Wills and Post-Death Tax Planning

Wills and Post-Death Tax Planning PDF Author: Ralph P. Ray
Publisher: Gaunt
ISBN: 9781858111223
Category : Tax planning
Languages : en
Pages : 148

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Book Description
As a highly experienced author and expert on taxation, trusts and estate planning, Ralph Ray has produced a new extended edition that is both practical and helpful

Wills and Post-Death Tax Planning

Wills and Post-Death Tax Planning PDF Author: Ralph P. Ray
Publisher: Gaunt
ISBN: 9781858111223
Category : Tax planning
Languages : en
Pages : 148

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Book Description
As a highly experienced author and expert on taxation, trusts and estate planning, Ralph Ray has produced a new extended edition that is both practical and helpful

Post-mortem Tax Planning

Post-mortem Tax Planning PDF Author: Jerry A. Kasner
Publisher: McGraw-Hill Companies
ISBN:
Category : Business & Economics
Languages : en
Pages : 1480

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Book Description
This looseleaf volume covers post-death planning for income taxes & special deductions, payments of debts & expenses, & distributions to beneficiaries. The "QTIP" election & the rewriting of the plan after death through the use of disclaimers is discussed in detail.

Plan Your Estate

Plan Your Estate PDF Author: Denis Clifford
Publisher: NOLO
ISBN: 9780873375801
Category : Business & Economics
Languages : en
Pages : 476

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

Wills and Post-Death Tax Planning

Wills and Post-Death Tax Planning PDF Author: Ralph Ray
Publisher: Xpl Pub
ISBN: 9781858112862
Category : Law
Languages : en
Pages : 186

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Book Description
"The first two editions of this practice text proved immensely popular as an effective tool for UK probate practitioners wishing to improve their ability to mitigate tax by way of effective will drafting and variation. The third edition builds on this success and covers in detail the many changes and developments in this area. Key contents: Making a Will, Life Interest Wills, Practical estate planning, Business and agricultural relief, Discretionary trusts, Charities, Post-death variation. "" .. the pages are full of concise explanations and planning points. There is no waffle here."" New Law Journal."

After Death Tax Planning

After Death Tax Planning PDF Author: Francis J. Antonucci
Publisher: ALI-ABA
ISBN: 9780831808532
Category : Decedents' estates
Languages : en
Pages : 316

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Book Description
Advice for lawyers who handle the taxation of the estates of decedents.

After Death Tax Planning

After Death Tax Planning PDF Author: Jerry A. Kasner
Publisher:
ISBN:
Category : Decedents' estates
Languages : en
Pages : 160

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Book Description


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.

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.

J.K. Lasser's New Rules for Estate and Tax Planning

J.K. Lasser's New Rules for Estate and Tax Planning PDF Author: Harold I. Apolinsky
Publisher: John Wiley & Sons
ISBN: 0471731080
Category : Business & Economics
Languages : en
Pages : 306

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Book Description
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.

Thy Will Be Done

Thy Will Be Done PDF Author: Eugene J. Daly
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 244

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Book Description
Thorough yet concise, this practical guide explains how assets are distributed after death. Divided into four convenient parts, it explains why a will is essential, outlines the specific features of a last will and testament, describes how an estate is administered and taxed, and offers helpful pointers on practical estate planning. Each stage of the discussion is enhanced by illustrative examples and specific provisions. The book includes a sample will and a valuable glossary of terms for quick reference.