2023 Field Guide To Estate Planning

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2023 Field Guide to Estate Planning

Author : Randy L. Zipse
Publisher :
ISBN 13 : 9781954096820
Total Pages : 0 pages
Book Rating : 4.0/5 (968 download)

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Book Synopsis 2023 Field Guide to Estate Planning by : Randy L. Zipse

Download or read book 2023 Field Guide to Estate Planning written by Randy L. Zipse and published by . This book was released on 2022-11-11 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The 2023 Field Guide to Estate & Retirement Planning, Business Planning & Employee Benefits is an easy-to-use, practical reference that helps professionals identify and understand a broad range of key concepts and techniques used in estate, business, and employee benefit planning. Recognizing that we live in a world of visual communication, numerous drawings and charts have been included to assist readers in identifying and understanding many of the concepts which are most frequently encountered when working with clients and other professionals. It can serve as a desktop reference source, a classroom training aid, or, carried in a briefcase, as a resource to be shared with clients or other advisors. Organized into three sections, dealing with the subjects of estate and retirement planning, business planning, and employee benefits Each entry is divided into units typically consisting of a chart and accompanying text Cross references to 2023 editions of Tax Facts on Insurance & Employee Benefits and Social Security & Medicare Facts "Information Required For Analysis & Proposal" is the minimum information needed to prepare an analysis and proposal for your client, and extensive footnotes support further research needs Terms & Concepts contains expanded discussions of the materials previously referred to in the text and footnotes. New in the 2023 Edition: An update on key provisions of the 2022 Inflation Reduction Act including the 15% corporate AMT (on businesses with book income over $1 billion) and energy efficient home and electric vehicle credits A new section Life Insurance and Redemption Buy-Sell Agreements, discussing Connelly v. United States, which opens up the possibility that courts could include life insurance death benefits in the valuation of business interests A new section, Leveraged Bonus Arrangement, describing the plan for the purchase of life insurance that is owned by the employee and paid for with compensation bonuses paid by the employer A new section on inherited IRAs and IRA Max Strategy under the SECURE Act A new section on Restricted Property Trusts, a strategy designed to provide small businesses with a large deduction currently while owners or top executives pay tax on a much lower amount Analysis of the 2022 decision in Estate of Marion Levine v. Commissioner, a taxpayer friendly opinion where the taxpayer pursued an aggressive split-dollar life insurance plan to minimize estate taxes Updates to Required Minimum Distribution tables The latest on the Department of Labor's fiduciary rules Topics Covered: Estate, gift, and income tax planning strategies Business valuations and transfers Employee compensation and benefit planning Asset protection strategies Insurance products and risk management techniques Social Security, Medicare, and Medicaid eligibility and benefits Fringe benefits Trust structures and trust planning Corporations and pass-through entities

Practical Guide to Estate Planning, 2023 Edition

Author : Ray Madoff
Publisher :
ISBN 13 : 9780808057376
Total Pages : 936 pages
Book Rating : 4.0/5 (573 download)

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Book Synopsis Practical Guide to Estate Planning, 2023 Edition by : Ray Madoff

Download or read book Practical Guide to Estate Planning, 2023 Edition written by Ray Madoff and published by . This book was released on 2022-07-26 with total page 936 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Practical Guide to Estate Planning (2022) provides an overview of estate planning and covers a wide variety of principles and tools that range from simple to complex. The informative guide contains an extensive, well-annotated collection of forms and examples that appeal to new and experienced estate planners alike. It is published by Wolters Kluwer and is available for purchase in softcover format. Features of Practical Guide to Estate Planning (2022) Practical Guide to Estate Planning (2022) addresses the rules involved in estate planning and the various ways in which estates may be structured to help protect assets from taxation. The layout of this book reflects the authors' emphasis on simplicity and clarity. The book begins by providing a general overview of the estate planning process, including the rules involved in estate planning and various ways in which estates may be structured to achieve desired tax effects. It then goes on to discuss gifts and specialized areas of estate planning, including generation-skipping transfer tax rules and charitable planning with the use of private foundations and split-interest trusts. At the end of Practical Guide to Estate Planning (2022), you will find an extensive collection of estate planning forms and examples that allow you to access the information you need quickly and conveniently. Some of these forms and examples include: Living trust Irrevocable life insurance trust Annual exclusion trust Pour-over will Will with outright dispositions Codicil Living will Charitable remainder unitrust Durable power of attorne Health care proxy Qualified personal residence trust (QPRT) Grantor retained annuity trust (GRAT) The library of forms and examples serves as a quick reference guide that explains why and how various estate planning tools are implemented. The authors provide comprehensive annotations and alternative drafting options throughout. Benefits of Using Practical Guide to Estate Planning (2022) With its wealth of information and impressive assortment of forms and supporting materials, this guide offers something of interest for every tax professional. 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 tenured tax practitioner. It was written by a respected group of authors with extensive experience in the field, including: Ray D. Madoff, J.D., LL.M. Cornelia R. Tenney, J.D., LL.M. Martin A. Hall, J.D. Lisa Nalchajian Mingolla, J.D., LL.M. By using Practical Guide to Estate Planning (2022), you will gain a better understanding of knowing when and why a certain estate planning tool should be used. You will also be able to serve your clients more effectively and make use of the full spectrum of estate planning tools available. Order Practical Guide to Estate Planning (2022) Today Wolters Kluwer interprets tax laws and provides tax and accounting professionals the best solutions possible to successfully navigate the ever-changing tax landscape. Order your copy online.

