Estate Planning with Life Insurance


Book Description




The Complete Guide to Planning Your Estate in Washington


Book Description

A guide to estate planning in Washington that provides state-specific advice on laws, probate, will substitutions, trusts, taxes, insurance, long-term care, and other related topics.













Life Insurance Answer Book


Book Description

You willl find the answer to every question that may arise regarding life insurance and how it relates to qualified plans and estate planning in Life Insurance Answer Book . This easy-to-use resource guides you expertly through all aspects of life insurance from design and structure to implementation and administration. Rules and regulations are also clearly outlined to ensure that you're complying with the applicable federal and state requirements. More than 1000 questions are thoroughly explained, covering such topics as: Legal requirements of insurance Life insurance as it relates to qualified plans Fiduciary responsibilities of employers, trustees, and administrators Regulations governing insurance contracts Department of Labor and IRS disclosure and reporting guidelines Records retention Life insurance as it relates to estate planning and other benefits and more!