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Isbn 13: 9798276322216

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Descrição do livro

Empower Your Legacy. Protect Your Family. Master the Conversation.

Estate planning is where lifelong financial goals meet the moments that define a family’s future. It is the difference between peace of mind and the chaos that follows unexpected loss.

Written by Financial Advisor Michael Goldenberg and Attorney Daniel Kravets, this book is a guided conversation designed to demystify the complex world of estate planning. Drawing on their extensive careers, the authors move beyond abstract legal theories to share real-world narratives of families navigating life’s most critical events.

Inside, you will discover:

  • The Foundational Plan: How to establish your authority, stay out of the court system, and use Wills, Powers of Attorney, and Living Trusts to maintain control of your assets.

  • The Advanced Toolbox: Optional strategies for specific goals, including Family Limited Partnerships (FLPs), Dynasty Trusts, and Charitable Trusts.

  • Business Succession: How to protect your life’s work using Buy-Sell Agreements funded by life insurance.

  • Specialized Solutions: Navigating the complexities of blended families and securing benefits for children with special needs.

  • The Financial Connection: How to integrate insurance and financial organization into your legal framework.

Please Note: This book does not provide legal or financial advice. Instead, it offers education and empowerment.

Whether you are just starting or have significant assets to protect, this roadmap will equip you with the vocabulary and confidence to have productive conversations with your own team of trusted advisors. Read this book to ask the right questions, navigate complexity, and build a legacy that is truly secure.

About the Authors

Daniel Kravets is the Founder and Managing Partner of Kravets Law Group, P.C. Serving clients in Illinois, Pennsylvania, and New Jersey, Daniel specializes in comprehensive estate and business succession plans. He focuses on avoiding probate, protecting beneficiaries, and ensuring the seamless transfer of assets and leadership.

Michael Goldenberg is a Financial Planner and the CEO/Co-Founder of AFIN Family Wealth Management Inc. With a diverse background and an MBA from Loyola University Chicago, Michael brings a disciplined, empathetic approach to personal finance. He specializes in helping families organize their financial lives to build a solid foundation for effective estate planning.

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Isbn 13 :9798276322216
Encadernação Estate Planning: Protecting Your Legacy Through Real-Life Stories:Capa Comum
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