Overview

The Wise Planner: Safeguarding Your Family’s Wealth No one wants to be at the mercy of the system, especially when it comes to protecting their family’s wealth. But most of us have little or no idea how to minimize the financial risks in our lives. Terry Kane’s The Wise Planner changes all that. In a clear, concise, and easy to understand way, Terry explains the strategies you need to safeguard your family’s wealth. The Wise Planner explains the basics about Asset Management, Wealth Preservation and Estate Planning. Then, it explores the details of estate planning, including advanced planning techniques. There’s practical information on powers of attorney for finances and health care, and the whole alphabet soup of modern planning ideas, like CRATs and GRATs, QPRTs and ILITs. Finally, The Wise Planner considers the instability and changes that must happen in the tax laws. Then Terry looks at civil issues and how to use litigation avoidance strategies, including the formation of business entities like corporations and LLC’s, to avoid costly and dangerous liability traps. The Wise Planner includes brief discussions of bankruptcy law and advice on how to deal with businesses or individuals that owe you money. The information you’ll be getting from The Wise Planner, although lighthearted in presentation, is very serious. Using real world examples, Terry will scare you, amuse you, and inform you. He’ll give you frightening facts about dangerous legal and practical problems you may face, and he’ll explain real world strategies to limit your legal, tax and financial risk. Using The Wise Planner, you’ll gain information and knowledge you need but are seldom told. You’ll become aware of options and potential opportunities to avoid legal, tax and financial risks, and you’ll no longer be blindly following the ideas and methods suggested by others. Instead, you’ll understand strategies that actually fit your values, your family situation, your attitudes and your plans. As a result, you’ll play an active role in creating the plan that’s right for you. At last, you’ll be in control of safeguarding your family’s wealth.

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