Estate Planning and Wealth Preservation PDF Download

Author: Kathryn G. Henkel
Publisher:
ISBN: 9780791334263
Category : Estate planning
Languages : en
Pages :

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Author: Kathryn G. Henkel
Publisher:
ISBN: 9780791333044
Category : Estate planning
Languages : en
Pages :

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Author: Jonathan G. Blattmachr
Publisher: Regnery Publishing
ISBN: 9780895262547
Category : Business & Economics
Languages : en
Pages : 764

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The Complete Guide to Wealth Preservation and Estate Planning is written for everyone from families to financial planners, lawyers, accountants, insurance underwriters, security and investment advisors and business owners.

Author: Alexander A. Bove (Jr.)
Publisher: American Bar Association
ISBN: 9781590314760
Category : Business & Economics
Languages : en
Pages : 622

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Author: David Westfall
Publisher: Warren Gorham & Lamont
ISBN: 9780791341094
Category : Estate planning
Languages : en
Pages :

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Author: N. Lindsey Smith
Publisher:
ISBN: 9780970571304
Category : Estate planning
Languages : en
Pages : 318

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Author: Leonard Critcher
Publisher: Author House
ISBN: 1491862858
Category : Business & Economics
Languages : en
Pages : 335

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Book Description
COVERING YOUR ASSets is not a guide on how to accumulate assets. It is written specifically for people who have already accumulated assets, or are on their way to doing so, and wish to preserve and protect those assets. It is written in a unique format that will allow you to isolate your specific life situation and read only material applicable to you. You will learn about what the Wealth Planning process should actually entail, the Thirteen Wealth Management Issues (twelve of which that are ignored by many Financial Planners), the synergy that should come from the integration of these oft-ignored issues, and how to properly build a Wealth Planning Team. Twenty-seven complex strategies and techniques are explained in simple terms and presented in such a way that they can be easily understood by any layman. COVERING YOUR ASSets is an informative, enjoyable and easy to read guide for anyone wishing to Preserve and Protect what they have accumulated.

Author: Doug H. Moy
Publisher: Wiley
ISBN: 9780471122593
Category : Business & Economics
Languages : en
Pages : 0

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Once the exclusive domain of specialist attorneys, estate planning is now a highly lucrative part of many accountants' and tax professionals' practices nationwide. If you are an accountant who would like to take advantage of this national trend as a way to diversify your services and significantly increase your profit base, this book is for you. Based on author Doug H. Moy's more than twenty-five years as a successful estate planning professional, it tells you everything you need to know about planning, building, managing, and marketing a thriving estate planning practice. Writing in a straightforward, jargon-free style, Moy deftly guides you step-by-step through the entire estate planning process. He shows you how to work with attorneys and clients to develop a solid, legally structured estate plan for maximum asset protection, estate preservation, and privacy. What's more, he shares the original wealth preservation and transfer strategies that helped make him one of today's most respected estate planning specialists. But that's not all. The fruit of Moy's two and a half decades as head of a national estate planning business, Wealth Preservation also provides you with a complete blueprint for starting and running your own successful estate planning practice, from fee-setting and billing to drawing up a consulting agreement and staying on top of the latest changes in the tax laws. An indispensable resource for PAs, EAs, CPAs, CFPs, insurance professionals, and banking service providers, Wealth Preservation contains a gold mine of proven business tools and techniques, including: * Methods for developing estate planning business among established clients * Prospecting how-to's for finding and qualifying new clients * All of the documentation you'll need in ready-to-use format * n original client financial information checklist that helps you get all of the crucial facts necessary to develop and prepare written plans and avoid malpractice suits * Worksheets that let you calculate estate taxes quickly and effortlessly--without expensive computer hardware and software * An original information storage and retrieval system A total guide to planning, building, managing, and marketing a thriving estate planning practice In this highly accessible guide to estate planning, expert Doug Moy shares everything he knows about establishing and managing a successful estate planning practice. Drawing on more than twenty-five years as head of his own successful national estate planning practice, Moy: * Clearly explains how to start your own estate planning practice * Guides you step-by-step through the entire estate planning process * Shows you how to work with attorneys and clients to develop a solid estate plan * Describes techniques for selling estate planning services to old and new clients * Covers all the important basic business issues, including fee-setting, billing, consulting agreements, working with attorneys, and more * Supplies all of the crucial documentation you'll need in your practice * Offers an original checklist that helps you guarantee that you get all of the important facts you need about clients' personal finances * Includes worksheets that make calculating estate taxes quicker and easier than ever * Provides a complete client fact-finding form for gathering personal and financial information Read Wealth Preservation and find out how to broaden your professional horizons and increase your revenues by making estate planning a part of your practice.

Author: Harold I. Apolinsky
Publisher: John Wiley & Sons
ISBN: 0471731080
Category : Business & Economics
Languages : en
Pages : 306

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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: Howard M. Zaritsky
Publisher: Warren Gorham & Lamont
ISBN:
Category : Estate planning
Languages : en
Pages : 2166

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