Case Studies in Estate Planning

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Publisher :
ISBN 13 :
Total Pages : 406 pages
Book Rating : 4.F/5 ( download)

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Book Synopsis Case Studies in Estate Planning by : Wayne M. Gazur

Download or read book Case Studies in Estate Planning written by Wayne M. Gazur and published by . This book was released on 2004 with total page 406 pages. Available in PDF, EPUB and Kindle. Book excerpt: Now you can help your students learn the principles of estate planning by working on the kind of problems clients actually present. Case Studies in Estate Planning with Abridged Student Forms gives students hands-on experience that will prepare them for practice. the authors make their book both efficient and effective: Case studies in every chapter emphasize problems that arise in the estate planning process. the principles of estate planning are first introduced, then demonstrated through short exercises and simulated client situations. Exercises and case studies explore a broad variety of issues for great flexibility in teaching. Each chapter begins with an overview, then moves to more detailed discussion of legal doctrines and principles. an electronic forms supplement on CD supports a drafting component To The course. the book progresses from fundamental to more sophisticated topics. Organization presents a life-cycle progression, reflecting the changing needs of clients from youth through old age. Coverage of federal tax issues can be omitted at the professor's discretion. End-of-chapter bibliographies provide extensive reference sources. Can be used with a variety of other material. to capture student attention, The book presents high-interest materials, such as: Client conflicts of interest in diverse circumstances. Medical care directives, organ and tissue donations, and final arrangement instructions. Marital agreements. Transfer on death deeds. Asset protection techniques. Section 529 plans and other educational savings gift structures. Tax planning for retirement assets. Spend some time examining this new casebook and see for yourself how skillfully the authors help you lead students to enlightenment.

Estate Planning

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Publisher : Aspen Publishing
ISBN 13 : 1454869003
Total Pages : 576 pages
Book Rating : 4.4/5 (548 download)

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Book Synopsis Estate Planning by : Wayne M. Gazur

Download or read book Estate Planning written by Wayne M. Gazur and published by Aspen Publishing. This book was released on 2015-04-27 with total page 576 pages. Available in PDF, EPUB and Kindle. Book excerpt: This casebook introduces students to the principles of estate planning and challenges them to analyze simulated client scenarios. Featuring a case-study and problems approach in which the principles of estate planning are first introduced and then demonstrated through student analysis of short exercises and simulated client situations. A forms supplement on a CD is an additional tool for giving students practice with drafting exercises.

Estate Planning

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Publisher :
ISBN 13 : 9780409325416
Total Pages : 542 pages
Book Rating : 4.3/5 (254 download)

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Book Synopsis Estate Planning by : Michael John Perkins

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.

Wealthcounsel(r) Estate Planning Strategies

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Publisher :
ISBN 13 : 9780982177907
Total Pages : 385 pages
Book Rating : 4.1/5 (779 download)

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Book Synopsis Wealthcounsel(r) Estate Planning Strategies by : Randy Gardner

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:

Urban Planning and Real Estate Development

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Publisher : Routledge
ISBN 13 : 1134483732
Total Pages : 608 pages
Book Rating : 4.1/5 (344 download)

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Book Synopsis Urban Planning and Real Estate Development by : John Ratcliffe

Download or read book Urban Planning and Real Estate Development written by John Ratcliffe and published by Routledge. This book was released on 2004-08-02 with total page 608 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book is a comprehensive treatment of the twin processes of planning and development and is the only book to bring the two fields together in a single text.

Understanding Living Trusts

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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.

Splitting Heirs

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Publisher : Moody Publishers
ISBN 13 : 0802480780
Total Pages : 215 pages
Book Rating : 4.8/5 (24 download)

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Book Synopsis Splitting Heirs by : Ron Blue

Download or read book Splitting Heirs written by Ron Blue and published by Moody Publishers. This book was released on 2008-01-01 with total page 215 pages. Available in PDF, EPUB and Kindle. Book excerpt: Finish well. That is what we are called to do in Scripture, but where will our money and possessions finish? The Bible has the principles that provide answers to the challenge of parenting and passing along an in heritage. Within the next decade, over ONE TRILLION DOLLARS will change hands from one generation to the next. Individuals with adult children will need to transfer that wealth without ruining their heirs' lives. Ron Blue, an authority on personal and business finance, will help: ~Identify exactly how much money would be transferred were the reader to die today ~Identify the need for creating a will ~Identify tax-wise financial planning ~Teach the way to leave money without creating an unhealthy dependence

