2017 Field Guide To Estate Planning

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2017 Field Guide to Estate Planning

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Author : RANDY L J D. ZIPSE
Publisher :
ISBN 13 : 9781945424243
Total Pages : 704 pages
Book Rating : 4.4/5 (242 download)

Book Synopsis 2017 Field Guide to Estate Planning by : RANDY L J D. ZIPSE

Download or read book 2017 Field Guide to Estate Planning written by RANDY L J D. ZIPSE and published by . This book was released on 2016-12-20 with total page 704 pages. Available in PDF, EPUB and Kindle. Book excerpt: 2017 Field Guide 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, retirement planning, business planning and employee benefits planning. Key topics and features include: - Estate tax planning concepts, along with charts, rates, exemptions, 2017 inflation adjusted numbers; - Life insurance concepts and creative ways to use it in retirement and estate planning - Detailed employee benefits discussion for both employees and employers - Trust planning, including saving for college, special needs and charities - Reference tables, such as Mortality Tables, 2017 Income Tax Rates, RMD Rates, Present and Future Valuation Tables With this very user-friendly resource, you'll be able to: - Make the clearest presentations to clients - based on current data, laws and policies - Engage and educate clients with easy-to-understand illustrations that present concepts simply and understandably - Speed your own research and preparation using handy checklists, cross references and summaries The 2017 edition of Field Guide is updated with these key updates and enhancements: - New retirement planning techniques, such as "multi generational split dollar insurance, " 1035 exchanges of life insurance and annuities, and "sequencing of returns" to maximize IRA distributions - Coverage of the DOL Fiduciary Rule and discussion of "A.F.R." and how that interest rate is determined - The increasingly popular topic of digital assets in asset planning, including best practices on the disposition of email accounts, social media, etc. 2017 Field Guide: Estate & Retirement Planning, Business Planning & Employee Benefits reflects the expertise of its distinguished authors.

2019 Field Guide Estate and Retirement Planning, Business Planning and Employee Benefits

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Author : Randy L. Zipse
Publisher :
ISBN 13 : 9781949506310
Total Pages : 736 pages
Book Rating : 4.5/5 (63 download)

Book Synopsis 2019 Field Guide Estate and Retirement Planning, Business Planning and Employee Benefits by : Randy L. Zipse

Download or read book 2019 Field Guide Estate and Retirement Planning, Business Planning and Employee Benefits written by Randy L. Zipse and published by . This book was released on 2018-12-12 with total page 736 pages. Available in PDF, EPUB and Kindle. Book excerpt: 2019 Field Guide Estate & Retirement Planning, Business Planning & Employee Benefits includes over 100 presentation tools and practical illustrations, enabling you to communicate key concepts clearly to your clients to help them gain the understanding they need. It covers a broad range of information on almost any financial advisory topic, including: Estate tax planning concepts, charts, rates, exemptions, and 2019 inflation adjusted numbers Life insurance concepts and creative ways to use it in retirement and estate planning Detailed employee benefits discussion for both employees and employers Trust planning, including saving for college, special needs and charities Social Security planning to maximize benefits Practical information on doing retirement and estate planning with blended families End-of-life directives Powers of attorney Small business succession planning Reference tables, such as mortality tables, 2017 income tax rates, RMD rates, and present and future valuation tables With over 200 re-written pages to cover the 2017 Tax Reform Act, the 2019 edition features the following additional topics: Trust decanting Disability buy out plans Domestic partners Dynasty trust Stock options Opportunity zones under the Tax Reform Act Qualified business income deduction under the Tax Reform Act Updated content on C Corporations and S Corporations This guide is the perfect resource for quick answers and overviews of unfamiliar topics, including citations to more information for those doing deeper research. Any type of financial advisor will find this handbook a valuable tool, such as insurance producers, CFPs, CPAs, Lawyers, and more!

Practical Guide to Estate Planning, 2017 Edition

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Author : Ray D. Madoff
Publisher : CCH Incorporated
ISBN 13 : 9780808045229
Total Pages : 0 pages
Book Rating : 4.0/5 (452 download)

Book Synopsis Practical Guide to Estate Planning, 2017 Edition by : Ray D. Madoff

Download or read book Practical Guide to Estate Planning, 2017 Edition written by Ray D. Madoff and published by CCH Incorporated. This book was released on 2016-10-20 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 widestdiscussion 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 2016 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.

