The cycle of the gift family, wealth, and wisdom

A comprehensive guide to giving well to family membersGiving is at the core of family life--and with current law allowing up to USD5,120,000 in tax-free gifts, at least through December 2012, the ultra-affluent are faced with the task of giving at perhaps largest scale in history. Beyond the tax sav...

Ausführliche Beschreibung

Gespeichert in:
Bibliographische Detailangaben
1. Verfasser: Hughes, James E. (VerfasserIn)
Weitere Verfasser: Massenzio, Susan E. (MitwirkendeR), Whitaker, Albert Keith (MitwirkendeR)
Format: Elektronisch E-Book
Sprache:English
Veröffentlicht: Hoboken, New Jersery. Bloomberg Press & Wiley 2013
Schlagworte:
Online-Zugang:lizenzpflichtig
Tags: Tag hinzufügen
Keine Tags, Fügen Sie den ersten Tag hinzu!

MARC

LEADER 00000cam a22000002 4500
001 ZDB-30-ORH-047535938
003 DE-627-1
005 20240228115035.0
007 cr uuu---uuuuu
008 191023s2013 xx |||||o 00| ||eng c
020 |a 9781118488348  |c epub  |9 978-1-118-48834-8 
020 |a 1118488342  |c epub  |9 1-118-48834-2 
020 |a 9781118488379  |c pdf  |9 978-1-118-48837-9 
020 |a 1118488377  |c pdf  |9 1-118-48837-7 
020 |a 9781118488362  |c mobi  |9 978-1-118-48836-2 
020 |a 1118488369  |c mobi  |9 1-118-48836-9 
020 |a 9781118570166  |c electronic bk.  |9 978-1-118-57016-6 
020 |a 1118570162  |c electronic bk.  |9 1-118-57016-2 
020 |a 1283715120  |c ebk  |9 1-283-71512-0 
020 |a 9781283715126  |c ebk  |9 978-1-283-71512-6 
020 |a 1118487591  |9 1-118-48759-1 
020 |a 9781118487594  |9 978-1-118-48759-4 
035 |a (DE-627-1)047535938 
035 |a (DE-599)KEP047535938 
035 |a (ORHE)9781118488379 
035 |a (DE-627-1)047535938 
040 |a DE-627  |b ger  |c DE-627  |e rda 
041 |a eng 
072 7 |a FAM  |2 bisacsh 
072 7 |a FAM  |2 bisacsh 
082 0 |a 306.85  |2 23 
100 1 |a Hughes, James E.  |e VerfasserIn  |4 aut 
245 1 4 |a The cycle of the gift  |b family, wealth, and wisdom  |c James E. Hughes Jr, Susan E. Massenzio, Keith Whitaker 
264 1 |a Hoboken, New Jersery.  |b Bloomberg Press & Wiley  |c 2013 
300 |a 1 online resource 
336 |a Text  |b txt  |2 rdacontent 
337 |a Computermedien  |b c  |2 rdamedia 
338 |a Online-Ressource  |b cr  |2 rdacarrier 
500 |a Includes index. - Includes bibliographical references and index. - Print version record and CIP data provided by publisher 
520 |a A comprehensive guide to giving well to family membersGiving is at the core of family life--and with current law allowing up to USD5,120,000 in tax-free gifts, at least through December 2012, the ultra-affluent are faced with the task of giving at perhaps largest scale in history. Beyond the tax saving and wealth management implications, giving to family members opens up a slew of thorny questions, the biggest of which is, "How do I prepare recipients of such large gifts'" With that question and others in mind, Hughes, Massenzio, and Whitaker have written The Cycle of the Gift in three main parts: "The Who of Giving," "The How of Giving," and "The What and Why of Giving." The first part focuses on the people most deeply involved in family giving, especially the recipients and givers (parents, grandparents, spouses, trustees). The second part, "The How of Giving," addresses the delicate balance of givers who want to maintain some level of control and recipients who want some level of freedom in accepting and growing their gifts. The final part, "The What and Why of Giving" describes various types of gifts, from money to business interests to values and rituals. The authors also introduce their "family bank" concept as a model that combines loans, trusts, and outright gifts. It embodies a framework and set of practices for long-term family growth. Even families without great wealth--or those who have already made large gifts to their children and grandchilren--can benefit from the human wisdom and practical advice found in The Cycle of the Gift. 
