Strategies for Protecting Wealth

Name: Strategies for Protecting Wealth
Availability: InStock
ISBN: 9780071478120

ISBN-10: 0071478124

ISBN-13: 9780071478120

Edition: 2007

Authors: Darrell Aviss, Larry Chambers

List price: $55.00

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Description:

Asset protection is a growing and extremely important field for financial planners, their clients, and other professionals such as attorneys and accountants Features 13 criteria for identifying benefits and pitfalls of asset protection options Outlines how international asset protection fits in with overall financial planning Includes specific dos and don'ts of investing strategies for specific countries

Book details

List price: $55.00
Copyright year: 2007
Publisher: McGraw-Hill Companies, The
Publication date: 11/3/2006
Binding: Hardcover
Pages: 384
Size: 6.50" wide x 9.25" long x 1.25" tall
Weight: 1.540
Language: English



Preface


Introduction


Asset Ownership Protection


Unbundled Wealth


Traditional Entities


Redefining Safe Harbors-The Use of Trusts


Riches Out of Reach-Use and Domestication of Foreign Trusts


Investment Protection Theory


The Basic Principles of Successful Investing


Understand Your Asset Class Choices


Building Your Investment Portfolio


Debtor-Friendly Jurisdictions


The Perfect Jurisdiction-Switzerland


The Swiss Annuity


Swiss Private Insurance Portfolio


Liechtenstein


Epilogue: Getting Started


Frequently Asked Questions


Estate Planning with Offshore Defensive Grantor


Foreign LLC and Trust Combos


Countries of Interest


Helpful Resources and Additional Information


Glossary


Bibliography


Index