Tax, Estate Planning and Legal Aspects of Financial Planning

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Publisher :
ISBN 13 : 9789810519346
Total Pages : 302 pages
Book Rating : 4.5/5 (193 download)

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Book Synopsis Tax, Estate Planning and Legal Aspects of Financial Planning by : Stephen Ban Eng Chew

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:

Tax, Estate Planning and Legal Aspects of Financial Planning

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Publisher :
ISBN 13 : 9789810491079
Total Pages : 299 pages
Book Rating : 4.4/5 (91 download)

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Book Synopsis Tax, Estate Planning and Legal Aspects of Financial Planning by :

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:

Tax, Estate & Financial Planning for the Elderly

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Publisher :
ISBN 13 : 9781579111427
Total Pages : pages
Book Rating : 4.1/5 (114 download)

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Book Synopsis Tax, Estate & Financial Planning for the Elderly by : Michael Gilfix

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:

California Guide to Tax, Estate & Financial Planning for the Elderly

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Publisher :
ISBN 13 : 9780820550688
Total Pages : 0 pages
Book Rating : 4.5/5 (56 download)

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Book Synopsis California Guide to Tax, Estate & Financial Planning for the Elderly by : Stuart D. Zimring

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:

Estate Planning Law and Taxation

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Publisher : Warren Gorham & Lamont
ISBN 13 : 9780791341094
Total Pages : pages
Book Rating : 4.3/5 (41 download)

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Book Synopsis Estate Planning Law and Taxation by : David Westfall

Download or read book Estate Planning Law and Taxation written by David Westfall and published by Warren Gorham & Lamont. This book was released on 2001 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Tax and Financial Planning for the Closely Held Family Business

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Author :
Publisher : Edward Elgar Publishing
ISBN 13 : 1785367765
Total Pages : 566 pages
Book Rating : 4.7/5 (853 download)

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Book Synopsis Tax and Financial Planning for the Closely Held Family Business by : Gary A. Zwick

Download or read book Tax and Financial Planning for the Closely Held Family Business written by Gary A. Zwick and published by Edward Elgar Publishing. This book was released on 2019 with total page 566 pages. Available in PDF, EPUB and Kindle. Book excerpt: Tax and Financial Planning for the Closely Held Family Business serves as a manual to help business advisers devise strategies for clients dealing with family issues. Guiding family businesses through the complex maze of organizational, tax, financial, governance, estate planning, and personal family issues is a complex, time-consuming, difficult, and sometimes emotional process. This book focuses not only on identifying the problems family businesses face, but on devising solutions and planning opportunities for both family businesses and their owners. Each chapter of this book contains creative planning opportunities that advisers can suggest and help implement in order to solve real problems in the family business.

The Complete Guide to Planning Your Estate in Texas

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Publisher : Atlantic Publishing Company
ISBN 13 : 1601384262
Total Pages : 230 pages
Book Rating : 4.6/5 (13 download)

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Book Synopsis The Complete Guide to Planning Your Estate in Texas by : Linda C. Ashar

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.

Estate Planning

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Publisher : John Wiley & Sons
ISBN 13 : 1119157129
Total Pages : 736 pages
Book Rating : 4.1/5 (191 download)

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Book Synopsis Estate Planning by : William P. Streng

Download or read book Estate Planning written by William P. Streng and published by John Wiley & Sons. This book was released on 2016-02-08 with total page 736 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.

The Complete Guide to Planning Your Estate in New York

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Author :
Publisher : Atlantic Publishing Company
ISBN 13 : 1601384270
Total Pages : 338 pages
Book Rating : 4.6/5 (13 download)

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Book Synopsis The Complete Guide to Planning Your Estate in New York by : Linda C. Ashar

