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Author : Caroline Rhéaume
Publisher :
ISBN 13 : 9781554968954
Total Pages : 560 pages
Book Rating : 4.9/5 (689 download)
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:
Author : Caroline Rhéaume
Publisher :
ISBN 13 : 9781554969920
Total Pages : pages
Book Rating : 4.9/5 (699 download)
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 2018 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Charles D. Fox
Publisher :
ISBN 13 :
Total Pages : 172 pages
Book Rating : 4.F/5 ( download)
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.
Author : Colleen Cowles
Publisher : Section of General Practice
ISBN 13 :
Total Pages : 326 pages
Book Rating : 4.F/5 ( download)
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:
Author : Dwight F. Bickel
Publisher : iUniverse
ISBN 13 : 1583485538
Total Pages : 186 pages
Book Rating : 4.5/5 (834 download)
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!
Author : Jacques T. Schlenger
Publisher : MICHIE
ISBN 13 :
Total Pages : 704 pages
Book Rating : 4.:/5 (319 download)
Download or read book Large Wealth written by Jacques T. Schlenger and published by MICHIE. This book was released on 1988 with total page 704 pages. Available in PDF, EPUB and Kindle. Book excerpt: This work examines wealth from a tax strategist's point of view. Investment, management, and disposition strategies such as stocks and bonds, holding companies, partnerships, annuities, IRAs, and trusts are discussed and analyzed in terms of the tax benefits involved. Relevant aspects of estate planning and will preparation are also covered.
Author : Stewart H. Welch, III
Publisher : John Wiley and Sons
ISBN 13 : 0470535695
Total Pages : 271 pages
Book Rating : 4.4/5 (75 download)
Download or read book J.K. Lasser's New Rules for Estate and Tax Planning written by Stewart H. Welch, III and published by John Wiley and Sons. This book was released on 2009-12-31 with total page 271 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 your estate-no matter how big or small it may be-you shouldn't leave anything to chance. Proper planning is necessary to protect both your assets and your heirs. Experts Stewart Welch III, Harold Apolinsky, and Craig Stephens know this better than anyone else, and in the Third 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. Packed with up-to-the-minute facts, this practical resource covers essential issues; including how new legislation will impact inheritances and trusts, the do's and don't of gifting, retirement planning, and much more. Reflects the most recent changes in tax laws as applicable to estate taxation Offers useful planning with regard to trusts, charitable contributions, life insurance, and wills Outlines the best ways to preserve your wealth through proper planning strategies Filled with in-depth insights and expert advice, this book will show you how to efficiently arrange your estate today so that you can leave more to those you care about tomorrow.
Author : Harvey J. Platt
Publisher : Simon and Schuster
ISBN 13 : 1621533913
Total Pages : 352 pages
Book Rating : 4.6/5 (215 download)
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.
Author : William P. Streng
Publisher : John Wiley & Sons
ISBN 13 : 1119157129
Total Pages : 736 pages
Book Rating : 4.1/5 (191 download)
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.
Author : CFP Board
Publisher : John Wiley & Sons
ISBN 13 : 1119094984
Total Pages : 944 pages
Book Rating : 4.1/5 (19 download)
Download or read book CFP Board Financial Planning Competency Handbook written by CFP Board and published by John Wiley & Sons. This book was released on 2015-07-09 with total page 944 pages. Available in PDF, EPUB and Kindle. Book excerpt: The official CFP guide for career excellence CFP Board Financial Planning Competency Handbook is the essential reference for those at any stage of CFP certification and a one-stop resource for practitioners looking to better serve their clients. This fully updated second edition includes brand new content on connections diagrams, new case studies, and new instructional videos, and a completely new section devoted to the interdisciplinary nature of financial planning. You'll gain insights from diverse fields like psychology, behavioral finance, communication, and marriage and family therapy to help you better connect with and guide your clients, alongside the detailed financial knowledge you need to perform to the highest expectations as a financial planner. The only official CFP Board handbook on the market, this book contains over ninety chapters that are essential for practitioners, students, and faculty. Whether a practitioner, student, or faculty member, this guide is the invaluable reference you need at your fingertips. Comprehensive, clear, and detailed, this handbook forms the foundation of the smart financial planner's library. Each jurisdiction has its own laws and regulations surrounding financial planning, but the information in this book represents the core body of knowledge the profession demands no matter where you practice. CFP Board Financial Planning Competency Handbook guides you from student to practitioner and far beyond, with the information you need when you need it.
