Wealthcounsel(r) Estate Planning Strategies PDF Download
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Author: Randy Gardner
Publisher:
ISBN: 9780982177907
Category : Estate planning
Languages : en
Pages : 385
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Book Description
Author: Randy Gardner
Publisher:
ISBN: 9780982177907
Category : Estate planning
Languages : en
Pages : 385
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Book Description
Author: Jay A. Soled
Publisher: American Bar Association
ISBN: 9781590310946
Category : Business & Economics
Languages : en
Pages : 348
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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
Author: Randy Gardner
Publisher:
ISBN: 9780988614802
Category :
Languages : en
Pages :
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Book Description
Author: Thomas J. Ray (Jr.)
Publisher: American Bar Association
ISBN: 9781590318782
Category : Business & Economics
Languages : en
Pages : 876
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Book Description
When Congress passed the Pension Protection Act of 2006, they created what may be the most significant reform to charitable planning since the Tax Reform Act of 1969. This practice-focused book is now fully updated to explain the legislation's impact on all aspects of charitable planning. It provides clear and insightful explanations of all relevant tax law, financial considerations, and includes drafting guidelines, and forms to assist with clients' charitable giving needs as part of a comprehensive estate and financial plan. Includes drafting guides and sample forms on CD-ROM.
Author: Robert Esperti
Publisher: McGraw Hill Professional
ISBN: 0071787909
Category : Business & Economics
Languages : en
Pages : 352
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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
Author: Kathryn G. Henkel
Publisher:
ISBN: 9780791333044
Category : Estate planning
Languages : en
Pages :
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Book Description
Author: Stewart H. Welch, III
Publisher: John Wiley & Sons
ISBN: 1118930002
Category : Business & Economics
Languages : en
Pages : 320
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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.
Author: Brian M. Douglas
Publisher:
ISBN: 9781540358776
Category :
Languages : en
Pages : 126
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Book Description
About the author: Brian M. Douglas, Esq has always been committed to the belief that a person's legal needs are personal and not just business. This is a cornerstone in hia approach to law and how he serves his clients. In 2003, when Douglas founded his law firm, his vision was to create an entire culture that embraced this same powerful concept. And he has.Born and raised in Wisconsin, he received a Bachelor of Science degree from Marquette University in Milwaukee, where he studied Mechanical Engineering while working full time as a manufacturing supervisor for Fortune 100 Corporation. Upon graduation, he moved to Atlanta to attend John Marshall Law School, where he graduated cum laude and as class valedictorian. he was initially drawn from engineering to law because of his gifts for reasoning and logic-two qualities that are essential for a successful attorney.Establishing his own practice has given him the freedom to take on very diverse cases over the years, working with bankruptcy, real estate, civil/business litigation, foreclosure, criminal law, and what we are highly acclaimed for-estate planning and asset protection. Working in these various areas of law fits his diverse range of interests and benefits the clients his practice serves.He has been a legal commentator on Fox, ABC, CBS, and NBC, as well as a contributor for Star Tribune, Small Business Trendsetters, Worth, and The Miami Herald.Douglas and his wife Tess have two small children who make life a daily adventure, and are passionate about animal rescue and fostering, along with all causes that help promote it. Now three Chihuahuas are also a part of the Douglas family.
Author: Aspatore Books
Publisher: Aspatore Books
ISBN: 9780314228628
Category : Law
Languages : en
Pages : 143
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Book Description
Strategies for Trusts and Estates in Florida is an authoritative, insiders perspective on best practices for handling the estate planning process in the state of Florida. Featuring partners and shareholders from some of the states leading law firms, these experts guide the reader through the process of gathering important information from the client, including the clients family situation, ownership of assets, business and professional interests, and inheritance rights. From keeping up to date on relevant decisions in the area of estate planning to understanding the common issues and concerns that face Florida residents, these authors emphasize what is needed to determine the best estate planning strategy for your client. Additionally, these leaders offer advice on the common mistakes and pitfalls in this practice area and emphasize the consequences of a poorly drafted trust. The different niches represented and the breadth of perspective presented enable readers to get inside some of the great legal minds of today, as these experienced lawyers offer up their thoughts around the keys to navigating this ever-evolving area of law.
Author: Stewart H. Welch, III
Publisher: John Wiley & Sons
ISBN: 1119559138
Category : Business & Economics
Languages : en
Pages : 359
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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.
