In this book, Krista McBeath writes with clear and sincere passion to help you understand: » Threats to your assets and how to leverage wealth to protect your family’s inheritance. » Strategies for confidently pursuing portfolio growth without losing sleep. » How to enjoy the fruits of your labors while living and giving for maximum rewards. » How to avoid a one-dimensional tax strategy that could leave a tax nightmare for your heirs. Estate Planning Attorney, Chad A. Ritchie also provides valuable insight into: » How to identify Probate Assets and Non-Probate to protect your estate. » The difference between “Trust-Based” estate plans and “Will-Based” estate plans. » The top 4 Questions to ask yourself to decide if you need a Trust for your estate plan. » The fundamental concepts of Estate Planning.
Krista McBeath Founder and CEO McBeath Financial Group
Chad A. Ritchie Attorney at Law Ritchie Law Office, Ltd.
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ABOUT KRISTA MCBEATH Krista McBeath is the founder and CEO of McBeath Financial Group and Landmark Wealth Management, Inc., and President of McBeath Tax and Financial Services, LLC. While consistently earning top achievement awards within her industry, she’s most proud of the honor awarded by the community she serves. For five consecutive years, she’s been voted the #1 Best Financial Planner in the Pantagraph Reader’s Choice Awards. Krista has a long history of sharing her personal insights on financial related matters in various publications. In addition to her newsletters and her blog at www.McBeathFinancial.com/blog, she’s also published monthly in 50 Plus News and Views as well as Healthy Cells Magazine .
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