Wealthcounsel(r) Estate Planning Strategies
Author : Randy Gardner
Publisher :
Page : 385 pages
File Size : 37,78 MB
Release : 2009
Category : Estate planning
ISBN : 9780982177907
Estate Planning Strategies
Author :
Publisher :
Page : 0 pages
File Size : 11,80 MB
Release : 2022
Category : Estate planning
ISBN : 9780578399553
Book Description
"The ideas in this book reflect the collective wisdom of WealthCounsel member attorneys throughout the country who recognized the need to compile a summary of the most effective estate planning strategies in use today. For more than twenty-five years, WealthCounsel member attorneys located in all fifty states have helped clients at all stages of life fulfill their estate planning objectives." -- From back cover.
Estate Planning Strategies
Author : Jay A. Soled
Publisher : American Bar Association
Page : 348 pages
File Size : 28,24 MB
Release : 2002
Category : Business & Economics
ISBN : 9781590310946
Book Description
This comprehensive book is a guide to help circumnavigate the estate-planning world and specific changes EGTRRA has brought and will sensitize lawyers to the estate planning needs of their clients in a legal environment that is in transition. To assist in the navigation process, many of the nation's top estate-planning experts and practitioners have been assembled to participate in the production of this book
21st Annual Advanced Estate Planning Strategies
Author :
Publisher :
Page : pages
File Size : 48,19 MB
Release : 2015
Category : Estate planning
ISBN :
Book Description
JK Lasser's New Rules for Estate, Retirement, and Tax Planning
Author : Stewart H. Welch, III
Publisher : John Wiley & Sons
Page : 352 pages
File Size : 46,41 MB
Release : 2019-02-05
Category : Business & Economics
ISBN : 1119559111
Book Description
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.
Estate Planning Strategies After Estate Tax Reform
Author : Charles D. Fox
Publisher :
Page : 172 pages
File Size : 35,97 MB
Release : 2001
Category : Business & Economics
ISBN :
Book Description
"This book is intended to be the concise, practical reference on the implications of the recently enacted phase-out and deferred repeal of the estate and GST taxes, and the modifications to the gift tax, for all financial aid professionals, whether they are attorneys, accountants, fiduciaries, insurance agents, family office managers, or other professionals active in the estate planning field. The book summarizes the key components of the Economic Growth and Tax Relief Reconciliation Act of 2001 relating to estate planning ... the text explains how the law works, what planning opportunities and strategies will be available for clients and customers, and what planning techniques are rendered unnecessary by the new legislation ... [it] also examines areas in which the new legislation is unclear ... [and] provides samples of new or revised forms."--Preface.
Advanced Estate Planning Strategies Course
Author : State Bar of Texas. Professional Development
Publisher :
Page : pages
File Size : 17,7 MB
Release : 1994
Category : Estate planning
ISBN :
Book Description
Protect and Enhance Your Estate: Definitive Strategies for Estate and Wealth Planning 3/E
Author : Robert A. Esperti
Publisher : McGraw Hill Professional
Page : 369 pages
File Size : 33,85 MB
Release : 2012-03-30
Category : Business & Economics
ISBN : 0071787909
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
J.K. Lasser's New Rules for Estate and Tax Planning
Author : Harold I. Apolinsky
Publisher : John Wiley & Sons
Page : 306 pages
File Size : 48,19 MB
Release : 2005-03-04
Category : Business & Economics
ISBN : 0471731080
Book Description
A complete guide to planning an estate under today's tax rules When it comes to your estate--no matter how big or small it may be--you shouldn't leave anything to chance. Proper planning is necessary to protect both your assets and your heirs. Estate Planning Law Specialist Harold Apolinsky and expert financial planner Stewart Welch III know this better than anyone else, and in the Revised and Updated Edition of J.K. Lasser's New Rules for Estate and Tax Planning, they offer valuable advice and solid strategies to help you plan your estate under today's tax rules as well as preserve your wealth. Packed with up-to-the-minute facts, this practical resource covers important issues, such as: * How new legislation will impact inheritances and trusts * Estate and generation-skipping tax planning * The role of wills, executors, and trusts * Treatment of charitable contributions * The do's and don'ts of gifting * Life insurance and retirement planning Filled with in-depth insights and expert advice, this book will show you how to efficiently arrange your estate today so that you can leave more to those you care about tomorrow.
JK Lasser's New Rules for Estate, Retirement, and Tax Planning
Author : Stewart H. Welch, III
Publisher : John Wiley & Sons
Page : 320 pages
File Size : 38,62 MB
Release : 2014-09-19
Category : Business & Economics
ISBN : 1118930002
Book Description
Current, relevant estate, retirement and tax planning strategies with expert insight and advice JK Lasser's New Rules for Estate, Retirement and Tax Planning is the authoritative guide to estate, retirement and tax planning, fully updated to reflect new changes and legal updates. Written by some of the most recognized experts in the field, this book offers useful planning advice for people of various ages and income levels, including information on retirement planning, trusts, charitable contributions, gifts, life insurance, and wills. In this guide, you'll find up-to-the-minute facts, valuable insight, and solid strategies to help you preserve your wealth and plan your estate under current tax rules. The helpful companion website provides spreadsheets, tools, and additional reading to help you get organized, while the book's expert guidance provides the background information you need to prepare properly. Estate planning is a complex topic, made even more complex by constantly changing laws. Failing to plan properly can result in your loved ones losing out on much of your hard-earned assets, and researching the topic on your own can be a minefield of assumptions, misunderstandings, and potential legal consequences. New Rules for Estate, Retirement and Tax Planning helps you sidestep the confusion, distilling the information down to what's relevant and current. This practical resource covers a wealth of important issues, including: Estate planning, taxation, and investing for maximum growth The role of wills, executors, and trusts, and how to treat charitable contributions Life insurance, retirement planning, Social Security claiming strategies and the do's and don'ts of gifting Business planning, including succession, asset protection, and family limited partnerships You've worked hard your entire life. You managed to accumulate assets. New Rules for Estate, Retirement and Tax Planning will help you maximize the transfer of your assets to the people and charities you love rather than the federal government in the form of taxes.
