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The IRA Trust - Turning Inherited Retirement Accounts Into a Financial Dynasty (Paperback): Jeffrey G. Marsocci Esq The IRA Trust - Turning Inherited Retirement Accounts Into a Financial Dynasty (Paperback)
Jeffrey G. Marsocci Esq
R184 Discovery Miles 1 840 Ships in 10 - 15 working days

TAXES ARE OUT OF CONTROL. But the tax code provides tremendous LOOPHOLES you can use to grow your assets into a FAMILY A FORTUNE. Proper trust planning around retirement accounts can provide your loved ones with MULTI-GENERATIONAL WEALTH... but only if you plan ahead, use the RIGHT DOCUMENTS and work with the RIGHT PROFESSIONALS. WHAT YOU'LL LEARN How tax loopholes around inherited retirement accounts can avoid unnecessary taxes. How proven financial techniques can grow inherited assets exponentially. How the right kind of trust can protect this inheritance from creditors, divorce, and bad spending habits... and much, much more.

Estate Planning Basics - A Simple, Plain English Guide to Estate Planning Concepts (Paperback): Jeffrey G. Marsocci Esq Estate Planning Basics - A Simple, Plain English Guide to Estate Planning Concepts (Paperback)
Jeffrey G. Marsocci Esq
R203 Discovery Miles 2 030 Ships in 10 - 15 working days
The Long Term Care Solution - The Truth Behind Today's Long Term Care Planning Explained in Plain English (Paperback):... The Long Term Care Solution - The Truth Behind Today's Long Term Care Planning Explained in Plain English (Paperback)
Jeffrey G. Marsocci Esq
R225 Discovery Miles 2 250 Ships in 10 - 15 working days
The Joint Property Tax Trap - The Perils and Pitfalls of Joint Property and Real Planning Solutions (Paperback): Jeffrey G.... The Joint Property Tax Trap - The Perils and Pitfalls of Joint Property and Real Planning Solutions (Paperback)
Jeffrey G. Marsocci Esq
R173 Discovery Miles 1 730 Ships in 10 - 15 working days

JOINT PROPERTY CAN DESTROY YOUR ESTATE. While it seems easy to retitle accounts as joint with a right of survivorship, it can come with DEVASTATING TAXES and LAWSUIT LIABILITY. But there are legal and effective planning solutions to help your family AVOID PROBATE and UNNECESSARY TAXES. Trust planning can provide PEACE OF MIND... but only if you plan ahead, use the RIGHT DOCUMENTS and work with the RIGHT PROFESSIONALS. You'll learn how folk remedies like joint property can produce a tax and legal nightmare; how proven planning techniques can avoid the probate process while avoiding unnecessary taxes; and how a trust can protect your assets from your children's divorcing spouses and bad spending habits.

Live to Serve, Love to Serve - A Collection of Stories about Service, Leadership, and Changing the World (Paperback): Jeffrey... Live to Serve, Love to Serve - A Collection of Stories about Service, Leadership, and Changing the World (Paperback)
Jeffrey G. Marsocci
R267 Discovery Miles 2 670 Ships in 10 - 15 working days

Helping flood victims. Reading to children. Building a community library. Saving lives six cents at a time. Members of Circle K and the Kiwanis Family have been helping children and their communities, and in the process have changed their own lives for the better. "Live to Serve, Love to Serve" is a collection of stories, speeches, and other writings by members of this remarkable family of service organizations. By stepping forward to help others, we often find a deeper purpose in our own lives which only makes it crucial for us to continue our paths of service. On its face, these stories deserve and need to be told. But this book also serves another function in that all proceeds from the sale of this book will go towards purchasing rehydration crystals that can be added to drinking water and save a child from death by dehydration. Together, we can save lives six cents at a time.

Estate Planning for Domestic Partners - The Legal Secrets You Need to Know to Protect Your Partner and Your Future (Paperback):... Estate Planning for Domestic Partners - The Legal Secrets You Need to Know to Protect Your Partner and Your Future (Paperback)
Jeffrey G. Marsocci Esq
R496 Discovery Miles 4 960 Ships in 10 - 15 working days

Don't Fall Victim to Discriminatory Laws Not when you and your partner can do something about it. You and your partner can empower yourselves though the proven legal techniques described in the book Estate Planning for Domestic Partners: The Legal Secrets You Need to Know to Protect Your Partner and Your Future. Written by a prominent partner protection planning attorney, this valuable information can help you navigate around the restrictive laws that prevent you and your partner from gaining full marriage and tax rights by using other legal principles such as contracts, trusts, and powers of attorney.

The Gay Marriage Alternative with Foreword by Bette Wagner - Finding Legal Equality, Security, and Peace of Mind Without... The Gay Marriage Alternative with Foreword by Bette Wagner - Finding Legal Equality, Security, and Peace of Mind Without Changing the Law (Paperback)
Jeffrey G. Marsocci
R243 Discovery Miles 2 430 Ships in 10 - 15 working days

The Gay Marriage Alternative provides LGBT and other unmarried couples with partner protection planning solutions now that are equal to or better than rights married heterosexual couples take for granted... without changing the law. The right combination of trusts, powers of attorney and medical directives can provide these rights while retitling accounts as joint with a right of survivorship, drafting Wills, and transferring funds to a partner can lead to tax or administrative disasters. Find out the right way you and your partner can seize legal equality, security, and peace of mind. While the struggle for nationwide marriage equality may take decades, partners can protect each other now.

The Anti-Probate Revolution - The Legal Secrets Probate Attorneys And Law Firms DON'T Want You to Know (Paperback):... The Anti-Probate Revolution - The Legal Secrets Probate Attorneys And Law Firms DON'T Want You to Know (Paperback)
Jeffrey G. Marsocci Esq
R227 Discovery Miles 2 270 Ships in 10 - 15 working days
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