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Author : Gary A. Zwick
Publisher : ALI-ABA
ISBN 13 : 9780831807979
Total Pages : 660 pages
Book Rating : 4.8/5 (79 download)
Download or read book Tax and Financial Planning for the Closely Held Family Business written by Gary A. Zwick and published by ALI-ABA. This book was released on 1999 with total page 660 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Harold I. Apolinsky
Publisher : LibreDigital
ISBN 13 : 9780471093428
Total Pages : 304 pages
Book Rating : 4.0/5 (934 download)
Download or read book J.K. Lasser's New Rules for Estate and Tax Planning written by Harold I. Apolinsky and published by LibreDigital. This book was released on 2001-12-30 with total page 304 pages. Available in PDF, EPUB and Kindle. Book excerpt: Explains how the Economic Growth and Tax Relief Reconciliation Act of 2001 will affect wealth-transfer exemptions, trusts, inheritances, wills, executors, guardians, and charitable contributions.
Author : N. Brian Caverly
Publisher : John Wiley & Sons
ISBN 13 : 1118053958
Total Pages : 397 pages
Book Rating : 4.1/5 (18 download)
Download or read book Estate Planning For Dummies written by N. Brian Caverly and published by John Wiley & Sons. This book was released on 2011-03-08 with total page 397 pages. Available in PDF, EPUB and Kindle. Book excerpt: Planning for your family's future made easy! If you’re like most people, you want to be sure that, once you’ve passed on, no more of your property and money will be lost to the government than is absolutely necessary. You want to know that you’ll be leaving your heirs your assets and not your debts. You want to be absolutely certain that your will is ship-shape, your insurance policies are structured properly, and that every conceivable hole in your estate plan has been filled. And most of all, you’d like to do all of this without driving yourself crazy trying to make sense of the complicated jargon, jumble of paperwork, and welter of state and federal laws involved in the estate planning process. Written by two estate planning pros, this simple, easy-to-use guide takes the pain out of planning for your ultimate financial future. In plain English, the authors walk you step-by-step through everything you need to know to: Put your estate into order Minimize estate taxes Write a proper will Deal with probate Set up trusts Make sure your insurance policies are structured properly Plan for special situations, like becoming incompetent and pet care Craft a solid estate plan and keep it up-to-date Don’t leave the final disposition of your estate up to chance and the whims of bureaucrats. Estate Planning For Dummies gives you the complete lowdown on: Figuring out what you're really worth Mastering the basics of wills and probate Using will substitutes and dodging probate taxes Setting up protective trusts, charitable trusts, living trusts and more Making sense of state and federal inheritance taxes Avoiding the generation skipping transfer tax Minimizing all your estate-related taxes Estate planning for family businesses Creating a comprehensive estate plan Straightforward, reader-friendly, easy-to-use, Estate Planning For Dummies is the ultimate guide to planning your family’s future.
Author : Patti S. Spencer, Esq.
Publisher : Author House
ISBN 13 : 1496935292
Total Pages : 577 pages
Book Rating : 4.4/5 (969 download)
Download or read book Your Estate Matters written by Patti S. Spencer, Esq. and published by Author House. This book was released on 2015-01-13 with total page 577 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Patti Spencer has learned everything there is to know on this subject and has written down a good bit of it in this book. This is a tremendous help to individuals as they try to sort out their estate and tax planning needs." - Matthew J. Creme, Jr. Partner at Nikolaus & Hohenadel LLP, Former President of the PA Bar Association "When it comes to estate planning and tax law, there's simply no one better than Patti Spencer. She demystifies estate planning in a way that is accessible for all. Known for her no nonsense style and humor, this book is a must-have for anyone making their estate plans or just trying to understand the process." - Samuel Bressi, President & CEO of Lancaster County Community Foundation "I have read Patti Spencer's newspaper column on a weekly basis for several years now, and never tire of learning more about estate planning and tax law. Patti manages to take complicated issues and reduce them to their simplest form." - David Griffith, Former Business Editor at Intelligencer Journal We don't intend to neglect our estate and financial plans, but it is so easy to be overwhelmed with conflicting financial advice. Your Estate Matters will bring clarity to those pesky, rapidly changing tax laws and will provide you with the accurate information you need to properly manage your estate. Your Estate Matters offers a practical down-to-earth approach that explains the ins and outs of estate planning, tax savings, and other issues that directly affect your family's pocketbook: income tax, living wills, trusts, prenuptial agreements, college savings, and retirement planning. If you want to stay ahead of the curve, are ready to plan your own estate, have aging parents, or have recently retired, this is the book you need to read.
