Table of Contents
Acknowledgments ix
Disclaimer xi
Introduction: Is this the Change You Can Believe In? xiii
Part I Welcome to the War on Wealth
Chapter 1 The Weapons of Mass Destruction in the War on Wealth 3
Chapter 2 Accidental Philanthropy—Adding Insult to Injury 17
Part II The Road to Wealth is Paved with Charitable Intentions
Chapter 3 How to Fight Back Against the War On Wealth 25
Chapter 4 Unleashing the Power of Charitable Leverage 31
Chapter 5 The First Component to Charitable Leverage—The Charitable Remainder Trust 37
Chapter 6 The Second Component to Charitable Leverage—The Cash Value Life Insurance Contract 63
Chapter 7 Blowing Up the Paradigms 85
Chapter 8 Your Battle Plan for Fighting Back Against the War on Wealth 99
Chapter 9 Why It Works 121
Part III War Stories from the Battlefield
Chapter 10 How to Use Charitable Leverage to Build a Personal Supplemental Retirement Plan 141
Chapter 11 Charitably Leveraged Supplemental Retirement Plan for the Bold and Beautiful 149
Chapter 12 Charitably Leveraged Supplemental Retirement Plan for the Young and Restless 171
Chapter 13 Charitably Leveraged Supplemental Retirement Plan for the Old and Cranky 191
Chapter 14 How to Use Charitable Leverage to Fund the Grandparents’ Legacy 201
Chapter 15 A Grandparents’ Legacy War Story and Comparison 215
Chapter 16 How Businesses Can Use Charitable Leverage to Attract and Retain Key Employees 239
Chapter 17 Can Charitable Leverage Save Your IRA? 261
Epilogue 275
About the Author 277
Index 279
