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Suggested Reading |
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Featured Books Reviewed in The Riser Report
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November 2001 F'd Companies: Spectacular Dot-Com Flameouts by Philip J. Kaplan This quick read bluntly assesses the pretensions and audacity of the founders and backers of one hundred internet business disasters. Kaplan tells us about scores of truly ridiculous ideas most of us never heard about but for which tens of millions of dollars of capital were raised to be burned through in spectacular fashion, sometimes in a matter of months. The concise analysis is sometimes profane, usually hilarious, but always on the money (pun intended). |
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Mar/Apr 2001 Against the Gods: The Remarkable Story of Risk by Peter L. Bernstein The reason that humans society has advanced more in the last few hundred years than in all of the thousands of years before lies in our ability to comprehend and manage risk. That is the theme of Peter Bernstein's remarkably entertaining and enlightening book, Against the Gods: The Remarkable Story of Risk. This book is also available on Audio Cassette |
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Jan/Feb 2001 The Laundrymen by Jeffrey Robinson Jeffrey Robinson's The Laundrymen is an eye-opening introduction to the multi-billion dollar world of money laundering. Even the most jaded reader will feel a bit naive and will learn something from this fascinating book. A quick and entertaining read. |
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Nov/Dec 2000 Misplaced Trust by Peter Willoughby Peter Willoughby's Misplaced Trust should be required reading for every trust company director and officer, every financial advisor, every trust and estates lawyer and every potential trust settlor. Misplaced Trust was cited with favor by the Royal Court of Jersey in the Rabaiotti case. |
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Sep/Oct 2000 Living Trust Living Hell by John Huggard If you are as irritated by living trust hucksters as I am or if you find yourself actually wanting to believe some of the over-hyped claims of living trust salespeople, you'll find Living Trust Living Hell a great resource. Huggard debunks numerous myths and exposes traps related to poor or ignorant planning with living trusts. The short, easy- to-read chapters contain plenty of examples showing how living trusts can actually increase rather than decrease taxes, expenses and administration time, as well as unnecessarily expose assets to claims of creditors. |
Other Recommended Books |
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The
Complete Guide to Wills, Estates & Trusts by Alexander Bove, Jr. The Complete Guide to Wills, Estates, and Trusts, Second Edition features extensively revised will and estate planning information and details up-to-date laws and benefits for a wide variety of trusts, including educational trusts, Medicaid trusts, asset protection trusts, and more. Bove provides clear explanations of legal terms and practices and many asset-saving tips highlighted by entertaining and illustrative stories. Highly recommended as a layman's resource. |
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The
Medicaid Planning Handbook by Alexander Bove, Jr. This guide for seniors, disabled individuals, and their families explains how to preserve personal assets while ensuring long-term care, covering such topics as interfamily transfers and trusts. |
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The
Elder Law Handbook by Peter Strauss and Nancy Lederman A straightforward guide to elder law covering topics ranging from protecting assets and managing financial affairs in old age to paying for long-term care. The book provides seniors and their families with plenty of practical guidelines for adjusting to retirement and aging with detailed explanations of health, financial, and housing issues, including Medicare and Medicaid. |
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The
Inheritors Handbook: A Definitive Guide for Beneficiaries by Dan Rottenberg A well-written, practical guide for estate and trust beneficiaries that provides advice from experts and heirs, with real-life examples that dramatize dozens of problems and urgent decisions that accompany inheritances large and small. |
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How
to Settle an Estate by Charles Plotnick and Steve Leimberg This practical and step-by-step guide leads readers through the legal documents, forms, letters, and notices to be filed and the procedures that must be followed to fulfill all obligations when settling an estate. Sample forms are included. Useful in helping an administrator understand the process of estate administration, even if an attorney is employed to help. |
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The
New Book of Trusts by Steve Leimberg, et al Just about all you need to know about trusts. It's specifically created for the sophisticated client and will be invaluable to CPAs, CLUs, CFPs and attorneys who need a one-stop trust reference book. As Leimberg explains, it is a "think for yourself" book rather than a "do it yourself" book that arms you with the information you need and questions to ask to be a proactive trust settlor or beneficiary. |
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A
Random Walk Down Wall Street by Burton Gordon Malkiel An unconventional guide to investing in Wall Street tells how to put together a broad portfolio of stocks through sidestepping the experts and how to rate the potential of a stock, bond, money market fund, or other investment. Malkiel convincingly argues that since stock prices cannot be predicted in the short term, individual investors are better off buying and holding onto index funds than meddling with securities or actively managing mutual funds. |
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Inventing
Money: The Story of Long Term Capital Management and the Legends Behind It by Nicholas Dunbar A roller-coaster ride through the world of high finance, high profits, Nobel Prize-winning science, and ultimate disaster. It was the event that nearly killed the bull in its tracks and roused the bear from hibernation. In September 1998, the exclusive and highly secretive hedge fund, Long-Term Capital Management, collapsed. Despite a portfolio of bonds worth $100 billion and the expertise of the world's best financial professionals, LTCM's demise nearly crushed the market. Nicholas Dunbar guides the reader through this world of high finance, high profits, Nobel Prize-winning science, and near financial disaster. |
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The
Offshore Money Book by Arnold Cornez A good introduction to the offshore financial world for individuals and small business owners. Not a "how-to" book, but rather a book to inform and educate without the hype of most books about the offshore world. While most offshore books for laymen are thinly veiled invitations to tax evasion, Cornez's book debunks those tax myths and focuses on the real advantages to offshore investing and offshore structures. |
