Published Works
The Endangered Family is Roey's book that "nails it." His new way of addressing wealth is a breath of fresh air.
Roey Diefendorf's book on perpetuating one's valuables and values in perpetuity through the use of Purposeful Trusts. Order your paper copy or digital copy on Amazon.com.
Don't forget about Roey Diefendorf's book from 2005, "3 Dimensional Wealth: A Radically Sane Perspective on Wealth Management." This sets the stage for Purposeful Trust planning. Together with "A Better Way," you will learn how to capture, protect, and preserve your legacy - your 3 dimensional legacy. The goal is to transform your life and legacy of success into significance.
The SD ILIT will incorporate values based trust into an ILIT. This makes traditional ILITs obsolete.
Private Placement Life Insurance is a primer for those who are interested in sophisicated insurance planning.
Private Placement Variable Annuities is a primer for those who are interested in sophisicated annuity planning.
"How to Speak MTM360 in 60 Minutes" is a series of videos that will help a financial advisor enter the world of "More Than Money."
"US Trusts for Foreign Nationals" will illustrate the benefits of using South Dakota as your jurisdiction of choice.
"US Trusts for Foreign Nationals" (translated into Mandarain) will illustrate the benefits of using South Dakota as your jurisdiction of choice.
"SD Directed Trust" is a guide to the benefits of both the jurisdiction of South Dakota and Directed Trusts.
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