Estate Planning Strategies Using Trusts

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Estate Planning For Dummies

Author : Jordan S. Simon
Publisher : John Wiley & Sons
ISBN 13 : 1394158564
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 2023-03-06 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.

Protect and Enhance Your Estate: Definitive Strategies for Estate and Wealth Planning 3/E

Author : Robert A. Esperti
Publisher : McGraw Hill Professional
ISBN 13 : 0071787909
Total Pages : 369 pages
Book Rating : 4.0/5 (717 download)

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Book Synopsis Protect and Enhance Your Estate: Definitive Strategies for Estate and Wealth Planning 3/E by : Robert A. Esperti

Download or read book Protect and Enhance Your Estate: Definitive Strategies for Estate and Wealth Planning 3/E written by Robert A. Esperti and published by McGraw Hill Professional. This book was released on 2012-03-30 with total page 369 pages. Available in PDF, EPUB and Kindle. Book excerpt: “Our #1 choice in estate planning books.” –Ken & Daria Dolan The bestselling guide to securing a sound financial future for you and your loved ones—updated for uncertain times In our time of political, social, and economic upheaval, taking steps to protect your estate isn’t enough to provide peace of mind for you or financial security for your loved ones. Given these new levels of uncertainty, you need to reduce risk by using life insurance and other financial products to fund estate planning. This new, fully updated edition of the estate planning classic helps you take your estate planning to the next level. In addition to all the basics on wills, jointly held property, taxation, and philanthropy, Protect and Enhance Your Estate covers the latest developments regarding: Disability planning Living trusts Asset protection Family limited partnerships Proper use of life and long-term care insurance

Estate Planning Strategies Using Trusts

Author : Bonnie J. Lawless
Publisher :
ISBN 13 :
Total Pages : pages
Book Rating : 4.:/5 (364 download)

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Book Synopsis Estate Planning Strategies Using Trusts by : Bonnie J. Lawless

Download or read book Estate Planning Strategies Using Trusts written by Bonnie J. Lawless and published by . This book was released on 1997 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Understanding Living Trusts

Author : Vickie Schumacher
Publisher : Schumacher Publishing
ISBN 13 :
Total Pages : 230 pages
Book Rating : 4.0/5 ( download)

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Book Synopsis Understanding Living Trusts by : Vickie Schumacher

Download or read book Understanding Living Trusts written by Vickie Schumacher and published by Schumacher Publishing. This book was released on 1990 with total page 230 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written in clear, conversational English, this book can help anyone understand how a living trust avoids the complications, expenses, and delays of probate at times of incapacity and death.

Your Living Trust & Estate Plan

Author : Harvey J. Platt
Publisher : Simon and Schuster
ISBN 13 : 1621533913
Total Pages : 352 pages
Book Rating : 4.6/5 (215 download)

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Book Synopsis Your Living Trust & Estate Plan by : Harvey J. Platt

Download or read book Your Living Trust & Estate Plan written by Harvey J. Platt and published by Simon and Schuster. This book was released on 2013-09-13 with total page 352 pages. Available in PDF, EPUB and Kindle. Book excerpt: This revised fifth edition from estate-planning expert Harvey J. Platt details the most up-to-date strategies for using a living trust to create a flexible estate plan. Platt explains the latest tax laws, including the American Taxpayer Relief Act of 2012, the broadening of statutes for amending trusts, and the rule against perpetuities (RAP). Platt also addresses updates on many existing topics, including lifetime exemptions; the estate, gift, and generation-skipping tax; charitable deductions; state estate tax savings; and private annuities. Your Living Trust & Estate Plan maps out the most effective techniques for saving money and property and covers the essentials of successful estate planning. Other resources frequently overlook vital areas such as unlocking the benefits of living trusts, protecting beneficiaries, using life insurance, handling retirement benefits properly, and fixing inadequate estate planning postmortem, but Your Living Trust is the complete guide. This invaluable resource will teach you how to maximize your family’s assets, plan your estate, and provide for your loved ones well into the future.

