| Introduction
- Why We Wrote this Book |
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Section
I - The System/The Book
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| 1 |
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Why
this book should cost $5,000 |
| 2 |
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What
is Wealth Protection |
| 3 |
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Finding
Your Personal Economy |
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| Section
II - Customizing this Book for You |
| 4 |
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Introducing
the Risk Factor Analysis |
| 5 |
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The
Questions |
| 6 |
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The
Interpretation of Your Answers |
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Section
III - Tax Planning
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| 7 |
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Make
Sure You don’t Have to Give Away More Than Necessary |
| 8 |
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Uncle
Sam’s Pieces of Your Pie |
| 9 |
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Retirement
Plans |
| 10 |
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Getting
Deductions for Buying Insurance – Welfare Benefit Plans (419s) |
| 11 |
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How to borrow your
children’s lower tax rates with FLP/LLCs |
| 12 |
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Deducting
Long Term Care Insurance |
| 13 |
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Using
Charitable Giving to Reduce Income Taxes |
| 14 |
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The
Tax Advantaged Tool for College Savings – 529 Plans |
| 15 |
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Income
in Respect of Decedent – an 80% Tax Trap Awaits You |
| 16 |
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Is Your Tax
Advisor Helping or Hurting You |
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| Section
IV - Investing |
| 17 |
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Investing:
Your money doesn’t come with directions |
| 18 |
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Understanding
Investments |
| 19 |
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Inflation
and Taxes |
| 20 |
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When
and How to get back into the Market |
| 21 |
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Variable
Annuities |
| 22 |
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Insurance
and investing |
| 23 |
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Have
you Outgrown Mutual Funds (IMAs) |
| 24 |
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Convertible
Bonds |
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| Section
V - Asset Protection |
| 25 |
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Why
Asset Protection is so Important Today |
| 26 |
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3 Dangerous
Ownership Forms You Must Avoid: Your own name, joint ownership, and
general partnerships |
| 27 |
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Using
Insurance as an Asset Protector – a Mixed Blessing |
| 28 |
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Using
Protected Investments |
| 29 |
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Family
Limited Partnerships and Limited Liability Companies: Twin Asset Protection Powerhouses |
| 30 |
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Using
Trusts to Shield Wealth
Flexible Tools for Excellent Asset Protection |
| 31 |
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Using
Offshore Planning to Protect Assets:
How to Do it Right |
| 32 |
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Offshore LLCs &
Trusts:
The
Dynamic Duo of Offshore Planning |
| 33 |
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How
to Protect Your Home |
| 34 |
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Protecting
Wealth from Divorce |
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| Section
VI - Insurance Planning |
| 35 |
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Avoid
the Biggest Pitfalls, Help Yourself and Your Family, and Save Money in
the Process |
| 36 |
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Life
insurance : The Backbone of Wealth Protection Planning |
| 37 |
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Disability
Insurance: Inadequate coverage can be more costly than death, divorce
or a lawsuit |
| 38 |
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Long term care:
Protect yourselves, your children and your parents |
| 39 |
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How
to Buy Insurance Even if
You’re Uninsurable |
| 40 |
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“Free”
Insurance: You can Use other People’s Money to Pay for Your
Estate Planning |
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Section
VII - Retirement Planning
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| 41 |
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We
don’t know where we’re going, but we all want to get there |
| 42 |
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Defined
contribution: The truth about your 401(k), Pension and IRAs |
| 43 |
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Defined
benefit plans (DB):
Catch Up in Your Retirement Planning |
| 44 |
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The
perfect retirement plan if you are over 50:
The 412(i) Plan |
| 45 |
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Variable
annuities Variable Annuities: Asset
protection, tax-deferral and capital preservation for your retirement
plan |
| 46 |
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Life
Insurance as a Retirement Tool |
| 47 |
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Don’t
Run Out of Money (or Pay too Much Taxes) in Retirement:
Life Annuities |
| 48 |
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Avoiding
the 50%-80% tax on retirement plan withdrawals |
| 49 |
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Don’t
let Medical Conditions Ruin Your Retirement:
Using Long Term Care Insurance Could be Your Solution |
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| Section
VIII -
Estate Planning |
| 50 |
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Making
Sure Family Assets Aren’t Lost to Disinheritance, Courts, or the IRS |
| 51 |
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The
Truth about the Estate Tax Repeal |
| 52 |
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Wills
& Living Trusts: The Building Blocks of Every Estate Plan |
| 53 |
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The
A-B Living Trust:
How to save over
$400,0000 in estate taxes for under $3,000 |
| 54 |
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Avoiding
Joint Ownership & disinheritance Risk |
| 55 |
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Double
the Value of Your Life Insurance:
ILITs are a Must |
| 56 |
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FLPs
& LLCs: The Triple Play Tools for Estate Planning |
| 57 |
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Why
Your Pension, 401(k) or IRA May Be a 80% Tax Trap |
| 58 |
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Avoiding
the 80% Retirement Plan Tax Trap |
| 59 |
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Getting Life
Insurance for Half the Cost |
| 60 |
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Long
term care for Estate Planning: Protect your estate from rising medical
costs |
| 61 |
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Charitable
Estate Planning: How to Get to More to Your Family and Benefit a
Charity |
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| Section
IX - Business Planning |
| 62 |
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Turning
Your Company into a Financial Powerhouse |
| 63 |
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Welfare
Benefit Plans: Asset Protection, Tax Reduction & Estate Planning
All in One |
| 64 |
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Owning
a Captive Insurance Company:
Why It Makes More Sense than You Think |
| 65 |
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The
One Contract Every Private Business Must Have: Buy-sell Agreements |
| 66 |
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Corporations:
The Standard Business Entity What you need to know |
| 67 |
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Advanced
asset Protection for your Business: Turning Your Business into a
Creditor-Proof Fortress |
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| Appendix
1 |
-
The
10 Commandments of Offshore |
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| Appendix
2 |
-
Fraudulent
Transfer Laws |
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| Appendix
3 |
-
What Happens if You Die without A Will or Living Trust |
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| Appendix
4 |
-
Tax
Tables |
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© 2002 Copyright. All rights reserved.
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