
Family Trusts
A Guide for Beneficiaries, Trustees, Trust Protectors, and Trust Creators
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Narrado por:
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Tim Paige
Acerca de esta escucha
Family Trusts is a step-by-step guide for anyone involved in family trusts: trust creators, trustees, beneficiaries, and advisors. It will help families create and administer a culture that recognizes trusts as a gift of love.
Marrying the practical and emotional aspects of family wealth, this book provides a hands-on primer that focuses on fostering positive relationships, and structuring the trust appropriately for the situation and the people involved. It tackles difficult topics with frank and honest discussion, from the first beneficiary meeting to working with addictions, and more. Written by a team of experts in family wealth, this information is becoming increasingly crucial to the successful execution of a trust; you'll learn what type of person makes the best trustee, how to be an excellent beneficiary, and the technical aspects that help you build a better trust from the very beginning.
There's been a staggering increase in trustee/beneficiary litigation and hostility, but that doesn't mean it's inevitable. Plenty of trusts are running smoothly, with positive experiences on all sides. This book shows you how to set up your trust to succeed from the start, with step-by-step guidance and expert insight.
©2016 Hartley Goldstone, James E. Hughes Jr., and Keith Whitaker (P)2019 Gildan Media, LLCLos oyentes también disfrutaron...
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Must Read!!
- De andrea en 02-12-21
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Estate & Trust Administration for Dummies, 2nd Edition
- De: Kathryn A. Murphy, Margaret A. Munro
- Narrado por: Emily Durante
- Duración: 18 h y 35 m
- Versión completa
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General
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Historia
As more and more of the population reach senior ages-including baby boomers, many of whom do not have wills-an increasing number of people are being thrust into the role of executor, administrator, personal representative of an estate, or trustee of a trust after the death of a loved one. This updated edition of Estate & Trust Administration for Dummies guides you through the confusing process of administering an estate and/or trust.
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Usefulness in this format depends on your aims
- De Philo en 01-03-20
De: Kathryn A. Murphy, y otros
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Living Trusts for Everyone, Second Edition
- Why a Will Is Not the Way to Avoid Probate, Protect Heirs, and Settle Estates
- De: Ronald Farrington Sharp
- Narrado por: Timothy Andrés Pabon
- Duración: 4 h y 9 m
- Versión completa
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Historia
Living Trusts for Everyone is the best resource for setting up a living trust. Explaining in specific terms what benefits a trust will have, Ronald Farrington Sharp gives the tools necessary to set up a loved one's trust with no lawyers and no expense. Wills benefit lawyers. Trusts benefit the clients. Too often lawyers sell wills to clients only to sit back and wait to sell their probate services to their clients' heirs. Ronald Farrington Sharp describes the best way to handle modern estate planning.
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Misguided and biased
- De beckkia en 12-24-20
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Family
- The Compact Among Generations
- De: James E. Hughes Jr.
- Narrado por: L. J. Ganser
- Duración: 10 h y 8 m
- Versión completa
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Why do some families thrive for generations? What accounts for the sad deterioration that others experience? This book takes families and the professionals who serve them beyond the now widely accepted practices offered in Family Wealth and offers a view of Hughes's panoramic insights into what makes families flourish and fail. It lays out the basis for the vision of family governance the author has been developing through his work and research.
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Wealth of Wisdom
- The Top 50 Questions Wealthy Families Ask
- De: Tom McCullough, Keith Whitaker
- Narrado por: Tom Parks
- Duración: 14 h y 37 m
- Versión completa
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A critical resource for families managing significant wealth. Wealth of Wisdom offers essential guidance and tools to help high-net-worth families successfully manage significant wealth. By compiling the 50 most common questions surrounding protection and growth, this audiobook provides a compendium of knowledge from experts around the globe and across disciplines.
De: Tom McCullough, y otros
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Complete Family Wealth (2nd Edition)
- Wealth as Well-Being, Bloomberg Series
- De: James E. Hughes Jr., Keith Whitaker, Susan E. Massenzio
- Narrado por: Jamie Renell
- Duración: 6 h y 45 m
- Versión completa
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Complete Family Wealth: Wealth as Well-Being provides proven tools and best practices for families of means to use in maturing, maintaining, and managing personal and legacy wealth long into the future. The book is divided into three parts: the "what" - what is meant by family, wealth, and enterprise; the "who" - the persons crucial to family enterprise flourishing; and the "how" - specific practices families can use to enhance and grow family wealth.
