CCH Financial and Estate Planning Guide
Author: Myers Terence
Publisher: Cch
Published: 2006-12-15
Total Pages: 1023
ISBN-13: 9780808090786
DOWNLOAD EBOOK →Author: Myers Terence
Publisher: Cch
Published: 2006-12-15
Total Pages: 1023
ISBN-13: 9780808090786
DOWNLOAD EBOOK →Author: Sidney Kess
Publisher: CCH Incorporated
Published: 1998
Total Pages: 916
ISBN-13: 9780808002086
DOWNLOAD EBOOK →Author: Terence M. Myers
Publisher: CCH Incorporated
Published: 2009-08-28
Total Pages: 1081
ISBN-13: 9780808021353
DOWNLOAD EBOOK →Author: CCH Editors
Publisher:
Published: 2003-10
Total Pages: 1002
ISBN-13: 9780808010678
DOWNLOAD EBOOK →"A guidebook for professionals who structure, tailor and administer financial and estate plans. The guide explains all the important planning concepts, and examines the most important techniques used to set and meet the financial goals of clients and their families."
Author: Michael John Perkins
Publisher:
Published: 2008
Total Pages: 542
ISBN-13: 9780409325416
DOWNLOAD EBOOK →Trusts and estates practice is being increasingly recognised as an occupation within the legal, accounting, tax and financial services professions. Estate planning remains the strategic advisory component within this practice. An essential resource for practitioners and students involved in trusts and estates practice, this easy-to-use, practical and comprehensive guide will enable you to understand and deliver effective estate planning services using the principles, precedents, practice points, case notes and discussion questions contained in this book. Included in this edition are the legislative changes enacted since the first edition, such as changes to wills and estate law arising from the commencement of the Succession Act 2006 (NSW) on 1 March 2008 as well as changes to income tax and superannuation laws since 2005.
Author: Kathleen Adams
Publisher: Signet
Published: 2005
Total Pages: 468
ISBN-13: 9780451214034
DOWNLOAD EBOOK →From an experienced financial planner, here is the definitive guide to lowering taxes and accumulating capital. Completely revised and updated, this book offers an insider's look into every aspect of modern estate planning in non-technical language, including: How to calculate and reduce estate taxes, Capital investments, such as stocks, bonds, real estate, insurance, and annuities, An investor risk profile questionnaire, The benefits of divided ownership of property within the family and the maximum gift and estate tax savings possible, Why Long-Term Care Insurance is essential to protecting one's retirement savings, How to select an adviser and more.
Author: Ray D. Madoff
Publisher:
Published: 2021-07-28
Total Pages:
ISBN-13: 9780808056348
DOWNLOAD EBOOK →Practical Guide to Estate Planning provides an overview of estate planning, offering the widest discussion on planning principles and tools from the simple to the sophisticated. This book is not lacking in detail, as witnessed by its well-annotated collection of forms that will appeal to many experienced estate planners. The layout of this book reflects its emphasis on simplicity and clarity. Its scope includes a general overview of the estate planning process. It then addresses the rules involved in estate planning and the various ways in which estates may be structured to achieve desired tax effects. It goes on to discuss gifts, and some of the more specialized areas of estate planning, including generation-skipping transfer tax rules and charitable planning, which encompass the use of private foundations and split-interest trusts. Finally, Practical Guide to Estate Planning contains a set of estate planning forms. Included are a living trust, an irrevocable life insurance trust, an annual exclusion trust, a pour-over will, a will with outright dispositions, a codicil, a living will, a charitable remainder unitrust, a durable power of attorney, a health care proxy, a qualified personal residence trust (QPRT) and a Grantor Retained Annuity Trust (GRAT). The authors provide alternative drafting options as well as comprehensive annotations that can be used as quick references that explain why and how these devices operate.
Author: Liza W. Hanks
Publisher: Nolo
Published: 2024-01-30
Total Pages: 288
ISBN-13: 1413331467
DOWNLOAD EBOOK →Finally, an Estate Planning Guide for Californians Every Californian’s Guide to Estate Planning helps you understand the basics of leaving money and property to loved ones and charities, and naming a guardian for children—with a special focus on issues unique to California, like: how community property rules affect inheritance and taxes how to minimize capital gains for those inheriting high value real estate legal and tax rules that apply to non-citizens and U.S. permanent residents important issues for international guardians, trustees, and executors how to understand the impact of “Prop 19,” and make sure your heirs don’t lose a low (“Prop 13”) property tax rate, and how to avoid California’s slow and expensive probate system through options such as transfer-on-death deeds. With Downloadable Worksheets Includes access to essential worksheets that help you get started on writing a will, preparing a trust, choosing a guardian, leaving money to kids, naming beneficiaries, choosing agents for your health care directive and power of attorney for finances, doing a personal inventory, and more.