The Truth About Protecting Your Family from Excessive Taxes

The Truth About Protecting Your Family from Excessive Taxes PDF

Author: S. Kay Bell

Publisher: FT Press

Published: 2009

Total Pages: 60

ISBN-13: 0137026757

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All you need to know about cutting your taxes ... this year and every year! The truth about maximizing all your legal deductions and credits The truth about smart tax planning for today and for the long term The truth about avoiding IRS audits and costly tax penalties Simply the best thinking THE TRUTH AND NOTHING BUT THE TRUTH This book reveals 52 PROVEN bite-size, easy tax savings techniques that work. "Kay Bell's blog aims to provide tax and personal-finance tips and advice that will put more money in your bank account, not the government treasury." The Wall Street Journal.

Estate Planning for the Healthy, Wealthy Family

Estate Planning for the Healthy, Wealthy Family PDF

Author: Stanley Neeleman

Publisher: Simon and Schuster

Published: 2004-01-01

Total Pages: 256

ISBN-13: 1621531376

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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.

Your Living Trust & Estate Plan

Your Living Trust & Estate Plan PDF

Author: Harvey J. Platt

Publisher: Simon and Schuster

Published: 2013-09-13

Total Pages: 352

ISBN-13: 1621533913

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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.

AARP JK Lasser's New Rules for Estate and Tax Planning

AARP JK Lasser's New Rules for Estate and Tax Planning PDF

Author: Stewart H. Welch, III

Publisher: John Wiley & Sons

Published: 2012-04-17

Total Pages: 260

ISBN-13: 1118278410

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AARP Digital Editions offer you practical tips, proven solutions, and expert guidance. A complete guide to planning an estate under today's tax rules When it comes to an estate (no matter how big or small it may be) nothing should be left to chance. Proper planning is necessary to protect both your assets and your heirs. Estate Planning Law Specialists Harold Apolinsky and Craig Stephens 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 a wealth of important issues. Reveals how new legislation will impact inheritances and trusts and offers guidance for estate and generation-skipping tax planning Explains the role of wills, executors, and trusts and shows how to treat charitable contributions Outlines the do's and don'ts of gifting and explains life insurance and retirement planning Filled with in-depth insights and expert advice, this book will show how to efficiently arrange your estate today so that you can leave more to those you care about tomorrow.

Your Living Trust and Estate Plan 2012-2013

Your Living Trust and Estate Plan 2012-2013 PDF

Author: Harvey J. Platt

Publisher: Simon and Schuster

Published: 2011-10-25

Total Pages: 352

ISBN-13: 1581158718

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This revised fourth edition from estate-planning expert Harvey J. Platt details the most up-to-date strategies for using a living trust to create a ?exible estate plan. With explanations of the latest tax laws, including the new Tax Relief Act, changes to the gift and generation skipping tax laws, and the new uni?ed tax schedule rate. This book maps out the most effective techniques for saving money and property and provides the essential details of successful estate planning. Your Living Trust and Estate Plan 2011-2012 covers vital subjects not found in other books and discusses the components of and variations in living trusts, how to select beneficiaries, understanding the probate process, contributing to charities, life insurance, retirement benefits, ethical wills, dynasty trusts, postmortem planning, trust decanting, income tax planning, and offshore trusts.

2012 Estate Planning

2012 Estate Planning PDF

Author: Martin Shenkman

Publisher: eBookIt.com

Published: 2012-09

Total Pages: 108

ISBN-13: 1456610406

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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.

The 7 Secrets of Extraordinary Investors

The 7 Secrets of Extraordinary Investors PDF

Author: William G Hammer

Publisher: Morgan James Publishing

Published: 2012-08-01

Total Pages: 214

ISBN-13: 1614481849

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You probably don’t wake up in the morning, look in the mirror, and say to yourself, “I want to be an ordinary investor today. I plan to invest emotionally, ignore risks and opportunities unique to me, and end up with much less than I had hoped for.” While no investor consciously does this, most investors are regularly taking action that is likely to get them ordinary results. The 7 Secrets of Extraordinary Investors provides common sense and in-depth research that will start you (and keep you) on the path to financial success.

Congressional Record

Congressional Record PDF

Author: United States. Congress

Publisher:

Published: 1962

Total Pages: 1494

ISBN-13:

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The Congressional Record is the official record of the proceedings and debates of the United States Congress. It is published daily when Congress is in session. The Congressional Record began publication in 1873. Debates for sessions prior to 1873 are recorded in The Debates and Proceedings in the Congress of the United States (1789-1824), the Register of Debates in Congress (1824-1837), and the Congressional Globe (1833-1873)

J.K. Lasser's New Rules for Estate and Tax Planning

J.K. Lasser's New Rules for Estate and Tax Planning PDF

Author: Stewart H. Welch, III

Publisher: John Wiley and Sons

Published: 2009-12-31

Total Pages: 271

ISBN-13: 0470535695

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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. Experts Stewart Welch III, Harold Apolinsky, and Craig Stephens know this better than anyone else, and in the Third 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. Packed with up-to-the-minute facts, this practical resource covers essential issues; including how new legislation will impact inheritances and trusts, the do's and don't of gifting, retirement planning, and much more. Reflects the most recent changes in tax laws as applicable to estate taxation Offers useful planning with regard to trusts, charitable contributions, life insurance, and wills Outlines the best ways to preserve your wealth through proper planning strategies 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.