Gifting to People You Love: The Complete Family Guide to Making Gifts, Bequests, and Investments for Children

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Newmarket Press, 1996 - Business & Economics - 187 pages
Overseeing your money for future generations is a critical step in managing the financial future for your children and heirs. "Even though you will be reading about law and money, this book is really about love and trust, " writes Adriane G. Berg, financial expert and attorney, in this basic, essential guide on how to make the most of your gift-giving to minors, including small and large gifts, college savings, trusts, bequests, and investments. Here, in one clear, easy-to-read volume, all the bases are covered, including how to make the tax laws work for you, how to set up trusts and avoid probate, the benefits of a family limited partnership, how to decide between college-friendly investments and lump-sum planning, what type of insurance can help you build an inheritance, how to make your child a successful beneficiary, the best way to give small gifts now, the financial rewards of grandparenthood, gifting and support issues when parents divorce, and samples of the various legal forms involved, such as a power of attorney and trust agreements.

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GIFTING TO PEOPLE YOU LOVE

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Berg (Your Wealth-Building Years, Newmarket, 1995. 3d ed.), the host of a call-in radio show, observes that in the next five years the baby boom generation will inherit over a trillion dollars. The ... Read full review

Contents

What Are Your Goals in Investing for Your Children
1
Everything You Wanted to Know About Taxing Your
10
The Joint Account
22
Copyright

15 other sections not shown

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About the author (1996)

ADRIANE G. BERG is a recognized expert in the fields of investing and personal finance, and is one of the country's most prolific financial writers and television and radio broadcasters. Ms. Berg is author of over a dozen money books, including the award-winning, The Totally Awesome Money Book for Kids, Your Wealth-Building Years, and How Good Guys Grow Rich. Adriane is a money columnist for TrendSight, American Journal, Inside Magazine, and Living in Balance magazine. She currently lectures about longevity planning at the Learning Annex and speaks at corporate conferences on the topics of personal finance and longevity. Ms. Berg is also an expert money manager and investor, and the publisher of WealthBuilder, an investment newsletter dedicated to bringing extraordinary information to the individual investor. She sits on the New York Advisory Board of the Women's Leadership Exchange. She is the creator of www.wealth102.com making life simpler, richer, and wiser as we meet the challenges and rewards of longevity head-on.

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