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by
Judith Lee Sterling, Michelle H. Tucker 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.
The Sterling and Tucker Law Firm offers 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.
For over 20
years, Judith Sterling and Michelle Tucker have
been helping clients throughout the Hawaiian Islands meet their financial and
personal goals. With the help of their dedicated staff at Sterling & Tucker,
they find solutions in tax planning, investment and insurance strategies, education
and retirement planning, wills and trusts, asset protection, business planning,
disability planning and more.
No matter how complex your life might be, their experience in law, finance and
tax will help guide you to the right decision. Their multi-faceted experience
is also valuable for the vast majority of people who cannot realistically hire
a team of professionals, but share the desire to protect the people dearest to
them. Sterling & Tucker provide Hawaii’s residents with financial and
estate planning that enables them to remain financially independent, yet protect
their assets for those they wish to leave their assets to in the future. Ms. Tucker
is a coauthor of the book A Guide to Those Left Behind in Hawaii and Ms. Sterling
is a co-author of the book A Will is Not Enough in Hawaii.
Attorneys from Sterling & Tucker frequently consult with other attorneys from
around the country, and the CPAs maintain national ties as well. They provide
basic and advanced education for professional advisors throughout the state. They
have participated in numerous radio and television shows and have been published
in the Honolulu Advertiser, the Honolulu Star Bulletin, and Pacific Business News.
They are excellent role models
who have worked hard to establish a strong, successful practice in a vital field
that touches all of us as we grow older. This book will prove to be an invaluable
resource for years to come.
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 (808) 531-5391 and we'll tell you when our next public
educational workshop will be held, these books are available there!
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