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American Prosperity Group

A retirement and estate planning franchise

 TitleAuthorDescription
Plan Your Estate
Denis Clifford AttorneyWhen you're thinking about estate planning, you want to make sure that you choose the right plan for your family. Turn to Plan Your Estate, Nolo's bestselling book of estate planning essentials. Get straightforward, plain-English explanations of every significant estate-planning option available, so you can make the best decisions for you and those you love. Let Nolo's bestseller Plan Your Estate show you how to:.  avoid probate.  leave property through a will or trust.  use life insurance to provide for your loved ones.  name a guardian for your minor child.  leave property to a young person.  plan for incapacity.  implement strategies specific to business owners.  reduce estate taxes .  make final arrangements This edition is completely revised with the latest federal and state laws, plus updated estate and gift tax information, and enhanced discussions about 529 plans, same-sex marriage, tax-saving trusts, and retirement benefits. 
How to Invest in Real Estate With Your IRA and 401K & Pay Little or No Taxes
Hubert BrommaReal estate investment strategies that put the gold in the golden years This accessible, easy-reference guide shows how to turn a retirement savings plan into a tool for generating major income. Hubert Bromma, an experienced investment professional in real estate and retirement funds for nearly 30 years, take you through the basics of investing with retirement accounts, from choosing the right plan to buying real estate. The book also includes information about the various retirement options, including IRAs, Roth IRAs, individual 401(k)s, and more.
Personal Finance
Jack Kapoor, Les Dlabay and Robert J. HughesKapoor/Dlabay/Hughes’ Personal Finance is the #1 market-leading Personal Finance text. It provides comprehensive coverage of personal financial planning in the areas of money management, career planning, taxes, consumer credit, housing and other consumer decisions, legal protection, insurance, investments, retirement planning, and estate planning. The goal of this text is to teach students the fundamentals of financial planning so they can make informed choices related to spending, saving, borrowing, and investing that lead to long-term financial security. Personal Finance, Ninth Edition provides many financial planning tools using a step-by-step approach to help students identify and evaluate choices as well as understand the consequences of decisions in terms of opportunity costs.
The 101 Biggest Estate Planning Mistakes
Herbert E. NassA trust and estate lawyer to the stars offers an engaging look at how to avoid numerous estate planning mistakesIn The 101 Biggest Estate Planning Mistakes, author Herbert Nass, an estate planner for some of today's most famous celebrities, offers an entertaining look at what not to do when setting up an estate plan, or administering an estate. By examining the mistakes made by some of the most well-known celebrities-from Bob Marley to John F. Kennedy, Sr. and Jr.-this book will guide readers toward making a successful estate plan and help them avoid many common pitfalls. Chapters cover such topics as: mistakes involving tangible personal property, real estate, executors and trustees, minors, or persons with disabilities; as well as disgruntled family and friends left behind.Puts estate planning in perspective through entertaining examples of mistakes celebrities have made in developing their own plansTaps into the voyeuristic interest we have in the lives of the rich and famousOffers an insider's look at many fascinating wills of the rich and famousGiven the emotional, financial, and legal issues that arise from the death of a loved one-and the substantial assets that are transferred from one generation to the next at this time-understanding estate planning is essential. This book will put you in a better position to make more informed estate planning decisions.
The Wall Street Journal Complete Estate-Planning Guidebook
Rachel Emma SilvermanLet’s face it: you can't avoid death or taxes. But you can create an estate plan that will make both a whole lot easier for your loved ones and put you in control of how your assets will get passed to your heirs.   Here, Wall Street Journal personal-finance reporter Rachel Emma Silverman walks you step-by-step through the process. Chock-full of clear and solid advice on how to get the most out of the main estate planning tools - including wills, trusts, life insurance, guardianship papers, and powers-of-attorney documents - the Wall Street Journal Complete Estate-Planning Guidebook will help make your estate-planning process as simple, smooth, and unintimidating as possible. This book will help you:·      Clarify your estate-planning goals, such as dividing up property for heirs, reducing taxes or leaving money for charity ·      Understand the key estate-planning documents you’ll need, including wills, beneficiary-designation forms, powers-of-attorney and health-care advance directives ·      Decode the technical jargon that estate planners often use, so you feel comfortable discussing QTIPs and QPRTs when you sit down with your lawyer.  ·      Reduce possible estate, gift or generation-skipping taxes and legal and probate fees – decreasing what goes to the tax man and increasing what goes to your heirs ·      Learn strategies to divide money and personal property among your heirs, and reduce the possibility of family fights ·      Discuss sensitive estate-planning issues with your family ·      Maintain your estate-plan over time, including how to store and when to update your documents  With completely up-to-date information on how to navigate the new 2011 estate tax legislation, and thoughtful advice on how to handle your estate in complicated situations – like if you’re single, in a same-sex relationship, or wish to provide for children with special needs -  this is the estae-planning guide for today’s messy and complicated world.  One of the biggest estate planning mistakes people make, says Silverman, is waiting too long to start. Which is why the Wall Street Journal Complete Estate-Planning Guidebook isn’t just for those planning for retirement or their golden years. It’s for anyone, of any age, who wants the peace of mind of knowing that your wishes will be respected and your hard-earned money will get passed on as you would like.
