-
The Inheritance Playbook
- Helping Your Parents Pass the Torch, Not the Tax
- Narrated by: Chad Holmes
- Length: 2 hrs and 47 mins
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The Inheritance Playbook
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Publisher's summary
Do you have aging parents and the stress of knowing you will be settling their estate someday? Did you know there are strategies available that you can implement while they’re alive to save time and money?
In the delicate balance of aging parents and looming inheritance, the responsibilities of managing their finances can be overwhelming. But what if these duties could be transformed into a proactive game plan that benefits not only your parents but your entire family?
The Inheritance Playbook explores the nuances of serving as power of attorney, sharing insights you can apply to your own family’s unique circumstances. Author and expert Chad Holmes weaves complex tax-saving strategies into relatable, entertaining parables, making advanced financial concepts accessible and easy to comprehend. The strategies shared here aren’t reserved for the ultra-wealthy; they are tailored for any family navigating the emotional journey of losing a loved one and the fear of wasting the inheritance on unnecessary taxes and expenses.
In this engaging, occasionally humorous narrative, you will learn:
- What probate is and why you would typically want to avoid it
- The benefits of being proactive before your parents pass away
- What information you need to know now to avoid stress and headaches later
- The tax strategies that can be done for free and don’t require a fancy trust
- Simple hacks to maximize your inheritance and avoid unnecessary money loss
The time to act is now. Embark on a transformative journey that guides your family to take advantage of less-known tax laws to save money and simplify the estate settling process. Keep the torch of your parents’ legacy shining brighter for longer.
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As more and more of the population reach senior ages-including baby boomers, many of whom do not have wills-an increasing number of people are being thrust into the role of executor, administrator, personal representative of an estate, or trustee of a trust after the death of a loved one. This updated edition of Estate & Trust Administration for Dummies guides you through the confusing process of administering an estate and/or trust.
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4 out of 5 stars
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Usefulness in this format depends on your aims
- By Philo on 01-03-20
By: Kathryn A. Murphy, and others
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Savvy Estate Planning: What You Need to Know Before You Talk to the Right Lawyer
- By: James L. Cunningham Jr.
- Narrated by: Gregg Rizzo
- Length: 5 hrs and 51 mins
- Unabridged
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Overall4.5 out of 5 stars 128
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Performance4.5 out of 5 stars 112
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Story4.5 out of 5 stars 112
Too many people make the wrong choices when it comes to estate planning. If it's not done properly, you could leave your loved ones facing trouble when you pass away or become incapacitated. Fortunately, you can learn from other's mistakes and be prepared before speaking to a lawyer about your future.
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3 out of 5 stars
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A terror ride through estate planning
- By Ultra Violet Iris on 03-26-21
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Living Trusts for Everyone, Second Edition
- Why a Will Is Not the Way to Avoid Probate, Protect Heirs, and Settle Estates
- By: Ronald Farrington Sharp
- Narrated by: Timothy Andrés Pabon
- Length: 4 hrs and 9 mins
- Unabridged
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Overall4.5 out of 5 stars 162
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Performance4.5 out of 5 stars 136
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Story4.5 out of 5 stars 135
Living Trusts for Everyone is the best resource for setting up a living trust. Explaining in specific terms what benefits a trust will have, Ronald Farrington Sharp gives the tools necessary to set up a loved one's trust with no lawyers and no expense. Wills benefit lawyers. Trusts benefit the clients. Too often lawyers sell wills to clients only to sit back and wait to sell their probate services to their clients' heirs. Ronald Farrington Sharp describes the best way to handle modern estate planning.
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1 out of 5 stars
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Misguided and biased
- By beckkia on 12-24-20
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The Book on Advanced Tax Strategies
- Cracking the Code for Savvy Real Estate Investors
- By: Amanda Han, Matthew MacFarland
- Narrated by: Clifford Ponder
- Length: 7 hrs and 56 mins
- Unabridged
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Overall5 out of 5 stars 304
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Performance5 out of 5 stars 252
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Story5 out of 5 stars 250
When it comes to taxes, it’s not about how much money you make, but how much money you actually keep. Are you tired of working hard all year, just to lose the largest chunk of that money to the IRS? Believe it or not, the US tax system is filled with loopholes designed specifically to benefit real estate investors just like you. In this comprehensive follow-up to The Book on Tax Strategies, best-selling authors and CPAs Amanda Han and Matthew MacFarland bring you more strategies to slash your taxes and turn your real estate investments into a tax-saving machine.
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5 out of 5 stars
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Above my Expectations
- By Kelita on 04-29-21
By: Amanda Han, and others
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Complete Family Wealth (2nd Edition)
- Wealth as Well-Being, Bloomberg Series
- By: James E. Hughes Jr., Keith Whitaker, Susan E. Massenzio
- Narrated by: Jamie Renell
- Length: 6 hrs and 45 mins
- Unabridged
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Overall4.5 out of 5 stars 7
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Performance4.5 out of 5 stars 6
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Story4.5 out of 5 stars 6
Complete Family Wealth: Wealth as Well-Being provides proven tools and best practices for families of means to use in maturing, maintaining, and managing personal and legacy wealth long into the future. The book is divided into three parts: the "what" - what is meant by family, wealth, and enterprise; the "who" - the persons crucial to family enterprise flourishing; and the "how" - specific practices families can use to enhance and grow family wealth.
