Author : Richard E. Barnes
Publisher : NOLO
Page : 346 pages
File Size : 47,62 MB
Release : 2009
Category : Business & Economics
ISBN : 9781413310184
Targeting parents in second marriages who want to provide for their current spouse and their children from both marriages, the author provides sample estate plans and covers such topics as estate and gift taxes in a second marriage, choosing executors and trustees, the latest federal and state laws, and much more. 15,000 first printing. Original.
Author : Martin Shenkman
Publisher : eBookIt.com
Page : 108 pages
File Size : 12,69 MB
Release : 2012-09
Category : Law
ISBN : 1456610406
2012 may be the most important year in history for tax planning. More wealth may be transferred in the waning months of 2012 than any other year. What can and should you do to take advantage of the potentially astounding planning opportunities that are available? What are the risks associated with this planning and how can you minimize those risks? With much of the planning so complicated how can you make decisions as to which of various alternatives are best fore you? Three of the nation's leading tax experts have addressed all these critical issues and so much more in this timely and authoritative book. This book is written to be accessible to sophisticated taxpayers who can personally benefit from this planning. But because of the broad coverage of even esoteric topics, some discussions are a bit tough. This book will also prove an invaluable resource for CPAs, financial planners, insurance consultants, and attorneys. The supplemental appendices for professional advisers with practical forms, sample legal provisions, and client letters practitioners can use will all prove a useful resource making this book a must read for professionals.
Author : N. Brian Caverly
Publisher : John Wiley & Sons
Page : 397 pages
File Size : 25,42 MB
Release : 2003-03-07
Category : Business & Economics
ISBN : 0764555014
Planning for your family's future made easy! If you’re like most people, you want to be sure that, once you’ve passed on, no more of your property and money will be lost to the government than is absolutely necessary. You want to know that you’ll be leaving your heirs your assets and not your debts. You want to be absolutely certain that your will is ship-shape, your insurance policies are structured properly, and that every conceivable hole in your estate plan has been filled. And most of all, you’d like to do all of this without driving yourself crazy trying to make sense of the complicated jargon, jumble of paperwork, and welter of state and federal laws involved in the estate planning process. Written by two estate planning pros, this simple, easy-to-use guide takes the pain out of planning for your ultimate financial future. In plain English, the authors walk you step-by-step through everything you need to know to: Put your estate into order Minimize estate taxes Write a proper will Deal with probate Set up trusts Make sure your insurance policies are structured properly Plan for special situations, like becoming incompetent and pet care Craft a solid estate plan and keep it up-to-date Don’t leave the final disposition of your estate up to chance and the whims of bureaucrats. Estate Planning For Dummies gives you the complete lowdown on: Figuring out what you're really worth Mastering the basics of wills and probate Using will substitutes and dodging probate taxes Setting up protective trusts, charitable trusts, living trusts and more Making sense of state and federal inheritance taxes Avoiding the generation skipping transfer tax Minimizing all your estate-related taxes Estate planning for family businesses Creating a comprehensive estate plan Straightforward, reader-friendly, easy-to-use, Estate Planning For Dummies is the ultimate guide to planning your family’s future.
Author : Howard M. Zaritsky
Publisher :
Page : 0 pages
File Size : 20,81 MB
Release :
Category : Estate planning
ISBN : 9781508317258
Author : Angela M. Vallario
Publisher :
Page : 0 pages
File Size : 28,35 MB
Release : 2013
Category : Estate planning
ISBN : 9781611635157
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.
Author : Kevin M. Yamamoto
Publisher : West Academic
Page : 506 pages
File Size : 18,64 MB
Release : 2006-01-01
Category : Law
ISBN : 9780314153159
The modern federal wealth transfer tax regime traces back to the Revenue Act of 1916. Today, the federal wealth transfer tax regime consists of three separate taxes: (1) the federal estate tax; (2) the federal gift tax; and (3) the federal generation-skipping transfer tax. All three taxes are excises imposed on the gratuitous transfer of wealth by individuals. Yamamoto and Donaldson's Black Letter Outline on Federal Wealth Transfer Taxes thoroughly covers and explains all three types of federal wealth transfer taxes.
Author : Vicki Cook
Publisher : Simon and Schuster
Page : 272 pages
File Size : 48,87 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 : Henry W. Abts
Publisher : McGraw-Hill/Contemporary
Page : 388 pages
File Size : 44,87 MB
Release : 1997
Category : Business & Economics
ISBN : 9780809230310
The failproof way to pass along your estate to your heirs without lawyers, courts, or the probate system.
Author : L. Paul Hood Jr.
Publisher : Self-Counsel Press
Page : 221 pages
File Size : 44,53 MB
Release : 2012-06-01
Category : Law
ISBN : 1770408827
Make plans for the future of your unique family! Every family is different, and blended families -- defined as those with children from previous marriages or couplings included -- can be even more difficult to plan for. When dealing with complicated family situations, cookie-cutter estate plans just don’t work! Estate planning can be difficult as the subject matter can seem complex for non-lawyers, and family members can be hesitant to clearly voice their opinions on touchy matters. However, planning the future of your family’s estate is crucial for the emotional and financial well-being and stability of all family members, and having everything in order will bring invaluable peace of mind. Estate Planning for Blended Families outlines estate planning specifically for blended families, addressing the special concerns and issues that may arise from the process in this very special of circumstances. By providing various examples of different blended families, L. Paul Hood, Jr. gives advices and focuses on techniques of estate planning for blended families in many different situations. Whether you are a member of a blended family looking to plan your estate or an attorney looking for advice, this book can help you move forward with confidence. This book includes a download kit full of supplemental resources and helpful tools to better plan your family’s estate.
Author : C. Timothy Lindstrom
Publisher : Island Press
Page : 301 pages
File Size : 23,96 MB
Release : 2012-09-26
Category : Architecture
ISBN : 1610910540
Voluntary land conservation, resulting from increasingly alluring tax benefits, has significantly changed the face of land use in the United States and promises to have an even more significant influence in the future. There are more than 1,500 land trusts in the U.S. today, involving millions of acres of land that have been permanently protected by conservation easements. Most of these land trusts depend heavily upon the significant income or estate tax benefits offered by the federal tax code as an incentive for voluntary land conservation. However, only a very small percentage of land trust personnel, landowners or their advisors, or even government officials, fully understand the complexity of the requirements for these tax benefits. This is a comprehensive book on the tax benefits of the charitable contribution, or bargain sale, of a conservation easement. It provides a detailed explanation of the complex and extensive requirements of the federal tax code and related concepts, including the rules governing the operation of tax-exempt organizations such as land trusts. Clearly written, systematic in its coverage, it is intended to be of value for anyone who deals with land trust issues, including land trust staff and trustees, landowners, lawyers, accountants, government officials, and interested lay people. Structured for easy reference, A Tax Guide to Conservation Easements is designed to be used as a resource tool. Related topics are cross-referenced throughout. All principles in the book are illustrated with one or more useful examples. The tax benefits of contributing a conservation easement are unquestionably the heart of voluntary land conservation today. Knowledge of the tax law relating to land trusts and conservation easements is vital to properly establishing and managing land trusts and to insuring the tax deductibility of conservation easements. The future of voluntary land conservation is dependent on a clear understanding of tax policy. Complete, meticulous, and up to date, A Tax Guide to Conservation Easements is an essential handbook.
