Showing posts with label Advisors. Show all posts
Showing posts with label Advisors. Show all posts

Saturday, July 9, 2011

Investing and Managing Trusts Under the New Prudent Investor Rule: A Guide for Trustees, Investment Advisors, and Lawyers

Investing and Managing Trusts Under the New Prudent Investor Rule: A Guide for Trustees, Investment Advisors, and Lawyers Review



Investing and Managing Trusts Under the New Prudent Investor Rule: A Guide for Trustees, Investment Advisors, and Lawyers Feature

  • ISBN13: 9780875848617
  • Condition: New
  • Notes: BRAND NEW FROM PUBLISHER! 100% Satisfaction Guarantee. Tracking provided on most orders. Buy with Confidence! Millions of books sold!
In the next decade, the senior generation will pass on some ten trillion dollars to its heirs, often in the form of trusts. This immense transfer of wealth will place a heavy burden on trustees and executors. This book explains the financial obligations imposed on trustees by this stringent rule.


Wednesday, May 25, 2011

Larstan's The Black Book on Personal Finance: The Wealth-Creation Secrets of the World's Savviest Advisors (Black Book Series)

Larstan's The Black Book on Personal Finance: The Wealth-Creation Secrets of the World's Savviest Advisors (Black Book Series) Review



Written by experts who advise higher-income clients on finances, taxes, insurance, and business, The Black Book of Personal Finance combines its authors’ years of experience into a single volume. Written from an advanced perspective that is intelligible to the layperson, this book presents a wide range of topics for those who either have or aspire to an annual household income in excess of ,000. Individual chapters cover reasons to avoid the advice of most self-anointed “experts” and cover topics including: an 11-step investing process, a sector rotation strategy that generates gains in any market condition, using life insurance premium financing to dramatically increase cash flow, maximizing bequests to beneficiaries, and more. Like other books in this series, this one is designed with an engaging “spy” motif on each spread that simplifies complex information.