Wealthcounsel(r) Estate Planning Strategies
Author: Randy Gardner
Publisher:
Published: 2009
Total Pages: 385
ISBN-13: 9780982177907
DOWNLOAD EBOOK →Lanterna Rally
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Estate Planning and Wealth Preservation
Author: Kathryn G. Henkel
Publisher:
Published: 2003
Total Pages:
ISBN-13: 9780791334263
DOWNLOAD EBOOK →Estate Planning Strategies
Author: Jay A. Soled
Publisher: American Bar Association
Published: 2002
Total Pages: 348
ISBN-13: 9781590310946
DOWNLOAD EBOOK →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
Protect and Enhance Your Estate: Definitive Strategies for Estate and Wealth Planning 3/E
Author: Robert A. Esperti
Publisher: McGraw Hill Professional
Published: 2012-03-30
Total Pages: 369
ISBN-13: 0071787909
DOWNLOAD EBOOK →“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
The Ultimate Guide to Estate Planning in Louisiana
Author: Myrna Arroyo
Publisher: Lulu.com
Published: 2008-04-01
Total Pages: 72
ISBN-13: 143571539X
DOWNLOAD EBOOK →The information Louisiana families need to protect the people they love and the assets they've earned. This book reveals the most common estate planning mistakes wealthy families make and how to avoid them. Also includes powerful estate planning strategies to protect your family. Includes information on wills, living trusts, planning for special needs children, incapacity planning, powers of attorney, living wills and health care directives.
The Effective Estate Planning Practice
Author: Colleen Cowles
Publisher: Section of General Practice
Published: 2001
Total Pages: 326
ISBN-13:
DOWNLOAD EBOOK →JK Lasser's New Rules for Estate, Retirement, and Tax Planning
Author: Stewart H. Welch, III
Publisher: John Wiley & Sons
Published: 2014-09-19
Total Pages: 320
ISBN-13: 1118930002
DOWNLOAD EBOOK →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.
A Guide to International Estate Planning
Author: Leigh-Alexandra Basha
Publisher:
Published: 2014
Total Pages: 828
ISBN-13: 9781627222679
DOWNLOAD EBOOK →With the explosive growth in international investments, more and more lawyers and financial advisors realize the acute need to properly address critical issues of international estate planning for their clients. Whether you are counseling a foreign national or an American citizen, whether your practice is in the U.S. or abroad, whether you want to develop a general expertise in the area or are confronted by these issues on a more frequent basis, this compendium is a necessary and practical resource to help you identify and navigate many of the complex planning and regulatory compliance issues, both legal and tax, involved in international estate planning. In addition to providing a complete overview of the basic principles and procedures of international asset management from addressing the conflict of laws issues that are central in determining which country s laws will govern the disposition of a donor or decedent s wealth to the basic transfer tax rules for nonresident aliens, U.S. citizens, and resident aliens A Guide to International Estate Planning teaches proven strategies, techniques, and practical applications to use for meeting your clients international estate planning needs. Twenty-two detailed chapters are written by trust and estate lawyers with significant experience in international issues. Their advice goes beyond simply highlighting issues in estate planning, emphasizing key issues as compliance, treaty, choice of law, and estate administration problems. This updated edition now includes chapters on FATF and anti-money laundering and offshore compliance, as well as chapters from several foreign jurisdictions to provide comparative insights on different topics."
Estate Planning Strategies After Estate Tax Reform
Author: Charles D. Fox
Publisher:
Published: 2001
Total Pages: 172
ISBN-13:
DOWNLOAD EBOOK →"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.
Plan Your Estate
Author: Denis Clifford
Publisher: NOLO
Published: 2000
Total Pages: 476
ISBN-13: 9780873375801
DOWNLOAD EBOOK →Covers everything from the basics about wills and living trusts to sophisticated tax-saving strategies for all estates, large and small.
