Protect Wealth and Maximize Assets: Estate Planning and Trust Secrets for Baby Boomers

By Joseph RoosEvans

Updated for 2025

If you've worked hard all of your life to build up a nest egg - regardless of how big or small it may be - the last thing you want is for those assets to be lost unnecessarily. But even if you've invested well, a large percentage of your hard-earned assets could still be lost to taxes, probate, unsuitable planning, unintended beneficiaries, and/or financial predators.

This book will give you the knowledge you need to keep your savings, investments, property, and other assets safe - both now and in the future - for yourself, as well as for those who may be depending on you. Today, it is estimated that more than half of all Baby Boomers (60%, to be exact) have done inadequate planning, or worse yet, no planning at all for the protection of the assets they've built up. This can be detrimental to the heirs they love and care about, as well as to themselves - especially if an unanticipated illness or accident should occur.

While most people don't like to dwell on what could happen in the future, the reality is that having a viable plan in place can prevent substantial financial hardships. Even just knowing what is available to you can be a good start - and you can begin right here

• Format: Paperback
• Language: English
• ISBN: 1727723279
• ISBN13: 9781727723274
• Release Date: October 2018
• Publisher: Createspace Independent Publishing Platform
• Length: 312 Pages
• Weight: 0.92 lbs.
• Dimensions: 0.7" x 6.0" x 9.0"