650 0 |a Families 
650 0 |a Wealth 
650 0 |a Families  |x Economic aspects 
650 0 |a Estate planning 
650 0 |a Nuclear families 
650 4 |a Familles 
650 4 |a Richesse 
650 4 |a Familles ; Aspect économique 
650 4 |a Planification successorale 
650 4 |a wealth 
650 4 |a FAMILY & RELATIONSHIPS ; Alternative Family 
650 4 |a FAMILY & RELATIONSHIPS ; Reference 
650 4 |a Nuclear families 
650 4 |a Estate planning 
650 4 |a Families 
650 4 |a Families ; Economic aspects 
650 4 |a Wealth 
700 1 |a Massenzio, Susan E.  |e MitwirkendeR  |4 ctb 
700 1 |a Whitaker, Albert Keith  |e MitwirkendeR  |4 ctb 
776 1 |z 9781118487594 
776 0 8 |i Erscheint auch als  |n Druck-Ausgabe  |z 9781118487594 
856 4 0 |l TUM01  |p ZDB-30-ORH  |q TUM_PDA_ORH  |u https://learning.oreilly.com/library/view/-/9781118488379/?ar  |m X:ORHE  |x Aggregator  |z lizenzpflichtig  |3 Volltext 
912 |a ZDB-30-ORH 
912 |a ZDB-30-ORH 
951 |a BO 
912 |a ZDB-30-ORH 
049 |a DE-91 

Datensatz im Suchindex

DE-BY-TUM_katkey ZDB-30-ORH-047535938
_version_ 1818767322340392960
adam_text
any_adam_object
author Hughes, James E.
author2 Massenzio, Susan E.
Whitaker, Albert Keith
author2_role ctb
ctb
author2_variant s e m se sem
a k w ak akw
author_facet Hughes, James E.
Massenzio, Susan E.
Whitaker, Albert Keith
author_role aut
author_sort Hughes, James E.
author_variant j e h je jeh
building Verbundindex
bvnumber localTUM
collection ZDB-30-ORH
ctrlnum (DE-627-1)047535938
(DE-599)KEP047535938
(ORHE)9781118488379
dewey-full 306.85
dewey-hundreds 300 - Social sciences
dewey-ones 306 - Culture and institutions
dewey-raw 306.85
dewey-search 306.85
dewey-sort 3306.85
dewey-tens 300 - Social sciences
discipline Soziologie
format Electronic
eBook
fullrecord <?xml version="1.0" encoding="UTF-8"?><collection xmlns="http://www.loc.gov/MARC21/slim"><record><leader>04206cam a22007452 4500</leader><controlfield tag="001">ZDB-30-ORH-047535938</controlfield><controlfield tag="003">DE-627-1</controlfield><controlfield tag="005">20240228115035.0</controlfield><controlfield tag="007">cr uuu---uuuuu</controlfield><controlfield tag="008">191023s2013 xx |||||o 00| ||eng c</controlfield><datafield tag="020" ind1=" " ind2=" "><subfield code="a">9781118488348</subfield><subfield code="c">epub</subfield><subfield code="9">978-1-118-48834-8</subfield></datafield><datafield tag="020" ind1=" " ind2=" "><subfield code="a">1118488342</subfield><subfield code="c">epub</subfield><subfield code="9">1-118-48834-2</subfield></datafield><datafield tag="020" ind1=" " ind2=" "><subfield code="a">9781118488379</subfield><subfield code="c">pdf</subfield><subfield code="9">978-1-118-48837-9</subfield></datafield><datafield tag="020" ind1=" " ind2=" "><subfield code="a">1118488377</subfield><subfield code="c">pdf</subfield><subfield code="9">1-118-48837-7</subfield></datafield><datafield tag="020" ind1=" " ind2=" "><subfield code="a">9781118488362</subfield><subfield code="c">mobi</subfield><subfield code="9">978-1-118-48836-2</subfield></datafield><datafield tag="020" ind1=" " ind2=" "><subfield code="a">1118488369</subfield><subfield code="c">mobi</subfield><subfield code="9">1-118-48836-9</subfield></datafield><datafield tag="020" ind1=" " ind2=" "><subfield code="a">9781118570166</subfield><subfield code="c">electronic bk.</subfield><subfield code="9">978-1-118-57016-6</subfield></datafield><datafield tag="020" ind1=" " ind2=" "><subfield code="a">1118570162</subfield><subfield code="c">electronic bk.</subfield><subfield code="9">1-118-57016-2</subfield></datafield><datafield tag="020" ind1=" " ind2=" "><subfield code="a">1283715120</subfield><subfield code="c">ebk</subfield><subfield code="9">1-283-71512-0</subfield></datafield><datafield tag="020" ind1=" " ind2=" "><subfield code="a">9781283715126</subfield><subfield code="c">ebk</subfield><subfield code="9">978-1-283-71512-6</subfield></datafield><datafield tag="020" ind1=" " ind2=" "><subfield code="a">1118487591</subfield><subfield code="9">1-118-48759-1</subfield></datafield><datafield tag="020" ind1=" " ind2=" "><subfield code="a">9781118487594</subfield><subfield