Financial Planning For Your First Job: A Comprehensive Financial Planning Guide (3rd Edition)
Matthew BrandeburgFinancial Planning For Your First Job provides the tools you need to manage your money and take charge of your financial life. Inside this book you will be introduced to the practice of personal financial planning and learn how to develop the skills needed to create and monitor a successful financial plan. If you're a young adult who needs the guidance of a financial planner but can't afford the high price tag, this book is for you. You Will Learn To:- Set specific and achievable financial goals- Apply economic analysis to all financial decisions- Analyze income and asset protection strategies- Integrate and monitor your personal financial planTopics Covered In Detail:- Cash flow management- College planning- Debt management- Insurance- Investing- Retirement planning- Tax planningSome Of The Strategies Revealed Inside: - How to manage your debt - How to think like a professional investor - How to manage your cash flow - How to recession-proof your financial plan - What lines of insurance you need today If You Answer YES To Any Of These Questions, This Book Is For You: - Trying to decide between paying off student loans and saving for retirement? - Trying to decide which debt to pay off first? - Wondering whether you should buy or rent your first home? - Wondering which is better for you, a 401k or Roth IRA?Foreword written by Tampa Bay Rays pitcher Burke Badenhop. Read What Others Are Saying"Every young adult should read this book. Financial Planning For Your First Job teaches you the right way to invest, deal with insurance, manage debt, and survive hard times." - Cara Newman, Editor, Young Money Magazine "This book is a must-read and a terrific reference not only for those starting their first job, but also for those who confront challenging financial issues at any age." - Bill Rives, Ph.D., ChFC, Senior Lecturer, Department of Finance, The Ohio State University"As a twenty-something with my own startup, this book helped me take my financial game to the next level. It is a must-read for anyone who wants to take control of their financial life!" - Dezmon Landers, President, Startup Hustle, Inc.
The Wall Street Journal. Complete Personal Finance Guidebook (The Wall Street Journal Guidebooks)
Jeff D. OpdykeFrom America’s most authoritative source: the quintessential primer on understanding and managing your moneyMoney courses through just about every corner of our lives and has an impact on the way we live today and how we’ll be able to live in the future. Understanding your money, and getting it to work for you, has never been more important than it is today, as more and more of us are called upon to manage every aspect of our financial lives, from managing day-to-day living expenses to planning a college savings fund and, ultimately, retirement. From The Wall Street Journal, the most trusted name in financial and money matters, this indispensable book takes the mystery out of personal finance. Start with the basics, learn how they work, and you’ll become a better steward of your own money, today and in the future. Consider The Wall Street Journal Complete Personal Finance Guidebook your cheat sheet to the finances of your life. This book will help you:• Understand the nuts and bolts of managing your money: banking, investing, borrowing, insurance, credit cards, taxes, and more• Establish realistic budgets and savings plans• Develop an investment strategy that makes sense for you• Make the right financial decisions about real estate• Plan for retirement intelligentlyAlso available—the companion to this guidebook: The Wall Street Journal Personal Finance Workbook, by Jeff D. OpdykeGet your financial life in order with help from The Wall Street Journal. Look for:• The Wall Street Journal Complete Money and Investing Guidebook • The Wall Street Journal Complete Identity Theft Guidebook• The Wall Street Journal Complete Real Estate Investing Guidebook
Wealth Preservation: How to Start and Develop an Estate Planning Practice