Estate Planning Strategies After Estate Tax Reform

Author : Charles D. Fox
Publisher :
ISBN 13 :
Total Pages : 172 pages
Book Rating : 4.F/5 ( download)

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Book Synopsis Estate Planning Strategies After Estate Tax Reform by : Charles D. Fox

Download or read book Estate Planning Strategies After Estate Tax Reform written by Charles D. Fox and published by . This book was released on 2001 with total page 172 pages. Available in PDF, EPUB and Kindle. Book excerpt: "This book is intended to be the concise, practical reference on the implications of the recently enacted phase-out and deferred repeal of the estate and GST taxes, and the modifications to the gift tax, for all financial aid professionals, whether they are attorneys, accountants, fiduciaries, insurance agents, family office managers, or other professionals active in the estate planning field. The book summarizes the key components of the Economic Growth and Tax Relief Reconciliation Act of 2001 relating to estate planning ... the text explains how the law works, what planning opportunities and strategies will be available for clients and customers, and what planning techniques are rendered unnecessary by the new legislation ... [it] also examines areas in which the new legislation is unclear ... [and] provides samples of new or revised forms."--Preface.

Estate Planning and Wealth Preservation

Author : Kathryn G. Henkel
Publisher :
ISBN 13 : 9780791334263
Total Pages : pages
Book Rating : 4.3/5 (342 download)

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Book Synopsis Estate Planning and Wealth Preservation by : Kathryn G. Henkel

Download or read book Estate Planning and Wealth Preservation written by Kathryn G. Henkel and published by . This book was released on 2003 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

The Ultimate Guide to Estate Planning in Louisiana

Author : Myrna Arroyo
Publisher : Lulu.com
ISBN 13 : 143571539X
Total Pages : 72 pages
Book Rating : 4.4/5 (357 download)

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Book Synopsis The Ultimate Guide to Estate Planning in Louisiana by : Myrna Arroyo

Download or read book The Ultimate Guide to Estate Planning in Louisiana written by Myrna Arroyo and published by Lulu.com. This book was released on 2008-04-01 with total page 72 pages. Available in PDF, EPUB and Kindle. Book excerpt: The information Louisiana families need to protect the people they love and the assets they've earned. This book reveals the most common estate planning mistakes wealthy families make and how to avoid them. Also includes powerful estate planning strategies to protect your family. Includes information on wills, living trusts, planning for special needs children, incapacity planning, powers of attorney, living wills and health care directives.

Your Living Trust and Estate Plan 2012-2013

Author : Harvey J. Platt
Publisher : Simon and Schuster
ISBN 13 : 1581158718
Total Pages : 352 pages
Book Rating : 4.5/5 (811 download)

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Book Synopsis Your Living Trust and Estate Plan 2012-2013 by : Harvey J. Platt

Download or read book Your Living Trust and Estate Plan 2012-2013 written by Harvey J. Platt and published by Simon and Schuster. This book was released on 2011-10-25 with total page 352 pages. Available in PDF, EPUB and Kindle. Book excerpt: This revised fourth edition from estate-planning expert Harvey J. Platt details the most up-to-date strategies for using a living trust to create a ?exible estate plan. With explanations of the latest tax laws, including the new Tax Relief Act, changes to the gift and generation skipping tax laws, and the new uni?ed tax schedule rate. This book maps out the most effective techniques for saving money and property and provides the essential details of successful estate planning. Your Living Trust and Estate Plan 2011-2012 covers vital subjects not found in other books and discusses the components of and variations in living trusts, how to select beneficiaries, understanding the probate process, contributing to charities, life insurance, retirement benefits, ethical wills, dynasty trusts, postmortem planning, trust decanting, income tax planning, and offshore trusts.

Estate Planning Strategies

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

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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 Real Truth about Living Trusts

Author : Dwight F. Bickel
Publisher : iUniverse
ISBN 13 : 1583485538
Total Pages : 186 pages
Book Rating : 4.5/5 (834 download)

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Book Synopsis The Real Truth about Living Trusts by : Dwight F. Bickel

Download or read book The Real Truth about Living Trusts written by Dwight F. Bickel and published by iUniverse. This book was released on 1999-12 with total page 186 pages. Available in PDF, EPUB and Kindle. Book excerpt: An expert in estate planning clears up common misconceptions about living trusts, in an easy-to-understand style. You will learn that all living trusts are not the same, and you will discover how to select the right kind of living trust for you and your family. You will understand the current estate tax laws, and how to use special tax planning trusts and a life insurance trust to save your family thousands of dollars in death taxes. The book alerts you to the severe and often surprising income tax burdens which your family may face when your IRA or Qualified Retirement Account is liquidated, and shows you how to minimize those problems. You’ll also learn about costly estate planning mistakes people commonly make, and how to avoid them!

