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Publisher's Summary

Any good financial plan must address how to preserve what you earn. Though tax law and inheritance laws constantly change, this presentation will give you a clear "big picture" on the basic pitfalls and opportunities in this potentially complicated (yet vital) area of financial planning. The Secrets of the Great Investors series is a collection of presentations that explain, in understandable language, the strategies, tactics, and principles that have produced great wealth, and how you can improve your financial future. History's greatest investors used powerful investing philosophies to produce superior results, and you can learn from their successes and mistakes.
Liked this listen? Download the rest of The Secrets of the Great Investors series.
(P)1997 Carmichael and Carmichael, Inc. and Knowledge Products
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Customer Reviews

Most Helpful
5 out of 5 stars
By Reo on 01-29-15

tax history book

this is a tax history book. it offers very little on estates and related plannung. I enjoyed the tax history concepts but the title should changed.

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4 of 4 people found this review helpful

4 out of 5 stars
By Byron on 05-24-16

Worth the money

Enjoyed it, but was hoping for a few more specifics on trusts and was hoping for more guidance on strategy.

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1 of 1 people found this review helpful

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