Author: Publisher:
ISBN:
Category : Estate planning
Languages : en
Pages : 1242
Book Description
Financial & Estate Planners Quarterly
Author: Estate Planners Quarterly
Author: Estate Planners Quarterly
Author: Financial and Estate Planning Guide
Author: Sidney KessPublisher:
ISBN: 9780808090076
Category : Estate planning
Languages : en
Pages : 1016
Book Description
A practical guide for financial and estate planners.
The Wall Street Journal Complete Estate-Planning Guidebook
Author: Rachel Emma SilvermanPublisher: Currency
ISBN: 0307461289
Category : Business & Economics
Languages : en
Pages : 210
Book Description
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.
Financial and Estate Planning Guide
Author: CCH EditorsPublisher:
ISBN: 9780808010678
Category : Law
Languages : en
Pages : 1002
Book Description
"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."
The Financial Planner's Guide to Estate Planning
Author: Paul J. LochrayPublisher: Prentice Hall
ISBN: 9780133164640
Category : Estate planning
Languages : en
Pages : 283
Book Description
Financial and Estate Planning Guide 2009
Author: Publisher: CCH
ISBN: 9780808091790
Category : Business & Economics
Languages : en
Pages : 1100
Book Description
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.
Protect and Enhance Your Estate: Definitive Strategies for Estate and Wealth Planning 3/E
Author: Robert A. EspertiPublisher: McGraw Hill Professional
ISBN: 0071787909
Category : Business & Economics
Languages : en
Pages : 369
Book Description
“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
Maryland Estate Planning, Wills and Trusts Library
Author: Aryeh GuttenbergPublisher: Data Trace Media
ISBN: 9781574000375
Category : Law
Languages : en
Pages : 1088
Book Description
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.