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Author : Keir Educational Resources
Publisher :
ISBN 13 :
Total Pages : 149 pages
Book Rating : 4.:/5 (175 download)
Download or read book Summary Review of Estate Planning written by Keir Educational Resources and published by . This book was released on 1991 with total page 149 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author :
Publisher :
ISBN 13 : 9780974327471
Total Pages : 135 pages
Book Rating : 4.3/5 (274 download)
Download or read book Estate Planning Summary Review written by and published by . This book was released on 2004 with total page 135 pages. Available in PDF, EPUB and Kindle. Book excerpt: Estate Planning Summary Review is a study tool to help financial planners prepare for national designation examinations.
Author :
Publisher :
ISBN 13 :
Total Pages : 164 pages
Book Rating : 4.:/5 (369 download)
Download or read book Summary Review of CFP Estate Planning, 1997 written by and published by . This book was released on 1997 with total page 164 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Jeffrey A. Helewitz
Publisher : Aspen Publishing
ISBN 13 : 154384765X
Total Pages : 568 pages
Book Rating : 4.5/5 (438 download)
Download or read book Basic Wills, Trusts, and Estates for Paralegals written by Jeffrey A. Helewitz and published by Aspen Publishing. This book was released on 2022-09-14 with total page 568 pages. Available in PDF, EPUB and Kindle. Book excerpt: Helewitz’s Basic Wills, Trusts, and Estates for Paralegals is a concise and practical guide to the planning and administration of wills, trusts, and estates. This succinct, simple, and straightforward introduction to all the basics of wills, trusts, and estates law was specifically designed for paralegal students. Continuing examples describing four different families provide an accessible structure and helpful point of reference for students learning the intricacies of estate planning. Highlights include: A straightforward introduction that provides a student-friendly orientation to the subject Clear and concise coverage of key topics A review of the sources of property law, trusts, and taxes A helpful guide to drafting documents related to wills and trusts Step-by-step instruction for completing the entire federal estate tax return State-by-state analysis of trust and estate law Four families/clients threaded through the text exemplify the intricacies of estate planning Chapter overviews, key terms, review questions, sample clauses, edited cases, chapter summaries, and end-of-chapter exercises Sample forms in the appendix New to the Ninth Edition: General and state-specific sections concerning admissibility and restrictions for electronic wills Updated codes and case law for the comparison of estate law in the different jurisdictions Updated tax thresholds and rules Updated federal and state documents and forms New case studies in each chapter cover such issues as: QTIP trusts The impact of Covid on the execution of wills Claims against an escheated estate Wrongful prolongation of life Professors and students will benefit from: Comprehensive coverage of the key topics includes a review of the sources of property law, trusts, and taxes, topics not thoroughly covered in other texts. Clearly written text and lively examples help students understand the law. A straightforward introduction that provides a student-friendly orientation to the subject Clear and concise coverage of key topics A helpful guide to drafting documents related to wills and trusts Step-by-step instructions for completing the entire federal estate tax return State-by-state analysis and comparison of trust and estate law Four families/clients threaded through the text exemplify the intricacies of estate planning Chapter overviews, key terms, review questions, sample clauses, edited cases, chapter summaries, and end-of-chapter exercises Sample forms in the appendix Examples and explanations pedagogy engages students with the material. Practical approach appeals to programs with shorter, less theoretical courses.
Author : Carolynn Tomin
Publisher :
ISBN 13 : 9781954096615
Total Pages : 0 pages
Book Rating : 4.0/5 (966 download)
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
Author :
Publisher :
ISBN 13 :
Total Pages : 131 pages
Book Rating : 4.:/5 (716 download)
Download or read book Summary Review of CFP Estate Planning, 2005 written by and published by . This book was released on 2005 with total page 131 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 :
Publisher :
ISBN 13 :
Total Pages : 169 pages
Book Rating : 4.:/5 (438 download)
Download or read book Summary Review of CFP Estate Planning, 1999 written by and published by . This book was released on 1999 with total page 169 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author :
Publisher :
ISBN 13 :
Total Pages : 318 pages
Book Rating : 4.3/5 (512 download)
Download or read book Estate Planning Review written by and published by . This book was released on 1993 with total page 318 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Harvard Law Review
Publisher :
ISBN 13 :
Total Pages : 586 pages
Book Rating : 4.F/5 ( download)
Download or read book Essays on the Law of Estate Planning and Future Interests written by Harvard Law Review and published by . This book was released on 1965 with total page 586 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Randy Gardner
Publisher :
ISBN 13 : 9780982177907
Total Pages : 385 pages
Book Rating : 4.1/5 (779 download)
Download or read book Wealthcounsel(r) Estate Planning Strategies written by Randy Gardner and published by . This book was released on 2009 with total page 385 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Naomi R. Cahn
Publisher : Aspen Publishing
ISBN 13 : 1454886625
Total Pages : 616 pages
Book Rating : 4.4/5 (548 download)
Download or read book Wills, Trusts, and Estates in Focus written by Naomi R. Cahn and published by Aspen Publishing. This book was released on 2019-02-04 with total page 616 pages. Available in PDF, EPUB and Kindle. Book excerpt: In a typical Wills, Trusts, and Estates (WTE) class there are both students who want to practice in WTE (either exclusively, or as part of a general practice), and those who need only to master the general concepts in order to pass the bar exam. Wills, Trusts, and Estates in Focus by Naomi R. Cahn, Alyssa DiRusso, and Susan Gary attends to the needs of both sets of students. For those who will practice in WTE, the concepts are presented in an engaging way and exemplified by realistic hypothetical scenarios that mirror practice and support the development of lawyering skills. For those who need only to pass the bar, the organization of the text is keyed to multi-state essay examination topics as presented on the multi-state bar exam. The well-crafted pedagogy of the Focus Series makes WTE concepts and