Author : Linda C. Ashar
Publisher : Atlantic Publishing Company
ISBN 13 : 1601384262
Total Pages : 230 pages
Book Rating : 4.6/5 (13 download)
Download or read book The Complete Guide to Planning Your Estate in Texas written by Linda C. Ashar and published by Atlantic Publishing Company. This book was released on 2011 with total page 230 pages. Available in PDF, EPUB and Kindle. Book excerpt: Texas -specific information is offered throughout this book, including: Texas's probate code; Texas rules, regulations, and laws specific to estate planning; elements of a valid Texas will; planning your living will in Texas; explanations of Texas laws regarding durable health care power of attorneys, do not resuscitate (DNR) orders, and directives to withhold CPR. The book's easy-to-understand context clarifies this complicated and sensitive subject and gives readers the power to take control of their future.
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 : Stephen Ban Eng Chew
Publisher :
ISBN 13 : 9789810519346
Total Pages : 302 pages
Book Rating : 4.5/5 (193 download)
Download or read book Tax, Estate Planning and Legal Aspects of Financial Planning written by Stephen Ban Eng Chew and published by . This book was released on 2005 with total page 302 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Paul J. Lochray
Publisher :
ISBN 13 : 9780133157895
Total Pages : 312 pages
Book Rating : 4.1/5 (578 download)
Download or read book The Financial Planner's Guide to Estate Planning written by Paul J. Lochray and published by . This book was released on 1989 with total page 312 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Randell C. Doane
Publisher :
ISBN 13 : 9780804010115
Total Pages : 284 pages
Book Rating : 4.0/5 (11 download)
Download or read book Death & Taxes written by Randell C. Doane and published by . This book was released on 1998 with total page 284 pages. Available in PDF, EPUB and Kindle. Book excerpt: This guide provides all the practical information needed to undertake confidently one of the most important steps of a career, planning for the disposition of your estate. Wills, trusts, probate, life insurance, taxes, and many other estate planning concerns are discussed in detail. Over a hundred of the most commonly asked questions are answered in simple, straightforward terms. Over two hundred examples are included to explain the most important estate planning ideas. Designed for the interested layperson as well as the financial planner, insurance advisor, or attorney who is not an estate planning specialist but who wants to gain a better understanding of the estate planning process, Death and Taxes is a practical reference guide that cuts through the complications, clarifies options, and points the way to achieving your family's objectives.