Author : Harvey J. Platt
Publisher : Simon and Schuster
ISBN 13 : 1581158718
Total Pages : 352 pages
Book Rating : 4.5/5 (811 download)
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.
Author : Donald D. Kozusko
Publisher : Section of Real Property Probate & Trust Law
ISBN 13 :
Total Pages : 964 pages
Book Rating : 4.F/5 ( download)
Download or read book International Estate Planning written by Donald D. Kozusko and published by Section of Real Property Probate & Trust Law. This book was released on 1991 with total page 964 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Peter J. Fagan
Publisher : Irwin Professional Publishing
ISBN 13 :
Total Pages : 232 pages
Book Rating : 4.F/5 ( download)
Download or read book Charitable Remainder Trusts written by Peter J. Fagan and published by Irwin Professional Publishing. This book was released on 1996 with total page 232 pages. Available in PDF, EPUB and Kindle. Book excerpt: Over the next 30 years, somewhere between eight to ten trillion dollars of assets are going to pass from the generation over 55 to the next generation. The size of this inter-generational transfer is unparalleled in the history of the world. Creative solutions to the impact of estate taxes on the assets being transferred have to be found. One area where a financial advisor can help clients is in gaining an understanding of the positive effects of charitable giving and charitable trusts on estate planning. In Charitable Remainder Trusts, author Peter Fagan outlines information that enables people to make clear decisions about the distribution of their wealth. This book guides the reader through an in-depth look at one of the best strategies for reducing income and estate taxes while benefiting society.
Author : Practising Law Institute
Publisher :
ISBN 13 :
Total Pages : 744 pages
Book Rating : 4.3/5 (9 download)
Download or read book Use of Trusts in Estate Planning written by Practising Law Institute and published by . This book was released on 1988 with total page 744 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Harvey J. Platt
Publisher :
ISBN 13 : 9781880559253
Total Pages : 260 pages
Book Rating : 4.5/5 (592 download)
Download or read book Your Living Trust & Estate Plan written by Harvey J. Platt and published by . This book was released on 1995 with total page 260 pages. Available in PDF, EPUB and Kindle. Book excerpt: This guide makes the fundamentals of estate, financial, and tax planning easy to understand, while explaining the benefits of a living trust in the estate-planning process. The book deals directly with subjects not covered in other guides (such as planning for the HIV positive) and offers effective, up-to-date strategies that will save money and property. Glossary.
Author : Emma Chamberlain
Publisher :
ISBN 13 : 9780414040113
Total Pages : 471 pages
Book Rating : 4.0/5 (41 download)
Download or read book Pre-owned Assets and Estate Planning Strategies written by Emma Chamberlain and published by . This book was released on 2009 with total page 471 pages. Available in PDF, EPUB and Kindle. Book excerpt: Pre-owned Assets and Tax Planning Strategies
Author : Jerome A. Manning
Publisher : Practising Law Inst
ISBN 13 : 9781402404634
Total Pages : 815 pages
Book Rating : 4.4/5 (46 download)
Download or read book Manning on Estate Planning written by Jerome A. Manning and published by Practising Law Inst. This book was released on 2004 with total page 815 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by practitioners with more than 75 years of combined planning experience, Manning on Estate Planning has long been the planning tool of choice for seasoned professionals who want sound advice on how to craft flexible, individualized estate plans that help clients reach tax and non-tax goals.
