Why This Book Should Cost $5,000

This book allows you access to top advisors' secrets and strategies and have them tailored to your Wealth Protection situation.

Imagine for a moment that you are not reading this book.  Instead, you are opening the door of a ritzy professional office in an impressive New York City corporate center. When you open the door, you are greeted by a receptionist, who asks you to sit in the waiting area, while she offers you a morning cup of coffee and explains what will happen today. 

First, you will meet with an asset protection, tax, and estate planning attorney from one of the top-rated law firms in the country.  He graduated from the nation's best schools, has written two books on areas of his practice, and has lectured to fellow attorneys and accountants in professional seminars. 

In your meeting with the attorney, he will take over an hour to ask you questions about your goals in the areas of asset protection, tax, and estate planning, analyzing what types of planning you have already done with prior attorneys or accountants.  Once his questions are answered, he will give you an overview of he types of strategies and tools which might make sense in your legal plan.  He will even give you articles and executive summaries on these solutions, so you can review them later at your leisure.

Next, you will break for 15 minutes and enter another office where, for another two hours, a leading financial planner will evaluate your investments, insurance, retirement plan, educational funding and other financial issues.  This financial planner, with an M.B.A. from a leading university, and author of over 100 articles in his field, has just flown in from Beverly Hills, California to meet with you.   

In your two-hour meeting with the financial planner, he will ask you questions about your present financial situation.  Your answers will help him provide you with recommendations for: saving for retirement, reducing income taxes, protecting your family from premature death or disability, saving for college education costs, saving for long term care costs for you and for your parents, using charitable gifts to benefit your family, maximizing the estate you leave your heirs and many others.  Like your meeting with the attorney, the financial planner will give you materials to read so you can review them later and discuss them with your family members or advisors.

After this meeting, you will break for lunch.  Meanwhile, the attorney and financial planner will be discussing your case, coordinating their evaluations and recommendations into one cohesive Wealth Protection plan. 

When you return from lunch, you will meet with both advisors, who will not only explain their coordinated Wealth Protection plan for you, but they will also provide you this plan in the form of a clear, comprehensive write-up which you can then evaluate at your leisure.

What would expect to pay for this kind of tailored Wealth Protection advice from leading professionals?  It's a good bet that the figure you would choose would be closer to $1,000 than the $27.99 that you'll pay for this book.  Yet, the detailed tailored analysis of your plan from a coordinated legal-financial perspective is precisely what this book will provide you, if you complete the RFA and follow its results  (We'll discuss this more in the next chapter).

This Book Will Transport You to Our Offices
Through this book, we have attempted to deliver to you the entire process described above, without the lunch break or morning coffee.  In fact, our goal is to make you feel that you are sitting right in our offices, where we ask you the same questions and give you the same detailed advice that we will in these chapters.

As we explained in our introduction, we feel strongly that families and individuals need to protect their wealth in order to avoid the problems our own families experienced.  That is exactly what we do everyday in our professional practices, in situations like what we have just described - meeting with clients, analyzing their risks, and presenting a coordinated Wealth Protection plan to be executed.

When we set out to write this book, we wanted to re-create to as great a degree as possible the advisory experience we have with our clients in our own offices.  This has been a challenging, but successful, task.  It is only because we have worked so closely together on so many clients (spending thousands of hours coordinating our planning) and written so many pieces together (over 100 published articles) that we have been able to pull it off.   The result of our hard work is a book you not only can learn general principles from, but one which you can use to create YOUR Wealth Protection plan.

Of course, we welcome new clients in our practices and would like to meet with you to help you achieve your Wealth Protection goals.  However, this is not always possible.  This book can serve as a substitute for meeting with us personally, at least initially.  Also, you can use the book to help you evaluate which type of "Wealth Protection specialist" you might need to help you achieve your goals, attorneys, accountants, financial planners, asset protection specialists, and others.  This will prevent you from paying advisors who really don't have the expertise for your particular situation.   In using the book in these ways, you may save yourself hundreds, if not thousands, of dollars in professional fees.

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