Staying Wealthy: Strategies for Protecting Your Assets (Bloomberg Financial)

Breuel, Brian H.

ISBN 10: 157660022X ISBN 13: 9781576600221
Published by Bloomberg Press, 1998
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Offers strategies for building and maintaining financial security by avoiding excessive taxation, protecting savings, making retirement funds last, and finding the best available financial advice

Reviews: Most personal finance books offer advice on how to build a fortune. Breuel, a financial planner, targets those who already have one made--or are on their way to amassing one--with advice on how to keep what one has. He identifies problems that often arise that can jeopardize wealth or assets, dividing his discussion into categories, including estate planning, family matters, business succession, investments, charitable giving, exposure to litigation, and the potential consequences of long life. Breuel also looks at the unique problems faced by the "super wealthy." In all, 47 specific problems are addressed and solutions offered. In each case, he recommends which types of advisors (financial planner, insurance agent, attorney, and tax accountant) to consult, and he includes lists of helpful books and Web sites. Part of the Bloomberg Personal Bookshelf series, this book will have the added appeal of the name recognition now associated with this respected, powerful newcomer to the arena of financial information. David Rouse

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Title: Staying Wealthy: Strategies for Protecting ...
Publisher: Bloomberg Press
Publication Date: 1998
Binding: Hardcover
Condition: Very Good

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