| Description |
xxiii, 375 pages ; 24 cm |
| Note |
Includes index. |
| Contents |
The Key 1. Understanding and Embracing Affluence -- Chapter 1. Who Are the Affluent? -- Chapter 2. Understanding the Average American -- Chapter 3. Unique Advice for the Affluent -- Chapter 4. Affluent Don't Want to Fit In -- The Key 2. Use Leverage to Achieve Affluence -- Chapter 5. Basics of Leverage -- Chapter 6. Financial Leverage -- Chapter 7. Leveraging Effort -- Chapter 8. Leveraging Assets -- Chapter 9. Leveraging People -- The Key 3. Build the Right Team of Advisors -- Chapter 10. Value of Advisors -- Chapter 11. Types of Advisors -- Chapter 12. Seven Mistakes to Avoid -- The Key 4. Protect Assets -- Chapter 13. Importance of Asset Protection -- Chapter 14. Sliding Scale of Asset Protection -- Chapter 15. Asset Protection Myths -- Chapter 16. Mixed Blessing of Property and Casualty Insurance -- Chapter 17. Business Protection Often Ignored -- Chapter 18. Maximizing Exempt Assets -- Chapter 19. Family Limited Partnerships and Limited Liability Companies -- Chapter 20. Using Trusts to Shield Wealth -- Chapter 21. International Planning -- Chapter 22. Protecting Your Home -- Chapter 23. Divorce Protection -- Chapter 24. Using Captive Insurance Companies to Protect Businesses -- The Key 5. Always Consider Taxes -- Chapter 25. Uncle Sam's Pieces of Your Pie -- Chapter 26. Use Retirement Plans -- Chapter 27. Borrowing Lower Tax Rates -- Chapter 28. Long-Term Care Insurance -- Chapter 29. Charitable Planning -- Chapter 30. Educational Planning -- Chapter 31. Is Your Tax Advisor Helping or Hurting You? -- The Key 6. Preserve Your Estate -- Chapter 32. Truth about the Estate Tax Repeal -- Chapter 33. Wills and Living Trusts -- Chapter 34. A-B Living Trust -- Chapter 35. Joint Ownership and Disinheritance Risk -- Chapter 36. Estate Planning Life Insurance Policies -- Chapter 37. Family Limited Partnerships and Limited Liability Companies -- Chapter 38. Avoiding the 70 Percent Tax Trap of Pensions and IRAs -- Chapter 39. Protection from Rising Medical Costs -- Chapter 40. Charitable Estate Planning -- The Key 7. Avoid Financial Disasters -- Chapter 41. Premature Death of a Family Member -- Chapter 42. Premature Death of a Business Partner -- Chapter 43. Disability of a Breadwinner or Business Partner -- Chapter 44. Long-Term Care Needs for Families -- Chapter 45. Running Out of Money in Retirement -- The Key 8. Invest Wisely -- Chapter 46. Nobel Prize Is Not Enough -- Chapter 47. Taxes, Inflation, and Your Investments -- Chapter 48. Outgrowing Mutual Funds -- Chapter 49. Alternative Investment Strategies -- The Key 9. Use the Secret Investments of the Affluent -- Chapter 50. Investment Efficiency -- Chapter 51. Real Estate Basics -- Chapter 52. Real Estate Leverage -- Chapter 53. Flexibility and Efficiency of Real Estate -- Chapter 54. Life Insurance Basics -- Chapter 55. Life Insurance Leverage -- Chapter 56. Flexibility and Efficiency of Life Insurance -- Chapter 57. Proof that Life Insurance Outperforms Mutual Funds -- Chapter 58. Creative Applications of Insurance -- Chapter 59. Leveraging the Ultimate Leverage Tool -- The Key 10. Plan for Success. |
| Subject |
Finance, Personal.
|
|
Estate planning.
|
|
Tax planning.
|
|
Assets (Accounting)
|
|
Assets (Accounting) (OCoLC)fst00819066
|
|
Estate planning. (OCoLC)fst00915490
|
|
Finance, Personal. (OCoLC)fst00924449
|
|
Tax planning. (OCoLC)fst01143815
|
| Added Author |
Mandell, David B.
|
| ISBN |
9780470139790 (cloth) |
|
047013979X (cloth) |
|
