 |
 |
 |
|
Estate Planning for the Healthy Wealthy Family
by Stanley D. Neeleman, Carla B. Garrity, and Mitchell A. Barris
This enlightening guidebook turns estate planning into a process of financial education and spiritual growth for the whole family. Written by a highly qualified, interdisciplinary team—a well-respected estate planner and two clinical psychologists with a focus on family counseling—it teaches wealthy families how to build estate plans that include non-material aspects such as family values and character strengths. Topics include inherited money myths and the role money plays in a happy family; how parents model their children’s values; teaching children about money; building healthy families where there is unequal wealth; and communicating about money. Wealthy parents will find their most disturbing morals issues addressed with competence and empathy, such as: Will money corrupt my child? Isn’t value-based estate planning a form of “ruling from the grave”? What can I do if one of my children is a big disappointment? Examples are drawn from the authors’ practice and include families of all structures and histories—married, divorced and single parents and those with previous marriages. Also includes is an estate planning roadmap showing how to protgect assets and lessen taxes. Combining a positive attitude, deep psychological insight, and “hard” financial know-how, this is value-based estate planning for families at its best. |
|
|
|
|
|
 |
|
 |
|
Reviews
“Unlike most estate planning primers, which deal only with descriptions of legal and tax matters, this work focuses on the much more critical issue of how one can develop an estate plan that will strengthen one's family and simultaneously provide maximum benefits to one’s heirs, taking into account their individual capabilities, personalities, and potentialities.”
—Stephen E. Martin, Martin and Eskelson P.L.L.C. Path Regent of American College of Trust and Estate Counsel
“Highly informative and thought-provoking. This important book is an enlightening reminder that there is far more to financial and estate planning than tax-reduction and asset-preservation. The emphasis in this book on using money to support ones core values is a powerful message for all readers, not just the wealthy.”
—Tom Kelly, Executive Vice President and former General Counsel, JetBlue Airways Corporation
“In a world riveted by money and entitlement, in a society under relentless attack by media messages promising salvation through consumption, it is refreshing to read a book that focuses on what really matters - values. If an individual can identify and live by a clear set of value-drivers, his most important life decisions in many areas, from estate planning to marriage, from child-rearing to death or divorce, will be easier to make and sustain. Sharing these values with one's family and living them by example, at work and play, enhances understanding of and commitment to wealth management and estate decisions. Estate planning isn’t mysterious, but combined with the values-oriented approach discussed in this book, it can be an enlightening and effective process.”
—Diane Gates Wallach, Gates Capital Management, LLC, Denver, Colorado.
|
|
|
 |
|
 |
|
|
|
