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by
Rial R. Moulton, Donald J. Moulton, Gordon Williamson
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Attorney Rial
R. Moulton and financial advisor Donald J. Moulton
--- foremost authorities on the topic of Estate Planning and Asset Protection
have co-authored a book with well-known author Gordon K. Williamson. Moulton Law
Office offers their best advice for those needing to consider how your financial
planning works with or against your estate planning. They 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.
Rial R. Moulton and Donald J. Moulton are recognized
throughout Washington and Northern Idaho for their skill in speaking, educating
and serving the estate and financial planning needs of their clients. Both host
multiple public and private speaking engagements annually and have the understanding,
knowledge and resources to expertly guide their clients through the estate and
financial planning process.
Rial Moulton, JD, CPA, LLM TAX, RFC, a tax, elder law and estate
planning attorney, is the host of the radio show, “Your Estate Matters”,
a live call in show covering estate planning topics. He is also a charter member
of the American Academy of Estate Planning Attorneys. As such, he maintains a
level of continued education that far exceeds the requirements for attorneys in
good standing in Washington State.
Financial Advisor
Donald Moulton, CSA, RFC, began his career as an auditor for
two “Big Eight” public accounting firms where he gained a broad
knowledge of business, finances and corporate ethics. As a Certified Senior
Advisor (CSA), 1 of only 8,000 in the U.S., Mr. Moulton completed a rigorous
23 part course and successfully passed a 3 hour test covering all areas of senior
needs. As a Registered Financial Consultant (RFC), Mr. Moulton maintains over
40 ours of continuing education annually. His financial planning practice specializes
in serving the needs of seniors.
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 (509) 328-2150 and we'll tell you when our next public
educational workshop will be held, these books are available there!
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