Basic, essential guide to financial gift-giving, which includes information on small and large gifts, college savings, trusts, bequests, and investments. In one clear, easy-to-read volume, Berg covers all the bases, including how to make the tax laws work for you, how to set up trusts and avoid probate, the benefits of a family limited partnership, the best way to invest for kids, college-friendly investments, insurance that helps to build, inheritance, and the best way to give small gifts now. Charts, graphs, worksheets, bibliography,
Book Description
Editorial Reviews
From Library Journal
Berg (Your Wealth-Building Years, Newmarket, 1995. 3d ed.), the host of a call-in radio show, observes that in the next five years the baby boom generation will inherit over a trillion dollars. The legal and tax consequences of this intergenerational transfer of wealth can burden individuals with unnecessary cost confusion. Berg's attempt to inform concerned parties of their options stops short of being complete. He chooses instead to present an overview of various financial-planning topics associated with the complex process of wealth-building. Consequently, the treatment of some intriguing subjects, such as the family limited partnership and the use of insurance to avoid estate taxes, are frustratingly brief. Somewhat disturbing are Berg's several offers to provide readers with more information if they contact the legal firm with which he is associated. Nevertheless, his book is worthwhile as a timely introduction to the subject.?Joseph Barth, U.S. Military Acad. Lib., West Point, N.Y.
Copyright 1996 Reed Business Information, Inc.
Copyright 1996 Reed Business Information, Inc.
About the Author
Adriane G. Berg is an attorney, financial planner, and licensed stockbroker who hosts the popular WABC radio talk show Adriane Berg's Peace of Mind. She has written nine books on personal finance, including Financial Planning for Couples and, with her son, Arthur, The Totally Awesome Money Book for Kids and The Totally Awesome Business Book for Kids. A much sought-after speaker and seminar leader, she lives in South Orange, NJ.
Product Details
Would you like to update product info or give feedback on images?
|
Customer Reviews
|
There are no customer reviews yet.
|
|||
|
Video reviews
|
Tag this product(What's this?)Think of a tag as a keyword or label you consider is strongly related to this product.
Tags will help all customers organize and find favorite items. |
Sell a Digital Version of This Book in the Kindle Store
If you are a publisher or author and hold the digital rights to a book, you can sell a digital version of it in our Kindle Store.
Learn more
