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Author :
Publisher :
ISBN 13 : 9780881293159
Total Pages : pages
Book Rating : 4.2/5 (931 download)
Download or read book Washington Estate Planning Deskbook written by and published by . This book was released on 2005 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Walter S. Kane
Publisher :
ISBN 13 : 9780820587547
Total Pages : pages
Book Rating : 4.5/5 (875 download)
Download or read book Florida Will and Trust Forms Manual written by Walter S. Kane and published by . This book was released on with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : William H. Behrenfeld
Publisher :
ISBN 13 : 9780876241387
Total Pages : 290 pages
Book Rating : 4.2/5 (413 download)
Download or read book Estate Planning Desk Book written by William H. Behrenfeld and published by . This book was released on 1977 with total page 290 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Florida Bar. Continuing Legal Education
Publisher :
ISBN 13 :
Total Pages : 0 pages
Book Rating : 4.:/5 (79 download)
Download or read book Basic Estate Planning in Florida written by Florida Bar. Continuing Legal Education and published by . This book was released on 1980 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Yvonne Novak
Publisher :
ISBN 13 : 9781732425361
Total Pages : pages
Book Rating : 4.4/5 (253 download)
Download or read book Modern Estate Planning written by Yvonne Novak and published by . This book was released on 2020-09-03 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Michael John Perkins
Publisher :
ISBN 13 : 9780409325416
Total Pages : 542 pages
Book Rating : 4.3/5 (254 download)
Download or read book Estate Planning written by Michael John Perkins and published by . This book was released on 2008 with total page 542 pages. Available in PDF, EPUB and Kindle. Book excerpt: Trusts and estates practice is being increasingly recognised as an occupation within the legal, accounting, tax and financial services professions. Estate planning remains the strategic advisory component within this practice. An essential resource for practitioners and students involved in trusts and estates practice, this easy-to-use, practical and comprehensive guide will enable you to understand and deliver effective estate planning services using the principles, precedents, practice points, case notes and discussion questions contained in this book. Included in this edition are the legislative changes enacted since the first edition, such as changes to wills and estate law arising from the commencement of the Succession Act 2006 (NSW) on 1 March 2008 as well as changes to income tax and superannuation laws since 2005.
Author : Daniel E. McKenzie Esq
Publisher : Lulu.com
ISBN 13 : 1684705851
Total Pages : 90 pages
Book Rating : 4.6/5 (847 download)
Download or read book The Financial Advisor's Estate Planning Desk Reference: How to deepen your relationships with your clients, provide even better service to them, and increase their whole family’s loyalty towards you written by Daniel E. McKenzie Esq and published by Lulu.com. This book was released on 2019-07-03 with total page 90 pages. Available in PDF, EPUB and Kindle. Book excerpt: Despite what your compliance department may tell you about being forbidden from giving your clients legal advice, the service you provide to them requires you to advise your clients on critical estate planning decisions all the time. Because your financial advice will significantly impact the eventual administration and distribution of your clients? estates, it is crucial that you understand how that advice works together and fits in with their wills, trusts, and powers of attorney. This book will help you separate yourself from your competitors by giving you a sophisticated understanding of this important part of helping your clients grow and protect their wealth.
Author : Jeanne C. Blackmore
Publisher :
ISBN 13 : 9781683454229
Total Pages : 0 pages
Book Rating : 4.4/5 (542 download)
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 2023 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Deborah L. Jacobs
Publisher : Djworking Unlimited
ISBN 13 : 9780615297545
Total Pages : 0 pages
Book Rating : 4.2/5 (975 download)
Download or read book Estate Planning Smarts written by Deborah L. Jacobs and published by Djworking Unlimited. This book was released on 2009 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Designed to raise people?s awareness of the need to plan for themselves and those they love. Whether they are tackling the subject for the first time or revising an existing plan, this book is an essential guide. Includes tax law changes effective in 2010 and how they apply to readers.
Author :
Publisher :
ISBN 13 :
Total Pages : 488 pages
Book Rating : 4.:/5 (48 download)
Download or read book The lawyer's desk book written by and published by . This book was released on 1985 with total page 488 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Dianne Reis
Publisher :
ISBN 13 : 9781580120999
Total Pages : pages
Book Rating : 4.1/5 (29 download)
Download or read book Texas Estate Planning written by Dianne Reis and published by . This book was released on 2005-02 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Texas Estate Planning.
Author : William J. Casey
Publisher :
ISBN 13 :
Total Pages : pages
Book Rating : 4.:/5 (17 download)
Download or read book Estate Planning Desk Book written by William J. Casey and published by . This book was released on 1965 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : JEFFREY N. PENNELL
Publisher : West Academic Publishing
ISBN 13 : 9781647086596
Total Pages : 817 pages
Book Rating : 4.0/5 (865 download)
Download or read book Estate Planning and Drafting written by JEFFREY N. PENNELL and published by West Academic Publishing. This book was released on 2020-10-22 with total page 817 pages. Available in PDF, EPUB and Kindle. Book excerpt: Updated through August 1, 2020, the third edition of Pennell's Estate Planning and Drafting focuses on every-day planning for "middle-rich" clients. For example: Traditional planning for couples who may not have as much wealth as double the basic exclusion amount but who anticipate that the exclusion amount may decline in the future. They must consider whether to qualify 100% of the estate of the first to die for the marital deduction (and defer all taxes), or instead to shelter the unified credit of the first to die in a nonmarital trust. In either case they also need to decide whether to elect portability for any unused exclusion amount. A sharper focus on family trust planning for clients with enough wealth to worry about protecting their beneficiaries (and wealth) but for whom sophisticated tax-minimization techniques are not needed. A new brief explanation of Code Chapter 14 illustrates its application but notes that most middle-rich clients will not stumble into estate freezing techniques. The coverage of retirement benefits is updated to reflect the SECURE Act changes to the required-minimum-distribution rules, and elimination of most stretch-payout planning. The chapter on charitable giving is streamlined and simplified in recognition that most middle-rich clients do not make extensive use of private foundations or split-interest trusts. Information about postmortem planning and fiduciary administration stresses state and federal income taxation and state death taxation in situations that do not trigger federal wealth transfer taxation. The text explains essential tax fundamentals that inform traditional techniques (e.g. Crummey powers), without overemphasis on the tax-oriented practices that led to their original adoption. There are over 100 pages of annotated forms illustrating basic planning documents, including a pour over will, self-trusteed declaration of trust, irrevocable life insurance trust, family and marital deduction trusts, and a third-party special needs trust.
Author : Alvin C. Martin
Publisher :
ISBN 13 : 9780327131724
Total Pages : pages
Book Rating : 4.1/5 (317 download)
Download or read book New Jersey Estate Planning, Will Drafting and Estate Administration Forms written by Alvin C. Martin and published by . This book was released on 1993-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : David Westfall
Publisher : Warren Gorham & Lamont
ISBN 13 : 9780791341094
Total Pages : pages
Book Rating : 4.3/5 (41 download)
Download or read book Estate Planning Law and Taxation written by David Westfall and published by Warren Gorham & Lamont. This book was released on 2001 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Sandy F. Kraemer
Publisher : CCH Tax & Accounting
ISBN 13 : 9780130810335
Total Pages : 328 pages
Book Rating : 4.8/5 (13 download)
Download or read book 60 Minute Estate Planner written by Sandy F. Kraemer and published by CCH Tax & Accounting. This book was released on 1999 with total page 328 pages. Available in PDF, EPUB and Kindle. Book excerpt: This important guide walks readers step-by-step through the entire estate planning process, and provides scores of plans for a variety of situations to help readers reduce, defer, or climinate taxes. Includes timesaving forms, worksheets, and checklists.
Author : United States Government Us Army
Publisher :
ISBN 13 :
Total Pages : 430 pages
Book Rating : 4.5/5 (873 download)
Download or read book Estate Planning Deskbook 2016 written by United States Government Us Army and published by . This book was released on 2020-12-27 with total page 430 pages. Available in PDF, EPUB and Kindle. Book excerpt: This is the United States Army Judge Advocate General's School Administrative and Civil Law Department manual, the Estate Planning Deskbook 2016, which is currently the newest version.
