The Generational Wealth System: A Holistic Approach to Preserving Your Wealth and Legacy - Rilegato

McBeath, Krista

Rilegato

ISBN 10: 0578258110 ISBN 13: 9780578258119

Casa editrice: McBeath Financial Group, 2021

Riassunto

THE ESSENTIAL STEPS TO PRESERVING AN ABUNDANT LIFESTYLE WHILE CREATING A LASTING LEGACY!

Become a legacy maker - Avoid the retirement planning trap with this estate & financial planning strategy guide.

Is a “Secure Retirement” All We Should Expect From Our Life’s Work and Savings?

All too often finance advisors are systematically failing the families paying them for investment advice! A short-sighted approach to retirement planning often forsakes what’s most important: protecting our family.

If you’ve been led to believe a retirement plan should consist of a mix of investments or financial products selected to merely not outlive your money, then you may be caught in the Retirement Planning Trap.

YOU CAN BREAK FREE OF THE RETIREMENT PLANNING TRAP AND CREATE A MEANINGFUL LEGACY WITHOUT SACRIFICING YOUR LIFESTYLE!

When you free yourself from that trap, you can look beyond a “secure retirement” and see opportunities for greater wealth beyond your retirement.

The Generational Wealth System is not about the size of the bank account and what to do with it. It is first for those concerned about the well-being of their spouse, children, and future generations. It’s for those who want to have a plan in place for a time when they may not be here to guide and care for their loved ones physically.

This book is for the legacy makers. It is for those who have causes that are dear to their heart and wish to make a difference.

The answers to questions regarding protection from taxes, long-term healthcare costs, inflation, market fluctuations, probate, security of a surviving spouse, wealth transfer strategies, and more become clearer when you effectively plan for a legacy.

In this book, Krista McBeath writes with a clear and sincere passion to help you understand:

• Threats to your assets and how to leverage wealth to protect your family’s inheritance.
• Strategies for confidently pursuing portfolio growth without losing sleep.
• How to enjoy the fruits of your labors while living and giving for maximum rewards.
• How to avoid a one-dimensional tax strategy that could leave a tax nightmare for your heirs.

Estate Planning Attorney, Chad A. Ritchie also provides valuable insight into:

• How to identify Probate Assets and Non-Probate to protect your estate.
• The difference between “Trust-Based” estate plans and “Will-Based” estate plans.
• The top 4 Questions to ask yourself to decide if you need a Trust for your estate plan.
• The fundamental concepts of Estate Planning.

Don’t wait to make the most important decisions for the rest of your life. It’s time to start planning—after all, 2020 and 2022 have taught us that anything can happen. Don’t let the unthinkable happen to you; get prepared for your future, whatever it may look like. Scroll up and one-click buy your copy now!

Dettagli dell?edizione

• Editore: McBeath Financial Group
• Data di pubblicazione: 2021
• ISBN 10: 0578258110
• ISBN 13: 9780578258119
• Rilegatura: Copertina rigida
• Lingua: Inglese
• Numero di pagine: 256
• Contatto del produttore: non disponibile