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Author :
Publisher :
ISBN 13 :
Total Pages : 1242 pages
Book Rating : 4.F/5 ( download)
Download or read book Financial & Estate Planners Quarterly written by and published by . This book was released on 1988 with total page 1242 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Estate Planners Quarterly written by and published by . This book was released on 1965-12 with total page 72 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Estate Planners Quarterly written by and published by . This book was released on 1963 with total page 76 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Sidney Kess
Publisher :
ISBN 13 : 9780808090076
Total Pages : 1016 pages
Book Rating : 4.0/5 (9 download)
Download or read book Financial and Estate Planning Guide written by Sidney Kess and published by . This book was released on 2005-12 with total page 1016 pages. Available in PDF, EPUB and Kindle. Book excerpt: A practical guide for financial and estate planners.
Author : Rachel Emma Silverman
Publisher : Currency
ISBN 13 : 0307461289
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 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 : CCH Editors
Publisher :
ISBN 13 : 9780808010678
Total Pages : 1002 pages
Book Rating : 4.0/5 (16 download)
Download or read book Financial and Estate Planning Guide written by CCH Editors and published by . This book was released on 2003-10 with total page 1002 pages. Available in PDF, EPUB and Kindle. Book excerpt: "A guidebook for professionals who structure, tailor and administer financial and estate plans. The guide explains all the important planning concepts, and examines the most important techniques used to set and meet the financial goals of clients and their families."
Author : Paul J. Lochray
Publisher : Prentice Hall
ISBN 13 : 9780133164640
Total Pages : 283 pages
Book Rating : 4.1/5 (646 download)
Download or read book The Financial Planner's Guide to Estate Planning written by Paul J. Lochray and published by Prentice Hall. This book was released on 1987 with total page 283 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author :
Publisher : CCH
ISBN 13 : 9780808091790
Total Pages : 1100 pages
Book Rating : 4.0/5 (917 download)
Download or read book Financial and Estate Planning Guide 2009 written by and published by CCH. This book was released on 2008-09 with total page 1100 pages. Available in PDF, EPUB and Kindle. Book excerpt: The CCH Financial and Estate Planning Guide is the premier guidebook for professionals who structure, tailor and administer financial and estate plans. In the clearest of language, the guide explains all the important planning concepts, and examines the most important techniques used to set and meet the financial goals of clients and their families.
Author : Aryeh Guttenberg
Publisher : Data Trace Media
ISBN 13 : 9781574000375
Total Pages : 1088 pages
Book Rating : 4.0/5 (3 download)
Download or read book Maryland Estate Planning, Wills and Trusts Library written by Aryeh Guttenberg and published by Data Trace Media. This book was released on 1998-01-01 with total page 1088 pages. Available in PDF, EPUB and Kindle. Book excerpt: Renowned Maryland trusts & estates attorney, Aryeh Guttenberg, has drawn from his extensive experience to bring you strategies & forms for virtually every situation you will encounter. His insightful commentary provides a thorough discussion & analysis of sophisticated strategies & many key areas of estate planning, including explanations of The Maryland Law of Wills, Organizational Checklist of Wills, The Unified Gift & Transfer Tax System, Generation-Skipping Transfer Tax, Guide to Selection of Personal Representative, Trustees & Guardians, Formula Clauses for Wills & Trusts, Special Right of Election in Maryland, Q DOTS, Power of Appointment, Types of Joint Ownership, Disclaimers & Uses of Dynasty Trusts. This book gives you instant access to forms for virtually every situation that are adaptable for your clients. From preparing simple wills to complex wills & trusts, you will find forms both in the book & on the companion CD-ROM. The forms are arranged as modular templates so that you can customize your document creation with the easily interchangeable provisions & even create your own library of wills & trusts.
Author : Robert A. Esperti
Publisher : McGraw Hill Professional
ISBN 13 : 0071787909
Total Pages : 369 pages
Book Rating : 4.0/5 (717 download)
Download or read book Protect and Enhance Your Estate: Definitive Strategies for Estate and Wealth Planning 3/E written by Robert A. Esperti and published by McGraw Hill Professional. This book was released on 2012-03-30 with total page 369 pages. Available in PDF, EPUB and Kindle. Book excerpt: “Our #1 choice in estate planning books.” –Ken & Daria Dolan The bestselling guide to securing a sound financial future for you and your loved ones—updated for uncertain times In our time of political, social, and economic upheaval, taking steps to protect your estate isn’t enough to provide peace of mind for you or financial security for your loved ones. Given these new levels of uncertainty, you need to reduce risk by using life insurance and other financial products to fund estate planning. This new, fully updated edition of the estate planning classic helps you take your estate planning to the next level. In addition to all the basics on wills, jointly held property, taxation, and philanthropy, Protect and Enhance Your Estate covers the latest developments regarding: Disability planning Living trusts Asset protection Family limited partnerships Proper use of life and long-term care insurance
Author : Paul I. Lochray
Publisher :
ISBN 13 : 9780133160765
Total Pages : 288 pages
Book Rating : 4.1/5 (67 download)
Download or read book The Financial Planner's Guide to Estate Planning written by Paul I. Lochray and published by . This book was released on 1989 with total page 288 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : George Byron Gordon
Publisher :
ISBN 13 :
Total Pages : 448 pages
Book Rating : 4.F/5 ( download)
Download or read book The Fifteenth Anniversary Edition of Estate Planners Quarterly written by George Byron Gordon and published by . This book was released on 1968 with total page 448 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Harold I. Apolinsky
Publisher : John Wiley & Sons
ISBN 13 : 0471731080
Total Pages : 306 pages
Book Rating : 4.4/5 (717 download)
Download or read book J.K. Lasser's New Rules for Estate and Tax Planning written by Harold I. Apolinsky and published by John Wiley & Sons. This book was released on 2005-03-04 with total page 306 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. Estate Planning Law Specialist Harold Apolinsky and expert financial planner Stewart Welch III know this better than anyone else, and in the Revised and Updated 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 as well as preserve your wealth. Packed with up-to-the-minute facts, this practical resource covers important issues, such as: * How new legislation will impact inheritances and trusts * Estate and generation-skipping tax planning * The role of wills, executors, and trusts * Treatment of charitable contributions * The do's and don'ts of gifting * Life insurance and retirement planning 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 : Michael A. Dalton
Publisher :
ISBN 13 : 9780974894522
Total Pages : 520 pages
Book Rating : 4.8/5 (945 download)
Download or read book Estate Planning for Financial Planners written by Michael A. Dalton and published by . This book was released on 2004 with total page 520 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Frank J. Eberhart
Publisher : Bellingham, WA ; North Vancouver, BC : International Self-Counsel Press
ISBN 13 : 9781551804057
Total Pages : 168 pages
Book Rating : 4.8/5 (4 download)
Download or read book Plan Ahead written by Frank J. Eberhart and published by Bellingham, WA ; North Vancouver, BC : International Self-Counsel Press. This book was released on 2003 with total page 168 pages. Available in PDF, EPUB and Kindle. Book excerpt: Get your financial affairs in order. Understand how current tax laws affect your estate. Learn how to use trusts to protect your estate.
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 : Solomon Huber
Publisher :
ISBN 13 :
Total Pages : 303 pages
Book Rating : 4.:/5 (52 download)
Download or read book Tenth Anniversary Edition of Estate Planners Quarterly written by Solomon Huber and published by . This book was released on with total page 303 pages. Available in PDF, EPUB and Kindle. Book excerpt:
