Author : Carmina Y. D'Aversa
Publisher : American Bar Association
Page : 392 pages
File Size : 17,7 MB
Release : 2006
Category : Business & Economics
ISBN : 9781590316832
Numerous and often complicated issues are involved in estate planning for minor children, including taxation, education funding, insurance, disability, and making arrangements in the event of an adult's incapacity or death. Combining core legal concepts with practical wisdom, this is a ready reference to the federal and state laws involving planning for minors. Includes sample forms, tables, forms, and drafting examples. Accompanying CD-ROM contains forms.
Author : Carmina Y. D'Aversa
Publisher :
Page : 457 pages
File Size : 28,18 MB
Release : 2019
Category : Estate planning
ISBN : 9789781641053
Author : Harrison Tweed
Publisher :
Page : 252 pages
File Size : 35,73 MB
Release : 1988
Category : Law
ISBN :
This tenth edition of the text examines all factors, tax and nontax involved in planning inter vivos and testamentary dispostion of client's estates, and features forms of wills and trust instruments providing commentary on the forms. The discussion includes the impact of the Tax Reform Act of 1986 and the Revenue Act of 1987.
Author : Stewart H. Welch, III
Publisher : John Wiley & Sons
Page : 359 pages
File Size : 37,60 MB
Release : 2019-02-12
Category : Business & Economics
ISBN : 1119559138
The popular handbook to estate planning, now updated for 2018 Since its first publication in 2002, New Rules for Estate, Retirement, and Tax Planning has sold more than 40,000 copies, providing a solid, accessible introduction to estate planning for any age or income bracket. Now in its sixth edition, Estate, Retirement, and Tax Planning continues this tradition, covering such topics as trusts, donations, life insurance, and wills in easy-to-understand language that offers valuable insights and solid strategies to help you preserve your wealth and plan your estate so that your assets go where you want with a minimum of taxes and government interference. This comprehensive guide answers such common questions as: How much do I need to retire comfortably? How do I protect my children’s inheritance? How do I ensure planned donations are made after I’m gone? And many more. The Sixth Edition is also fully updated to reflect changes following the 2018 Tax Cuts and Jobs Act, so that you can learn how new regulations could impact your inheritance and trusts. Other notable features include advice on working with elderly parents and introducing financial planning to children and teenagers, in addition to a list of professional advisers and a glossary of estate planning terms. Understand estate planning and obtain solid strategies for growing your wealth Explore asset protection and succession planning strategies Discover how recent updates to the tax code could affect you and your heirs Stay informed of any relevant law changes with an author-managed web site Estate, Retirement, and Tax Planning contains a wealth of valuable information for any adult who needs help planning their financial future, from the established professional heading toward retirement, to the young adult looking to understand the basics. Wherever you are in your journey, use Estate, Retirement, and Tax Planning to ensure your legacy is protected.
Author : Harvey J. Platt
Publisher : Simon and Schuster
Page : 352 pages
File Size : 10,13 MB
Release : 2013-09-13
Category : Business & Economics
ISBN : 1621533913
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.
Author : Nancy E. Shurtz
Publisher :
Page : 438 pages
File Size : 36,26 MB
Release : 2022-05-02
Category : Law
ISBN : 9781641059541
"Focus on 529 plans compared to other education techniques"--
Author : Stanley Neeleman
Publisher : Simon and Schuster
Page : 256 pages
File Size : 35,50 MB
Release : 2004-01-01
Category : Business & Economics
ISBN : 1621531376
Filled with real-life case examples, Estate Planning for the Healthy, Wealthy Family combines a positive attitude, deep psychological insight, and “hard” financial know-how for passing on money between family members while keeping relationships and values intact. With competence and empathy, the authors discuss such important moral issues as the role money plays in a happy family; how parents model their children’s values; and ways to build happy families where there is unequal wealth.
Author : L. Paul Hood Jr.
Publisher : Bublish, Inc.
Page : 198 pages
File Size : 36,88 MB
Release : 2022-02-08
Category : Business & Economics
ISBN : 1647044650
"If you are a member of a blended family, this is the handbook to enable your estate plan to assure that your financial wealth will lead to your family's future well-being. Read it, follow its wisdom and practices, and smile." —James (Jay) E. Hughes Jr, Author of Complete Family Wealth and Family: The Compact Among Generations
As parents, we spend our lives caring and providing for our children. However, many of us lack the foresight to create a plan that will ensure our children are supported even after we are gone. Parents neglect to handle their estates and affairs during their lifetime and leave their grieving children drowning in paperwork and tough decisions. It is even more demanding and grueling for stepchildren and members of blending families to sort through these estates. As a member of a blended family himself, tax attorney Paul Hood has pooled his personal and professional knowledge to create this comprehensive guide to estate planning for blended families. In Yours, Mine & Ours, Hood offers real-world advice while cover crucial topics such as:
When nearly 70% of estate plans yield unfavorable results for the family, the need for a meticulous estate plan cannot be overstated. Hood’s guide to estate planning will allow individuals to rest assured that their families are provided for thoroughly.
Author : Vicki Cook
Publisher : Simon and Schuster
Page : 272 pages
File Size : 24,95 MB
Release : 2021-08-03
Category : Business & Economics
ISBN : 1507216408
Discover the ins and outs of planning your own or your loved one’s last wishes with this easy-to-understand guide to estate planning. No one likes to talk about death, but being prepared for any unexpected tragedy can help your loved ones navigate your loss more easily in the long run. From creating your advanced medical directives to designating your beneficiaries, estate planning can ensure that your wishes are carried out when you are no longer around. With Estate Planning 101, you can get your affairs in order before any unfortunate incident occurs. This easy-to-understand guide comes with detailed information on what needs to be done to protect your estate. With information on creating a living will, minimizing estate taxes, choosing an executor, and more, you will be prepared for the future, no matter what it brings. Estate Planning 101 offers you step-by-step instructions and checklists to keep you organized for whatever life throws your way.
Author : Joint Committee on Continuing Legal Education (U.S.)
Publisher :
Page : 208 pages
File Size : 24,71 MB
Release : 1968
Category : Estate planning
ISBN :
