Family Trusts
A Guide for Beneficiaries, Trustees, Trust Protectors, and Trust Creators
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Family Trusts
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Narrated by:
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Tim Paige
About this listen
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, LLCListeners also enjoyed...
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- A Breakthrough Method for Leading, Living, and Lasting Change
- By: Erica Ariel Fox
- Narrated by: Tavia Gilbert
- Length: 10 hrs and 2 mins
- Unabridged
-
Overall4.5 out of 5 stars 61
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Performance4 out of 5 stars 49
-
Story4.5 out of 5 stars 50
Life is a series of negotiations, whether or not you think of yourself as a negotiator. From seemingly insignificant daily decisions to major life choices, you negotiate every time you aim to persuade, argue over a decision, or resolve a conflict. But as negotiations and leadership expert Erica Ariel Fox reveals, the most important negotiations - the ones that determine the impact of our actions and the quality of our lives - are those we have with ourselves.
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5 out of 5 stars
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Enlightening is an understatement
- By Lucas on 01-13-19
By: Erica Ariel Fox
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Discovering Your Soul's Purpose
- Finding Your Path in Life, Work, and Personal Mission the Edgar Cayce Way, Second Edition
- By: Mark Thurston PhD
- Narrated by: Richard Harries
- Length: 9 hrs and 6 mins
- Unabridged
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Overall4 out of 5 stars 44
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Performance4 out of 5 stars 38
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Story4 out of 5 stars 38
The medical clairvoyant Edgar Cayce (1877-1945) left the world a wealth of clairvoyant readings on everything from health and spirituality to psychology and past lives. Now the most significant teacher of Cayce's teachings, Mark Thurston, updates and revises his classic book, Discovering Your Soul's Purpose, to help you use the Cayce teachings in the 21st century to find greater purpose in your relationships, career, and overall mission in life.
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4 out of 5 stars
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"Cayce colored Parachute"
- By Dave on 07-23-17
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The Million-Dollar Financial Advisor
- Powerful Lessons and Proven Strategies from Top Producers
- By: David J. Mullen Jr.
- Narrated by: Allan Robertson
- Length: 8 hrs and 24 mins
- Unabridged
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Overall4.5 out of 5 stars 508
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Performance4.5 out of 5 stars 426
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Story4.5 out of 5 stars 421
The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with 15 top advisors, each doing several million dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into 13 distinct lessons. Each is explained step-by-step for immediate application by veteran and new financial professionals alike.
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5 out of 5 stars
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Fantastic tips and practices
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The Last Safe Investment
- Spending Now to Increase Your True Wealth Forever
- By: Bryan Franklin, Michael Ellsberg
- Narrated by: Tim Andres Pabon
- Length: 7 hrs and 14 mins
- Unabridged
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Overall4.5 out of 5 stars 85
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Performance4.5 out of 5 stars 72
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Story4.5 out of 5 stars 71
Michael Ellsberg and Bryan Franklin think you've been fed a lie: that if you save for decades and invest in 401(k)s, IRAs, and a home, these investments will grow steadily over decades, allowing 20 to 30 years of secure, peaceful retirement. This might have been true at some point in the last century, but it is not true any longer. If you want to get ahead and enjoy a life of prosperity, the authors argue that you must invest in the most powerful source of wealth you'll ever know: your own earning power.
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5 out of 5 stars
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Great Paradigm Shift For Me...
- By Brad Spencer on 07-01-16
By: Bryan Franklin, and others
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The Negotiator in You: In Life
- Tips to Help You Get the Most of Every Interaction
- By: Joshua N. Weiss
- Narrated by: Joshua N. Weiss
- Length: 36 mins
- Unabridged
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Overall4.5 out of 5 stars 237
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Performance4.5 out of 5 stars 201
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Story4.5 out of 5 stars 202
Negotiation is a skill people need to use every day. In this audio exclusive, learn the negotiation skills required to navigate difficult situations that arise in everyday life. From buying a car to purchasing a home, one needs to know how to effectively negotiate, especially when the other party is a seasoned professional. Harvard professor Joshua N. Weiss, PhD, gives us to tools to negotiate when we have a major stake in the game or when we're perceived as the "weak consumer."
