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Chapter 1
The Living Inheritance Strategy
How to Pass On Your Wealth — and Your Wisdom — While You're Still Alive to See It Work By Kenneth Himmler
Important Disclosure: This book is provided for educational and informational purposes only.
It does not constitute personalized investment, tax, or legal advice, and nothing herein should be construed as a recommendation to buy or sell any security or to implement any specific strategy.
All examples are hypothetical or composite illustrations and are not representative of every client's experience.
Past results do not guarantee future outcomes. Tax laws change frequently; figures cited reflect the rules in effect as of this writing and may differ when you read this. Please consult a qualified tax, legal, or financial professional regarding your individual circumstances before acting on anything in this book.
End of chapter one. 13 more chapters in the full book.
What's inside: 14 chapters
- 1. The Living Inheritance Strategy
- 2. Who Is Ken Himmler, and Why Should You Listen to Him?
- 3. The Problem Nobody Wants to Talk About
- 4. Examine Your Belief Systems
- 5. The Operational Challenge: Why Good Intentions Fail
- 6. How the Living Inheritance Strategy Actually Works
- 7. The Agreement and the Financial Coach
- 8. What to Gift and What Not to Gift
- 9. What About Gift Tax?
- 10. How to Select Which Assets to Give
- 11. The Introduction: How to Talk to Your Children
- 12. How to Get Started
- 13. REFERENCES
- 14. IMPORTANT DISCLOSURES
About this book
"The Living Inheritance Strategy" is a finance book by Kenneth Himmler, CEP, CAS, CEPS, RTP, CTS, CAPP, CRPC with 14 chapters and approximately 13,719 words. Most families do not lose wealth because they lack money. They lose it because they hand it over without teaching it.
This book was created using Inkfluence AI, an AI-powered book generation platform that helps authors write, design, and publish complete books. It was made with the AI Ebook Generator.
Frequently Asked Questions
What is "The Living Inheritance Strategy" about?
Most families do not lose wealth because they lack money. They lose it because they hand it over without teaching it. The Living Inheritance Strategy shows you how to pass on both your wealth and the wisdom behind it, while you are still alive to see the plan work. Kenneth Himmler draws on decades of trustee and family advisory experience, helping mid to ultra-wealthy households accumulate, protect, and transfer assets to children and grandchildren who never learned the rules of money. If you are tired of guesswork, surprise conflicts, and “good intentions” that fall apart, this book gives you a practical framework to build a clear, measurable system for the transfer you want.
How many chapters are in "The Living Inheritance Strategy"?
The book contains 14 chapters and approximately 13,719 words. Topics covered include The Living Inheritance Strategy, Who Is Ken Himmler, and Why Should You Listen to Him?, The Problem Nobody Wants to Talk About, Examine Your Belief Systems, and more.
Who wrote "The Living Inheritance Strategy"?
This book was written by Kenneth Himmler, CEP, CAS, CEPS, RTP, CTS, CAPP, CRPC and created using Inkfluence AI, an AI book generation platform that helps authors write, design, and publish books.
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