procedure clear and accessible for all students. Case Previews shed light on each succinctly-edited case, provide legal context, and direct students to the issue at hand. Post-Case Follow-Ups review the decision and prepare students to apply the relevant legal principles to the set of exercises that follow, called Real Life Applications. Professors will appreciate the accessible approach of Wills, Trusts, and Estates in Focus, which combines straightforward narrative explanations with real-world examples, and problems designed to engage students in active learning. Features of Wills, Trusts, and Estates in Focus: Insightful authorship: The author team consists of three well-known academics with expertise in WTE and complementary areas such as family law, charities, elder law, and tax. All are elected Fellows of the American College of Trust and Estate Counsel (ACTEC), the leading professional organization of trust and estates attorneys. Conscious modernization of the WTE casebook that balances major landmark cases and 21st century authorities, including recent case decisions and developments in the law (such as the 2017 Tax Cuts and Jobs Act) Thorough coverage of core topics, combined with the Focus Series pedagogy Manageable problem sets that allow students to apply doctrine to realistic fact scenarios Research and drafting exercises that support the development of practice-based skills Professors and students will benefit from: Clear writing that promotes the learning outcomes of student competencies in knowledge and understanding of both the substantive and procedural law of WTE legal analysis and reasoning problem-solving how to exercise proper professional and ethical responsibilities with regard to clients and the legal system A balanced emphasis on practice readiness and bar-exam readiness An author team with experience writing for students, practitioners, and lay people A clear and logical book structure and chapter organization, with cross-references to related coverage in other chapters Appendices that provide examples of how doctrine maps on to practice, as in will contest pleadings and probate filings Teaching materials include: Teacher’s Manual with straightforward case summaries and answers to all problems Sample 3-credit syllabus
Author : Ralph R Neuhoff
Publisher :
ISBN 13 :
Total Pages : 16 pages
Book Rating : 4.:/5 (827 download)
Download or read book Estate Planning written by Ralph R Neuhoff and published by . This book was released on 1949 with total page 16 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Denis Clifford
Publisher : Nolo
ISBN 13 : 1413329454
Total Pages : 257 pages
Book Rating : 4.4/5 (133 download)
Download or read book Estate Planning Basics written by Denis Clifford and published by Nolo. This book was released on 2022-02-22 with total page 257 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book provides concise, straightforward, and easy to read information about the major components of estate planning – without going into endless detail about arcane options that apply only to the wealthy. Topics include: Wills. Why you need one, how to make one, and when having just a will is enough. Living Trusts. When they’re useful, how they work, and whether you need a lawyer to make one. Young Beneficiaries. How to protect gifts you leave to young people to young people, by naming a responsible adult to manage the property until they come of age. Avoiding Probate. What is probate, why you might want to avoid it, and how to do it. Planning for Incapacity. Why you should make powers of attorney and health care directives to plan for a time when you cannot make decisions about your finances or your medical care. Best-selling Nolo author Denis Clifford uses plain English to make these estate planning issues easy to understand, and he lets you know which tasks you can handle yourself and when you’ll need a lawyer’s help.
Author : Robert A. Esperti
Publisher : McGraw-Hill Companies
ISBN 13 :
Total Pages : 312 pages
Book Rating : 4.3/5 (512 download)
Download or read book The Handbook of Estate Planning written by Robert A. Esperti and published by McGraw-Hill Companies. This book was released on 1985 with total page 312 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Eureka
Publisher : Eureka
ISBN 13 :
Total Pages : 28 pages
Book Rating : 4./5 ( download)
Download or read book Summary, Analysis & Review of Thomas J. Stanley's & William D. Danko's The Millionaire Next Door by Instaread written by Eureka and published by Eureka. This book was released on 2015-08-25 with total page 28 pages. Available in PDF, EPUB and Kindle. Book excerpt: Summary, Analysis & Review of Thomas J. Stanley's & William D. Danko's The Millionaire Next Door by Instaread PLEASE NOTE: THIS IS A COMPANION TO THE BOOK AND NOT THE ORIGINAL BOOK. Preview: The Millionaire Next Door is a book about US millionaires, including a discussion on how they got to be millionaires. The key finding that surprised the authors is that the majority of millionaires do not stand out. They live in modest homes in average neighborhoods, run blue-collar businesses, and do not spend money on flashy cars, watches, or jewelry. In fact, most of their neighbors have no idea they are millionaires… This companion to The Millionaire Next Door includes: Overview of the book Important People Key Takeaways Analysis of Key Takeaways and much more!
Author : Roy Orville Williams
Publisher : Author's Choice Publishing
ISBN 13 : 9781931741316
Total Pages : 208 pages
Book Rating : 4.7/5 (413 download)
Download or read book Preparing Heirs written by Roy Orville Williams and published by Author's Choice Publishing. This book was released on 2003 with total page 208 pages. Available in PDF, EPUB and Kindle. Book excerpt: Preparing Heirs discloses the surprising findings from the authors' research into the legacies of 3,250 wealthy families. With extraordinary insight, they reveal what the relatively small number of successful families had in common-how they achieved and maintained family harmony, and ensured the smooth transition of their wealth to well-adjusted heirs. They also warn of the wide range of factors that cause the majority of wealthy families to fail in their transition. Preparing Heirs offers clear, concise, well-organized, and easy-to-follow instructions that will enable you to evaluate your plan for transitioning family wealth. Preparing Heirs is an assessment tool that can be used in conjunction with the services of qualified professionals such as attorneys and accountants. It addresses the major causes for the 70% failure rate in estate transitions, which lie within the family itself and are within the family's control. This book can help you develop a plan to transmit the family values underlying the accumulation of wealth and prepare your heirs to be good stewards and thoughtful administrators of that wealth.