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5 out of 5 stars
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Quick but insightful
- By Amazon Customer on 12-26-23
By: Joshua N. Weiss
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NLP at Work
- The Essence of Excellence, 3rd Edition (People Skills for Professionals)
- By: Sue Knight
- Narrated by: Sean Pratt
- Length: 14 hrs and 30 mins
- Unabridged
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Overall4 out of 5 stars 153
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Performance4 out of 5 stars 127
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Story4 out of 5 stars 127
Since the first edition, NLP at Work has pioneered the use of neurolinguistic programming (NLP) in the business world to improve communication, negotiation, teamwork, and influence. With more 100,000 copies sold and now in its third edition, NLP at Work is a clear and comprehensive introduction to using NLP in the workplace, with a unique personal style and approach.
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1 out of 5 stars
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Narcisistic useless
- By Mike G. Bianco on 02-17-15
By: Sue Knight
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Commit to Win
- How to Harness the Four Elements of Commitment to Reach Your Goals
- By: Heidi Reeder PhD
- Narrated by: Heidi Reeder PhD
- Length: 5 hrs and 55 mins
- Unabridged
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Overall4.5 out of 5 stars 32
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Performance4.5 out of 5 stars 25
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Story4.5 out of 5 stars 25
What do you need besides motivation and willpower? In Commit to Win, Heidi Reeder, PhD, unpacks over forty years of research by psychologists and economists to show that the key to reaching any goal, whether it’s to hit the gym more often or to finally quit that dead-end job, isn’t motivation, willpower, or determination. It’s commitment. Busting the myths most of us believe about commitment, Reeder shows that it all comes down to four variables.
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4 out of 5 stars
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Practical, but misses passion
- By ANDRÉ on 11-07-14
By: Heidi Reeder PhD
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5 out of 5 stars
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Must Read!!
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Complete Family Wealth (2nd Edition)
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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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5 out of 5 stars
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James Hughes rocks it
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Living Trusts for Everyone, Second Edition
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Overall4.5 out of 5 stars 171
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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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1 out of 5 stars
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Misguided and biased
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The Only Estate Planning Book You’ll Ever Need
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Overall5 out of 5 stars 43
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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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5 out of 5 stars
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Everyone needs this!
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The Cycle of the Gift
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Overall4.5 out of 5 stars 15
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Performance4 out of 5 stars 15
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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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3 out of 5 stars
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Worthwhile- a bit labored
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5 out of 5 stars
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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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5 out of 5 stars
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1 out of 5 stars
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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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3 out of 5 stars
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Worthwhile- a bit labored
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Overall4.5 out of 5 stars 12
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Performance5 out of 5 stars 10
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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.
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Overall4 out of 5 stars 3
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Performance3.5 out of 5 stars 3
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Story4 out of 5 stars 3
Estate Planning For Dummies teaches you the ins and outs of estate planning. It's all about drafting wills, dealing with probate, assigning powers of attorney, establishing living trusts, and beyond. Think you don't have enough assets to merit estate planning? Think again. This everyone-friendly guide walks you through building a solid estate plan, whatever your current financial situation. In easy-to-understand language, you'll learn the ins and outs of estate planning, including what happens to your stuff when you pass away.
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2 out of 5 stars
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The author thought he was funny
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The Only Living Trusts Book You’ll Ever Need
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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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5 out of 5 stars
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Practical Guide to Protect Your Legacy
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Wills and Trusts AudioLearn
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Overall4 out of 5 stars 23
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Performance4 out of 5 stars 17
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Story4 out of 5 stars 18
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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1 out of 5 stars
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Error-Filled Outline
- By FreeBlackfish on 05-19-19
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Build Your Own Living Revocable Trust
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Overall4 out of 5 stars 1
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Performance3 out of 5 stars 1
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Get The Living Revocable Trust: Buy this ebook that libraries, and even estate planning lawyers are buying and reading! Why wait when it can be done now? Free yourself of future problems with your Will by building your very own Living Revocable Trust. You do not have to be a millionaire in order to build a Trust. Anyone who wants to protect his or her assets should have a Trust. This ebook is here to help you out. This ebook – “Building your Own Living Revocable Trust: A Pocket Guide to Creating a Living Revocable Trust”– was created by author Patrick X. Gallagher with the aim to ...
