Join us on a literary world trip!
Add this book to bookshelf
Grey
Write a new comment Default profile 50px
Grey
Subscribe to read the full book or read the first pages for free!
All characters reduced
Estate Planning Trends - cover

Estate Planning Trends

Emily Johnson

Translator A Ai

Publisher: Publifye

  • 0
  • 0
  • 0

Summary

Estate Planning Trends offers a vital guide for navigating the complexities of modern estate planning, emphasizing the importance of adapting to current tax law changes and managing digital assets. In today's financial landscape, proactive estate management is no longer optional; it's essential for wealth preservation and ensuring a smooth transfer of assets.

 
The book highlights how recent legislative updates have significantly altered the estate tax landscape, necessitating a review of existing plans to maximize tax efficiency. Furthermore, with the rise of cryptocurrencies and online accounts, understanding how to incorporate these digital assets into your estate plan is crucial to avoid unintended tax consequences and ensure your heirs can access and manage them.

 
This book uniquely bridges finance, law, and technology, providing actionable steps and practical tools. It begins with fundamental principles, progresses through current estate and gift tax laws, and dedicates a section to digital assets. Case studies and checklists offer a roadmap for effective strategies.

 
The book argues that failure to adapt to changing circumstances can result in avoidable taxes and family disputes, supporting its claims with financial advisory practices, legal reports, and tax analyses. It's a valuable resource for individuals, financial advisors, and legal professionals seeking to safeguard wealth and ensure a seamless wealth transfer.
Available since: 02/21/2025.
Print length: 116 pages.

Other books that might interest you

  • Your Perfect Portfolio - The ultimate guide to using the world's most powerful investing strategies - cover

    Your Perfect Portfolio - The...

    Cullen Roche

    • 0
    • 0
    • 0
    Finding the right investment portfolio is a lot like finding true love – what works for someone else might not work for you. And that’s okay.It’s not about the “best” portfolio; it’s about the one that’s best for you.In Your Perfect Portfolio, renowned financial strategist Cullen Roche draws on two decades of experience building investment firms and advising clients to help you discover the strategy that fits your goals, temperament, and life.Blending timeless investing wisdom with modern research, Roche outlines ten essential principles of portfolio construction and dissects more than twenty of the world’s most influential investment strategies – from Warren Buffett’s classic approach to the momentum-driven tactics of trend followers, and even innovative frameworks you’ve likely never seen before.You will learn how to:Identify the key principles needed to construct a secure portfolioAssess the strengths of different portfolio-building strategiesImplement these different techniques into your own investing portfolio 
    Whether you’re a hands-on investor or prefer to keep things simple and automated, Your Perfect Portfolio gives you the tools to build a portfolio that fits you – and achieve financial independence.
    Show book
  • Leadership Is an Art - cover

    Leadership Is an Art

    Max DePree

    • 0
    • 0
    • 0
    As president and CEO of Herman Miller, Inc.—a firm which ranked high in Fortune magazine's surveys of the most admired, best managed companies to work for in America—Max DePree nurtured a culture of open communication and inclusion. In Leadership Is an Art, DePree expounds on his innovative style of business stewardship, one that contributed to the remarkable success of his firm and other respected American companies. DePree emphasizes a humanistic approach, which encourages relationship-building and idea-sharing at all levels of the organization. In a unique take for a business guide, he also stresses the importance of corporate responsibility and the power of generosity.
    Show book
  • Character - What Contemporary Leaders Can Teach Us About Building a More Just Prosperous and Sustainable Future - cover

    Character - What Contemporary...

    Gerard H. Seijts, Kimberley...

    • 0
    • 0
    • 0
    Character is something intrinsic to us all; it forms and reveals who we are. Unbeknownst to many, character is foundational to our judgment, behavior, and leadership. As we tackle the grand challenges of our time, strength of character guides us to make better decisions, creates greater well-being, and contributes to human flourishing. For those who lead—whether in the public, private, not for profit, or education sectors—a greater understanding of character will challenge your thinking, inspire new ideas, and elevate your personal and professional performance. 
     
     
     
    Character: What Contemporary Leaders Can Teach Us about Building a More Just, Prosperous, and Sustainable Future provides an exceptional opportunity to become a better leader by applying the extraordinary yet down-to-earth insights from the authors' accessible scholarship and interviews with truly distinguished leaders whose lessons on building stronger societies through character-based leadership are moving, powerful, and evergreen.
    Show book
  • The AI Revolution - Impact on Project Management and How to Reinvent Yourself - cover

    The AI Revolution - Impact on...

