Any good financial plan must address how to preserve what you earn. Though tax law and inheritance laws constantly change, this presentation will give you a clear “big picture” on the basic pitfalls and opportunities in this potentially complicated (yet vital) area of financial planning. The Secrets of the Great Investors series is a co[Read More]

With estate taxes as high as 55%, no one can afford to ignore the techniques available to all of us to reduce or eliminate death taxes. The Artful Dodger's Guide to Planning Your Estate gives practical, straightforward and, yes, even humorous advice crucial to anyone who has acquired even modest wealth. This is not a "do-it-yourself" book. Est[Read More]

Planning your estate is one of the most complicated endeavors you'll ever undertake, yet its results are also the most far-reaching; after all, it will continue to affect those you care about long after you no longer can. So it's worth understanding all the options and ramifications, being personally involved, and doing it right. This Nolo Pre[Read More]

If you live in Louisiana and are retired or within five to ten years of retirement, you must read this one-of-a-kind book. This book explains the decisions that all retirees and pre-retirees face to ensure lifetime income and a comfortable retirement. Detailed topic explanations include making your money last; optimal withdrawal rates; retirement p[Read More]