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Family Trusts
- A Guide for Beneficiaries, Trustees, Trust Protectors, and Trust Creators
- Narrated by: Tim Paige
- Length: 7 hrs and 13 mins
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Family Trusts
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Publisher's summary
Family Trusts is a step-by-step guide for anyone involved in family trusts: trust creators, trustees, beneficiaries, and advisors. It will help families create and administer a culture that recognizes trusts as a gift of love.
Marrying the practical and emotional aspects of family wealth, this book provides a hands-on primer that focuses on fostering positive relationships, and structuring the trust appropriately for the situation and the people involved. It tackles difficult topics with frank and honest discussion, from the first beneficiary meeting to working with addictions, and more. Written by a team of experts in family wealth, this information is becoming increasingly crucial to the successful execution of a trust; you'll learn what type of person makes the best trustee, how to be an excellent beneficiary, and the technical aspects that help you build a better trust from the very beginning.
There's been a staggering increase in trustee/beneficiary litigation and hostility, but that doesn't mean it's inevitable. Plenty of trusts are running smoothly, with positive experiences on all sides. This book shows you how to set up your trust to succeed from the start, with step-by-step guidance and expert insight.
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First Things First is a revolutionary guide to managing your time by learning how to balance your life. Traditional time management suggests that working harder, smarter, and faster will help you gain control over your life, and that increased control will bring peace and fulfillment. But the authors of First Things First apply the insights of The 7 Habits of Highly Effective People to our daily problems of struggling with the ever-increasing demands of work and home life.
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2 out of 5 stars
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Nothing New over the other books
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Winning from Within
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- By: Erica Ariel Fox
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Overall4.5 out of 5 stars 60
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Performance4 out of 5 stars 48
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Story4.5 out of 5 stars 49
Life is a series of negotiations, whether or not you think of yourself as a negotiator. From seemingly insignificant daily decisions to major life choices, you negotiate every time you aim to persuade, argue over a decision, or resolve a conflict. But as negotiations and leadership expert Erica Ariel Fox reveals, the most important negotiations - the ones that determine the impact of our actions and the quality of our lives - are those we have with ourselves.
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5 out of 5 stars
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Enlightening is an understatement
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Discovering Your Soul's Purpose
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Overall4 out of 5 stars 39
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Performance4 out of 5 stars 33
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Story4 out of 5 stars 33
The medical clairvoyant Edgar Cayce (1877-1945) left the world a wealth of clairvoyant readings on everything from health and spirituality to psychology and past lives. Now the most significant teacher of Cayce's teachings, Mark Thurston, updates and revises his classic book, Discovering Your Soul's Purpose, to help you use the Cayce teachings in the 21st century to find greater purpose in your relationships, career, and overall mission in life.
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4 out of 5 stars
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"Cayce colored Parachute"
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The Million-Dollar Financial Advisor
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Overall4.5 out of 5 stars 499
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Performance4.5 out of 5 stars 418
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Story4.5 out of 5 stars 413
The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with 15 top advisors, each doing several million dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into 13 distinct lessons. Each is explained step-by-step for immediate application by veteran and new financial professionals alike.
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5 out of 5 stars
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Fantastic tips and practices
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The Last Safe Investment
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Overall4.5 out of 5 stars 85
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Performance4.5 out of 5 stars 72
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Story4.5 out of 5 stars 71
Michael Ellsberg and Bryan Franklin think you've been fed a lie: that if you save for decades and invest in 401(k)s, IRAs, and a home, these investments will grow steadily over decades, allowing 20 to 30 years of secure, peaceful retirement. This might have been true at some point in the last century, but it is not true any longer. If you want to get ahead and enjoy a life of prosperity, the authors argue that you must invest in the most powerful source of wealth you'll ever know: your own earning power.
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5 out of 5 stars
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Great Paradigm Shift For Me...
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The Negotiator in You: In Life
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Overall4.5 out of 5 stars 236
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Performance4.5 out of 5 stars 200
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Story4.5 out of 5 stars 201
Negotiation is a skill people need to use every day. In this audio exclusive, learn the negotiation skills required to navigate difficult situations that arise in everyday life. From buying a car to purchasing a home, one needs to know how to effectively negotiate, especially when the other party is a seasoned professional. Harvard professor Joshua N. Weiss, PhD, gives us to tools to negotiate when we have a major stake in the game or when we're perceived as the "weak consumer."
