Three Blind Mice: How Today's Financial Planning Process Leads Your Money to a Mousetrap - Hardcover

McLean, Scott S

Hardcover

ISBN 10: 1734180803 ISBN 13: 9781734180800

Publisher: Advisor's Academy Press, 2020

Synopsis

You receive investment advice from a financial advisor, have your tax returns prepared by an accountant, and have your will and estate plan written by an attorney.

When was the last time these three key consultants got together to discuss your overall financial game plan? You might have taken all the right steps, yet the trap has been set.

You're basically working with three blind mice, and that can end up being very costly to you . . . because the blind mice don't pay the price, you do.

Three Blind Mice supplies the understanding and tools you need to keep your key consultants connected and operating on the same financial game plan--because your financial future depends on it. The book includes links to additional resources that can help you avoid common retirement mistakes. It also explains ways you can:

• Help your heirs and the executor of your will avoid the daunting disaster of probate
• Ensure your family avoids unnecessary chaos and family squabbles after you are gone
• Protect your assets if you, your spouse, or parents must go into a nursing home
• Avoid paying any more in taxes than you're required to

About this title

About the Author

Scott McLean is the Founder of McLean Tax Advisory Group, LLC, in New Jersey.

Edition details

• Publisher: Advisor's Academy Press
• Publication date: 2020
• Language: English
• ISBN 10: 1734180803
• ISBN 13: 9781734180800
• Binding: Hardcover
• Number of pages: 288