Looking Ahead: Life, Family, Wealth and Business After 55

ISBN-10: 1503003000
ISBN-13: 9781503003002
Pages: 326
Language: English
Published: 2014-11-26
Publisher: Createspace Independent Publishing Platform
Author: Palisades Hudson Palisades Hudson Financial Group LLC

Description

Life's bottom line is about more than the bottom line. In Looking Ahead, the experienced financial advisers at Palisades Hudson Financial Group provide detailed information and practical advice on a broad range of topics, including: Relationships with Adult Children Planning for Incapacity The Family Business Estate Planning Gift and Estate Taxes Grandchildren Education Funding Life Insurance Financing Long-Term Care Social Security and Medicare Retirement Plans Federal and State Income Tax Investment Approaches, Philosophy and Psychology Retiring Abroad Philanthropy Starting a New Business Venture The financial planners at Palisades Hudson Financial Group have offered sound, objective financial advice to their clients for over twenty years. They hold qualifications as CERTIFIED FINANCIAL PLANNERS, Certified Public Accountants, Certified Valuation Analysts and IRS Enrolled Agents. Chapter authors include members of the Estate Planning Councils of New York City and of Greater Miami; the Financial Planning Associations of Broward County (Florida), Georgia and New York; the Greater Fort Lauderdale Chamber of Commerce; and the National Association of Certified Valuators and Analysts. Palisades Hudson's clients are based across the U.S. and as far away as Brazil, and the firm has more than $1.3 billion in assets under management.