Expert Advice on Personal and Business Concerns, Problems, and Challenges.
Reports in this category include a collection of important subject areas on Personal and Family Planning. The topics include your will and estate, retirement, home, investments, asset use and protection, mortgage financings and refinancings, real property investments, and family business ownership. For a more focused view of other reports that are most relevant to your immediate needs, click on the appropriate Solution in the Menu Bar at the left side of this page.
All reports and manuals are updated continually to reflect recent tax legislation, and all annual indices and limits published by the IRS and other organizations.
#03: Buy-Sell Agreements and Succession Planning
Information on buy-sell methods, how to value and protect ownership, and how to finance the buyout for owners, executives, and family members of closely held businesses.
#05: 20 Ways to Build Your Retirement Fund
Includes ways to increase your retirement income, how to prepare a Retirement Cash Flow Model and make up deficits to meet your retirement needs, with tools to project how much you will have based on additional contributions, savings rate, and how long that money will last.
#08: Auto and Equipment Leasing
To help you decide whether to lease or buy an automobile or other capital equipment, with advice from an experienced leasing expert on what to watch for, ask for, and insist on.
#13: Renting and Leasing Properties: For Both Tenants and Landlords
What to know, how to uncover the risks of a lease, negotiating ideas, big -dollar questions to ask, provisions to guard against, providing for future needs, purchase option, and a glossary of rental terms.
#16: Buying a Business: How to Do It the Right Way
Purchasing all or part of another business demands careful analysis. This Report provides a detailed acquisition guideline, and a Case Study to illustrate what kinds of things can go wrong and the consequences when they do.
#23-A. Why You Should Personally Own Your Company’s Facilities
A Wealth-Building Strategy for You and Your Family to Own Assets Outside the Business
#27: Your Family’s Role in Business Continuity and Succession Planning
Detailed answers to questions about transferring or selling a business, with the impact on estate planning, business continuation, ownership, retirement, insurance, tax implications, and much more.
#29: Your Will and Estate: Will It Do What You Want It to Do?
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.
#30: Your Insurance: Getting the Most from Your Life Insurance Dollars and Protecting What You Have
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.
#31: Your Home: Mortgages, Refinancings, Ownership, Sale, Insurance, and Taxation
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.
#33: Your Retirement: A Roadmap for Your Retirement Planning
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.
#34: Your Business: How the IRS Values a Family Business for Heirs, Successors, Gifts, and Estate Taxes
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.
#35: Your Assets: Financing and Refinancing Personal, Investment, and Business Properties
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.
#36: Your Ownership: What to Know About the Equity in Your Business
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.
#40: Real Property Investments: What to Know, What to Avoid
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.
#42-A. How to Prepare a Family Roadmap for Analysis and Distribution of Your Assets
To Help You Get Everything in Order, To Use Today and Save for Future Reference
#50-A. Five Ways to Distribute Your Assets: Did You Choose the Wrong Method?
This $1,000,000 Estate Distribution Will Answer the Question