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James Hughes rocks it
- De Edward W. Cotney en 03-20-24
De: James E. Hughes Jr., y otros
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Family Wealth
- Keeping It in the Family - How Family Members and Their Advisers Preserve Human, Intellectual, and Financial Assets for Generations, 2nd, Revised and Expanded Edition
- De: James E. Hughes Jr.
- Narrado por: L. J. Ganser
- Duración: 7 h y 35 m
- Versión completa
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This is the landmark book that changed the way exceptional families think about their heritage, their wealth, and their legacy to future generations - now revised and expanded. Charles W. Collier, Senior Philanthropic Adviser at Harvard University, hails this as, "A masterpiece. No one is more astute than Jay Hughes about the topics of family wealth and family life."
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Must Read!!
- De andrea en 02-12-21
-
Estate & Trust Administration for Dummies, 2nd Edition
- De: Kathryn A. Murphy, Margaret A. Munro
- Narrado por: Emily Durante
- Duración: 18 h y 35 m
- Versión completa
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General
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Narración:
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Historia
As more and more of the population reach senior ages-including baby boomers, many of whom do not have wills-an increasing number of people are being thrust into the role of executor, administrator, personal representative of an estate, or trustee of a trust after the death of a loved one. This updated edition of Estate & Trust Administration for Dummies guides you through the confusing process of administering an estate and/or trust.
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Usefulness in this format depends on your aims
- De Philo en 01-03-20
De: Kathryn A. Murphy, y otros
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Living Trusts for Everyone, Second Edition
- Why a Will Is Not the Way to Avoid Probate, Protect Heirs, and Settle Estates
- De: Ronald Farrington Sharp
- Narrado por: Timothy Andrés Pabon
- Duración: 4 h y 9 m
- Versión completa
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General
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Narración:
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Historia
Living Trusts for Everyone is the best resource for setting up a living trust. Explaining in specific terms what benefits a trust will have, Ronald Farrington Sharp gives the tools necessary to set up a loved one's trust with no lawyers and no expense. Wills benefit lawyers. Trusts benefit the clients. Too often lawyers sell wills to clients only to sit back and wait to sell their probate services to their clients' heirs. Ronald Farrington Sharp describes the best way to handle modern estate planning.
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Misguided and biased
- De beckkia en 12-24-20
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Family
- The Compact Among Generations
- De: James E. Hughes Jr.
- Narrado por: L. J. Ganser
- Duración: 10 h y 8 m
- Versión completa
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General
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Narración:
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Historia
Why do some families thrive for generations? What accounts for the sad deterioration that others experience? This book takes families and the professionals who serve them beyond the now widely accepted practices offered in Family Wealth and offers a view of Hughes's panoramic insights into what makes families flourish and fail. It lays out the basis for the vision of family governance the author has been developing through his work and research.
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Wealth of Wisdom
- The Top 50 Questions Wealthy Families Ask
- De: Tom McCullough, Keith Whitaker
- Narrado por: Tom Parks
- Duración: 14 h y 37 m
- Versión completa
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General
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Narración:
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Historia
A critical resource for families managing significant wealth. Wealth of Wisdom offers essential guidance and tools to help high-net-worth families successfully manage significant wealth. By compiling the 50 most common questions surrounding protection and growth, this audiobook provides a compendium of knowledge from experts around the globe and across disciplines.
De: Tom McCullough, y otros
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The Only Living Trusts Book You’ll Ever Need
- How to Make Your Own Living Trust, Avoid Probate & Protect Your Heirs (Plus Protect Your Assets & Save Thousands on Taxes) (Estate Planning Guides 2)
- De: Garrett Monroe
- Narrado por: N.W. Edwards
- Duración: 3 h y 47 m
- Versión completa
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Unlock true peace of mind with our definitive guide to managing and protecting your assets. This isn't just another dry legal book; it’s your all-in-one solution to creating a living trust that ensures your legacy is exactly as you intend it to be.
