Family Fortunes

Realizing how important it is to minimize both the income tax we pay and also the death duty that will ultimately be levied on our estate, many of us seek professional help. But don’t assume that the personal experts in the field of financial management automatically know what’s best for you. If you do, there’s a very good chance your trust will ultimately prove to be misplaced.

The purpose of the financial tools presented in this book is to educate you in best practice tools used by the financially successful. These tools are intended for general practitioners in the legal, accounting, insurance, and financial planning professions, together with their clientele. The insight will allow you to reflect on and intelligently discuss the alternatives that make the most sense for you, and in particular to ask good questions of advisors.