Download or read book The Complete Guide to Planning Your Estate in New York written by Linda C. Ashar and published by Atlantic Publishing Company. This book was released on 2009-12-15 with total page 338 pages. Available in PDF, EPUB and Kindle. Book excerpt: What happens to your estate after you are gone is very much within your control. Estate planning is not only for the wealthy; it is for everyone. It is simply the process of deciding where your assets are to be distributed after your death. For those people who wish to preserve their assets for designated purposes such as family or special charities it becomes necessary to make special advance preparations. Your estate plan should also allow for the possibility of your own disability. It should detail what you own and whom you want to leave it to at a time of your choosing and the way you want. Your estate plan should include fully disclosed, controlled costs for you and your loved ones. The last thing you want to worry about is having your estate drained of value through taxes and legal costs. The right plan can protect the value of your estate and spare your loved ones unnecessary hassles and legal conflicts. The Complete Guide to Planning Your Estate in New York will help you glide through this complicated process. This new book has been adapted to offer New York residents state-specific advice for estate planning. Co-authors Margo Pierce and Linda C. Ashar, attorneys at law, have crafted an estate planning primer, allowing New York residents to become more informed and more involved during the process. Many books on estate planning indicate you do not need the services of an attorney, but this book highly recommends using an attorney versed in this area: You should not go through the process alone. This book is intended explain the complicated issues, terminology, and planning strategies of estate planning so when you do meet with a qualified attorney, you will be well prepared. New York-specific information is offered throughout this book, including: New York's probate code; New York rules, regulations, and laws specific to estate planning; elements of a valid New York will; planning your living will in New York; explanations of New York laws regarding durable health care power of attorneys, do not resuscitate (DNR) orders, and directives to withhold CPR. Estate planning should be a positive experience. It involves reviewing your situation and planning for your future. Other books offer a non-state-specific overview of estate planning, causing many readers to be misinformed about rules and regulations particular to their state; but, this new book provides information New York residents need to know. Do not get outdated or wrong information that does not pertain to you specifically. Use this new book to craft an estate plan that is not only legally sound but also fully carries out your last wishes and protects your loved ones. Atlantic Publishing is a small, independent publishing company based in Ocala, Florida. Founded over twenty years ago in the company presidentâe(tm)s garage, Atlantic Publishing has grown to become a renowned resource for non-fiction books. Today, over 450 titles are in print covering subjects such as small business, healthy living, management, finance, careers, and real estate. Atlantic Publishing prides itself on producing award winning, high-quality manuals that give readers up-to-date, pertinent information, real-world examples, and case studies with expert advice. Every book has resources, contact information, and web sites of the products or companies discussed.

Tax, Estate and Financial Planning for the Elderly

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Publisher : International Institute of Technology, Incorporated
ISBN 13 : 9780820512891
Total Pages : pages
Book Rating : 4.5/5 (128 download)

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Book Synopsis Tax, Estate and Financial Planning for the Elderly by : John J. Regan

Download or read book Tax, Estate and Financial Planning for the Elderly written by John J. Regan and published by International Institute of Technology, Incorporated. This book was released on 1997-03-06 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Also available on Authority Tax & Estate Planning Law Library CD-ROM & Authority Elder Law Library CD-ROM. In addition, you can increase your library with Tax, Estate & Financial P

The Financial Planner's Guide to Estate Planning

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Publisher :
ISBN 13 : 9780133157895
Total Pages : 312 pages
Book Rating : 4.1/5 (578 download)

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Book Synopsis The Financial Planner's Guide to Estate Planning by : Paul J. Lochray

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:

J.K. Lasser's New Rules for Estate and Tax Planning

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Publisher : John Wiley & Sons
ISBN 13 : 0471731080
Total Pages : 306 pages
Book Rating : 4.4/5 (717 download)

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Book Synopsis J.K. Lasser's New Rules for Estate and Tax Planning by : Harold I. Apolinsky

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.

The Complete Guide to Planning Your Estate in Illinois

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Author :
Publisher : Atlantic Publishing Company
ISBN 13 : 1601384297
Total Pages : 338 pages
Book Rating : 4.6/5 (13 download)

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Book Synopsis The Complete Guide to Planning Your Estate in Illinois by : Linda C. Ashar

