by Christopher R. Jarvis, David B. Mandell
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Product Description
"As an asset protection lawyer, I think Mandell and Jarvis brilliantly explain the most effective wealth protection strategies. A must-read for advisors and clients alike."
-Arnold S. Goldstein, PhD, LLM, JD
author, Asset Protection Secrets
"I really appreciate the 'Risk Factor Analysis.' It is a unique tool for diagnosing-and then solving-some of the toughest problems in maintaining and protecting your wealth."
-Gordon Klein, JD, CPA, lecturer, UCLA's Anderson Graduate
School of Management, frequent CNBC Commentator
"Chris and David's concept of a 'Personal Economy' should be heeded by every individual investor. If you want to grow and shield what's yours, this book is a great start."
-Jonathan Guryan, PhD, Asst. Professor of Economics
University of Chicago Graduate School of Business
The interest in protecting one's wealth is universal. Wealth Protection: Build and Preserve Your Financial Fortress serves as the ultimate handbook for readers who want to build their family's financial fortress and shield it from potential risks.
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Average Customer Review:
4 of 6 people found the following review helpful:
 Good overview of a large number of topics, 2006-04-25
This book covers a lot of ground. As other reviews have pointed out, one consequence of this is that there is not very much detail on the implementation of most strategies. If you decide that you are interested in implementing a particular specific strategy you will likely need to look elsewhere for full details about that strategy.
pro:
* Good overview of a large number of topics including some very important ones like IRD (Income in Respect of a Decedent).
* In my experience, the authors are responsive to email inquiries.
con:
* The book refers to the website for details on a number of topics (mostly for state-specific information). The website, unfortunately, does not have this information on it (as of April 2006),
* Although most examples in the book were fairly good, I found the one for the Charitable Remainder Trust (p326) to be missing too much detail and to be outright misleading. This example compares the average payment over 40 years from two strategies and concludes that one is greater than the other because (in part) it has a higher average payment. The example should have compared the present value of the two cash flows rather than their average over 40 years.
19 of 20 people found the following review helpful:
 A sales pitch that lacks any in-depth info., 2006-02-27
The book is poorly written and largely a superficial analysis of the issues. It was not until after the first 150 pages that I first learned something. This is clearly writen as a marketing piece for the authors. And, when you do go to the website where various additional promised information is supposed to be, it is not there.
That is not to say that I did not learn anything, I did. But on those subjects, I still need to turn to other materials to learn anything that can be put into action.
7 of 11 people found the following review helpful:
 A Must Buy and A Must Read, 2006-01-29
I am a 49 year old executive and have been doing retirement planning in earnest for at least a decade. I have read many books on retirement, wealth, and other personal financial topics. Most of those have either been overly general, too mathematical, or have been far too narrow in scope. This book is written in clear, concise language and is a treasure of knowledge...including the pitfalls in our tax and legal system and how to avoid those pitfalls. There are great ideas in here and some eye-opening revelations for those unfamiliar with some estate and tax issues. I highly recommend this book for anyone seeking to structure their will, trusts, and overall personal financial structure so that after-tax and after-death returns are maximized for you and your loved ones.
10 of 19 people found the following review helpful:
Clear and easy read book, 2004-03-27
I could not believe how easy it was to read and understand some of the complex issues in this book. The authors not only really know their stuff, but they can explain in a clear fashion. It's excellent!
44 of 47 people found the following review helpful:
 Nice Outline But VERY LIGHT On Detail!!!!, 2003-04-30
This book will be good if you want to review the components that might make up your wealth protection strategy. However, the book comes up short on the detail needed to understand those components well or to structure a comprehensive plan for yourself. To get a feel for the lack of detail take a look at the Table of Contents, note that it seems very comprehensive but when you look a little closer you will see that most of the chapters are LESS THAN 5 PAGES! The subtopics in each chapter usually make up a single paragraph with a large font bold heading that takes up a lot of the page. In short, if you want to get an overview of the components you might ask your advisor to explain to you, this would be a valuable purchase. If you want to understand these things yourself, you will be disappointed.
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