{"product_id":"more-than-enough-a-brief-guide-to-the-questions-that-arise-after-realizing-you-have-more-than-you-need","title":"More than Enough: A Brief Guide to the Questions That Arise After Realizing You Have More Than You Need","description":"Most financial media deals with the topic of accumulating enough savings to cover your expenses throughout your lifetime.\n\nAmong people who read personal finance books, many are “super savers”—saving a high percentage of their income through most of their careers. One thing that eventually happens for many such people is that they reach a point at which they realize they have not only saved \"enough\", they have saved \"more than enough.\" Their desired standard of living in retirement is well secured, and it’s likely that a major part of the portfolio is eventually going to be left to loved ones and\/or charity.\n\nThat realization raises a whole list of new questions and concerns. Some of those are financial (e.g., how much can I afford to give away to charity during my lifetime?), and some are non-financial (e.g., how should I communicate my estate plan to my intended heirs?).\n\nThis book’s goal is to help you answer those questions that arise when you realize you have accumulated—or are on track to accumulate—more than enough.\nPart One: Non-Financial Considerations (What’s the goal? And why?)\n1. Do You Have More Than Enough?\n2. Who Gets the Money?\n3. Talking with Your Kids or Other Heirs\nPart Two: Financial Considerations\n4. Giving and Spending During Your Lifetime\n5. Learning to Spend and Give More\n6. Impactful Charitable Giving\n7. Impactful Investing\n8. Reassess Your Asset Allocation\n9. Trusts\n10. Asset Protection\nPart Three: Tax Strategies\n11. Qualified Charitable Distributions\n12. Donating Appreciated Taxable Assets\n13. Deduction Bunching\n14. Donor-Advised Funds\n15. The Roth Question(s)\n16. (State) Estate Taxes\n17. Developing a Workable Plan\nPart Four: Finding Professional Assistance\n18. Working with an Attorney\n19. Working with a Financial Planner\nConclusion: Mission Accomplished. Now What?\nAfterword: Our Most Limited Resource\u003cbr\u003eASIN: 1950967131\u003cbr\u003eVSKU: DBV.1950967131.G\u003cbr\u003eCondition: Good\u003cbr\u003eAuthor\/Artist:Piper, Mike\u003cbr\u003eBinding: Paperback\u003cbr\u003e\u003cb\u003eNote:\u003c\/b\u003e Any images shown are stock photographs and product may differ from what is shown.  \u003cbr\u003e\u003cb\u003eCondition Notes\u003c\/b\u003e: Gently used with minimal wear on the corners and cover. A few pages may contain light highlighting or writing, but the text remains fully legible. Dust jacket may be missing, and supplemental materials like CDs or codes may not be included. May be ex-library with library markings. Ships promptly!  \u003cbr\u003e","brand":"Dream Books Co.","offers":[{"title":"Default Title","offer_id":41589331034170,"sku":"DBV.1950967131.G","price":13.73,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0555\/6011\/0138\/files\/1950967131-0.jpg?v=1786507736","url":"https:\/\/shop.dreambooksco.com\/products\/more-than-enough-a-brief-guide-to-the-questions-that-arise-after-realizing-you-have-more-than-you-need","provider":"Dream Books Co.","version":"1.0","type":"link"}