Download Full eBooks in PDF
Estate Planning In Depth Book in PDF, ePub and Kindle version is available to download in english. Read online anytime anywhere directly from your device. Click on the download button below to get a free pdf file of Estate Planning In Depth book. This book definitely worth reading, it is an incredibly well-written.
Author : Paul A. Wilkin
Publisher : Amer Law Inst
Page : 1190 pages
File Size : 53,6 Mb
Release : 1984-06-01
Category : Electronic
ISBN : 0831801476
Author : Maurice C. Cullity,Catherine A. Brown,Robert E. Forbes
Publisher : Agincourt, Ont. : Carswell Legal Publications
Page : 808 pages
File Size : 43,6 Mb
Release : 1984
Category : Business & Economics
ISBN : UIUC:30112111565377
Author : Scott C. Fithian
Publisher : Wiley
Page : 0 pages
File Size : 51,7 Mb
Release : 2000-04-13
Category : Business & Economics
ISBN : 0471380407
Estate planning has more procrastination, indecision, and inertia associated with it than any other area of planning. Affluent baby boomers, in particular, as the beneficiaries of the largest intergenerational transfer of wealth in history, have a daunting set of financial concerns with which to contend. Here at last is a step-by-step approach to estate planning that equips planners and financial advisors to help clients tackle this important process once and for all. Most clients understandably find planning concepts and strategies confusing, but most also have a fairly sound understanding of who and what is most important to them. These are the priorities from which to build the foundation of a successful estate plan. The seven principles explored in this book use personal values as a basis to form The Legacy Planning System. With this approach, advisors can: * Help clients discover and solidify their deepest values, convictions, and objectives relative to their money * Help clients express those values and objectives in a clearly written Family Financial Philosophy mission statement * Serve as the team leader in advising clients and clients other advisors on how to use the mission statement to direct the planning process Clarifying your clients priorities and personal goals will enable you, as a trusted advisor, to simplify the planning process for clients, ensure their lifetime financial independence, and help them control their ultimate family and social capital legacies. Confronting issues of family dynamics, taxes, and financial situations not to mention accepting one s own mortality is difficult for many people. In addition, since estate planning often requires a shift in ownership of assets, clients feel an unsettling loss of privacy and control over their financial resources. Help your clients to overcome these obstacles and achieve their highest financial and philanthropic aspirations. They ll thank you for generations to come. Praise for Values-Based Estate Planning "Scott Fithian s book provides planning professionals with new insights into the estate planning process. Most importantly, he stresses the individual and family benefits of philanthropy through the concept of social capital which should be a key element to the planner s inventory of client questions."--Charles W. Collier, Senior Philanthropic Advisor, Harvard University "This exceptional book empowers planners with a well- organized roadmap to lead wealthy clients to implementation of an estate plan expressing the clients own values. Scott Fithian s Legacy Planning System focuses the advisor on the critical importance to the estate planning process of helping clients identify and articulate their values and objectives. This useful volume makes those ideas available to a much broader audience, while broadening the subject with illustrations of effective employment of the methodology he has developed."--David Wheeler Newman, JD, LLM, Mitchell, Silberberg & Knupp LLP "Fithian s view of the complete person helps the advanced advisor avoid the typical limitations (hazards) of planning for wealthy families. The easy-to-understand and easy-to-follow methods help determine in-depth values of the client s total financial goals. His methods result in cementing valuable relationships with the most prized clients. Critical reading for CPAs, attorneys, insurance agents, or other advisors." & mdash;Jessica M. Bibliowicz, President and CEO, National Financial Partners "Scott s wealth optimization system is truly revolutionary. For the first time, affluent clients and their advisors can rely on a fully integrated system that spans all phases of wealth accumulation, management, and transfer over time. An outstanding reference!"--Robert Keys, The Private Client Group
Author : Anonim
Publisher : Unknown
Page : 33 pages
File Size : 50,5 Mb
Release : 2013
Category : Estate planning
ISBN : 0314287558
Author : Douglas A. Gray,John Simpson Budd
Publisher : McGraw-Hill Ryerson
Page : 360 pages
File Size : 40,5 Mb
Release : 2002
Category : Estate planning
ISBN : 0070894396
Author : Anonim
Publisher : Unknown
Page : 874 pages
File Size : 42,6 Mb
Release : 2009
Category : Estate planning
ISBN : STANFORD:36105134449342
Author : Anonim
Publisher : Unknown
Page : 450 pages
File Size : 48,7 Mb
Release : 1973
Category : Estate planning
ISBN : STANFORD:36105044179005
Author : Anonim
Publisher : Unknown
Page : 636 pages
File Size : 52,5 Mb
Release : 1979
Category : Estate planning
ISBN : STANFORD:36105062840231
Author : Robert Spenceley
Publisher : CCH Canadian Limited
Page : 524 pages
File Size : 47,5 Mb