Author : Rachel Emma Silverman
Publisher : Crown Currency
ISBN 13 : 0307461270
Total Pages : 210 pages
Book Rating : 4.3/5 (74 download)
Download or read book The Wall Street Journal Complete Estate-Planning Guidebook written by Rachel Emma Silverman and published by Crown Currency. This book was released on 2011-09-06 with total page 210 pages. Available in PDF, EPUB and Kindle. Book excerpt: Let’s face it: you can't avoid death or taxes. But you can create an estate plan that will make both a whole lot easier for your loved ones and put you in control of how your assets will get passed to your heirs. Here, Wall Street Journal personal-finance reporter Rachel Emma Silverman walks you step-by-step through the process. Chock-full of clear and solid advice on how to get the most out of the main estate planning tools - including wills, trusts, life insurance, guardianship papers, and powers-of-attorney documents - the Wall Street Journal Complete Estate-Planning Guidebook will help make your estate-planning process as simple, smooth, and unintimidating as possible. This book will help you: · Clarify your estate-planning goals, such as dividing up property for heirs, reducing taxes or leaving money for charity · Understand the key estate-planning documents you’ll need, including wills, beneficiary-designation forms, powers-of-attorney and health-care advance directives · Decode the technical jargon that estate planners often use, so you feel comfortable discussing QTIPs and QPRTs when you sit down with your lawyer. · Reduce possible estate, gift or generation-skipping taxes and legal and probate fees – decreasing what goes to the tax man and increasing what goes to your heirs · Learn strategies to divide money and personal property among your heirs, and reduce the possibility of family fights · Discuss sensitive estate-planning issues with your family · Maintain your estate-plan over time, including how to store and when to update your documents With completely up-to-date information on how to navigate the new 2011 estate tax legislation, and thoughtful advice on how to handle your estate in complicated situations – like if you’re single, in a same-sex relationship, or wish to provide for children with special needs - this is the estae-planning guide for today’s messy and complicated world. One of the biggest estate planning mistakes people make, says Silverman, is waiting too long to start. Which is why the Wall Street Journal Complete Estate-Planning Guidebook isn’t just for those planning for retirement or their golden years. It’s for anyone, of any age, who wants the peace of mind of knowing that your wishes will be respected and your hard-earned money will get passed on as you would like.
Author : Michael Gilfix
Publisher :
ISBN 13 : 9781579111427
Total Pages : pages
Book Rating : 4.1/5 (114 download)
Download or read book Tax, Estate & Financial Planning for the Elderly written by Michael Gilfix and published by . This book was released on 2019 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : William P. Streng
Publisher : John Wiley & Sons
ISBN 13 : 1119191742
Total Pages : 737 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 2015-12-29 with total page 737 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 :
Publisher :
ISBN 13 : 9789810491079
Total Pages : 299 pages
Book Rating : 4.4/5 (91 download)
Download or read book Tax, Estate Planning and Legal Aspects of Financial Planning written by and published by . This book was released on 2003 with total page 299 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Stewart H. Welch, III
Publisher : John Wiley & Sons
ISBN 13 : 1118113551
Total Pages : 290 pages
Book Rating : 4.1/5 (181 download)
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 2011-11-08 with total page 290 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Comprehensive guide to estate planning with a focus on the new legislation which impacts trusts, inheritances and the estate tax, which is likely to be repealed gradually over the next decade"--
Author : Stuart D. Zimring
Publisher :
ISBN 13 : 9780820550688
Total Pages : 0 pages
Book Rating : 4.5/5 (56 download)
Download or read book California Guide to Tax, Estate & Financial Planning for the Elderly written by Stuart D. Zimring and published by . This book was released on 2001 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Constance J. Fontaine
Publisher :
ISBN 13 : 9780943590844
Total Pages : 488 pages
Book Rating : 4.5/5 (98 download)
Download or read book Fundamentals of Estate Planning written by Constance J. Fontaine and published by . This book was released on 1997 with total page 488 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Martin M. Shenkman, CPA, MBA, JD
Publisher : Demos Medical Publishing
ISBN 13 : 1617051357
Total Pages : 225 pages
Book Rating : 4.6/5 (17 download)
Download or read book Estate and Financial Planning for People Living with COPD written by Martin M. Shenkman, CPA, MBA, JD and published by Demos Medical Publishing. This book was released on 2012-11-02 with total page 225 pages. Available in PDF, EPUB and Kindle. Book excerpt: COPD, or chronic obstructive pulmonary disease, is a progressive disease that makes it hard to breathe. Emphysema and chronic asthmatic bronchitis are the two main conditions that make up COPD. Estate-planning is crucial for those living with a chronic condition, as they must express their preferences whether to receive long-term care at home rather than in a nursing home in the event that they become more disabled, and it is more important for one who has a chronic illness to name a power of attorney. Estate and Financial Planning for People Living with COPD covers all of those topics plus: How to write your will How to determine how much life insurance your family needs How to figure out whether you need a living trust Learn about powers of attorney When to work with a lawyer, if you need to
