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Tools Techniques Of Estate Planning For Modern Families
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Book Synopsis The Tools & Techniques of Estate Planning for Modern Families, 2nd Edition by : Stephan R. Leimberg
Download or read book The Tools & Techniques of Estate Planning for Modern Families, 2nd Edition written by Stephan R. Leimberg and published by . This book was released on 2017-01-06 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Tools & Techniques of Estate Planning for Modern Families, 2nd Edition, discusses the estate planning issues that are unique to modern families. It moves from a basic estate planning overview to a discussion of the unique issues in today's modern families. It also includes tax issues, premarital and relationship formalization considerations, and lifetime estate planning options. This second edition has extensive changes to it and focuses even more on the specific problems of the "modern family" in today's world. This resource is filled with practical advice and examples in an easy to understand language. Following are the topics covered in detail for this edition: » Best practices for working with any Modern Family » Planning for divorce » Planning for remarriage and blended families » International couples » Unmarried couples » Cohabitation agreements » Estate planning for same-sex couples » Advising transgendered clients » Adoption and defining descendants » Artificial reproductive technologies » Planning for clients with longer life spans » Planning for clients with faded capacity » Digital assets Written and edited by these renowned experts in the estate planning field, The Tools & Techniques of Estate Planning for Modern Families is the authoritative but practical resource you can rely on: Author: Stephan R. Leimberg Executive Editors: Wendy S. Goffe and Kim Kamin
Book Synopsis The Tools & Techniques of Estate Planning for Modern Families, 3rd Edition by : Stephan Leimberg
Download or read book The Tools & Techniques of Estate Planning for Modern Families, 3rd Edition written by Stephan Leimberg and published by . This book was released on 2019 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis The Tools and Techniques of Estate Planning for Modern Families, 3rd Edition by : Stephan R. Leimberg
Download or read book The Tools and Techniques of Estate Planning for Modern Families, 3rd Edition written by Stephan R. Leimberg and published by . This book was released on 2019-01-23 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Tools & Techniques of Estate Planning for Modern Families, 3rd Edition discusses estate planning issues with a particular focus on how they apply to modern families. It moves from a basic estate planning overview to a discussion of the unique issues in today's modern families. It also includes tax issues, premarital and relationship formalization considerations, lifetime estate planning options, and more! Highlights of the 3rd Edition This newest edition has been completely revised, featuring several new and updated chapters including strategies to help clients plan for various scenarios. This edition provides valuable insights into the following areas: Clients in long-term polyamorous relationships Planning for single clients Clients with nonmarital children Client goals related to cryonics and cloning, including techniques for the creation of personal revival trusts Clients with intellectual property assets Clients' pet-related legacy goals Modern philanthropy trends in estate planning New technologies and trends in conception and their legal implications, including posthumously conceived children Updates to trust planning and income tax considerations in estate planning Planning for longer lifespans and fading capacity Digital assets and intellectual property, which may have a lifespan that exceeds its creator Written by experts in the subject matter, this publication is filled with practical advice and examples in an easy-to-understand language, helping you assist your clients in making the best decisions for themselves and for their families.
Book Synopsis TOOLS & TECHNIQUES OF ESTATE PLANNING FOR MODERN FAMILIES. by : STEPHAN R. LEIMBERG
Download or read book TOOLS & TECHNIQUES OF ESTATE PLANNING FOR MODERN FAMILIES. written by STEPHAN R. LEIMBERG and published by . This book was released on 2024 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis The Tools and Techniques of Estate Planning, 20th Edition by : Stephan Leimberg
Download or read book The Tools and Techniques of Estate Planning, 20th Edition written by Stephan Leimberg and published by . This book was released on 2021-04-27 with total page 1074 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Tools & Techniques of Estate Planning covers all aspects of estate planning, from behavioral and ethical issues to estate and gift tax planning, to planning for nontraditional couples and the risk of health issues for aging clients. With topics that are applicable for both large and small estates, this title enables estate planners to: Help clients plan every aspect of their estate, including tax, investment, insurance, and estate administration decisions; Help clients effectively preserve their assets under current law; Handle a wide variety of estates and specific circumstances; and Save significant amounts of time with exclusive estate planning tools. This book features easy-to-understand, real-world examples from expert authors on which techniques are best suited for a wide variety of circumstances, and equally important advice on how to avoid future problems. New in the 20th Edition: There have been several updates in tax legislation since the release of the prior edition, many of which affect estate planning. When rules change, every estate planner must stay completely up-to-date with all the opportunities--and pitfalls--arising from the new legislation. This edition features: Updates resulting from the SECURE Act, affecting qualified retirement plans; New information on COVID-19 related tax changes for employee benefit plans; Employee retention credit under the CARES Act; Coverage of new IRS valuation tables in addition to the prior valuation tables; Updated ERISA compliance and reporting requirements; and Updated tax information, including the new 2021 COVID-19 stimulus and CAA bills. Topics Covered: Practice of estate planning Choosing the right professionals for estate planning Ownership and transfer of property Estate, gift, GST, and income tax considerations for estate planning The use of revocable and irrevocable trusts in estate planning The use of life insurance in estate planning Planning for incapacity and special needs Valuations issues Charitable giving Using employee benefits to meet estate planning goals Intra-family wealth transfers and business succession planning And more! See the "Table of Contents" section for a full list of topics As with all of the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples you can use to help your clients successfully navigate the complex course of estate planning and confidently meet their needs.