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Becoming Your Own Banker
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Story5 out of 5 stars 815
Becoming Your Own Banker - The Infinite Banking Concept is a text about the power of dividend-paying whole life insurance. This book demonstrates that your need for finance, during your lifetime, is much greater than your need for protection. Solve for this need through this instrument and you will end up with more life insurance than the companies will issue on you. It is not a sales tool for life insurance agents.
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2 out of 5 stars
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very low content to duration ratio
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Build Your Family Bank
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Overall4.5 out of 5 stars 39
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Performance4.5 out of 5 stars 36
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Story4.5 out of 5 stars 35
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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3 out of 5 stars
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It felt like chapters were missing
- By PC on 08-28-20
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Family
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Overall5 out of 5 stars 3
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Performance5 out of 5 stars 3
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Story5 out of 5 stars 3
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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Complete Family Wealth
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Overall4.5 out of 5 stars 59
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Performance4.5 out of 5 stars 50
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Story4.5 out of 5 stars 49
Growth-oriented practices today lead to generations of family flourishing in the future. This book provides the answers you need along with guidance and strategy for keeping your family's complete wealth intact.
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5 out of 5 stars
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More than gold nuggets
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How to Use Limited Liability Companies and Limited Partnerships
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Overall4.5 out of 5 stars 280
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Performance5 out of 5 stars 246
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How to Use Limited Liability Companies and Limited Partnerships clearly explains the key asset protection strategies available to entrepreneurs and real estate investors using the right entities. This fourth edition of Garrett Sutton's best-selling book has been completely updated to reflect important changes affecting limited liability companies. Asset protection is a dynamic area of the law, and this new edition sets forth the strongest and most useful tactics for protecting businesses, real estate, intellectual property, and paper assets.
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5 out of 5 stars
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Excellent for first time business owners
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Asset Protection Made Easy
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Overall4.5 out of 5 stars 42
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In this easy-to-listen book, the author reveals the strategies and tools the nation's top asset protection law firms use to save their clients millions of dollars each year. This book will teach you how to become invincible to lawsuits, save thousands in taxes, and achieve financial peace of mind.
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3 out of 5 stars
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Pretty Boring to Listen To
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The Baby Boomers Guide to Trusts
- Your All-Purpose Estate Planning Tool
- By: Harry S. Margolis
- Narrated by: Virtual Voice
- Length: 4 hrs and 35 mins
- Unabridged
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Overall0 out of 5 stars 0
-
Performance0 out of 5 stars 0
-
Story0 out of 5 stars 0
Trusts are the Swiss army knife of estate planning— they are versatile tools that can be used to achieve many different goals. But few non-professionals understand how they work. Written by elder law and estate planning expert Harry S. Margolis, The Baby Boomers Guide to Trusts: Your All-Purpose Estate Planning Tool answers the many questions trust grantors, beneficiaries and trustees have, including: What distributions can you or must you make? How is the trust taxed? What fees may the trustee charge? Who has a right to accounts? How can a trust help you meet your tax, asset protection, ...
What listeners say about Family Trusts
Average customer ratingsReviews - Please select the tabs below to change the source of reviews.
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Overall5 out of 5 stars
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Performance5 out of 5 stars
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Story5 out of 5 stars
- 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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1 person found this helpful
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Overall1 out of 5 stars
-
Performance1 out of 5 stars
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Story1 out of 5 stars
- 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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Overall1 out of 5 stars
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Performance1 out of 5 stars
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Story1 out of 5 stars
- 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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1 person found this helpful
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Overall1 out of 5 stars
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Performance1 out of 5 stars
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Story1 out of 5 stars
- 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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5 people found this helpful