You Can Take It With You

Even though you can’t take your money with you, it’s important to make thoughtful plans now to make sure it goes to the people and charities you care about. By staying in control of your assets even after you’re gone, in essence, you can take it with you! During the authors’ combined 60-plus years of experience as financial advisors, they have guided thousands of clients through the financial-planning process, optimizing the ways they grow and protect their assets while helping them minimize the taxes they owe. In You Can Take It with You, you will learn: - Practical, creative, and legal ideas to grow, protect, and preserve your wealth - How to leave your children enough money so they can do anything but not so much that they can do nothing! - Ways to preserve your assets to benefit the people you care about instead of having your money eroded by taxes - Why you don’t need to pay taxes on your investments - And much more!