Release : 2009
Category : Estate planning
ISBN : 1554960630
Author : Anonim
Publisher : Unknown
Page : 650 pages
File Size : 53,9 Mb
Release : 1984
Category : Estate planning
ISBN : STANFORD:36105061396672
Author : Stephan R. Leimberg
Publisher : Ingram
Page : 816 pages
File Size : 44,5 Mb
Release : 2011-06-02
Category : Reference
ISBN : 1936362252
Stephan Leimberg's Tools & Techniques of Estate Planning provides the tools (systems and products that can be used) and techniques (methods to implement the tools to be the most effective) that every estate planner, financial planner, and insurance professional needs to help their clients make the best estate planning decisions. It is the first analytical book to incorporate the Tax Relief Act of 2010 Implications into all of its planning guidance. Time-Saving Tools and Proven Techniques from an Expert in Estate Planning Give Yourself Access to... - Comprehensive coverage of more than 50 estate planning tools and techniques - In-depth explanations - Point-by-point comparisons - Full coverage of tax implications - Tips on "translating" complex recommendations into terms clients can understand - Full coverage of taxes affecting trusts and estates - Numerous estate-planning aids-with new data gathering forms! And Give Every Estate-Planning Client What They Want... - Control - Certainty - Compassion - Flexibility - Assurance (that they have "done the right thing") - Avoidance (of aggravation-and audit) Successful Planning for Specific People Leimberg's Tools and Techniques of Estate Planning combines a mastery of the technical aspects of estate planning with tested techniques for taking into account: -Assets -Objectives -Age -Infirmities -Competence -Second marriages -Same-gender and unmarried couples -Charitable giving -Asset protection planning -Mixed cultural family issues -And even planning for pets
Author : Anonim
Publisher : Unknown
Page : 194 pages
File Size : 42,8 Mb
Release : 1987
Category : Estate planning
ISBN : MINN:31951D00466470W
Author : Terrance Hamilton Hall
Publisher : FriesenPress
Page : 220 pages
File Size : 41,8 Mb
Release : 2016-08-11
Category : Law
ISBN : 9781460242704
This straightforward book uses easy to understand language to educate the general public about estate planning. Often members of the public think that their estate needs are met simply by creating a will and holding assets jointly. What they do not realize is the many other tools available to them in the financial and legal fields, and advice sought in one field does not guarantee information flowing on tools used in the other. Uniquely, this book arms the general public with the knowledge to make intelligent choices among the many tools in both fields. Appendices provide an extensive checklist and inventory for estate planning and an explanation of the many acronyms used by professionals as credentials. Unique also are the backup authorities found in extensive footnotes using, wherever possible, websites freely available to the general public.
Author : Harold I. Apolinsky,Stewart H. Welch, III
Publisher : Wiley
Page : 0 pages
File Size : 48,9 Mb
Release : 2005-02-24
Category : Business & Economics
ISBN : 047170007X
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. Estate Planning Law Specialist Harold Apolinsky 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 important issues, such as: * How new legislation will impact inheritances and trusts * Estate and generation-skipping tax planning * The role of wills, executors, and trusts * Treatment of charitable contributions * The do's and don'ts of gifting * Life insurance and retirement planning 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.
Author : Sandra E. Foster
Publisher : Wiley
Page : 0 pages
File Size : 51,7 Mb
Release : 2002-01-22
Category : Business & Economics
ISBN : 0470831774
The Estate Planning Workbook is a hands-on companion to Canada's definitive guide to estate planning, You Can't Take It With You. Full of checklists, worksheets, and sample documents, the Estate Planning Workbook makes your estate planning even easier by helping you record and organize all your documents, plans, and wishes. Remember, you don't do estate planning for yourself— you do it for those you leave behind. If you own a house, RRSPs, life insurance, or even just have some savings stashed away, then you have an estate, and you need to plan for it to ensure the financial security of those you love. The Estate Planning Workbook will help you work through all the concepts discussed in-depth in You Can't Take It With You, and apply them to your own personal situation. The information in this Workbook can help you: Determine your estate planning objectives and priorities and develop your personal estate plan. Understand the language of estate planning and the choices available to you. Take a snapshot of your current financial situation and estimate the value of your estate. Identify key questions for your lawyer, financial advisor, accountant, or other professionals. Minimize how much you pay in professional fees and taxes. Organize all your estate planning documents and records in one place. Ensure that your beneficiaries benefit the way you want and your estate is distributed as quickly as possible. Once your Workbook is complete, it will be easier for your executor, representatives, and powers of attorney to locate all your personal and financial documents, carry out your instructions, and make decisions on your behalf.