Strategic Use of Trusts in Tax and Estate Planning

Author : Caroline Rhéaume
Publisher :
ISBN 13 : 9781554968954
Total Pages : 560 pages
Book Rating : 4.9/5 (689 download)

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Book Synopsis Strategic Use of Trusts in Tax and Estate Planning by : Caroline Rhéaume

Download or read book Strategic Use of Trusts in Tax and Estate Planning written by Caroline Rhéaume and published by . This book was released on 2016 with total page 560 pages. Available in PDF, EPUB and Kindle. Book excerpt:

JK Lasser's New Rules for Estate and Tax Planning

Author : Stewart H. Welch, III
Publisher : John Wiley & Sons
ISBN 13 : 1118166469
Total Pages : 290 pages
Book Rating : 4.1/5 (181 download)

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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 2011-09-13 with total page 290 pages. Available in PDF, EPUB and Kindle. Book excerpt: A complete guide to planning an estate under today's tax rules When it comes to an estate (no matter how big or small it may be) nothing should be left to chance. Proper planning is necessary to protect both your assets and your heirs. Estate Planning Law Specialists Harold Apolinsky and Craig Stephens and expert financial planner Stewart Welch III know this better than anyone else, and in the revised and updated edition of J.K. Lasser's New Rules for Estate and Tax Planning, they offer valuable advice and solid strategies to help you plan your estate under today's tax rules as well as preserve your wealth. Packed with up-to-the-minute facts, this practical resource covers a wealth of important issues. Reveals how new legislation will impact inheritances and trusts and offers guidance for estate and generation-skipping tax planning Explains the role of wills, executors, and trusts and shows how to treat charitable contributions Outlines the do's and don'ts of gifting and explains life insurance and retirement planning Filled with in-depth insights and expert advice, this book will show how to efficiently arrange your estate today so that you can leave more to those you care about tomorrow.

Estate Planning

Author : William P. Streng
Publisher : John Wiley & Sons
ISBN 13 : 1119157129
Total Pages : 736 pages
Book Rating : 4.1/5 (191 download)

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Book Synopsis Estate Planning by : William P. Streng

Download or read book Estate Planning written by William P. Streng and published by John Wiley & Sons. This book was released on 2016-02-08 with total page 736 pages. Available in PDF, EPUB and Kindle. Book excerpt: Plan ahead: estate planning to secure your wishes Estate Planning is your overview of the estate planning concepts that are necessary to consider when advising your clients about the different facets of wealth transfer planning. This fundamental reference presents the basic estate, gift, and trust planning ideas in a descriptive and accessible manner—allowing you to easily and conveniently access the information you need when you need it. This essential text covers the development of estate planning strategies for your clients, the fundamentals of the federal transfer tax system, relevant federal income tax rules, lifetime donative asset transfers, gratuitous property transfers at death, generation-skipping transfers, special property transfer planning considerations, and post-mortem planning. When done effectively, estate planning enables your clients to make both lifetime and testamentary transfers of assets to beneficiaries of their choice. In the process, strategic, successful estate planning strategies conserve wealth for these beneficiaries, who are often family members of the client. Leveraging the right methods of estate planning can ensure that you achieve your client's objectives. Explore the fundamentals of estate planning as they relate to wealth transfer planning Dive into special property transfer planning considerations, including community property, life insurance, charitable transfers, closely held corporations, etc. Better serve your clients by having access to relevant, easy to navigate information on estate planning best practices Reinforce these new ideas with a comprehensive test bank Estate Planning is your guide to estate planning concepts that help you protect your assets during wealth transfer—and prepare for your assets to change hands as smoothly as possible.