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5 out of 5 stars
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James Hughes rocks it
- By Edward W. Cotney on 03-20-24
By: James E. Hughes Jr., and others
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Retirement Planning for Dummies
- By: Matthew Krantz
- Narrated by: Peter Lerman
- Length: 11 hrs and 49 mins
- Unabridged
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Overall4.5 out of 5 stars 26
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Performance4.5 out of 5 stars 21
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Story4.5 out of 5 stars 20
Retirement Planning for Dummies is a one-stop resource to get up to speed on the critical steps needed to ensure you spend your golden years living in the lap of luxury - or at least in the comfort of your own home. When attempting to plan for retirement, web searching alone can cause you more headaches than answers, leaving many to feel overwhelmed and defeated. This book takes the guesswork out of the subject and guides listeners while they plan the largest financial obligation of their life.
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4 out of 5 stars
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Why is there no supplemental pdf to accompany this audiobook?
- By Tiffany Nichols on 07-05-22
By: Matthew Krantz
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Tax-Free Income for Life
- A Step-by-Step Plan for a Secure Retirement
- By: David McKnight
- Narrated by: Marc Cashman
- Length: 3 hrs and 7 mins
- Unabridged
-
Overall4.5 out of 5 stars 107
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Performance4.5 out of 5 stars 96
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Story4.5 out of 5 stars 94
American retirees face a looming crisis. We are living longer than ever before, and most experts predict a dramatic rise in tax rates within the next 10 years. The hard truth is that no matter how much you save, you are likely to outlive your money or watch it be taxed into oblivion. But when traditional retirement distribution strategies won't provide sufficient income in the face of higher taxes, what can you do?
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4 out of 5 stars
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Financial Education
- By Flyboy91 on 12-12-20
By: David McKnight
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The Book on Tax Strategies for the Savvy Real Estate Investor
- Powerful Techniques Anyone Can Use to Deduct More, Invest Smarter, and Pay Far Less to the IRS!
- By: Amanda Han, Matthew MacFarland
- Narrated by: Randy Streu
- Length: 4 hrs and 55 mins
- Unabridged
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Overall5 out of 5 stars 1,093
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Performance5 out of 5 stars 913
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Story5 out of 5 stars 905
Did you know that the right tax strategy will save you thousands of dollars every year?! Take control of your bookkeeping practices now and take the sting out of tax season-with the ultimate strategy guide for real estate investors. In this book, investor-friendly CPAs Amanda Han and Matthew MacFarland bring a combined four decades of experience to help you hold onto your hard-earned dollars with powerful tax strategies designed specifically for investors like you.
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2 out of 5 stars
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Utilize your time better
- By Bryce Henson on 10-26-20
By: Amanda Han, and others
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The Tax and Legal Playbook
- Game-Changing Solutions To Your Small Business Questions, 2nd Edition
- By: Mark J. Kohler
- Narrated by: Christopher Grove
- Length: 10 hrs and 9 mins
- Unabridged
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Overall5 out of 5 stars 216
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Performance4.5 out of 5 stars 181
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Story4.5 out of 5 stars 180
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.
- By Anonymous User on 01-26-20
By: Mark J. Kohler
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The Power of Zero, Revised and Updated
- How to Get to the 0% Tax Bracket and Transform Your Retirement
- By: David McKnight, Ed Slott - foreword
- Narrated by: Marc Cashman
- Length: 3 hrs and 48 mins
- Unabridged
-
Overall4.5 out of 5 stars 934
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Performance4.5 out of 5 stars 768
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Story4.5 out of 5 stars 761
There's a massive freight train bearing down on the average American investor, and it's coming in the form of higher taxes. David McKnight provides a concise, step-by-step roadmap on how to get to the zero percent tax bracket by the time you retire, effectively eliminating tax rate risk from your retirement picture. In this expanded edition, McKnight has updated the book with a new chapter on the "2017 Tax Cuts and Jobs Act", telling listeners how to navigate the new tax law in its first year of being in effect, and how they can extend the life of their retirement savings by taking advantage of it now.
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1 out of 5 stars
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Not a retirement finance book. salespitch for LIRP
- By Linda Mueller on 11-26-18
By: David McKnight, and others
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Get Your Assets to Work
- 4 Steps to Build Generational Wealth
- By: Curtis Haines
- Narrated by: Curtis D. Haines
- Length: 2 hrs and 42 mins
- Unabridged
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Overall5 out of 5 stars 4
-
Performance5 out of 5 stars 4
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Story5 out of 5 stars 4
Starting on the path toward financial independence is crucial, and real estate offers one of the best paths to financial freedom due to its tax advantages and accessibility to leverage for generating passive income. Having faced financial ruin after the 2008 economic meltdown, I achieved financial freedom in just three years and built generational wealth as the market rebounded. I invite you to embark on a journey that merges my personal experiences, wisdom gained from high-net-worth families, and a tried-and-true approach to real estate investing.
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5 out of 5 stars
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Immediately Actionable Information
- By Emanuel Garza on 01-15-24
By: Curtis Haines
What listeners say about The Inheritance Playbook
Average customer ratingsReviews - Please select the tabs below to change the source of reviews.
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Overall5 out of 5 stars
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Performance5 out of 5 stars
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Story5 out of 5 stars
- Amazon Customer
- 12-06-23
Educational and Funny!
This book provides wonderful tax and estate strategies in an easy to understand, and often humorous, way. Great book for anyone with aging parents!!
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