Estate Planning
- ISBN-10
- 1119191742
- ISBN-13
- 9781119191742
- Series
- Estate Planning
- Category
- Business & Economics
- Pages
- 736
- Language
- English
- Published
- 2015-12-29
- Publisher
- John Wiley & Sons
- Author
- William P. Streng
Description
Plan ahead: estate planning to secure your wishes Estate Planning is your overview of the estate planning concepts that are necessary to consider when advising your clients about the different facets of wealth transfer planning. This fundamental reference presents the basic estate, gift, and trust planning ideas in a descriptive and accessible manner—allowing you to easily and conveniently access the information you need when you need it. This essential text covers the development of estate planning strategies for your clients, the fundamentals of the federal transfer tax system, relevant federal income tax rules, lifetime donative asset transfers, gratuitous property transfers at death, generation-skipping transfers, special property transfer planning considerations, and post-mortem planning. When done effectively, estate planning enables your clients to make both lifetime and testamentary transfers of assets to beneficiaries of their choice. In the process, strategic, successful estate planning strategies conserve wealth for these beneficiaries, who are often family members of the client. Leveraging the right methods of estate planning can ensure that you achieve your client's objectives. Explore the fundamentals of estate planning as they relate to wealth transfer planning Dive into special property transfer planning considerations, including community property, life insurance, charitable transfers, closely held corporations, etc. Better serve your clients by having access to relevant, easy to navigate information on estate planning best practices Reinforce these new ideas with a comprehensive test bank Estate Planning is your guide to estate planning concepts that help you protect your assets during wealth transfer—and prepare for your assets to change hands as smoothly as possible.
Get the book
Other editions
Similar books
-
Practical Guide to Estate Planning (2022)
By Ray D. Madoff, Cornelia R. Tenney, Martin A. HallThis 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.
-
The Everything Wills & Estate Planning Book: Professional advice to safeguard your assests and provide security for your family
By Deborah S LaytonBut this easy-to-follow guide takes the mystery out of the process. This book shows readers how easy it can be to plan for security and peace of mind.
-
Estate Planning (in Plain English)
By Leonard D. Duboff, Amanda Bryan"An invaluable tool to help you collect the information your attorney needs." —Michael Cragun, Utah State Tax Commissioner An Accessible Guide to Estate Planning With Estate Planning (in Plain English)®, readers will learn to comprehend ...
-
Estate Planning 101: From Avoiding Probate and Assessing Assets to Establishing Directives and Understanding Taxes, Your Essential Primer to Estate...
By Vicki Cook, Amy BlacklockEstate Planning 101 offers you step-by-step instructions and checklists to keep you organized for whatever life throws your way.
-
Every Californian's Guide To Estate Planning: Wills, Trust & Everything Else
By Liza W. HanksFinally, 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 ...
-
The 50 Biggest Estate Planning Mistakes...and How to Avoid Them
By Jean Blacklock, Sarah KrugerThe book's fifty concise chapters are filled with real-life examples, organized under four key areas of mistakes: The biggest mistake of not planning at all Failing to plan for the possibility of mental incompetency Mistakes made during the ...
-
Living Trusts for Everyone: Why a Will Is Not the Way to Avoid Probate, Protect Heirs, and Settle Estates
By Ronald Farrington SharpThis guide explains the benefits of a living trust in simple, specific terms and shows how to set up a loved one’s trust with no lawyers and no expense.
-
Estate Planning For Dummies
By Jordan S. Simon, N. Brian CaverlyEstate Planning For Dummies gives you the complete lowdown on: Figuring out what you're really worth Mastering the basics of wills and probate Using will substitutes and dodging probate taxes Setting up protective trusts, charitable trusts, ...
-
Estate Planning Overview
By Robert W RamsdellA Durable Healthcare Power of Attorney and Living Will & Healthcare Directive can do the same for your medical issues.The key is to think about what you want to accomplish - both after your death and in the event of your incapacity - and be ...
-
California Guide to Tax, Estate & Financial Planning for the Elderly
By Stuart D. Zimring, Donna R. BashawIt's your single source for in-depth discussions of such issues as: • Medi-Cal • Conservatorships • Wills and trusts • Income and estate taxes • Estate planning • Nursing homes and home health care agencies • Planning for ...