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5 out of 5 stars
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Quick but insightful
- By Amazon Customer on 12-26-23
By: Joshua N. Weiss
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NLP at Work
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Overall4 out of 5 stars 152
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Performance4 out of 5 stars 126
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Story4 out of 5 stars 126
Since the first edition, NLP at Work has pioneered the use of neurolinguistic programming (NLP) in the business world to improve communication, negotiation, teamwork, and influence. With more 100,000 copies sold and now in its third edition, NLP at Work is a clear and comprehensive introduction to using NLP in the workplace, with a unique personal style and approach.
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1 out of 5 stars
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Narcisistic useless
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By: Sue Knight
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Usefulness in this format depends on your aims
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1 out of 5 stars
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How to Start a Family Office
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5 out of 5 stars
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excelente guía para formación de un family Office
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Estate Planning and Administration
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Overall4 out of 5 stars 39
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Performance4 out of 5 stars 31
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Story4 out of 5 stars 31
The complexities of planning and administering an estate are clearly explained in this up-to-date and authoritative guide. From wills, trusts, powers of attorney, and health care directives to probate and administering an estate, it's all here in plain English.
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3 out of 5 stars
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May be tough for the non-expert
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Entrusted
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When it comes to estate planning and the effective transfer of wealth, most discussions involving the terms wealth and money use those terms interchangeably. Although the two are not the same, most estate planners today do not even broach this concept with their clients or include the less-tangible aspects of wealth as they draft an estate plan. They simply develop an estate plan that prepares the family's financial assets to be dumped, divided, deferred, and dissipated among the members of the next generation.
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5 out of 5 stars
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Never too late - or early to start planning
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The Tax and Legal Playbook
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Attorney and CPA Mark J. Kohler targets the leading tax and business issues among small business owners, across all stages of business, and delivers a practical guide to the fundamental tax and legal conflicts faced by new and established entrepreneurs. Coached by Kohler, business owners are armed to seek out the right professionals relevant to their concerns, confidently ask the right questions, and ultimately, save time, money, and in many cases, potential heartache.
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3 out of 5 stars
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great info, good luck finding it again.
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What listeners say about Family Trusts
Average customer ratingsReviews - Please select the tabs below to change the source of reviews.
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Overall5 out of 5 stars
-
Performance5 out of 5 stars
-
Story5 out of 5 stars
- Debora Green
- 07-18-23
Culture eats strategy for breakfast
I was recently thrust into a successor trustee role and have already read a number of books about the whys, whats and hows pertaining to trust administration. This book is different in that it goes straight to the heart of what makes trusts actually function in what can be highly emotional family environments. If you want legal and tax advice, go elsewhere. If you want to lean into the human dynamics behind the rights and responsibilities of grantors, fiduciaries, trustees and beneficiaries all while keeping yourself a bit more sane, this is your book.
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1 person found this helpful
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Overall1 out of 5 stars
-
Performance1 out of 5 stars
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Story1 out of 5 stars
- Amazon Customer
- 03-25-24
No practical information
If you are looking to learn the technical side of trusts then save your money. Just about managing relationships
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Overall1 out of 5 stars
-
Performance1 out of 5 stars
-
Story1 out of 5 stars
- Edward Dale Linkous
- 10-20-21
vage and not to the point
it doesn't hit the tax advantages but focus on relationships around the trust. there are many other benefits once you know what type of trust sorts you.
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1 person found this helpful
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Overall1 out of 5 stars
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Performance1 out of 5 stars
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Story1 out of 5 stars
- Amanda
- 08-25-20
More about the psychology of family trusts
This book was more about the psychological aspects of family trusts than a practical guide. I did not gain any benefit from this book whatsoever. I was not looking for the warm and fuzzies about trusts. Not helpful as a trustee or other party to a trust if you are seeking an actual guide to administer a trust especially.
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5 people found this helpful