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2014 Field Guide To Estate Planning
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Book Synopsis 2014 Field Guide to Estate Planning by : Randy L. Zipse
Download or read book 2014 Field Guide to Estate Planning written by Randy L. Zipse and published by National Underwriter Company. This book was released on 2013-12-16 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: 2014 Field Guide to Estate Planning is the resource no agent, producer, manager, or financial planner should go without. It supplies the concepts, techniques, analysis, illustrations and authoritative guidance used in estate planning, business planning and employee benefits planning.
Book Synopsis Practical Guide to Estate Planning by : Ray D. Madoff
Download or read book Practical Guide to Estate Planning written by Ray D. Madoff and published by CCH Tax & Accounting. This book was released on 2001 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Practical Guide to Estate Planning, 2020 Edition by : Ray D. Madoff
Download or read book Practical Guide to Estate Planning, 2020 Edition written by Ray D. Madoff and published by . This book was released on 2019-10-21 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Practical Guide to Estate Planning provides an overview of estate planning, offering the widest discussion on planning principles and tools from the simple to the sophisticated. This book is not lacking in detail, as witnessed by its well-annotated collection of forms that will appeal to many experienced estate planners. The layout of this book reflects its emphasis on simplicity and clarity. Its scope includes a general overview of the estate planning process. It then addresses the rules involved in estate planning and the various ways in which estates may be structured to achieve desired tax effects. It goes on to discuss gifts, and some of the more specialized areas of estate planning, including generation-skipping transfer tax rules and charitable planning, which encompass the use of private foundations and split-interest trusts. Finally, Practical Guide to Estate Planning contains a set of estate planning forms. Included are a living trust, an irrevocable life insurance trust, an annual exclusion trust, a pour-over will, a will with outright dispositions, a codicil, a living will, a charitable remainder unitrust, a durable power of attorney, a health care proxy, a qualified personal residence trust (QPRT) and a Grantor Retained Annuity Trust (GRAT). The authors provide alternative drafting options as well as comprehensive annotations that can be used as quick references that explain why and how these devices operate. This reference, with its wealth of basic information as well as its impressive assortment of forms and supporting materials, offers something of interest for everyone. Its clarity and organization, augmented by well-constructed examples, practice tips, diagrams and charts, make it a work that will be useful to both the newcomer and the experienced practitioner in the field. The 2020 Edition covers the legislative, regulatory and judicial developments that are of most importance to estate planners, bringing you up to date in this constantly changing area.
Download or read book Estate Planning 101 written by Vicki Cook and published by Simon and Schuster. This book was released on 2021-08-03 with total page 272 pages. Available in PDF, EPUB and Kindle. Book excerpt: Discover the ins and outs of planning your own or your loved one’s last wishes with this easy-to-understand guide to estate planning. No one likes to talk about death, but being prepared for any unexpected tragedy can help your loved ones navigate your loss more easily in the long run. From creating your advanced medical directives to designating your beneficiaries, estate planning can ensure that your wishes are carried out when you are no longer around. With Estate Planning 101, you can get your affairs in order before any unfortunate incident occurs. This easy-to-understand guide comes with detailed information on what needs to be done to protect your estate. With information on creating a living will, minimizing estate taxes, choosing an executor, and more, you will be prepared for the future, no matter what it brings. Estate Planning 101 offers you step-by-step instructions and checklists to keep you organized for whatever life throws your way.
Book Synopsis Guide to Estate Planning by : Rene Albert Wormser
Download or read book Guide to Estate Planning written by Rene Albert Wormser and published by . This book was released on 2012-03-01 with total page 190 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Estate Planning Essentials by : Estatebee
Download or read book Estate Planning Essentials written by Estatebee and published by Estatebee Limited. This book was released on 2021-01-09 with total page 252 pages. Available in PDF, EPUB and Kindle. Book excerpt: No Nonsense Estate Planning! "Estate planning may be described as the process of providing for the future management of your affairs should the time come when you are unable to do so yourself. It is also the means by which you arrange your affairs in a manner that will maximize the value of your estate passing to your desired beneficiaries following your death." In this book, we introduce you to some of the ways in which you can plan your estate. We will talk to you about the devices that you can use to plan your estate such as wills, trusts, powers of attorney, healthcare directives, probate free transfers of assets, and so on. We'll also talk to you about beneficiaries, children, disinheritance, incapacity, taxes, and much more. We will get you thinking about your own personal situation and how you would like to have your affairs organized - and by the end of the process, you will have a solid understanding of estate planning and the techniques involved. ✔ Have Property Managed During Incapacity. ✔ Understand How to Distribute Assets. ✔ Learn About Taxes. ✔ Discover How to Avoid Probate. ✔ Learn About Property Management for Minors.
