisions. What's inside: ✅ Understanding Financial Professionals – Learn the key differences ...

Simple Estate and Asset Planning: A Guide to Protect Your Family's Future is a comprehensive guide to estate and asset planning that offers listeners practical advice on how to protect their wealth and ensure their family is taken care of in the future. The book covers a range of topics, including wills, trusts, estate taxes, asset protection, and more. It is written in an easy-to-understand style and is perfect for anyone who wants to learn about estate planning and take control of their financial future.

831(b) Enterprise Risk Micro-Captive Insurance Companies - Design and Tax Planning Guidance explains the tax benefits of 831 (b) captives, demonstrates the cash flow and asset accumulation impact on wealth accumulation, and gives many captive design structure examples including ownership designs integrating asset protection, gift and estate tax planning objectives.

How to amass 10 properties in 10 years and retire sooner. From a Registered Nurse to multi-million dollar property investor.

Are you ready to conquer the complex world of real estate? Whether you're a seasoned professional or a newcomer eager to make your mark, "Mastering Real Estate Challenges: Insider Strategies for Overcoming Obstacles and Achieving Success" is the guide you need to navigate the unpredictable terrain of property investment. In this compelling read, you'll delve into real-life scenarios encountered by expert real estate agents. You'll learn, Insightful Real-Life Scenarios: Learn from real-life situations encountered by expert real estate agents. Understand how they navigated through diverse ...