Fundamentals Of Estate Planning

Author : Angela M. Vallario
Publisher : Unknown
Page : 0 pages
File Size : 44,5 Mb
Release : 2013
Category : Estate planning
ISBN : 1611635152

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The Fundamentals of Estate Planning by Angela M. Vallario Pdf

Written specifically for those in the state of Maryland (or studying Maryland estate planning), The Fundamentals of Estate Planning provides a unique opportunity to bring the practical aspect of estate planning into the classroom. The casebook provides text, relevant Maryland and Federal Statutes, forms and checklists used to interview and draft estate planning documents. Major topics include drafting of wills, testamentary trusts, inter vivos trusts, powers of attorney and advance medical directives for tax sensitive and non-tax sensitive client scenarios. Additionally, the casebook provides an overview of the ancillary issues including elder law, Medicaid, guardianship, estate administration and will caveats. The book is accompanied by a CD which contains sample forms.

Author : Constance J. Fontaine
Publisher : Unknown
Page : 744 pages
File Size : 48,5 Mb
Release : 2014-01-01
Category : Estate planning
ISBN : 1582931348

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Fundamentals of Estate Planning by Constance J. Fontaine Pdf

Author : L. Rush Hunt,Lara Rae Hunt
Publisher : American Bar Association
Page : 242 pages
File Size : 53,8 Mb
Release : 2004
Category : Business & Economics
ISBN : 1590313666

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A Lawyer's Guide to Estate Planning by L. Rush Hunt,Lara Rae Hunt Pdf

This book provides an introduction to the basics of estate planning and will make this area of the law more accessible to the nonspecialist.

Author : Constance J. Fontaine
Publisher : Unknown
Page : 743 pages
File Size : 48,5 Mb
Release : 2000-01
Category : Estate planning
ISBN : 1579960219

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Fundamentals of Estate Planning by Constance J. Fontaine Pdf

Author : Denis Clifford
Publisher : NOLO
Page : 0 pages
File Size : 52,9 Mb
Release : 2011
Category : Estate planning
ISBN : 1413316212

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Estate Planning Basics by Denis Clifford Pdf

"Covers the basics of estate planning, including wills, trusts, and health care directives. It prepares readers to start planning their estate, with or without an attorney. The 6th edition is updated with the latest laws and tax information"--Provided by publisher.

Author : Benjamin L. Rasche,Richard B. Schneider,Robert Armstrong,Sanford M. Fisch
Publisher : Unknown
Page : 128 pages
File Size : 50,7 Mb
Release : 2020-09-03
Category : Electronic
ISBN : 1732425396

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Fundamentals of Oregon Estate Planning by Benjamin L. Rasche,Richard B. Schneider,Robert Armstrong,Sanford M. Fisch Pdf

Author : Susan M. Tillery,Thomas N. Tillery
Publisher : John Wiley & Sons
Page : 464 pages
File Size : 40,7 Mb
Release : 2018-09-21
Category : Business & Economics
ISBN : 9781119421238

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Essentials of Personal Financial Planning by Susan M. Tillery,Thomas N. Tillery Pdf

ESSENTIALS OF PERSONAL FINANCIAL PLANNING Essentials of Personal Financial Planning was written to challenge the status quo by promoting personal financial planning (PFP) as a profession, not as a sales tool to gather assets under management or facilitate sales of insurance products. The book takes a comprehensive and integrated approach to PFP for accounting students, allowing them to view the profession through the lens of a CPA – with integrity and objectivity. This book systematically introduces the essentials of all the major PFP topics (estate, retirement, investments, insurance, and tax), as well as: The PFP process, concepts and regulatory environment. Professional responsibilities of a CPA personal financial planner and the requirements of the Statement on Standards in PFP Services. Time value of money concepts. The book then builds on these foundational concepts, showing their interconnectivity and professional opportunities, to provide a deeper understanding of PFP and its application. After reading this book, students will be able to apply the knowledge and skills gained from this course to have an immediate and long-term positive impact for themselves and for the clients they serve.

Author : Jamie Hopkins
Publisher : Unknown
Page : 744 pages
File Size : 54,9 Mb
Release : 2016-04-01
Category : Electronic
ISBN : 1582932476

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Fundamentals of Estate Planning, Fifteenth Edition by Jamie Hopkins Pdf

Author : Jack Keir,Carl P. Lundy
Publisher : Longman Financial Services Publishing
Page : 80 pages
File Size : 40,9 Mb
Release : 1982-01-01
Category : Estate planning
ISBN : 0878630376

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Fundamentals of Estate Planning by Jack Keir,Carl P. Lundy Pdf

Author : Denis Clifford,Cora Jordan
Publisher : NOLO
Page : 476 pages
File Size : 45,8 Mb
Release : 2000
Category : Business & Economics
ISBN : 0873375807

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Plan Your Estate by Denis Clifford,Cora Jordan Pdf

Covers everything from the basics about wills and living trusts to sophisticated tax-saving strategies for all estates, large and small.

Author : William P. Streng
Publisher : John Wiley & Sons
Page : 736 pages
File Size : 51,7 Mb
Release : 2016-02-08
Category : Business & Economics
ISBN : 9781119157120

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Estate Planning by William P. Streng Pdf

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.

Author : Jack Cutler Keir,Carl P. Lundy,Bernhart R. Snyder
Publisher : Unknown
Page : 80 pages
File Size : 42,9 Mb
Release : 1977
Category : Estate planning
ISBN : OCLC:6833870

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Fundamentals of Estate Planning by Jack Cutler Keir,Carl P. Lundy,Bernhart R. Snyder Pdf

Author : Michael A. Dalton,Joseph M. Gillice,Thomas P. Langdon
Publisher : Unknown
Page : 776 pages
File Size : 44,5 Mb
Release : 2011
Category : Finance, Personal
ISBN : 1936602032

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Fundamentals of Financial Planning by Michael A. Dalton,Joseph M. Gillice,Thomas P. Langdon Pdf

Author : Margaret Kerr,JoAnn Kurtz
Publisher : For Dummies
Page : 0 pages
File Size : 52,7 Mb
Release : 2010-03-08
Category : Law
ISBN : 0470676574

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Wills and Estate Planning For Canadians For Dummies by Margaret Kerr,JoAnn Kurtz Pdf

Wills & Estate Planning For Canadians For Dummies walks you through the steps of planning your estate. This friendly guide will help you Reduce the tax you or your estate will pay Plan for your children's future Leave a charitable legacy Decipher the legal lingo in wills Prepare a living will to ensure you get the treatment you want Hire an estate planning team that will meet your needs Through practical advice from expert authors, this book helps you ensure that your affairs are in order, and your loved ones will be looked after.

Author : Terrance Hamilton Hall
Publisher : FriesenPress
Page : 222 pages
File Size : 42,6 Mb
Release : 2016-08-10
Category : Law
ISBN : 9781460242698

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Canadian Estate Planning Made Easy by Terrance Hamilton Hall Pdf

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.