Best Ways To Hold On to Your Family’s Wealth

December 31, 2007
Hosted by Jordan Goodman

[Download MP3] [itunes] [Bookmark Episode]

Episode Description

The last thing you want your loved ones dealing with after you’re gone is a failed estate plan that leaves them subject to a broken court system or unnecessary estate taxes, both of which are totally voluntary. 74% of Americans have made no plans to avoid probate or estate taxes at all and of the 26% who have, many have a worthless set of documents that will do nothing at all for their loved ones. Alexis Martin Neely, founder of the Family Wealth Planning Institute, shows you how to pass on your whole family wealth in a way that makes life as easy as possible for your loved ones, builds your family wealth at each generation and helps you leave the world a better place. In this interview, Alexis lays out the simple steps to structuring your assets the right way during life for maximum ease at death. If you love the people you’ll leave behind – and want to make their lives easier if anything happens to you – this is one interview you can’t afford to miss.

The Money Answers Show

Monday at 12 Noon Pacific Time on VoiceAmerica Business Channel

Do you need directions to a solid financial future? If so, The Money Answers Show with Jordan Goodman will provide you with a roadmap to making smart money decisions in every area of your personal finances. Join Jordan every Monday at 12 PM/PST 3 PM/EST for The Money Answers Show, on the VoiceAmerica Business Channel. Learn how and where to get the best deals on mortgages, cars, and insurance; find out the best ways to save for college and retirement, get out of debt, improve your credit rating, and save on your taxes. The Money Answers Show with Jordan Goodman will provide you with great tips on investment opportunities in real estate, stocks, annuities, and other investment vehicles. That’s The Money Answers Show with Jordan Goodman on the VoiceAmerica Business Channel, every Monday at 12 PM/PST.

Jordan Goodman

Jordan Goodman has a mission: to help everyone do better with money. Since graduating the Columbia University School of Journalism in 1977, he has spent the past 32 years combing the country to find the very best ways to help consumers make and save money and then sharing these gems with the public. As a staff writer/reporter at MONEY Magazine for 18 years, a weekly commentator on NBC News at Sunrise and Public Radio’s Marketplace Morning Report, and through his 12, soon to be 13 highly respected books, and his website www.moneyanswers.com, he has provided useful, common-sense information to the public. Some of his better-known books include Fast Profits in Hard Times, Everyone’s Money Book, the Dictionary of Finance and Investment Terms and Master Your Money Type. Jordan is a rare combination: someone who possesses not only encyclopedic knowledge about every area of personal finance but also a passion for helping his listeners not only to get educated but to take action to help their dreams become realities.

This site is protected by Trustwave's Trusted Commerce program