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Publications


 

Generations: Planning Your Legacy

Co-Authored by F. David Resch and William K. Root

How can you now pass a greater amount of money to your loved ones free from federal estate tax than you could in the past? How can you protect your assets from creditors?

Generations is the first book of its kind to answer these and many other vital questions on how you can reduce or eliminate the effects of income, estate, and capital gain taxes.


 

Legacy: Plan, Protect & Preserve Your Estate

Co-Authored by F. David Resch and William K. Root

How will you pass your legacy to your love ones without losing a major portion of it to taxes or creditors? How will you plan for “outliving” your retirement income?

Legacy: Plan, Protect & Preserve Your Estate contains important answers to these and many other vital questions to help you reduce or eliminate the effects of income, estate, and capital gains taxes.

Legacy is written in an easy-to-understand, question-and-answer format to allow you to find and satisfy your planning needs.