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by
Jack N. Alpern and Gordon Williamson
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--- well-known authority on the topic of Estate Planning and Asset Protection
has co-authored a book with respected author Gordon K. Williamson. Alpern offers his best advice for those needing to consider
how your financial planning works with or against your estate planning. Alpern argues that consumers can no longer leave their planning in someone
else's hands, they need to actively participate in their own financial security.
Without planning now, there is little security tomorrow. Click
here if you would like additional information on how to
get this new book.
The authors of this
book have committed their practices to helping those in their community with these
important Wealth Building, Preserving and Distributing issues.
Jack N. Alpern is recognized in Northeast Ohio for his skills in speaking,
educating and serving estate planning needs for his clients. Averaging five speaking
engagements per month has provided Jack with the first hand experience necessary
to answer the most common questions consumers have about estate planning. In addition
to his education as an attorney, Jack has also completed extensive training to
become a Family Wealth Counselor, offering guidance to affluent families as to
how to give meaning and significance to the legacy which they leave to their families.
Attorneys from his law firm, Jack Alpern Co., L.P.A., frequently consult with
other attorneys from around the country, they provide basic and advanced education
for professional advisors throughout Ohio, he has participated in radio programs
and has published as a co-author in a continuing legal education manual for attorneys.
Gordon K. Williamson, JD, MBA, MSFS, CFS, CAS, BCE, BCS, BCAA,
CEPP, AEP, a former tax and estate planning attorney, is the author of over
30 books, including The 100 Best Mutual Funds You Can Buy, the most popular
mutual fund book ever written (over 500,000 copies sold); he is also the author
of the first two books ever written about annuities. Dr. Williamson has been
the financial editor of a number of magazines and newspapers. He taught at the
University of California for 10 years and was the chairperson of their Business
& Finance Department. Gordon manages investments for individuals and corporations.
He has been the manager of a national brokerage firm for over 20 years. Besides
overseeing investors’ portfolios, Dr. Williamson is the executive director
and founder of The Institute of Business & Finance, a fully accredited educational
provider to the financial services industry. Gordon lives in La Jolla, California.
This book is a first;
financial and estate planning in one easy-to-understand text from top experts
in the field, collaborating to provide you with powerful knowledge that can benefit
you immediately.
The book’s
22 chapters begin with the financial planning process. The next few chapters
deal with different forms of protection and ways of insuring yourself. These
chapters are followed by an extensive discussion of living trusts. The next
part of the book describes important ancillary documents that are important
on their own, but also help to transform your living trust into a more complete
estate-planning package. There are then a few brief chapters on other types
of trusts that should be considered depending upon one’s net worth, tax
bracket, and donative intent.
The book ends with
a discussion as to how you can be better prepared to meet with your estate planning
attorney, with present value tables to assist you in making financial projections,
and with appendices on the probate and Medicaid process.
The central purpose
of the book is to make you a better informed investor and planner. Ideas, concepts,
and summary checklists are included to better your situation now as well as provide
help and protection for your loved ones. Once you have completed this book, you
will be armed with the kind of information that will give you peace of mind now
and in the future.
Copies are now available at this fine bookstore in Trumbull County: Border's Book Store in Niles, in the Local Author Section. Email
us or call our office
at (330) 394-1501 or 1-800-307-5544 and we'll tell you when our next public educational workshop will
be held, these books are available there!
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