Book Synopsis The Tools and Techniques of Estate Planning, 19th Edition by : Stephan Leimberg
Download or read book The Tools and Techniques of Estate Planning, 19th Edition written by Stephan Leimberg and published by . This book was released on 2019-01-09 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: In the course of a single year, estate planning has been directly affected by numerous, significant revisions to the law. When rules change, every estate planner must stay completely up-to-date with all the opportunities--and pitfalls--arising from the new legislation. The Tools & Techniques of Estate Planning, 19th edition, applies the trusted Tools & Techniques approach to all aspects of modern estate planning, enabling you to: Help your clients plan every aspect of their estate, including tax, investment, insurance, and estate administration decisions Help your clients effectively preserve their assets under current law Handle a wide variety of estates and specific circumstances Save significant amounts of time with exclusive estate planning tools In addition to everything that made the first eighteen editions of The Tools & Techniques of Estate Planning so effective and popular, this new edition delivers several enhancements including: Cover-to-cover updates to reflect changes in tax code that were enacted in the 2017 Tax Cuts and Jobs Act A new chapter on planning techniques that utilize the new Section 199A Qualified Business Income (QBI) deduction Significantly updated chapters on trust planning and income tax considerations in estate planning This book features easy-to-understand, real-world examples from expert authors on what techniques are best suited for a wide variety of circumstances, and equally important advice on how to avoid future problems. Readers will learn the most important issues and planning techniques to help clients plan every aspect of their estate. In these pages you'll also find reliable, practice-based analyses of hundreds of recent cases and rulings, helping you assist your clients in making the best decisions for themselves and for their families.
Book Synopsis Estate Planning for What Matters Most by : Jeffrey A. Nirenstein
Download or read book Estate Planning for What Matters Most written by Jeffrey A. Nirenstein and published by . This book was released on 2018-08 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: You will be introduced to these new approaches in our informative and comprehensive new book Estate Planning for What Matters Most: Pass on Your Wisdom and Priceless Moments. This book goes far deeper than most guides to estate planning, while still introducing new ways of thinking about your legacy in an easy-to-understand and readable fashion.If you are not 100% sure you have put the right plans in place to fully protect your assets and autonomy while addressing the needs of your modern family, this book is for you.
Author :Keon Chee Publisher :Marshall Cavendish International Asia Pte Ltd ISBN 13 :9814928135 Total Pages :246 pages Book Rating :4.8/5 (149 download)
Book Synopsis Planning Your Will, Trust, Lpa & More: Estate Planning for the Modern Family by : Keon Chee
Download or read book Planning Your Will, Trust, Lpa & More: Estate Planning for the Modern Family written by Keon Chee and published by Marshall Cavendish International Asia Pte Ltd. This book was released on 2020-09-24 with total page 246 pages. Available in PDF, EPUB and Kindle. Book excerpt: With society's rising affluence, children and families stand to inherit properties and many thousands and millions of dollars when parents and relatives pass away. The importance of setting out clear instructions about the distribution of your assets or wealth while you are still alive cannot be overstated. This process of estate planning involves making a will and perhaps setting up a trust, depending on your personal circumstances. The rise of the modern family and what such a family is likely to own, add to the diversity of planning required. In addition to the traditional two-parent family, we have families with single parents, partners of different races, nationalities and faiths, and same-sex partners. The modern family is likely to own foreign assets, a business, pets and digital assets, and likely to consider charitable giving in their estate planning. In this book, well-known estate planner Keon Chee takes you through the various aspects of estate planning, including the writing of a will, the setting up of a trust, planning your Lasting Power of Attorney (LPA) and setting out other important final wishes. The author has invited several highly experienced practitioners to share their specialist knowledge throughout the book enhancing the breadth of coverage.
Book Synopsis The Tools and Techniques of Estate Planning by : Stephan R. Leimberg
Download or read book The Tools and Techniques of Estate Planning written by Stephan R. Leimberg and published by . This book was released on 2017-07-14 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The 18th edition of The Tools & Techniques of Estate Planning provides the tools and techniques that every estate planner, financial planner, and insurance professional needs to help their clients preserve their assets under current law. It is completely updated and delivers numerous enhancements including new guidance on Data Gathering and Analysis; Death Tax Apportionment; Digital Assets, and much more.