A Guide to International Estate Planning

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Publisher :
ISBN 13 : 9781627222679
Total Pages : 828 pages
Book Rating : 4.2/5 (226 download)

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Book Synopsis A Guide to International Estate Planning by : Leigh-Alexandra Basha

Download or read book A Guide to International Estate Planning written by Leigh-Alexandra Basha and published by . This book was released on 2014 with total page 828 pages. Available in PDF, EPUB and Kindle. Book excerpt: With the explosive growth in international investments, more and more lawyers and financial advisors realize the acute need to properly address critical issues of international estate planning for their clients. Whether you are counseling a foreign national or an American citizen, whether your practice is in the U.S. or abroad, whether you want to develop a general expertise in the area or are confronted by these issues on a more frequent basis, this compendium is a necessary and practical resource to help you identify and navigate many of the complex planning and regulatory compliance issues, both legal and tax, involved in international estate planning. In addition to providing a complete overview of the basic principles and procedures of international asset management from addressing the conflict of laws issues that are central in determining which country s laws will govern the disposition of a donor or decedent s wealth to the basic transfer tax rules for nonresident aliens, U.S. citizens, and resident aliens A Guide to International Estate Planning teaches proven strategies, techniques, and practical applications to use for meeting your clients international estate planning needs. Twenty-two detailed chapters are written by trust and estate lawyers with significant experience in international issues. Their advice goes beyond simply highlighting issues in estate planning, emphasizing key issues as compliance, treaty, choice of law, and estate administration problems. This updated edition now includes chapters on FATF and anti-money laundering and offshore compliance, as well as chapters from several foreign jurisdictions to provide comparative insights on different topics."

Real Estate Development

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Publisher :
ISBN 13 :
Total Pages : 522 pages
Book Rating : 4.3/5 (91 download)

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Book Synopsis Real Estate Development by : Mike E. Miles

Download or read book Real Estate Development written by Mike E. Miles and published by . This book was released on 1991 with total page 522 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Principles Based Planning

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Publisher :
ISBN 13 :
Total Pages : 152 pages
Book Rating : 4.6/5 (651 download)

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Book Synopsis Principles Based Planning by : Kyle Christensen

Download or read book Principles Based Planning written by Kyle Christensen and published by . This book was released on 2020-07-10 with total page 152 pages. Available in PDF, EPUB and Kindle. Book excerpt: If the purpose of financial planning is to help people become financially independent, it has failed. It has failed because it's built on the sandy foundation of Financial Needs Analysis (FNA). After decades of the financial services world promoting FNA we are not seeing record levels of success. We are seeing record levels of dependence on Social Security and other welfare programs. We are seeing consistently decreasing levels of life and disability insurance protection. We are seeing people retire that have nowhere near sufficient funds to replace their income. We are seeing people blindly dumping money into the stock market, enriching money managers but not the average investor. It is time to try a different path for financial planning, one that is based on time-tested principles instead of faulty predictions. Let's take a new approach to planning. One that puts the success of clients first instead of last. Principles-based planning is that approach.

The Tools and Techniques of Insurance Planning and Risk Management, 4th Edition

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Publisher :
ISBN 13 : 9781949506020
Total Pages : 480 pages
Book Rating : 4.5/5 (6 download)

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Book Synopsis The Tools and Techniques of Insurance Planning and Risk Management, 4th Edition by : Stephan R. Leimberg