JK Lasser's New Rules for Estate, Retirement, and Tax Planning

Author : Stewart H. Welch, III
Publisher : John Wiley & Sons
ISBN 13 : 1119559111
Total Pages : 352 pages
Book Rating : 4.1/5 (195 download)

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Book Synopsis JK Lasser's New Rules for Estate, Retirement, and Tax Planning by : Stewart H. Welch, III

Download or read book JK Lasser's New Rules for Estate, Retirement, and Tax Planning written by Stewart H. Welch, III and published by John Wiley & Sons. This book was released on 2019-02-05 with total page 352 pages. Available in PDF, EPUB and Kindle. Book excerpt: The popular handbook to estate planning, now updated for 2018 Since its first publication in 2002, New Rules for Estate, Retirement, and Tax Planning has sold more than 40,000 copies, providing a solid, accessible introduction to estate planning for any age or income bracket. Now in its sixth edition, Estate, Retirement, and Tax Planning continues this tradition, covering such topics as trusts, donations, life insurance, and wills in easy-to-understand language that offers valuable insights and solid strategies to help you preserve your wealth and plan your estate so that your assets go where you want with a minimum of taxes and government interference. This comprehensive guide answers such common questions as: How much do I need to retire comfortably? How do I protect my children’s inheritance? How do I ensure planned donations are made after I’m gone? And many more. The Sixth Edition is also fully updated to reflect changes following the 2018 Tax Cuts and Jobs Act, so that you can learn how new regulations could impact your inheritance and trusts. Other notable features include advice on working with elderly parents and introducing financial planning to children and teenagers, in addition to a list of professional advisers and a glossary of estate planning terms. Understand estate planning and obtain solid strategies for growing your wealth Explore asset protection and succession planning strategies Discover how recent updates to the tax code could affect you and your heirs Stay informed of any relevant law changes with an author-managed web site Estate, Retirement, and Tax Planning contains a wealth of valuable information for any adult who needs help planning their financial future, from the established professional heading toward retirement, to the young adult looking to understand the basics. Wherever you are in your journey, use Estate, Retirement, and Tax Planning to ensure your legacy is protected.

The Effective Estate Planning Practice

Author : Colleen Cowles
Publisher : Section of General Practice
ISBN 13 :
Total Pages : 326 pages
Book Rating : 4.F/5 ( download)

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Book Synopsis The Effective Estate Planning Practice by : Colleen Cowles

Download or read book The Effective Estate Planning Practice written by Colleen Cowles and published by Section of General Practice. This book was released on 2001 with total page 326 pages. Available in PDF, EPUB and Kindle. Book excerpt:

JK Lasser's New Rules for Estate, Retirement, and Tax Planning

Author : Stewart H. Welch, III
Publisher : John Wiley & Sons
ISBN 13 : 1118930002
Total Pages : 320 pages
Book Rating : 4.1/5 (189 download)

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Book Synopsis JK Lasser's New Rules for Estate, Retirement, and Tax Planning by : Stewart H. Welch, III

Download or read book JK Lasser's New Rules for Estate, Retirement, and Tax Planning written by Stewart H. Welch, III and published by John Wiley & Sons. This book was released on 2014-09-19 with total page 320 pages. Available in PDF, EPUB and Kindle. Book excerpt: Current, relevant estate, retirement and tax planning strategies with expert insight and advice JK Lasser's New Rules for Estate, Retirement and Tax Planning is the authoritative guide to estate, retirement and tax planning, fully updated to reflect new changes and legal updates. Written by some of the most recognized experts in the field, this book offers useful planning advice for people of various ages and income levels, including information on retirement planning, trusts, charitable contributions, gifts, life insurance, and wills. In this guide, you'll find up-to-the-minute facts, valuable insight, and solid strategies to help you preserve your wealth and plan your estate under current tax rules. The helpful companion website provides spreadsheets, tools, and additional reading to help you get organized, while the book's expert guidance provides the background information you need to prepare properly. Estate planning is a complex topic, made even more complex by constantly changing laws. Failing to plan properly can result in your loved ones losing out on much of your hard-earned assets, and researching the topic on your own can be a minefield of assumptions, misunderstandings, and potential legal consequences. New Rules for Estate, Retirement and Tax Planning helps you sidestep the confusion, distilling the information down to what's relevant and current. This practical resource covers a wealth of important issues, including: Estate planning, taxation, and investing for maximum growth The role of wills, executors, and trusts, and how to treat charitable contributions Life insurance, retirement planning, Social Security claiming strategies and the do's and don'ts of gifting Business planning, including succession, asset protection, and family limited partnerships You've worked hard your entire life. You managed to accumulate assets. New Rules for Estate, Retirement and Tax Planning will help you maximize the transfer of your assets to the people and charities you love rather than the federal government in the form of taxes.