2018 FIELD GUIDE

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Author : RANDY L. ZIPSE
Publisher :
ISBN 13 : 9781945424908
Total Pages : pages
Book Rating : 4.4/5 (249 download)

Book Synopsis 2018 FIELD GUIDE by : RANDY L. ZIPSE

Download or read book 2018 FIELD GUIDE written by RANDY L. ZIPSE and published by . This book was released on 2018 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

2017 FIELD GUIDE TO ESTATE PLANNING.

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Author : RANDY L. J. D. ZIPSE
Publisher :
ISBN 13 : 9781945424663
Total Pages : pages
Book Rating : 4.4/5 (246 download)

Book Synopsis 2017 FIELD GUIDE TO ESTATE PLANNING. by : RANDY L. J. D. ZIPSE

Download or read book 2017 FIELD GUIDE TO ESTATE PLANNING. written by RANDY L. J. D. ZIPSE and published by . This book was released on 2017 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

A Lawyer's Guide to Estate Planning

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Author : L. Rush Hunt
Publisher : American Bar Association
ISBN 13 : 9781590313664
Total Pages : 242 pages
Book Rating : 4.3/5 (136 download)

Book Synopsis A Lawyer's Guide to Estate Planning by : L. Rush Hunt

Download or read book A Lawyer's Guide to Estate Planning written by L. Rush Hunt and published by American Bar Association. This book was released on 2004 with total page 242 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book provides an introduction to the basics of estate planning and will make this area of the law more accessible to the nonspecialist.

Practical Guide to Estate Planning

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Author : Ray D. Madoff
Publisher : CCH Tax & Accounting
ISBN 13 : 9780735525757
Total Pages : 0 pages
Book Rating : 4.5/5 (257 download)

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:

Estate Planning 101

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Author : Vicki Cook
Publisher : Simon and Schuster
ISBN 13 : 1507216408
Total Pages : 272 pages
Book Rating : 4.5/5 (72 download)

Book Synopsis Estate Planning 101 by : Vicki Cook

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.

Guide to Estate Planning

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Author : Rene Albert Wormser
Publisher :
ISBN 13 : 9781258235550
Total Pages : 190 pages
Book Rating : 4.2/5 (355 download)

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:

Estate Planning Essentials

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Author : Estatebee
Publisher : Estatebee Limited
ISBN 13 : 9781913889166
Total Pages : 252 pages
Book Rating : 4.8/5 (891 download)

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.

Practical Guide to Estate Planning, 2013 Edition (with CD)

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Author : Ray D. Madoff
Publisher : CCH Incorporated
ISBN 13 : 9780808030300
Total Pages : 0 pages
Book Rating : 4.0/5 (33 download)

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

Practical Guide to Estate Planning, 2020 Edition

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Author : Ray D. Madoff
Publisher :
ISBN 13 : 9780808052623
Total Pages : 0 pages
Book Rating : 4.0/5 (526 download)

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.

Estate Planning For Dummies

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Author : Jordan S. Simon
Publisher : John Wiley & Sons
ISBN 13 : 1394158548
Total Pages : 407 pages
Book Rating : 4.3/5 (941 download)

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.

Principles of Estate Planning, 4th Edition

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Author : Carolynn Tomin
Publisher :
ISBN 13 : 9781954096615
Total Pages : 0 pages
Book Rating : 4.0/5 (966 download)

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

Estate Planning Basics

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Author : Denis Clifford
Publisher : NOLO
ISBN 13 : 9781413316216
Total Pages : 0 pages
Book Rating : 4.3/5 (162 download)

Book Synopsis Estate Planning Basics by : Denis Clifford

Download or read book Estate Planning Basics written by Denis Clifford and published by NOLO. This book was released on 2011 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Covers the basics of estate planning, including wills, trusts, and health care directives. It prepares readers to start planning their estate, with or without an attorney. The 6th edition is updated with the latest laws and tax information"--Provided by publisher.

Estate Planning Strategies

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Author : Jay A. Soled
Publisher : American Bar Association
ISBN 13 : 9781590310946
Total Pages : 348 pages
Book Rating : 4.3/5 (19 download)

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

The Complete Estate Planning Guide

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Author : Robert Brosterman
Publisher : Signet
ISBN 13 : 9780451617521
Total Pages : pages
Book Rating : 4.6/5 (175 download)

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: