Titlebook: Wealth; The Ultra-High Net W Richard P. Rojeck Book 20191st edition The Editor(s) (if applicable) and The Author(s), under exclusive licens

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结构

Richard P. RojeckWritten by a Certified Financial Planner professional with more than 30 years of experience serving individuals with estates of $25 million and more.Presents strategies in a comprehensive, values-base

恶意

Asset Protection Planning, efforts to avoid legitimate debts and obligations, but rather to potentially insulate yourself and your estate from frivolous or excessive claims, in some instances merely because of your wealth or visibility within the community.

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烦扰

Selecting a Financial Planner, on your advisory team: your CPA, attorney, stockbroker or others. Yet, how often were you left less than confident that the concepts presented had been adequately vetted by your advisors as to their applicability to you? Have they been appropriately integrated into a comprehensive plan that continues to evolve with your situation and needs?

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Flounder

Tying It All Together,sis is no easy task. Perhaps a good place to start is an assessment of where you stand in implementing them. In that context and by way of a review of what we’ve discussed, I offer the following checklist.

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