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Practical Guide to Protect Your Legacy
- De Mark en 10-19-24
De: Garrett Monroe
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The Only Estate Planning Book You’ll Ever Need
- How to Organize Your Assets, Protect Your Loved Ones, Save Thousands on Legal Fees & Find The Right Lawyer: +Handle Wills and Trusts) (Estate Planning & Living Trusts 1)
- De: Garrett Monroe
- Narrado por: N.W. Edwards
- Duración: 4 h y 32 m
- Versión completa
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"The Only Estate Planning Book You'll Ever Need" is your guide through the maze of estate planning. Avoid a legal mess for your loved ones with clear, actionable advice to help you establish a robust plan that ensures your peace of mind and the protection of your assets. This guide's got everything you need to decode estate planning and lawyer-hunting into a clear path you can feel confident in, no matter how new you are to this. It's like having a seasoned professional consultant in your corner.
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Everyone needs this!
- De Diana Mikas en 06-05-24
De: Garrett Monroe
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The Voice of the Rising Generation
- Family Wealth and Wisdom
- De: James E. Hughes, Keith Whitaker, Susan Massenzio
- Narrado por: Paul L. Coffey
- Duración: 3 h y 26 m
- Versión completa
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Growing up in a family with significant wealth or a family business can often feel like an exercise in silence. What should you ask? Whom should you ask? When? Is it ever right to talk about such things? The Voice of the Rising Generation speaks directly to those who find themselves living in that silence, the so-called "next generation". Great wealth or a family business can act like a "black hole", sapping the dreams and aspirations of future generations who feel that they can never measure up to the fortune's founder.
De: James E. Hughes, y otros
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The Cycle of the Gift
- Family Wealth and Wisdom
- De: James E. Hughes, Susan E. Massenzio, Keith Whitaker
- Narrado por: Alex Barrett
- Duración: 4 h y 49 m
- Versión completa
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Historia
Giving is at the core of family life - and with current law allowing up to $5,120,000 in tax-free gifts, at least through December 2012, the ultra-affluent are faced with the task of giving at perhaps largest scale in history. Beyond the tax saving and wealth management implications, giving to family members opens up a slew of thorny questions, the biggest of which is, "How do I prepare recipients of such large gifts?"
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Worthwhile- a bit labored
- De Kathleen en 12-04-22
De: James E. Hughes, y otros
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Family Inc.
- Using Business Principles to Maximize Your Family's Wealth
- De: Douglas P. McCormick
- Narrado por: Walter Dixon
- Duración: 6 h y 56 m
- Versión completa
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Family Inc. is not just a personal finance book; it is a "how to" guide for achieving financial security. By borrowing time tested principles used in business and applying them to family financial planning, Family Inc. provides a powerful framework for navigating all of life's big financial decisions. You will learn how to think strategically as the Family Chief Financial Officer; how to make investments in education and yourself to benefit your career; how to manage your hard-earned money to make it work for you; and much more.
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Hits the highlights quick
- De Placeholder en 08-18-20
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Personal Finance After 50 for Dummies
- 2nd Edition
- De: Eric Tyson MBA, Robert C. Carlson
- Narrado por: B. J. Harrison
- Duración: 16 h y 8 m
- Versión completa
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Numerous life changes come with the territory of getting older - as we're reminded every day by anti-aging campaigns - but one change the media doesn't often mention is the need for a shifting approach to personal financial management. Personal Finance After 50 for Dummies, 2nd Edition offers the targeted information you need to make informed decisions regarding your investments, spending, and how to best protect your wealth. You've worked your whole life for your nest egg - why not manage it as effectively as possible?
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Great. Buy it now.
- De steve en 01-06-21
De: Eric Tyson MBA, y otros
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Wills and Trusts AudioLearn
- Audio Law Outlines
- De: AudioLearn Legal Content Team
- Narrado por: Terry Rose
- Duración: 13 h y 9 m
- Versión completa
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Written by distinguished law professors and professionally narrated for easy listening, this outline covers what is typically taught in a law school wills and trusts course. Included are detailed explanations of critical issues and topics you must know to master the course.
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Error-Filled Outline
- De FreeBlackfish en 05-19-19
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Build Your Family Bank
- A Winning Vision for Multigenerational Wealth
- De: Emily Griffiths-Hamilton
- Narrado por: Emily Griffiths Hamilton
- Duración: 4 h y 18 m
- Versión completa
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Why do 70 percent of wealth-transition plans fail? This is the question that Emily Griffiths-Hamilton sets out to answer in Build Your Family Bank, an audiobook that looks closely at the core causes of wealth erosion and failed transition plans and offers a set of strategies for building successful wealth-transition plans that will benefit many generations.
