What to know and how to design a will that saves your heirs taxes and distributes assets according to your intentions. Includes codicils, family transactions, IRS alerts and cautions, distribution options, trusts, estate planning, and a Family Information Roadmap.

A comprehensive checklist to audit all of your personal and business insurance coverage, including an inventory of policies/coverage, identifying gaps, selecting settlement options, and 17 ways to reduce and effectively use premium outlays.

The rules, restrictions, and options on the increasingly complex management task of home ownership. Includes analysis of mortgage financings, home equity loans, second and vacation homes, property insurance, and business use of a home.

A comprehensive guide with 44 action alerts and facts to use today, minimize capital gain taxes, maximize tax savings from investment losses, increase investment income, and reduce portfolio risk.

How to design a retirement plan that considers all legal and tax options, with planning options, retirement income model, contribution options and limits, use of IRAs/Roth IRA, and compliance and recordkeeping. Includes 27 facts and alerts to use today.

To help you establish the value of a family business for your family, heirs, successors, or the IRS. Includes a Case Study, review of goodwill, use of discounts, and 8 valuation methods with a final weighted value.

A review of all factors to be considered before financing or refinancing a personal, business, or investment mortgage, with an analysis of all costs associated with financing and refinancing.

Detailed instructions to help you value the equity in a family business, with a Case Study of an actual business from start-up. Includes the concepts, initial capitalization, and value calculations. Also includes present value tables and discussion of present value analysis.

To help you decide if it's worth holding a stock or bond for a long-term capital gain at different tax rates. Includes examples, formulas, and ways to reduce investment taxation.

How to reduce portfolio risk by fully understanding the relationship between interest rates and the prices of short- and long-term securities, with ideas to reduce risk and an example of the impact on the prices of long-term securities at various interest rates.

How to increase your after-tax retirement income, with a review of your retirement money, income, withdrawal options, taxation, Roth IRA, and strategies to increase your after-tax income after retirement.

What it takes to make a good real estate investment and what it takes to be a good real estate investor. Also: Cash flow and refinancing examples, property management and tenants, company-owned facilities, and your home as an investment.