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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Wealth,s enough?” At the individual level, the answer to “Do I have enough?” can be both a mathematical as well as an emotional issue, and it has very little to do with the traditional notion of retirement. The question, “Do I have enough?” can be translated into “Am I financially independent?”

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Charitable Planning,anthropist—their causes are the federal and state governments, exacted by federal estate and potentially, state inheritance or estate taxes. For those wishing to exert some control over what has been referred to as “involuntary philanthropy” they may be able to reduce their estate tax obligation by

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Charitable Planning,anthropist—their causes are the federal and state governments, exacted by federal estate and potentially, state inheritance or estate taxes. For those wishing to exert some control over what has been referred to as “involuntary philanthropy” they may be able to reduce their estate tax obligation by

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Asset Protection Planning,kage. And that is asset protection: techniques designed to protect assets from loss due to creditors and legal judgments. To be clear this isn’t about efforts to avoid legitimate debts and obligations, but rather to potentially insulate yourself and your estate from frivolous or excessive claims, in