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Publisher's Summary

Any good financial plan must address how to preserve what you earn. Though tax law and inheritance laws constantly change, this presentation will give you a clear "big picture" on the basic pitfalls and opportunities in this potentially complicated (yet vital) area of financial planning.

The Secrets of the Great Investors series is a collection of presentations that explain, in understandable language, the strategies, tactics, and principles that have produced great wealth, and how you can improve your financial future. History's greatest investors used powerful investing philosophies to produce superior results, and you can learn from their successes and mistakes.

©1997 Carmichael and Carmichael, Inc. and Knowledge Products (P)1997 Carmichael and Carmichael, Inc. and Knowledge Products

What listeners say about Taxes, Estate Planning, and Asset Protection

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  • Overall
    5 out of 5 stars
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  • Reo
  • 29-01-15

tax history book

this is a tax history book. it offers very little on estates and related plannung. I enjoyed the tax history concepts but the title should changed.

5 people found this helpful

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    4 out of 5 stars
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  • Byron
  • 24-05-16

Worth the money

Enjoyed it, but was hoping for a few more specifics on trusts and was hoping for more guidance on strategy.

1 person found this helpful

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    3 out of 5 stars
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  • Happy Shopper
  • 24-03-16

Only scratch the surface!

I was looking for a more in depth audio, that provides more definitions to terminology uses, specific tax codes, rather than a quick glimpse into taxation & estate planning. There's quite a bit of history references and legal matters I was enlightened regarding.

I'm going to keep searching for the audio that will prepare me for the CTFA and tie the readings together in audio. I would recommend if you like history and want a few ah-ha moments. I'm in the hunt for the meaty audio.

1 person found this helpful

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    5 out of 5 stars
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  • Anonymous User
  • 21-05-21

Great review

Thoroughly enjoyed this content. Great as a refresher or as an introduction to the finance world. Great for history buffs.

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  • S. Creutz
  • 20-07-19

Important financial decisions and history

This is a great review for people who want quick information on important financial issues.