The Investment Alternative

Product Details

Product Reviews

(5 stars) - Required reading
this book should be required reading for anyone who is serious about their financial future.

(5 stars) - Getting rich is only half the battle
Estate taxes can claim up to 55% of your estate. Barry Kaye's simple yet amazing concepts showed me how to legally discount that amount by more than 90%. When I showed them to my accountant he didn't believe them at first ... but now we're both sold! Thank you Barry Kaye for helping preserve and protect my estate for my children and grandchildren.

(3 stars) - Create Irrevocable Trust, buy second to die life insurance
This book makes a pursuasive case for creating, at nearly any age (assuming you have a net worth in excess of $2-3 milion), an irrevocable life insurance trust, and using the cash to fund a second to die life insurance policy. The proceeds will be used to pay estate taxes, giving you huge leverage over other alternative investments. All good concepts, proved with numerous and interesting examples. Unfortunately, the book is redundant, starts out a bit "hard sell", and has a defensive tone throughout. Mr. Kaye would be better served by writing in a less collequial way...more "professional" in tone. And, not frustrating his reader who eagerly turns each page to learn new concepts, only to find Mr. Kaye making the same point over and over again. It is almost as though Mr. Kaye doesn't think he will be believed...so he repeats the thesis again and again. It got tiring...

(5 stars) - excellent creative non conventional estate planning
This book shows and tells about a totally new approach to estate planning. It also intoduces life insurance as a commodity to be utilized as an additional diversification of assets for any portfolio. In this manner it shows how you can offset and discount your estate taxes while diversifying, optimizing and guaranteeing your assets.

The author introduces many new concepts in short three page chapters with completely understandable charts.

In the back of the book there are valuable tables that are most useful as well as the rates for the lowest priced policies at every age.

Excellent for anyone who never knew but wants to know or any professional looking for easily understandable information on this subject written by the leading practicioner on this subject.

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