    Torsten J. Koerting

    • 0
    • 0
    • 0
    Welcome to the world of project management in the age of AI. The revolution is here, and it's time to embrace it. As project managers, we are living in a world of constant change and disruption, and AI technology is transforming the way we work. We need to adapt, evolve, and embrace the opportunities that AI technology presents.    The potential of AI technology in project management is immense. It can help us to automate repetitive tasks, streamline processes, and deliver insights that were previously inaccessible. By leveraging AI technology, project managers can unlock new growth opportunities, increase profitability, and stay ahead of the competition.    However, the rise of AI technology also presents challenges for project managers. As project managers, we need to learn how to manage complex AI projects, collaborate with AI teams, and interpret AI-generated insights. We need to develop new skills, embrace new technologies, and adopt a growth mindset to succeed in the age of AI.    The challenge of managing AI projects requires project managers to learn new skills and approaches. For example, project managers need to understand how to manage projects with AI-driven analytics, such as machine learning algorithms, and how to integrate these insights into their project plans. Additionally, project managers need to be able to manage the complexity of AI projects, which often involve large amounts of data and multiple stakeholders.    To overcome these challenges, project managers need to adopt a growth mindset and embrace new technologies. This means being willing to learn new skills, experiment with new tools, and collaborate with AI teams. Project managers also need to be able to interpret AI-generated insights and incorporate them into their project plans effectively.    In this book, we explore the challenges facing project managers in the AI revolution and the specific needs project managers have to succeed in the age of AI. We provide strategies, tools, and resources for project managers to leverage AI technology to create value-based propositions and intellectual property.    We also share case studies and examples of successful AI projects, as well as stories of project managers overcoming challenges in the AI revolution. These examples illustrate the impact of AI technology on project management and provide lessons learned to help project managers understand how to apply these strategies and insights to their own projects.    Our goal is to help project managers unlock the full potential of AI technology and take their projects and organizations to the next level. We encourage the reader to reflect on their own skills and recognize the growth potential that AI technology presents. We want to inspire and motivate project managers to embrace the challenges and opportunities of the AI revolution.    So, are you ready to step into the unknown and embrace the growth potential of your company through AI-driven project management? Let's begin this journey together and unlock the power of AI technology.
    Show book
  • Baby Bust 10th Anniversary Edition - New Choices for Men and Women in Work and Family - cover

    Baby Bust 10th Anniversary...

    Stewart D. Friedman

    • 0
    • 0
    • 0
    Stew Friedman, founding director of The Wharton School's Work/Life Integration Project, studied two generations of Wharton college students as they graduated: Gen Xers in 1992 and Millennials in 2012. The cross-generational study produced a stark discovery—the rate of graduates who planned to have children had dropped by nearly half over those twenty years. While some might wonder what this privileged group can tell us about broader trends in the United States, Friedman argues that they were "the canaries in the coal mine. . . . if they could not see a way to make their careers and families work, how could those with fewer opportunities and resources square this circle?" 
     
     
     
    In a new preface to this tenth anniversary edition of Baby Bust, Friedman observes that the birth rate in the United States has continued to decline in the years since. He offers new insights into why fewer people are choosing to have children, how the pandemic affected these trends, and what can be done about it. 
     
     
     
    In this book, Friedman addresses how views about work and family have changed; why men and women have different reasons for opting out of parenthood; how family has been redefined; what choices we face in our social and educational policy; and how organizations and individuals—especially men—can spur cultural change.
    Show book
  • The More You Prospect More You Prosper - 88 Tips to Help You Improve Your Prospecting Sales Success - cover

    The More You Prospect More You...

    Steve Johnson, Elaine Jordan

    • 0
    • 0
    • 0
    Discover what it takes to become great at prospecting. 
    The More You Prospect the More You Prosper is a resource of proven, easy to implement, field-tested best practices you can use every day to improve your prospecting results. It is the product of 39 years of interviews, research, and observations with over 3,000 high-achieving sales executives and 6,000 salespeople. This book distills the hardest job in sales, which is prospecting, into 88 ways to get better. Whether you are brand new in sales or a seasoned veteran, this is the essential guide if you have ever asked yourself, "How do I get better at prospecting?" 
    Steve Johnson is the founder and president of The Next Level Sales Consulting. In his first ten years in sales, Steve was one of the top salespeople for Dale Carnegie training in the world. In his 39-year career, Steve has been on over 8,000 face to face sales meetings and has made over 150,000 calls to prospects to schedule meetings. You can tell by looking at him that he has been rejected over 142,000 times. He is a top achieving expert in the trenches and has trained and coached over 15,000 sales managers and over 100,000 sales people. 
    Steve is also the co-author of a 1996 LA Times bestseller If You're Not Out Selling, You're Being out Sold, a 2006 Amazon.com bestseller Selling is Everyone's Business, and a 2020 Amazon.com bestseller Next Level Sales Coaching: How to Build a Sales Team that Stays, Sells, and Succeeds. 
    Elaine Jordan has worked closely with Steve at The Next Level for the past 15 years. As the Director of Training Development, she focuses on developing training programs for clients. She assists in conducting focus groups, interviews, job shadowing, and independent research.
    Show book