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It felt like chapters were missing
- De PC en 08-28-20
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Estate Planning & Living Trusts - The Ultimate Guide (2 in 1)
- How to Protect Your Assets, Lower Tax Liability, & Set Your Family Up for Generations + Avoid Probate and Protect Your Heirs (Estate Planning Guides, Book 3)
- De: Garrett Monroe
- Narrado por: N.W. Edwards
- Duración: 8 h y 12 m
- Versión completa
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Historia
This bundle offers a clear roadmap to avoid probate, protect your heirs, and minimize legal hassles. Covering both estate planning and living trusts, it provides key insights for these essential life paths, whether you're just starting out or looking to refine your strategy. Don’t leave the future of your estate to chance. Equip yourself with the tools and knowledge to manage your assets and protect your loved ones.
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Comprehensive
- De YFM en 12-28-24
De: Garrett Monroe
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Trusts Made Simple
- Your Essential Guide to Understanding and Benefiting from Trusts
- De: WealthWise Publications
- Narrado por: Virtual Voice
- Duración: 10 h y 32 m
- Versión completa
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Unlock the Power of Trusts: Transform Your Financial Future Today! Are you ready to take control of your financial destiny with confidence and ease? Trusts Made Simple: Your Essential Guide to Understanding and Benefiting from Trusts is your ultimate companion in navigating the intricate world of trusts. This comprehensive, user-friendly guide demystifies complex legal concepts and financial jargon, making estate planning accessible to everyone. Discover how trusts can be your key to: Estate Planning & Financial Security: Protect your assets and ensure a smooth transfer of wealth. Tax ...
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Limited Liability Companies for Dummies
- 3rd Edition
- De: Jennifer Reuting
- Narrado por: Stina Nielsen
- Duración: 14 h y 57 m
- Versión completa
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Limited Liability Companies For Dummies, 3rd Edition offers a clear, concise guide that explains the pros and cons of LLCs, and shares insider tips on everything from choosing your members and your company name to creating and filing your Articles of Organization and managing day-to-day operations. You'll find the most current, real-world advice on customizing an LLC for your specific business needs, creating a great operating agreement, keeping accurate records, and new information on federal regulations and fees that are applicable to LLCs.
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Outline Needed
- De Cziraky en 10-01-19
De: Jennifer Reuting
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The Little Book That Builds Wealth
- Morningstar's Formula for Finding Great Investments
- De: Pat Dorsey
- Narrado por: Steve Blane
- Duración: 4 h y 54 m
- Versión completa
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All highly profitable firms attract competitors, and only firms that are able to keep competition at bay will earn above average profits for an extended period of time. An economic moat - or competitive advantage - allows a company to fend off competitors and earn sustainable, excess economic profits.
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Good, but really needs updating
- De John en 06-25-11
De: Pat Dorsey
Lo que los oyentes dicen sobre Family Trusts
Calificaciones medias de los clientesReseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.
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Historia
- Debora Green
- 07-18-23
Culture eats strategy for breakfast
I was recently thrust into a successor trustee role and have already read a number of books about the whys, whats and hows pertaining to trust administration. This book is different in that it goes straight to the heart of what makes trusts actually function in what can be highly emotional family environments. If you want legal and tax advice, go elsewhere. If you want to lean into the human dynamics behind the rights and responsibilities of grantors, fiduciaries, trustees and beneficiaries all while keeping yourself a bit more sane, this is your book.
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Ejecución
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Historia
- Amazon Customer
- 03-25-24
No practical information
If you are looking to learn the technical side of trusts then save your money. Just about managing relationships
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Ejecución
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Historia
- Edward Dale Linkous
- 10-20-21
vage and not to the point
it doesn't hit the tax advantages but focus on relationships around the trust. there are many other benefits once you know what type of trust sorts you.
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Historia
- Amanda
- 08-25-20
More about the psychology of family trusts
This book was more about the psychological aspects of family trusts than a practical guide. I did not gain any benefit from this book whatsoever. I was not looking for the warm and fuzzies about trusts. Not helpful as a trustee or other party to a trust if you are seeking an actual guide to administer a trust especially.
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esto le resultó útil a 5 personas