Estate Planning Law and Taxation

Estate Planning Law and Taxation PDF Author: David Westfall
Publisher: Warren Gorham & Lamont
ISBN: 9780791341094
Category : Estate planning
Languages : en
Pages :

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Estate Planning Law and Taxation

Estate Planning Law and Taxation PDF Author: David Westfall
Publisher: Warren Gorham & Lamont
ISBN: 9780791341094
Category : Estate planning
Languages : en
Pages :

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Taxation and Estate Planning

Taxation and Estate Planning PDF Author: Maurice C. Cullity
Publisher: Agincourt, Ont. : Carswell Legal Publications
ISBN:
Category : Business & Economics
Languages : en
Pages : 808

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Estate Planning and Taxation

Estate Planning and Taxation PDF Author: John Bost
Publisher: Kendall/Hunt Publishing Company
ISBN: 9781465295514
Category :
Languages : en
Pages : 0

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Book Description
Designed to be used in an academic program, Estate Planning and Taxation presents a concise, integrated overview, highlighting the essence of concepts without confusing the reader with every technical qualification and reference - a problem which has impaired the readability of many books in the field.

Tax, Estate & Financial Planning for the Elderly

Tax, Estate & Financial Planning for the Elderly PDF Author: Michael Gilfix
Publisher:
ISBN: 9781579111427
Category : Estate planning
Languages : en
Pages :

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Estate Planning For Dummies

Estate Planning For Dummies PDF Author: N. Brian Caverly
Publisher: John Wiley & Sons
ISBN: 1118053958
Category : Business & Economics
Languages : en
Pages : 397

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Book Description
Planning for your family's future made easy! If you’re like most people, you want to be sure that, once you’ve passed on, no more of your property and money will be lost to the government than is absolutely necessary. You want to know that you’ll be leaving your heirs your assets and not your debts. You want to be absolutely certain that your will is ship-shape, your insurance policies are structured properly, and that every conceivable hole in your estate plan has been filled. And most of all, you’d like to do all of this without driving yourself crazy trying to make sense of the complicated jargon, jumble of paperwork, and welter of state and federal laws involved in the estate planning process. Written by two estate planning pros, this simple, easy-to-use guide takes the pain out of planning for your ultimate financial future. In plain English, the authors walk you step-by-step through everything you need to know to: Put your estate into order Minimize estate taxes Write a proper will Deal with probate Set up trusts Make sure your insurance policies are structured properly Plan for special situations, like becoming incompetent and pet care Craft a solid estate plan and keep it up-to-date Don’t leave the final disposition of your estate up to chance and the whims of bureaucrats. Estate 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, living trusts and more Making sense of state and federal inheritance taxes Avoiding the generation skipping transfer tax Minimizing all your estate-related taxes Estate planning for family businesses Creating a comprehensive estate plan Straightforward, reader-friendly, easy-to-use, Estate Planning For Dummies is the ultimate guide to planning your family’s future.

Tax, Estate, and Lifetime Planning for Minors

Tax, Estate, and Lifetime Planning for Minors PDF Author: Carmina Y. D'Aversa
Publisher: American Bar Association
ISBN: 9781590316832
Category : Business & Economics
Languages : en
Pages : 392

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Book Description
Numerous and often complicated issues are involved in estate planning for minor children, including taxation, education funding, insurance, disability, and making arrangements in the event of an adult's incapacity or death. Combining core legal concepts with practical wisdom, this is a ready reference to the federal and state laws involving planning for minors. Includes sample forms, tables, forms, and drafting examples. Accompanying CD-ROM contains forms.

Estate Planning and Taxation

Estate Planning and Taxation PDF Author: John C. Bost
Publisher:
ISBN: 9780757500350
Category : Law
Languages : en
Pages : 980

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Estate Planning

Estate Planning PDF Author: William P. Streng
Publisher: John Wiley & Sons
ISBN: 1119157129
Category : Business & Economics
Languages : en
Pages : 736

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Book 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.

California Guide to Tax, Estate & Financial Planning for the Elderly

California Guide to Tax, Estate & Financial Planning for the Elderly PDF Author: Stuart D. Zimring
Publisher:
ISBN: 9780820550688
Category : Estate planning
Languages : en
Pages : 0

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Book Description


Trust Taxation

Trust Taxation PDF Author: Emma Chamberlain
Publisher:
ISBN: 9780414043350
Category : Trusts and trustees
Languages : en
Pages : 1679

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Book Description
Trust Taxation covers the taxation of UK resident and non-resident trusts explaining in detail the income tax, capital gains tax and inheritance tax treatment of the various different types of trusts. The book covers the tax consequences of creating and ending a trust, as well as the tax issues to consider during the lifetime of each type of trust and on distributions to beneficiaries. Part 1 contains an overview of trust law including recent case law on Hastings Bass, the categorisation of foreign entities, the new domicile and residence proposals and case law on residence and domicile generally. It also summaries the tax rules for foreign domiciliaries. Parts 2 to 4 explain the relevant legislation in detail as it relates to trusts, including discussion of entrepreneurs' relief, rollover relief, reservation of benefit, excluded property and relevant property trusts. Part 5 deals with special situations, including the family home, chattels, employee benefit trusts, pilot trusts, bare trusts, disabled trusts, will drafting, variations, business property relief and agricultural property relief, divorce and trusts.