Author: Constance J. FontainePublisher:
ISBN: 9780943590844
Category : Law
Languages : en
Pages : 488
Book Description
Fundamentals of Estate Planning
Author: Constance J. FontainePublisher:
ISBN: 9780943590844
Category : Law
Languages : en
Pages : 488
Book Description
The Fundamentals of Estate Planning
Author: Angela M. VallarioPublisher:
ISBN: 9781611635157
Category : Estate planning
Languages : en
Pages : 0
Book Description
Written specifically for those in the state of Maryland (or studying Maryland estate planning), The Fundamentals of Estate Planning provides a unique opportunity to bring the practical aspect of estate planning into the classroom. The casebook provides text, relevant Maryland and Federal Statutes, forms and checklists used to interview and draft estate planning documents. Major topics include drafting of wills, testamentary trusts, inter vivos trusts, powers of attorney and advance medical directives for tax sensitive and non-tax sensitive client scenarios. Additionally, the casebook provides an overview of the ancillary issues including elder law, Medicaid, guardianship, estate administration and will caveats. The book is accompanied by a CD which contains sample forms.
Estate Planning Basics
Author: Denis CliffordPublisher: NOLO
ISBN: 9781413316216
Category : Estate planning
Languages : en
Pages : 0
Book Description
"Covers the basics of estate planning, including wills, trusts, and health care directives. It prepares readers to start planning their estate, with or without an attorney. The 6th edition is updated with the latest laws and tax information"--Provided by publisher.
Essentials of Personal Financial Planning
Author: Susan M. TilleryPublisher: John Wiley & Sons
ISBN: 1119421233
Category : Business & Economics
Languages : en
Pages : 448
Book Description
ESSENTIALS OF PERSONAL FINANCIAL PLANNING Essentials of Personal Financial Planning was written to challenge the status quo by promoting personal financial planning (PFP) as a profession, not as a sales tool to gather assets under management or facilitate sales of insurance products. The book takes a comprehensive and integrated approach to PFP for accounting students, allowing them to view the profession through the lens of a CPA – with integrity and objectivity. This book systematically introduces the essentials of all the major PFP topics (estate, retirement, investments, insurance, and tax), as well as: The PFP process, concepts and regulatory environment. Professional responsibilities of a CPA personal financial planner and the requirements of the Statement on Standards in PFP Services. Time value of money concepts. The book then builds on these foundational concepts, showing their interconnectivity and professional opportunities, to provide a deeper understanding of PFP and its application. After reading this book, students will be able to apply the knowledge and skills gained from this course to have an immediate and long-term positive impact for themselves and for the clients they serve.
Fundamentals of Oregon Estate Planning
Author: Benjamin L. RaschePublisher:
ISBN: 9781732425392
Category :
Languages : en
Pages :
Book Description
Fundamentals of Financial Planning
Author: Michael A. DaltonPublisher:
ISBN: 9781936602032
Category : Finance, Personal
Languages : en
Pages : 776
Book Description
Fundamentals of Estate Planning
Author: Constance J. FontainePublisher:
ISBN: 9781582931340
Category : Estate planning
Languages : en
Pages : 744
Book Description
California Guide to Tax, Estate & Financial Planning for the Elderly
Author: Stuart D. ZimringPublisher:
ISBN: 9780820550688
Category : Estate planning
Languages : en
Pages : 0
Book Description
Fundamentals of Estate Planning
Author: Constance J. FontainePublisher:
ISBN: 9781579960216
Category : Estate planning
Languages : en
Pages : 743
Book Description
Understanding Living Trusts
Author: Vickie SchumacherPublisher: Schumacher Publishing
ISBN:
Category : Law
Languages : en
Pages : 230
Book Description
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.