Book Synopsis The Complete Estate Planning Guide by : Robert Brosterman
Download or read book The Complete Estate Planning Guide written by Robert Brosterman and published by Signet. This book was released on 1966-10-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Estate Planning For Dummies by : Jordan S. Simon
Download or read book Estate Planning For Dummies written by Jordan S. Simon and published by John Wiley & Sons. This book was released on 2023-04-11 with total page 407 pages. Available in PDF, EPUB and Kindle. Book excerpt: Get your arms around wills, trusts, probate, inheritance taxes, and other important estate planning essentials Estate Planning For Dummies teaches you the ins and outs of estate planning. It’s all about drafting wills, dealing with probate, assigning powers of attorney, establishing living trusts, and beyond. Think you don’t have enough assets to merit estate planning? Think again. This everyone-friendly guide walks you through building a solid estate plan, whatever your current financial situation. In easy-to-understand language, you’ll learn the ins and outs of estate planning, including what happens to your stuff—cash, real estate, businesses, retirement funds, everything—when you pass away. This new edition is updated for the many recent changes in estate taxes and inheritance law. Make sure your assets get into the pockets of your heirs or wherever you want them to go, and learn how to accomplish it the For Dummies way. Understand state and federal estate and inheritance taxes Build an air-tight will and make sure your heirs get as much as they can Protect your estate’s privacy even after you’re gone Plan for the transition of a family business Prevent disagreements and uncertainty among your heirs Figure out how to pass on your digital assets This friendly guide is a must for people of any age in the process of drafting their wills and planning where their assets ultimately end up.
Book Synopsis Estate Planning Strategies by : Jay A. Soled
Download or read book Estate Planning Strategies written by Jay A. Soled and published by American Bar Association. This book was released on 2002 with total page 348 pages. Available in PDF, EPUB and Kindle. Book excerpt: This comprehensive book is a guide to help circumnavigate the estate-planning world and specific changes EGTRRA has brought and will sensitize lawyers to the estate planning needs of their clients in a legal environment that is in transition. To assist in the navigation process, many of the nation's top estate-planning experts and practitioners have been assembled to participate in the production of this book
Book Synopsis Practical Guide to Estate Planning, 2013 Edition (with CD) by : Ray D. Madoff
Download or read book Practical Guide to Estate Planning, 2013 Edition (with CD) written by Ray D. Madoff and published by CCH Incorporated. This book was released on 2012-10-30 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Provides an overview of estate planning, offering discussion on planning principles
Book Synopsis Practical Guide to Estate Planning, 2021 Edition by : Ray D Madoff
Download or read book Practical Guide to Estate Planning, 2021 Edition written by Ray D Madoff and published by . This book was released on 2020-10-30 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Practical Guide to Estate Planning provides an overview of estate planning, offering the widest discussion on planning principles and tools from the simple to the sophisticated. This book is not lacking in detail, as witnessed by its well-annotated collection of forms that will appeal to many experienced estate planners. The layout of this book reflects its emphasis on simplicity and clarity. Its scope includes a general overview of the estate planning process. It then addresses the rules involved in estate planning and the various ways in which estates may be structured to achieve desired tax effects. It goes on to discuss gifts, and some of the more specialized areas of estate planning, including generation-skipping transfer tax rules and charitable planning, which encompass the use of private foundations and split-interest trusts. Finally, Practical Guide to Estate Planning contains a set of estate planning forms. Included are a living trust, an irrevocable life insurance trust, an annual exclusion trust, a pour-over will, a will with outright dispositions, a codicil, a living will, a charitable remainder unitrust, a durable power of attorney, a health care proxy, a qualified personal residence trust (QPRT) and a Grantor Retained Annuity Trust (GRAT). The authors provide alternative drafting options as well as comprehensive annotations that can be used as quick references that explain why and how these devices operate. This reference, with its wealth of basic information as well as its impressive assortment of forms and supporting materials, offers something of interest for everyone. Its clarity and organization, augmented by well-constructed examples, practice tips, diagrams and charts, make it a work that will be useful to both the newcomer and the experienced practitioner in the field. The 2021 edition addresses the rules involved in estate planning, the various ways in which estates may be structured to achieve desired tax effects, and a new section discussing deductibility of cash gifts to public charities under the coronavirus (COVID-19) legislation. In addition, the chapter entitled "Estate Planning with Retirement Benefits" contains complete coverage of the SECURE Act.