Doug H. MoyOnce the exclusive domain of specialist attorneys, estate planning is now a highly lucrative part of many accountants' and tax professionals' practices nationwide. If you are an accountant who would like to take advantage of this national trend as a way to diversify your services and significantly increase your profit base, this book is for you. Based on author Doug H. Moy's more than twenty-five years as a successful estate planning professional, it tells you everything you need to know about planning, building, managing, and marketing a thriving estate planning practice.Writing in a straightforward, jargon-free style, Moy deftly guides you step-by-step through the entire estate planning process. He shows you how to work with attorneys and clients to develop a solid, legally structured estate plan for maximum asset protection, estate preservation, and privacy. What's more, he shares the original wealth preservation and transfer strategies that helped make him one of today's most respected estate planning specialists.But that's not all. The fruit of Moy's two and a half decades as head of a national estate planning business, Wealth Preservation also provides you with a complete blueprint for starting and running your own successful estate planning practice, from fee-setting and billing to drawing up a consulting agreement and staying on top of the latest changes in the tax laws. An indispensable resource for PAs, EAs, CPAs, CFPs, insurance professionals, and banking service providers, Wealth Preservation contains a gold mine of proven business tools and techniques, including: * Methods for developing estate planning business among established clients * Prospecting how-to's for finding and qualifying new clients * All of the documentation you'll need in ready-to-use format * n original client financial information checklist that helps you get all of the crucial facts necessary to develop and prepare written plans and avoid malpractice suits * Worksheets that let you calculate estate taxes quickly and effortlessly--without expensive computer hardware and software * An original information storage and retrieval systemA total guide to planning, building, managing, and marketing a thriving estate planning practiceIn this highly accessible guide to estate planning, expert Doug Moy shares everything he knows about establishing and managing a successful estate planning practice. Drawing on more than twenty-five years as head of his own successful national estate planning practice, Moy: * Clearly explains how to start your own estate planning practice * Guides you step-by-step through the entire estate planning process * Shows you how to work with attorneys and clients to develop a solid estate plan * Describes techniques for selling estate planning services to old and new clients * Covers all the important basic business issues, including fee-setting, billing, consulting agreements, working with attorneys, and more * Supplies all of the crucial documentation you'll need in your practice * Offers an original checklist that helps you guarantee that you get all of the important facts you need about clients' personal finances * Includes worksheets that make calculating estate taxes quicker and easier than ever * Provides a complete client fact-finding form for gathering personal and financial informationRead Wealth Preservation and find out how to broaden your professional horizons and increase your revenues by making estate planning a part of your practice.
Working After Retirement For Dummies
Lita EpsteinThe friendly guide for retirees who want to get back into the workforceMore than 76 million baby boomers will begin retiring in 2011. Eighty percent of boomers expect to continue working past the age of 65 due to financial and healthcare concerns (seniorcitizensguide.com, 1-06). Working After Retirement For Dummies shows retirees and workers approaching retirement age how to stay in the workforce and thrive after 65 or get back into the workforce after retirement. The book covers new job searching and resume writing; how to overcome employer myths about retirement age workers; and the flexibility of various career options from telecommuting to job sharing. In addition, it also covers nontraditional job search methods that work particularly well for seniors. Even retirement age workers who just want to volunteer their time will find helpful, straightforward advice on getting back to work at any age.
How a Second Home Can Be Your Best Investment: New, Tax-Free Methods for Using a Vacation Home for Recreation, Retirement...AND Investment!
Tom Kelly and John TuccilloStrategies for lifelong, tax-free second home ownership This book explains how to invest profitably in a vacation or future retirement home. Featuring success stories from second home buyers and often-overlooked financing options, How a Second Home Can Be Your Best Investment provides dozens of strategies and proven how-to avenues for finding the perfect home that will eventually pay for itself. Real estate experts Tom Kelly and John Tuccillo show readers how to save thousands through exchanges and exemptions and include valuable Web resources for both second home buyers and real estate investors. Readers will discover how to: Choose a second home and location with maximum appreciation potential Use a vacation home as a cash cow rental Subdivide a property Minimize the hassle factor of an investment --while maximizing rental income

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