Book Synopsis Modern Estate Planning by : Yvonne Novak
Download or read book Modern Estate Planning written by Yvonne Novak and published by . This book was released on 2020-09-03 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis The Tools & Techniques of Estate Planning by : Stephan R. Leimberg
Download or read book The Tools & Techniques of Estate Planning written by Stephan R. Leimberg and published by Highline Media. This book was released on 1995 with total page 688 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis The Tools and Techniques of Estate Planning by : Stephan R. Leimberg
Download or read book The Tools and Techniques of Estate Planning written by Stephan R. Leimberg and published by Probus Publishing Company. This book was released on 1992 with total page 678 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Estate Planning for the Modern Family by : John Farrell
Download or read book Estate Planning for the Modern Family written by John Farrell and published by . This book was released on 2019-01-16 with total page 152 pages. Available in PDF, EPUB and Kindle. Book excerpt: A follow-up to John's popular estate planning book for Georgia residents, this book provides a step-by-step guide to estate planning no matter where you live with a special emphasis on the modern family. Imagine the patriarch of the family is in his second marriage. He is retired from a business he currently owns and has several children. Imagine two of his children are grown, married, and from his first marriage. One of his children is a toddler and is from his second marriage. Also, imagine he is the stepfather to a child born to his second wife. Now, imagine his daughter runs the business he created and owns. She is married to a man who is a real estate agent and they have three children together.His son is in a same-sex marriage and he and his partner have adopted a daughter. Imagine from one man you have a second marriage, retiree, raising a toddler, stepson, married daughter, same-sex marriage, adoption, and grandchildren. Sounds like the makings of a good sitcom, doesn't it?Today's families are much more complex than in times past. While your family may not include each of the above circumstance, there's a fair chance your family contains one or more of them. For this reason, estate planning cannot be cookie-cutter and each estate plan needs to be individualized for your particular family, the modern family.
Author :Reed Scott Publisher :Createspace Independent Publishing Platform ISBN 13 :9781975780753 Total Pages :122 pages Book Rating :4.7/5 (87 download)
Book Synopsis Estate Planning Is Dead! by : Reed Scott
Download or read book Estate Planning Is Dead! written by Reed Scott and published by Createspace Independent Publishing Platform. This book was released on 2017-10-02 with total page 122 pages. Available in PDF, EPUB and Kindle. Book excerpt: Death and taxes are what most people are planning for in traditional estate plans, but this type of planning does nothing to protect your family from the things that are actually destroying America's wealth and health. Learn why modern estate planning is more about asset protection than ever before. With this book you'll discover how to protect: * Your assets from devastating healthcare costs! * Your estate from changes in the tax law! * Yourself and your spouse from predators! * Your family from remarriages and divorces! * Your grandchildren from losing their inheritance!
Book Synopsis Family Wealth Management: Seven Imperatives For Successful Investing by : Mark Haynes Daniell
Download or read book Family Wealth Management: Seven Imperatives For Successful Investing written by Mark Haynes Daniell and published by World Scientific. This book was released on 2023-07-26 with total page 530 pages. Available in PDF, EPUB and Kindle. Book excerpt: The successful management of family wealth has always been a challenge, even in the best of times. Requiring a careful balance of both family and financial considerations, the investment of family wealth for both lifetime and legacy purposes has become even more difficult in an increasingly complex world.Family Wealth Management addresses a family's philosophy of wealth, the development and prioritization of goals, and the understanding, structuring and allocation financial assets. In addition, the authors provide clear insights on the specifics of investment management and engaging and educating the family and its members in wealth management.The seven imperatives, which make up the core of the book, serve as both a guide to the critical insights necessary for successful family wealth management, and also serve as a step-by-step process to help families develop and implement their own unique investment strategies, and achieve the full set of their family's related objectives.Comprehensive, practical, and easy to apply, this work can serve as an important reference guide for family members and their wealth managers around the world for this immediate period — and for many years to come.
Book Synopsis Tools & Techniques of Estate Planning, 18th Edition by : Stephan R. Leimberg
Download or read book Tools & Techniques of Estate Planning, 18th Edition written by Stephan R. Leimberg and published by . This book was released on 2017 with total page 1467 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Building a Successful Family Business Board by : J. Pendergast
Download or read book Building a Successful Family Business Board written by J. Pendergast and published by Springer. This book was released on 2011-03-08 with total page 263 pages. Available in PDF, EPUB and Kindle. Book excerpt: In Building a Successful Family Business Board , the authors show why private firms need the in-depth expertise and objective feedback that a well-chosen board, including qualified independent directors, can provide, and demonstrates how owners and directors can work together to ensure a long and profitable life for the firm.
