[PDF] Financial And Estate Planning Guide 2008 eBook

Author : Sidney Kess
Publisher :
Page : 1016 pages
File Size : 49,5 MB
Release : 2005-12
Category : Estate planning
ISBN : 9780808090076

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A practical guide for financial and estate planners.

Author : Michael T. Palermo
Publisher : Sterling Publishing Company, Inc.
Page : 276 pages
File Size : 29,90 MB
Release : 2008-02
Category : Estate planning
ISBN : 140275860X

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Lawyer and financial planner Michael T. Palermo explains everything you need to know about wills, trusts, and more.

Author : CCH Editors
Publisher :
Page : 1002 pages
File Size : 47,68 MB
Release : 2003-10
Category : Law
ISBN : 9780808010678

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"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 :
Publisher : CCH
Page : 1100 pages
File Size : 32,77 MB
Release : 2008-09
Category : Business & Economics
ISBN : 9780808091790

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The CCH Financial and Estate Planning Guide is the premier guidebook for professionals who structure, tailor and administer financial and estate plans. In the clearest of language, 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 : Terence Myers
Publisher : Cch Incorporated
Page : 1073 pages
File Size : 39,88 MB
Release : 2007-10-01
Category : Business & Economics
ISBN : 9780808091493

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The CCH Financial and Estate Planning Guide is the premier guidebook for professionals who structure, tailor and administer financial and estate plans. In the clearest of language, 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. This new 15th Edition reflects the latest law changes, including the American Jobs Creation Act of 2004, the Working Families Tax Relief Act of 2004 and the Bankruptcy Abuse Prevention and Consumer Protection Act of 2005, as well as new regulatory and practice developments.

Author : Jordan S. Simon
Publisher : John Wiley & Sons
Page : 407 pages
File Size : 28,88 MB
Release : 2023-03-06
Category : Law
ISBN : 1394158564

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Get your arms around wills, trusts, probate, inheritance taxes, and other important estate planning essentials Estate Planning For Dummies teaches you the ins and outs of estate planning. It’s all about drafting wills, dealing with probate, assigning powers of attorney, establishing living trusts, and beyond. Think you don’t have enough assets to merit estate planning? Think again. This everyone-friendly guide walks you through building a solid estate plan, whatever your current financial situation. In easy-to-understand language, you’ll learn the ins and outs of estate planning, including what happens to your stuff—cash, real estate, businesses, retirement funds, everything—when you pass away. This new edition is updated for the many recent changes in estate taxes and inheritance law. Make sure your assets get into the pockets of your heirs or wherever you want them to go, and learn how to accomplish it the For Dummies way. Understand state and federal estate and inheritance taxes Build an air-tight will and make sure your heirs get as much as they can Protect your estate’s privacy even after you’re gone Plan for the transition of a family business Prevent disagreements and uncertainty among your heirs Figure out how to pass on your digital assets This friendly guide is a must for people of any age in the process of drafting their wills and planning where their assets ultimately end up.