Estate Planning Essentials

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

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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.

A Practical Guide to Estate Planning in Massachusetts

Author : Jon E. Steffensen
Publisher :
ISBN 13 : 9781575891439
Total Pages : pages
Book Rating : 4.8/5 (914 download)

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Book Synopsis A Practical Guide to Estate Planning in Massachusetts by : Jon E. Steffensen

Download or read book A Practical Guide to Estate Planning in Massachusetts written by Jon E. Steffensen and published by . This book was released on 2000 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

A Lawyer's Guide to Estate Planning

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

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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

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

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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:

A Practical Guide to Estate Planning in Vermont

Author : Jeanne C. Blackmore
Publisher :
ISBN 13 : 9781575898650
Total Pages : pages
Book Rating : 4.8/5 (986 download)

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Book Synopsis A Practical Guide to Estate Planning in Vermont by : Jeanne C. Blackmore

Download or read book A Practical Guide to Estate Planning in Vermont written by Jeanne C. Blackmore and published by . This book was released on 2015-05-29 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Practical Guide to Estate Planning, 2017 Edition

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

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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.

Guide to Estate Planning

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

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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:

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

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

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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

Multistate Guide to Estate Planning (2023)

Author : Jeffrey Schoenblum
Publisher :
ISBN 13 : 9780808057505
Total Pages : 1248 pages
Book Rating : 4.0/5 (575 download)

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Book Synopsis Multistate Guide to Estate Planning (2023) by : Jeffrey Schoenblum

Download or read book Multistate Guide to Estate Planning (2023) written by Jeffrey Schoenblum and published by . This book was released on 2022-12 with total page 1248 pages. Available in PDF, EPUB and Kindle. Book excerpt: Multistate Guide to Estate Planning gives the estate planning professional instant access to the estate planning laws of all 50 states and the District of Columbia. In one comprehensive source, the Guide provides state-by-state guidance on how to minimize state taxes to preserve the multistate estate, achieve the desired disposition of property regardless of jurisdiction, resolve commonly encountered state law problems in estate practice, and assure asset protection. The easy-to-use format enables the estate planning professional to readily locate information concerning one state's treatment of a particular issue (or compare the treatment required by several states) all on the same table. Each table is broken into detailed, separate analyses, which consist of a series of detailed questions. The tables are designed for state-by-state comparisons. All information in the new and updated charts generally reflects state laws in effect on May 31, 2020. The Multistate Guide to Estate Planning is divided into 14 Tables each addressing a different topic.

The Complete Estate Planning Guide

Author : Robert Brosterman
Publisher : Signet
ISBN 13 : 9780451628770
Total Pages : pages
Book Rating : 4.6/5 (287 download)

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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 1994-10 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Principles of Estate Planning, 4th Edition

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

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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 For Dummies

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

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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.

Practical Guide to Estate Planning (2022)

Author : Ray D. Madoff
Publisher :
ISBN 13 : 9780808056348
Total Pages : pages
Book Rating : 4.0/5 (563 download)

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Book Synopsis Practical Guide to Estate Planning (2022) by : Ray D. Madoff

Download or read book Practical Guide to Estate Planning (2022) written by Ray D. Madoff and published by . This book was released on 2021-07-28 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.

Estate Planning Basics

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

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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 101

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

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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.