code="9">978-1-118-48759-4</subfield></datafield><datafield tag="035" ind1=" " ind2=" "><subfield code="a">(DE-627-1)047535938</subfield></datafield><datafield tag="035" ind1=" " ind2=" "><subfield code="a">(DE-599)KEP047535938</subfield></datafield><datafield tag="035" ind1=" " ind2=" "><subfield code="a">(ORHE)9781118488379</subfield></datafield><datafield tag="035" ind1=" " ind2=" "><subfield code="a">(DE-627-1)047535938</subfield></datafield><datafield tag="040" ind1=" " ind2=" "><subfield code="a">DE-627</subfield><subfield code="b">ger</subfield><subfield code="c">DE-627</subfield><subfield code="e">rda</subfield></datafield><datafield tag="041" ind1=" " ind2=" "><subfield code="a">eng</subfield></datafield><datafield tag="072" ind1=" " ind2="7"><subfield code="a">FAM</subfield><subfield code="2">bisacsh</subfield></datafield><datafield tag="072" ind1=" " ind2="7"><subfield code="a">FAM</subfield><subfield code="2">bisacsh</subfield></datafield><datafield tag="082" ind1="0" ind2=" "><subfield code="a">306.85</subfield><subfield code="2">23</subfield></datafield><datafield tag="100" ind1="1" ind2=" "><subfield code="a">Hughes, James E.</subfield><subfield code="e">VerfasserIn</subfield><subfield code="4">aut</subfield></datafield><datafield tag="245" ind1="1" ind2="4"><subfield code="a">The cycle of the gift</subfield><subfield code="b">family, wealth, and wisdom</subfield><subfield code="c">James E. Hughes Jr, Susan E. Massenzio, Keith Whitaker</subfield></datafield><datafield tag="264" ind1=" " ind2="1"><subfield code="a">Hoboken, New Jersery.</subfield><subfield code="b">Bloomberg Press &amp; Wiley</subfield><subfield code="c">2013</subfield></datafield><datafield tag="300" ind1=" " ind2=" "><subfield code="a">1 online resource</subfield></datafield><datafield tag="336" ind1=" " ind2=" "><subfield code="a">Text</subfield><subfield code="b">txt</subfield><subfield code="2">rdacontent</subfield></datafield><datafield tag="337" ind1=" " ind2=" "><subfield code="a">Computermedien</subfield><subfield code="b">c</subfield><subfield code="2">rdamedia</subfield></datafield><datafield tag="338" ind1=" " ind2=" "><subfield code="a">Online-Ressource</subfield><subfield code="b">cr</subfield><subfield code="2">rdacarrier</subfield></datafield><datafield tag="500" ind1=" " ind2=" "><subfield code="a">Includes index. - Includes bibliographical references and index. - Print version record and CIP data provided by publisher</subfield></datafield><datafield tag="520" ind1=" " ind2=" "><subfield code="a">A comprehensive guide to giving well to family membersGiving is at the core of family life--and with current law allowing up to USD5,120,000 in tax-free gifts, at least through December 2012, the ultra-affluent are faced with the task of giving at perhaps largest scale in history. Beyond the tax saving and wealth management implications, giving to family members opens up a slew of thorny questions, the biggest of which is, "How do I prepare recipients of such large gifts'" With that question and others in mind, Hughes, Massenzio, and Whitaker have written The Cycle of the Gift in three main parts: "The Who of Giving," "The How of Giving," and "The What and Why of Giving." The first part focuses on the people most deeply involved in family giving, especially the recipients and givers (parents, grandparents, spouses, trustees). The second part, "The How of Giving," addresses the delicate balance of givers who want to maintain some level of control and recipients who want some level of freedom in accepting and growing their gifts. The final part, "The What and Why of Giving" describes various types of gifts, from money to business interests to values and rituals. The authors also introduce their "family bank" concept as a model that combines loans, trusts, and outright gifts. It embodies a framework and set of practices for long-term family growth. Even families without great wealth--or those who have already made large gifts to their children and grandchilren--can benefit from the human wisdom and practical advice found in The Cycle of the Gift.</subfield></datafield><datafield tag="650" ind1=" " ind2="0"><subfield code="a">Families</subfield></datafield><datafield tag="650" ind1=" " ind2="0"><subfield code="a">Wealth</subfield></datafield><datafield tag="650" ind1=" " ind2="0"><subfield code="a">Families</subfield><subfield code="x">Economic aspects</subfield></datafield><datafield tag="650" ind1=" " ind2="0"><subfield code="a">Estate planning</subfield></datafield><datafield tag="650" ind1=" " ind2="0"><subfield code="a">Nuclear families</subfield></datafield><datafield tag="650" ind1=" " ind2="4"><subfield code="a">Familles</subfield></datafield><datafield tag="650" ind1=" " ind2="4"><subfield code="a">Richesse</subfield></datafield><datafield tag="650" ind1=" " ind2="4"><subfield code="a">Familles ; Aspect économique</subfield></datafield><datafield tag="650" ind1=" " ind2="4"><subfield code="a">Planification successorale</subfield></datafield><datafield tag="650" ind1=" " ind2="4"><subfield code="a">wealth</subfield></datafield><datafield tag="650" ind1=" " ind2="4"><subfield code="a">FAMILY &amp; RELATIONSHIPS ; Alternative Family</subfield></datafield><datafield tag="650" ind1=" " ind2="4"><subfield code="a">FAMILY &amp; RELATIONSHIPS ; Reference</subfield></datafield><datafield tag="650" ind1=" " ind2="4"><subfield code="a">Nuclear families</subfield></datafield><datafield tag="650" ind1=" " ind2="4"><subfield code="a">Estate planning</subfield></datafield><datafield tag="650" ind1=" " ind2="4"><subfield code="a">Families</subfield></datafield><datafield tag="650" ind1=" " ind2="4"><subfield code="a">Families ; Economic aspects</subfield></datafield><datafield tag="650" ind1=" " ind2="4"><subfield code="a">Wealth</subfield></datafield><datafield tag="700" ind1="1" ind2=" "><subfield code="a">Massenzio, Susan E.</subfield><subfield code="e">MitwirkendeR</subfield><subfield code="4">ctb</subfield></datafield><datafield tag="700" ind1="1" ind2=" "><subfield code="a">Whitaker, Albert Keith</subfield><subfield code="e">MitwirkendeR</subfield><subfield code="4">ctb</subfield></datafield><datafield tag="776" ind1="1" ind2=" "><subfield code="z">9781118487594</subfield></datafield><datafield tag="776" ind1="0" ind2="8"><subfield code="i">Erscheint auch als</subfield><subfield code="n">Druck-Ausgabe</subfield><subfield code="z">9781118487594</subfield></datafield><datafield tag="856" ind1="4" ind2="0"><subfield code="l">TUM01</subfield><subfield code="p">ZDB-30-ORH</subfield><subfield code="q">TUM_PDA_ORH</subfield><subfield code="u">https://learning.oreilly.com/library/view/-/9781118488379/?ar</subfield><subfield code="m">X:ORHE</subfield><subfield code="x">Aggregator</subfield><subfield code="z">lizenzpflichtig</subfield><subfield code="3">Volltext</subfield></datafield><datafield tag="912" ind1=" " ind2=" "><subfield code="a">ZDB-30-ORH</subfield></datafield><datafield tag="912" ind1=" " ind2=" "><subfield code="a">ZDB-30-ORH</subfield></datafield><datafield tag="951" ind1=" " ind2=" "><subfield code="a">BO</subfield></datafield><datafield tag="912" ind1=" " ind2=" "><subfield code="a">ZDB-30-ORH</subfield></datafield><datafield tag="049" ind1=" " ind2=" "><subfield code="a">DE-91</subfield></datafield></record></collection>
id ZDB-30-ORH-047535938
illustrated Not Illustrated
indexdate 2024-12-18T08:48:02Z
institution BVB
isbn 9781118488348
1118488342
9781118488379
1118488377
9781118488362
1118488369
9781118570166
1118570162
1283715120
9781283715126
1118487591
9781118487594
language English
open_access_boolean
owner DE-91
DE-BY-TUM
owner_facet DE-91
DE-BY-TUM
physical 1 online resource
psigel ZDB-30-ORH
publishDate 2013
publishDateSearch 2013
publishDateSort 2013
publisher Bloomberg Press & Wiley
record_format marc
spelling Hughes, James E. VerfasserIn aut
The cycle of the gift family, wealth, and wisdom James E. Hughes Jr, Susan E. Massenzio, Keith Whitaker
Hoboken, New Jersery. Bloomberg Press & Wiley 2013
1 online resource
Text txt rdacontent
Computermedien c rdamedia
Online-Ressource cr rdacarrier
Includes index. - Includes bibliographical references and index. - Print version record and CIP data provided by publisher
A comprehensive guide to giving well to family membersGiving is at the core of family life--and with current law allowing up to USD5,120,000 in tax-free gifts, at least through December 2012, the ultra-affluent are faced with the task of giving at perhaps largest scale in history. Beyond the tax saving and wealth management implications, giving to family members opens up a slew of thorny questions, the biggest of which is, "How do I prepare recipients of such large gifts'" With that question and others in mind, Hughes, Massenzio, and Whitaker have written The Cycle of the Gift in three main parts: "The Who of Giving," "The How of Giving," and "The What and Why of Giving." The first part focuses on the people most deeply involved in family giving, especially the recipients and givers (parents, grandparents, spouses, trustees). The second part, "The How of Giving," addresses the delicate balance of givers who want to maintain some level of control and recipients who want some level of freedom in accepting and growing their gifts. The final part, "The What and Why of Giving" describes various types of gifts, from money to business interests to values and rituals. The authors also introduce their "family bank" concept as a model that combines loans, trusts, and outright gifts. It embodies a framework and set of practices for long-term family growth. Even families without great wealth--or those who have already made large gifts to their children and grandchilren--can benefit from the human wisdom and practical advice found in The Cycle of the Gift.
Families
Wealth
Families Economic aspects
Estate planning
Nuclear families
Familles
Richesse
Familles ; Aspect économique
Planification successorale
wealth
FAMILY & RELATIONSHIPS ; Alternative Family
FAMILY & RELATIONSHIPS ; Reference
Families ; Economic aspects
Massenzio, Susan E. MitwirkendeR ctb
Whitaker, Albert Keith MitwirkendeR ctb
9781118487594
Erscheint auch als Druck-Ausgabe 9781118487594
TUM01 ZDB-30-ORH TUM_PDA_ORH https://learning.oreilly.com/library/view/-/9781118488379/?ar X:ORHE Aggregator lizenzpflichtig Volltext
spellingShingle Hughes, James E.
The cycle of the gift family, wealth, and wisdom
Families
Wealth
Families Economic aspects
Estate planning
Nuclear families
Familles
Richesse
Familles ; Aspect économique
Planification successorale
wealth
FAMILY & RELATIONSHIPS ; Alternative Family
FAMILY & RELATIONSHIPS ; Reference
Families ; Economic aspects
title The cycle of the gift family, wealth, and wisdom
title_auth The cycle of the gift family, wealth, and wisdom
title_exact_search The cycle of the gift family, wealth, and wisdom
title_full The cycle of the gift family, wealth, and wisdom James E. Hughes Jr, Susan E. Massenzio, Keith Whitaker
title_fullStr The cycle of the gift family, wealth, and wisdom James E. Hughes Jr, Susan E. Massenzio, Keith Whitaker
title_full_unstemmed The cycle of the gift family, wealth, and wisdom James E. Hughes Jr, Susan E. Massenzio, Keith Whitaker
title_short The cycle of the gift
title_sort cycle of the gift family wealth and wisdom
title_sub family, wealth, and wisdom
topic Families
Wealth
Families Economic aspects
Estate planning
Nuclear families
Familles
Richesse
Familles ; Aspect économique
Planification successorale
wealth
FAMILY & RELATIONSHIPS ; Alternative Family
FAMILY & RELATIONSHIPS ; Reference
Families ; Economic aspects
topic_facet Families
Wealth
Families Economic aspects
Estate planning
Nuclear families
Familles
Richesse
Familles ; Aspect économique
Planification successorale
wealth
FAMILY & RELATIONSHIPS ; Alternative Family
FAMILY & RELATIONSHIPS ; Reference
Families ; Economic aspects
url https://learning.oreilly.com/library/view/-/9781118488379/?ar
work_keys_str_mv AT hughesjamese thecycleofthegiftfamilywealthandwisdom
AT massenziosusane thecycleofthegiftfamilywealthandwisdom
AT whitakeralbertkeith thecycleofthegiftfamilywealthandwisdom
AT hughesjamese cycleofthegiftfamilywealthandwisdom
AT massenziosusane cycleofthegiftfamilywealthandwisdom
AT whitakeralbertkeith cycleofthegiftfamilywealthandwisdom