Book Synopsis Principles of Estate Planning, 4th Edition by : Carolynn Tomin
Download or read book Principles of Estate Planning, 4th Edition written by Carolynn Tomin and published by . This book was released on 2022-09-15 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: This textbook was written specifically to help master the complex area of estate planning and prepare for the CFP® Certification Examination, while also presenting experience-based guidance that is directly applicable in professional practice. The authors, Carolynn B. Tomin, CFP®, and Colleen Carcone, JD, CFP®, fully address all of the CFP® Certification Examination Principal Topics for Estate Planning. The book includes the following that create a comprehensive guide to helping clients create an estate plan. "Learning Objectives" in each chapter that provide topic focus "Client Situations" present practice scenarios and illustrate the practical application of key concepts in client situations "Practitioner Tips" provide practical advice and guidance "Practice Standards" highlight the related steps in the financial planning process from CFP Board's "Standards of Professional Conduct" Chapter summaries, key terms, and review questions that aid recall, retention, and review of the topics Content that is systematically organized into subtopics to help simplify the understanding and retention of complex material New in the 4th Edition: Updated to reflect the latest tax code laws, rates, and exemptions enacted with the Tax Cuts and Jobs Act Thoughtful analysis of the income tax considerations that may come into play when developing a client's estate plan "Practice Standards" that highlight the related steps in the financial planning process from CFP Board's "Standards of Professional Conduct" Topics Covered: The importance of having and actively maintaining an estate plan The steps involved in the estate planning process Estate management tools Updated tax rates and gift tax limits And More! See the "Table of Contents" section for a full list of topics
Book Synopsis A Guide to Estate Planning by : Elmer Gertz
Download or read book A Guide to Estate Planning written by Elmer Gertz and published by . This book was released on 1983 with total page 204 pages. Available in PDF, EPUB and Kindle. Book excerpt: How you build your estate on a day-to-day basis will determine whether your wishes regarding your assets and heirs will he fulfilled. In this book three prominent professionals with vast estate-planning experience provide the information you need to work efficiently with your personal legal and financial advisors and estate-planning specialists; the object is to minimize income, gift, and death taxes, as well as to assure ease of transfer while carrying out your goals and desires. Writing in language you can understand, Elmer Gertz, Theodore G. Gertz, and Robert K. Garro guide you through the applicable law of each state. A Guide to Estate Planning is designed to increase your awareness of the pertinent problems in arranging your assets so that you can best realize your hopes and potentials. Gertz, Gertz, and Garro present their essential information in six chapters: Asset Ownership and Lifetime Planning; Lifetime Planning Techniques; Trusts at Death; Unified Transfer Tax; Administration of Property at Death; and Estate Plans. The authors have organized sample estate plans according to marital, financial, and chronological examples designed to present the information in as clear a manner as possible.
Book Synopsis JK Lasser's New Rules for Estate and Tax Planning by : Stewart H. Welch, III
Download or read book JK Lasser's New Rules for Estate and Tax Planning written by Stewart H. Welch, III and published by John Wiley & Sons. This book was released on 2011-11-08 with total page 290 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Comprehensive guide to estate planning with a focus on the new legislation which impacts trusts, inheritances and the estate tax, which is likely to be repealed gradually over the next decade"--
Book Synopsis The Estate Planning Companion - A Practical Guide to Your Estate Plan by : Mark Coulter
Download or read book The Estate Planning Companion - A Practical Guide to Your Estate Plan written by Mark Coulter and published by Lulu.com. This book was released on 2009 with total page 294 pages. Available in PDF, EPUB and Kindle. Book excerpt: Taking the complexity of the law of Estate Planning and making it understandable to the rest of us, in The Estate Planning Companion, attorney Mark T. Coulter shows you a method to approach estate planning in order to manage your assets in life and thereafter, while bringing peace of mind to you and your family. Intended to bridge the communication gap between lawyers and their clients, The Estate Planning Companion explains in straightforward language a full range of topics every responsible adult should consider about their life, assets and affairs. Includes Living Trusts, Powers of Attorney, Letters of Instruction, Wills, Trusts, Life Insurance, Living Wills, Long Term Care Insurance, Medicaid nursing home planning, Probate and Asset Inventories for you and your family. Learn why you can't rely on fill-in-the blank forms or internet-only lawyers. Whether you are just starting out, mid-career, or in retirement now, this information will help you make the best planning decisions.
Book Synopsis Estate Planning by : Edward F. Sutkowski
Download or read book Estate Planning written by Edward F. Sutkowski and published by . This book was released on 1986 with total page 72 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Everyone's Guide to Estate Planning by : J. G. Denhardt
Download or read book Everyone's Guide to Estate Planning written by J. G. Denhardt and published by McGraw-Hill/Contemporary. This book was released on 1979-01-01 with total page 176 pages. Available in PDF, EPUB and Kindle. Book excerpt:
