Estate Planning for the Healthy, Wealthy Family: How to Promote Family Harmony, Affirm Your Values, and Protect Your Assets

Carla Garrity; Mitchell Baris; Stanley Neeleman

ISBN 10: 158115318X / ISBN 13: 9781581153187

Published by Allworth Press, 2004

Former library book; May have limited writing in cover pages. Pages are unmarked. ~ ThriftBooks: Read More, Spend Less. Seller Inventory # G158115318XI4N10

Synopsis:

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.

About the Authors: Stanley Neeleman is a well-respected estate-planning attorney with more than 20 years of professional practice. He lives in Provo, UT. Carla Garrity and Mitchell Baris are clinical psychologists specializing in family counseling. They live in Denver and Boulder, CO.

Stanley Neeleman is a well-respected estate-planning attorney with more than 20 years of professional practice. He lives in Provo, UT.

Carla Garrity and Mitchell Baris are clinical psychologists specializing in family counseling. They live in Denver and Boulder, CO.

Bibliographic Details

Title: Estate Planning for the Healthy, Wealthy ...
Publisher: Allworth Press
Publication Date: 2004
Binding: Paperback
Condition: Very Good
Dust Jacket Condition: No Jacket