Your Money, Your Way

Keep the Most, Give the Most and Enjoy True Peace of Mind

De: Timothy Semro

Narrado por: Derek Botten

Estate Planning Made Easy. In this short, easy-to-understand book, using plain language, you’ll find stories of how an estate planning lawyer helps people like you plan their estates using legal tools, especially trusts. For example, one family with a special needs child learns about a special needs trust for protection. Another chapter features how a successful doctor and his spouse safeguard their assets from taxes, ensuring a smooth transition to the next generation. The book also tackles the challenge of dividing estates fairly when some children are part of a family business; and a chapter about preserving vacation homes as family treasures, even when not everyone agrees. The last chapter covers charitable giving by a widow, highlighting common issues like taxes and planning hurdles. As a user-friendly, straightforward guide, Your Money, Your Way offers practical insights into estate planning through relatable client stories.

©2024 Timothy Semro (P)2024 Timothy Semro

Great examples of real planning!

Clearly articulated planning scenarios that can help most people in their planning process, regardless of age, wealth or family dynamics.

Phenomenal quick read that EVERYONE should read

Tim shares stories of various real life circumstances and how proper estate planning (I promise everyone will gain something from this) helps reduce stress and avoid conflicts when a loved one passes.

I’ve witnessed the good and VERY bad sides of what happens when someone dies.

Putting a clear plan in place while everyone is healthy is something your family will be incredibly thankful for later.