Author: Publisher:
ISBN:
Category : Estate planning
Languages : en
Pages : 484
Book Description
Fundamental Estate Planning for Married Couples, 1990
Author: Eight Steps to a Proper Florida Trust and Estate Plan
Author: Alan S. GassmanPublisher:
ISBN: 9781522754923
Category :
Languages : en
Pages : 202
Book Description
The Martindale-Hubbell Law Directory
Author: 2016 - 2017 Estate Planning Guide for Ontarians - “Completing the Puzzle”
Author: Phelim L. O'Malley, MBA, CFPPublisher: Xlibris Corporation
ISBN: 1499040334
Category : Law
Languages : en
Pages : 108
Book Description
Estate Planning The legislation covering Estate Planning and distribution falls under provincial jurisdiction, with the exception of the Federal Income Tax Act. There are a number of Provincial Acts that directly or indirectly influence how an effective Estate Plan can be designed. The impacts of the Provincial legislation and Income Tax Act must be correctly understood and properly applied to your Estate Plan. The Estate Planning Guide for Ontarians — "Completing the Puzzle" has been written to integrate the various areas of legislation that are relevant to developing a comprehensive estate plan. The guide is focussed on Ontario legislation but with legal advice can be applied to other common law provinces and territories, excluding Quebec. Quebec's legal system is based on civil law and it is has significant differences from common law. The guide includes true life examples of where simple errors can have devastating effects on your Estate Plan. This guide illustrates how an experienced Certified Financial Planner (CFP) can help you Complete the Puzzle.
The Fundamentals of Estate and Tax Planning
Author: Your Living Trust and Estate Plan 2012-2013
Author: Harvey J. PlattPublisher: Simon and Schuster
ISBN: 1581158718
Category : Business & Economics
Languages : en
Pages : 281
Book Description
This revised fourth edition from estate-planning expert Harvey J. Platt details the most up-to-date strategies for using a living trust to create a ?exible estate plan. With explanations of the latest tax laws, including the new Tax Relief Act, changes to the gift and generation skipping tax laws, and the new uni?ed tax schedule rate. This book maps out the most effective techniques for saving money and property and provides the essential details of successful estate planning. Your Living Trust and Estate Plan 2011-2012 covers vital subjects not found in other books and discusses the components of and variations in living trusts, how to select beneficiaries, understanding the probate process, contributing to charities, life insurance, retirement benefits, ethical wills, dynasty trusts, postmortem planning, trust decanting, income tax planning, and offshore trusts.
Basic Estate Planning
Author: Your Living Trust & Estate Plan
Author: Harvey J. PlattPublisher: Simon and Schuster
ISBN: 1621533913
Category : Business & Economics
Languages : en
Pages : 294
Book Description
This revised fifth edition from estate-planning expert Harvey J. Platt details the most up-to-date strategies for using a living trust to create a flexible estate plan. Platt explains the latest tax laws, including the American Taxpayer Relief Act of 2012, the broadening of statutes for amending trusts, and the rule against perpetuities (RAP). Platt also addresses updates on many existing topics, including lifetime exemptions; the estate, gift, and generation-skipping tax; charitable deductions; state estate tax savings; and private annuities. Your Living Trust & Estate Plan maps out the most effective techniques for saving money and property and covers the essentials of successful estate planning. Other resources frequently overlook vital areas such as unlocking the benefits of living trusts, protecting beneficiaries, using life insurance, handling retirement benefits properly, and fixing inadequate estate planning postmortem, but Your Living Trust is the complete guide. This invaluable resource will teach you how to maximize your family’s assets, plan your estate, and provide for your loved ones well into the future.
Estate Planning
Author: Gay and Lesbian Elders
Author: Nancy J. KnauerPublisher: Routledge
ISBN: 1317130898
Category : Social Science
Languages : en
Pages : 176
Book Description
The approximately two million gay and lesbian elders in the United States are an underserved and understudied population. At a time when gay men and lesbians enjoy an unprecedented degree of social acceptance and legal protection, many elders face the daily challenges of aging isolated from family, detached from the larger gay and lesbian community, and ignored by mainstream aging initiatives. Drawing on materials from law, history, and social theory, this book integrates practical proposals for reform with larger issues of sexuality and identity. Beginning with a summary of existing demographic data and offering a historical overview of pre-Stonewall views of homosexuality, author Nancy J. Knauer goes on to address the invisibility of this community. She examines the multiple double binds central to their identity formation, including ageism among gays and lesbians and homophobia among seniors. Further, the book focuses on specific legal concerns such as estate planning, housing, discrimination, and financial insecurity, and how they impact this community uniquely. Integrating theory with practical questions of policy, and advancing a new understanding of the construction of sexuality and identity, this book advocates meaningful new reforms designed to ensure equity and dignity in aging regardless of sexual orientation.