Principles of Estate Planning, 3rd Edition PDF Download
Are you looking for read ebook online? Search for your book and save it on your Kindle device, PC, phones or tablets. Download Principles of Estate Planning, 3rd Edition PDF full book. Access full book title Principles of Estate Planning, 3rd Edition by Carolynn Tomin. Download full books in PDF and EPUB format.
Author: Carolynn Tomin
Publisher:
ISBN: 9781949506051
Category :
Languages : en
Pages : 700
Get Book Here
Book Description
Author: Carolynn Tomin
Publisher:
ISBN: 9781939829573
Category :
Languages : en
Pages : 0
Get Book Here
Book Description
This new First Edition, Updated for 2013, includes all of the most current estate and gift tax amounts and exemptions resulting from the American Taxpayer Relief Act of 2012. Amounts are updated throughout the book in the examples, practitioner's pointers, client situations, end-of-chapter review questions and all learning content.
Author: Carolynn Tomin
Publisher:
ISBN: 9781949506051
Category :
Languages : en
Pages : 700
Get Book Here
Book Description
Author: Wayne M. Gazur
Publisher: Aspen Publishing
ISBN: 1454869003
Category : Law
Languages : en
Pages : 576
Get Book Here
Book Description
This casebook introduces students to the principles of estate planning and challenges them to analyze simulated client scenarios. Featuring a case-study and problems approach in which the principles of estate planning are first introduced and then demonstrated through student analysis of short exercises and simulated client situations. A forms supplement on a CD is an additional tool for giving students practice with drafting exercises.
Author: Wayne M. Gazur
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 406
Get Book Here
Book Description
Now you can help your students learn the principles of estate planning by working on the kind of problems clients actually present. Case Studies in Estate Planning with Abridged Student Forms gives students hands-on experience that will prepare them for practice. the authors make their book both efficient and effective: Case studies in every chapter emphasize problems that arise in the estate planning process. the principles of estate planning are first introduced, then demonstrated through short exercises and simulated client situations. Exercises and case studies explore a broad variety of issues for great flexibility in teaching. Each chapter begins with an overview, then moves to more detailed discussion of legal doctrines and principles. an electronic forms supplement on CD supports a drafting component To The course. the book progresses from fundamental to more sophisticated topics. Organization presents a life-cycle progression, reflecting the changing needs of clients from youth through old age. Coverage of federal tax issues can be omitted at the professor's discretion. End-of-chapter bibliographies provide extensive reference sources. Can be used with a variety of other material. to capture student attention, The book presents high-interest materials, such as: Client conflicts of interest in diverse circumstances. Medical care directives, organ and tissue donations, and final arrangement instructions. Marital agreements. Transfer on death deeds. Asset protection techniques. Section 529 plans and other educational savings gift structures. Tax planning for retirement assets. Spend some time examining this new casebook and see for yourself how skillfully the authors help you lead students to enlightenment.
Author: Scott C. Fithian
Publisher: Wiley
ISBN: 9780471380405
Category : Business & Economics
Languages : en
Pages : 0
Get Book Here
Book Description
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: Michael John Perkins
Publisher: Butterworth-Heinemann
ISBN: 9780409322125
Category : Estate planning
Languages : en
Pages : 425
Get Book Here
Book Description
Written in plain english, this book offers clear guidelines on specification, delivery and management of estate planning services. This concise text provides an end to end guide to this process from client's perspective in one volume.
Author: Michael T. Palermo
Publisher: Sterling Publishing Company, Inc.
ISBN: 9781402718380
Category : Law
Languages : en
Pages : 276
Get Book Here
Book Description
The Essential Guide to Wills, Trusts, and you personal legacy. What you need to know before consulting you attorney.
Author: Randy Gardner
Publisher:
ISBN: 9780982177907
Category : Estate planning
Languages : en
Pages : 385
Get Book Here
Book Description
Author: Carson Dunlop
Publisher: Dearborn Real Estate
ISBN: 9780793179350
Category : Business & Economics
Languages : en
Pages : 950
Get Book Here
Book Description
This introductory overview of the major home systems gives students a solid foundation for beginning a career in home inspection. This comprehensive text gets students out into the field quickly while serving as a springboard for the 13 advanced electives in the Principles line. Systems & Standards focuses on system and component problems, their practical implications, and inspections strategies for finding them. No other single volume offers both the breadth and depth of this introduction.
Author: L. Paul Hood Jr.
Publisher: Self-Counsel Press
ISBN: 1770408827
Category : Law
Languages : en
Pages : 221
Get Book Here
Book Description
Make plans for the future of your unique family! Every family is different, and blended families -- defined as those with children from previous marriages or couplings included -- can be even more difficult to plan for. When dealing with complicated family situations, cookie-cutter estate plans just don’t work! Estate planning can be difficult as the subject matter can seem complex for non-lawyers, and family members can be hesitant to clearly voice their opinions on touchy matters. However, planning the future of your family’s estate is crucial for the emotional and financial well-being and stability of all family members, and having everything in order will bring invaluable peace of mind. Estate Planning for Blended Families outlines estate planning specifically for blended families, addressing the special concerns and issues that may arise from the process in this very special of circumstances. By providing various examples of different blended families, L. Paul Hood, Jr. gives advices and focuses on techniques of estate planning for blended families in many different situations. Whether you are a member of a blended family looking to plan your estate or an attorney looking for advice, this book can help you move forward with confidence. This book includes a download kit full of supplemental resources and helpful tools to better plan your family’s estate.