Download or read book The Tools and Techniques of Insurance Planning and Risk Management, 4th Edition written by Stephan R. Leimberg and published by . This book was released on 2018-10-04 with total page 480 pages. Available in PDF, EPUB and Kindle. Book excerpt: This is the fourth edition of our popular professional resource specifically tailored for non-insurance professionals, newly revised with an increased emphasis on techniques that can be used for personal and business clients. Financial planners, tax advisors, and estate planners have all found this book to be invaluable in their practices because it provides the insights, understanding and tools to guide clients as they seek to manage risk and properly plan insurance coverage. The Tools & Techniques of Insurance Planning and Risk Management, 4th Edition, provides expert guidance on all key personal and business-related policies, including life, health, disability, social insurance, commercial property insurance, workers compensation, business umbrella, directors and officers liability, cyber liability, and much more. In this fully revised and updated edition, respected authors Stephan R. Leimberg, CEO of Leimberg and LeClair, Inc.; Kenneth W. Price; and Jesus M. Pedre provide proven, practical guidance you can apply immediately. Each chapter breaks down complex insurance information so that non-insurance professionals can understand the intricacies of the coverage offered by each product line, allowing planners to insure that their clients have the right type and amount of insurance for their risk profiles This edition delivers: Thirty-two newly updated chapters divided into five sections on the principles of risk and insurance; insurance company operations; personal and commercial insurance lines; life and health insurance planning needs; and commercial property & liability A new chapter on cyber insurance provides information on the most common types of cyber threats faced by businesses today, as well as coverage information about cyber insurance policies to help businesses decide which potential risks can be insured against A new section on commercial flood insurance details the options for how businesses can obtain flood coverage on the private market to protect against ever-more-common flood risks Newly updated materials on the National Flood Insurance Program (NFIP) for homeowners Updated content on personal and business auto policies, including coverage for ride-sharing activities Updated coverage information for managing healthcare cost risks for individuals and businesses, including ACA mandates, disability, and long-term care policies Additionally, the risk management techniques in this book are integrated with up-to-date tax and government insurance information so that planners can incorporate that information into their clients' insurance planning activities to avoid duplicate coverage and take advantage of potential tax savings that are available to individuals and businesses.

The Tools & Techniques of Financial Planning

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Publisher :
ISBN 13 :
Total Pages : 256 pages
Book Rating : 4.E/5 ( download)

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Book Synopsis The Tools & Techniques of Financial Planning by : Stephan R. Leimberg

Download or read book The Tools & Techniques of Financial Planning written by Stephan R. Leimberg and published by . This book was released on 1986 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt:

The Case Approach to Financial Planning

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Publisher :
ISBN 13 : 9781945424021
Total Pages : 0 pages
Book Rating : 4.4/5 (24 download)

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Book Synopsis The Case Approach to Financial Planning by : John E. Grable

Download or read book The Case Approach to Financial Planning written by John E. Grable and published by . This book was released on 2016 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Third Edition, fosters sound planning logic and decision-making using the systematic financial planning process approach. This textbook provides the tools and foundation for preparing a financial plan and provides students with a real-world demonstration of how a financial plan is developed.

21st Century Wealth

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Publisher : Quantum Press (Denver, Company)
ISBN 13 : 9780967471402
Total Pages : 0 pages
Book Rating : 4.4/5 (714 download)

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Book Synopsis 21st Century Wealth by : Robert A. Esperti

Download or read book 21st Century Wealth written by Robert A. Esperti and published by Quantum Press (Denver, Company). This book was released on 2000 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Timeless Principles of Financial Security

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Publisher :
ISBN 13 : 9780615649160
Total Pages : 186 pages
Book Rating : 4.6/5 (491 download)

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Book Synopsis Timeless Principles of Financial Security by : Adam Dawson

Download or read book Timeless Principles of Financial Security written by Adam Dawson and published by . This book was released on 2012-06-01 with total page 186 pages. Available in PDF, EPUB and Kindle. Book excerpt: Life is unpredictable. What do you fear might ruin your plans? Another stock market collapse? Another real estate crash? A major health crisis? Outliving your retirement savings? Is it possible to always maintain financial well-being despite these and other looming threats? Most people blame their money problems on external forces over which they have no control. However, no one has to be a mere victim of circumstance. For generations, many people have enjoyed a lifetime of prosperity due to their diligent application of the principles discussed in this book, despite economic reversals or personal tragedies that could have been financially devastating.

Oosterhoff on Wills and Succesion

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Publisher :
ISBN 13 : 9780779872510
Total Pages : 1013 pages
Book Rating : 4.8/5 (725 download)

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Book Synopsis Oosterhoff on Wills and Succesion by : Albert H. Oosterhoff

Download or read book Oosterhoff on Wills and Succesion written by Albert H. Oosterhoff and published by . This book was released on 2016 with total page 1013 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Planning for Large Estates

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Publisher :
ISBN 13 :
Total Pages : pages
Book Rating : 4.:/5 (84 download)

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Book Synopsis Planning for Large Estates by : Douglas K. Freeman

Download or read book Planning for Large Estates written by Douglas K. Freeman and published by . This book was released on 1985 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: