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by
Katherine T. Lantz and Gordon Williamson
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--- an authority on the topic of Estate Planning and Asset Protection, has co-authored
a book with well-known author Gordon K. Williamson. They offer their best advice
for those needing to consider how your financial planning works with or against
your estate planning. Katherine recommends that consumers no longer leave their
planning in someone else's hands; instead, individuals need to actively participate
in their own financial security. Click
here if you would like additional information on how to get
this new book.
The author of this
book have committed their practices to helping those in their community with these
important Wealth Building, Preserving and Distributing issues.
Attorney
Katherine T. Lantz, is recognized throughout Massachusetts for
her dedication to educating the community and serving her clients in the important
areas of Estate, Medicaid and Retirement Planning. For more than thirty years,
the Attorneys at Lantz Law, Inc. have used their considerable experience to help
thousands of clients protect their families and their assets through proper estate
planning.
The Attorneys at The Lantz Law, Inc. have been providing quality estate planning
services for clients in Greater Boston, Southeastern Massachusetts, Cape Cod and
the North and South Shore areas since 1969. They have been able to reach many
people who are concerned about protecting their families from the devastating
legal effects of disability and estate taxes. With the aid of public seminars,
informational presentations, and personal consultations, The Lantz Law Firm, Inc.
champions the use of revocable living trusts as a proven way to protect individuals
and families from the expense and delay of probate and from the avoidable expense
of Massachusetts and federal estate taxes.
Ms. Lantz is a member of the Real Property, Probate and Trust Law Section of the
American Bar Association, the Probate Law Section of the Massachusetts Bar Association,
and is currently serving as Second Vice President for the Bristol County Estate
Planning Council.
Gordon K.
Williamson, JD, MBA, MSFS, CFS, CAS, BCE, BCS, BCAA, CEPP, AEP, a former
tax and estate planning attorney, is the author of over 30 books, including The
100 Best Mutual Funds You Can Buy, the most popular mutual fund book ever written
(over 500,000 copies sold); he is also the author of the first two books ever
written about annuities. Dr. Williamson has been the financial editor of a number
of magazines and newspapers. He taught at the University of California for 10
years and was the chairperson of their Business & Finance Department. Gordon
manages investments for individuals and corporations. He has been the manager
of a national brokerage firm for over 20 years. Besides overseeing investors’
portfolios, Dr. Williamson is the executive director and founder of The Institute
of Business & Finance, a fully accredited educational provider to the financial
services industry. Gordon lives in La Jolla, California.
This book is a first;
financial and estate planning in one easy-to-understand text from top experts
in the field, collaborating to provide you with powerful knowledge that can benefit
you immediately.
The book’s
22 chapters begin with the financial planning process. The next few chapters
deal with different forms of protection and ways of insuring yourself. These
chapters are followed by an extensive discussion of living trusts. The next
part of the book describes important ancillary documents that are important
on their own, but also help to transform your living trust into a more complete
estate-planning package. There are then a few brief chapters on other types
of trusts that should be considered depending upon one’s net worth, tax
bracket, and donative intent.
The book ends with
a discussion as to how you can be better prepared to meet with your estate planning
attorney, with present value tables to assist you in making financial projections,
and with appendices on the probate and Medicaid process.
The central purpose
of the book is to make you a better informed investor and planner. Ideas, concepts,
and summary checklists are included to better your situation now as well as provide
help and protection for your loved ones. Once you have completed this book, you
will be armed with the kind of information that will give you peace of mind now
and in the future.
Email
us or call our office at (508) 998-8800 and we'll tell you when our next public
educational workshop will be held, these books are available there!
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