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by
Christopher J. Pettit, David G. Balmer and Gordon Williamson
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--- foremost authorities on the topic of Estate Planning and Asset Protection
have co-authored a book with well-known author Gordon K. Williamson. Pettit and Balmer offer their best advice for those needing to consider
how your financial planning works with or against your estate planning. The attorneys argue that consumers can no longer leave their planning in someone
else's hands, they need to actively participate in their own financial security.
Without planning now, there is little security tomorrow. Click
here if you would like additional information on how to
get this new book.
The authors of this
book have committed their practices to helping those in their community with these
important Wealth Building, Preserving and Distributing issues.
Chris
Pettit and David Balmer of the Law Offices of Pettit
& Balmer are recognized throughout Texas for their skills in speaking, educating
and serving estate planning needs for their clients. Conducting over 50 seminars
a year has provided these attorneys with the first hand experience necessary to
answer the most common questions consumers have about estate planning.
Mr. Pettit & Mr. Balmer frequently consult with other attorneys from around
the country and provide basic and advanced education for financial advisors throughout
Texas by providing continuing education programs. They have a weekly radio program
called Healthy, Wealthy & Wise which deals with the various issues concerning
seniors, and have been published in numerous legal books and publications.
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 (210) 732-8300 and we'll tell you when our next public
educational workshop will be held, these books are available there!
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