Download or read book The Complete Guide to Planning Your Estate in Illinois written by Linda C. Ashar and published by Atlantic Publishing Company. This book was released on 2010 with total page 338 pages. Available in PDF, EPUB and Kindle. Book excerpt: What happens to your estate after you are gone is very much within your control. Estate planning is not only for the wealthy; it is for everyone. It is simply the process of deciding where your assets are to be distributed after your death. For those people who wish to preserve their assets for designated purposes -- such as family or special charities -- it becomes necessary to make special advance preparations. To ensure your assets are protected and final wishes are carried out, there are some common actions that should be taken now. Proper estate planning allows you to plan for yourself and your loved ones without giving up control of your affairs. Your estate plan should also allow for the possibility of your own disability. It should detail what you own and whom you want to leave it to at a time of your choosing and the way you want. Your estate plan should include fully disclosed, controlled costs for you and your loved ones. The last thing you want to worry about is having your estate drained of value through taxes and legal costs. The right plan can protect the value of your estate and spare your loved ones unnecessary hassles and legal conflicts. The Complete Guide to Planning Your Estate in Illinois will help you glide through this complicated process. This new book has been adapted to offer Ohio residents state-specific advice for estate planning. Co-authors Margo Pierce and Linda C. Ashar, attorneys at law, have crafted an estate planning primer, allowing Illinois residents to become more informed and more involved during the process. Many books on estate planning indicate you do not need the services of an attorney, but this book highly recommends using an attorney versed in this area: You should not go through the process alone. This book is intended explain the complicated issues, terminology, and planning strategies of estate planning so when you do meet with a qualified attorney, you will be well prepared. You will understand the legal terms and be ready to discuss issues and strategies with familiarity, saving you time and legal fees and ensuring peace of mind. Illinois -specific information is offered throughout this book, including: Illinois s probate code; Illinois rules, regulations, and laws specific to estate planning; elements of a valid Illinois will; planning your living will in Illinois; explanations of Illinois 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. This book also offers an overview of abatement rules, settlement costs, guardianship and minor children, executors and trustees, life insurance, potential long-term care needs, marital deductions, types of trusts, gift splitting, survivorship deeds, 529 plans, reducing or eliminating estate taxes, avoiding tax on life insurance, using insurance to pay estate taxes, gift tax issues, generation skipping transfer tax, and tax-deferred accounts. Estate planning should be a positive experience. It involves reviewing your situation and planning for your future. Although few people want to think about the possibility of disability or disease, advance planning is also a way to show your love and to reduce potential distress later. Other books offer a non-state-specific overview of estate planning, causing many readers to be misinformed about rules and regulations particular to their state; but, this new book provides information Illinois residents need to know. Do not get outdated or wrong information that does not pertain to you specifically. Use this new book to craft an estate plan that is not only legally sound but also fully carries out your last wishes and protects your loved ones.

FLORIDA LAW for TAX, BUSINESS and FINANCIALPLANNING ADVISORS

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Publisher :
ISBN 13 : 9781522759713
Total Pages : 388 pages
Book Rating : 4.7/5 (597 download)

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Book Synopsis FLORIDA LAW for TAX, BUSINESS and FINANCIALPLANNING ADVISORS by : Alan S. Gassman

Download or read book FLORIDA LAW for TAX, BUSINESS and FINANCIALPLANNING ADVISORS written by Alan S. Gassman and published by . This book was released on 2015-12-28 with total page 388 pages. Available in PDF, EPUB and Kindle. Book excerpt: Both Florida and non-Florida based legal, tax and financial advisors have needed a straightforward, but thorough reference text that addresses estate planning, business, creditor protection, and family law issues that apply to Floridians and those who have property in Florida..This book was designed specifically with the advisor in mind.

Your Estate Matters

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Publisher : Author House
ISBN 13 : 1496935292
Total Pages : 577 pages
Book Rating : 4.4/5 (969 download)

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Book Synopsis Your Estate Matters by : Patti S. Spencer, Esq.

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.

Estate Planning For Dummies

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 1118053958
Total Pages : 397 pages
Book Rating : 4.1/5 (18 download)

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Book Synopsis Estate Planning For Dummies by : N. Brian Caverly

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.

Estate and Financial Planning for People Living with COPD

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Author :
Publisher : Demos Medical Publishing
ISBN 13 : 1936303345
Total Pages : 225 pages
Book Rating : 4.9/5 (363 download)

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Book Synopsis Estate and Financial Planning for People Living with COPD by : Martin Shenkman

Download or read book Estate and Financial Planning for People Living with COPD written by Martin Shenkman 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: Chronic obstructive pulmonary disease is a progressive disease that makes it hard to breathe. COPD can cause coughing that produces large amounts of mucus, wheezing, shortness of breath, chest tightness, and other symptoms. Cigarette smoking is the leading cause of COPD, but long-term exposure to other lung irritants may contribute to it.Estate and Financial Planning for People Living with COPDcovers all eventualities that a person with this disease may counter when planning their estate. The book is not just for people with money but also for those who have one main asset, such as a house, and need to know how to deal with it in relation to chronic illness. This guide covers how to write a will, how to determine the amount of life insurance your family needs, and how to figure out whether you need a living trust. Also learn about powers of attorney, when to work with a lawyer, and if it is necessary.