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Author : Paul J. Lochray
Publisher :
ISBN 13 : 9780133157895
Total Pages : 312 pages
Book Rating : 4.9X/5 ( download)
Download or read book The Financial Planner's Guide to Estate Planning written by Paul J. Lochray and published by . This book was released on 1989 with total page 312 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Paul I. Lochray
Publisher :
ISBN 13 : 9780133160765
Total Pages : 288 pages
Book Rating : 4.69/5 ( download)
Download or read book The Financial Planner's Guide to Estate Planning written by Paul I. Lochray and published by . This book was released on 1989 with total page 288 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Jonathan G. Blattmachr
Publisher : Regnery Publishing
ISBN 13 : 9780895262547
Total Pages : 764 pages
Book Rating : 4.41/5 ( download)
Download or read book The Complete Guide to Wealth Preservation and Estate Planning written by Jonathan G. Blattmachr and published by Regnery Publishing. This book was released on 1999-11-01 with total page 764 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Complete Guide to Wealth Preservation and Estate Planning is written for everyone from families to financial planners, lawyers, accountants, insurance underwriters, security and investment advisors and business owners.
Author : Michael John Perkins
Publisher :
ISBN 13 : 9780409325416
Total Pages : 542 pages
Book Rating : 4.14/5 ( download)
Download or read book Estate Planning written by Michael John Perkins and published by . This book was released on 2008 with total page 542 pages. Available in PDF, EPUB and Kindle. Book excerpt: Trusts and estates practice is being increasingly recognised as an occupation within the legal, accounting, tax and financial services professions. Estate planning remains the strategic advisory component within this practice. An essential resource for practitioners and students involved in trusts and estates practice, this easy-to-use, practical and comprehensive guide will enable you to understand and deliver effective estate planning services using the principles, precedents, practice points, case notes and discussion questions contained in this book. Included in this edition are the legislative changes enacted since the first edition, such as changes to wills and estate law arising from the commencement of the Succession Act 2006 (NSW) on 1 March 2008 as well as changes to income tax and superannuation laws since 2005.
Author : Stuart D. Zimring
Publisher :
ISBN 13 : 9780820550688
Total Pages : 0 pages
Book Rating : 4.8X/5 ( download)
Download or read book California Guide to Tax, Estate & Financial Planning for the Elderly written by Stuart D. Zimring and published by . This book was released on 2001 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Jeffrey L. Condon
Publisher : John Wiley & Sons
ISBN 13 : 1119093317
Total Pages : 481 pages
Book Rating : 4.12/5 ( download)
Download or read book The Living Trust Advisor written by Jeffrey L. Condon and published by John Wiley & Sons. This book was released on 2016-03-25 with total page 481 pages. Available in PDF, EPUB and Kindle. Book excerpt: A comprehensive guide to living trusts, with expert financial and legal guidance The Living Trust Advisor is an expert guide for both advisors and their clients on the complex process of establishing, living with, and maintaining a living trust. Written by renowned family inheritance attorney Jeffrey L. Condon, this book discusses the various aspects of this important document, and shows you how to manage a seamless transfer of assets to various beneficiaries. This new second edition has been fully updated and revised to reflect the extensive changes to the Estate Tax Law that have taken place since the initial publication, giving you the most up-to-date information and guidance on preserving your wealth and helping your heirs avoid estate tax liability. You'll develop a vision for your trust before you ever meet with an attorney or other key players, and learn how to establish and maintain a trust that remains rock-solid for your lifetime and beyond. As the living trust has replaced the will as the primary means of settling after-death estates, clear guidance and current legal information is of utmost importance for advisors and clients alike. This book is a valuable resource for every stage of planning and execution, helping you ensure that you provide for your beneficiaries the way you intend. Know what to think about before your first meeting with a lawyer Establish and manage your living trust to carry out your wishes Identify potential inheritance problems and build solutions into the trust Distribute assets to future generations, and protect them after the transfer Dealing with complex financial and legal issues while facing our own mortality is a difficult task, but making these decisions is critical to the future outcome of your estate. The Living Trust Advisor expertly guides you through the process so you can be confident that your wishes will be carried out.
Author : Linda C. Ashar
Publisher : Atlantic Publishing Company
ISBN 13 : 1601384270
Total Pages : 338 pages
Book Rating : 4.70/5 ( download)
Download or read book The Complete Guide to Planning Your Estate in New York written by Linda C. Ashar and published by Atlantic Publishing Company. This book was released on 2009-12-15 with total page 338 pages. Available in PDF, EPUB and Kindle. Book excerpt: What happens to your estate after you are gone is very much within your control. Estate planning is not only for the wealthy; it is for everyone. It is simply the process of deciding where your assets are to be distributed after your death. For those people who wish to preserve their assets for designated purposes such as family or special charities it becomes necessary to make special advance preparations. Your estate plan should also allow for the possibility of your own disability. It should detail what you own and whom you want to leave it to at a time of your choosing and the way you want. Your estate plan should include fully disclosed, controlled costs for you and your loved ones. The last thing you want to worry about is having your estate drained of value through taxes and legal costs. The right plan can protect the value of your estate and spare your loved ones unnecessary hassles and legal conflicts. The Complete Guide to Planning Your Estate in New York will help you glide through this complicated process. This new book has been adapted to offer New York residents state-specific advice for estate planning. Co-authors Margo Pierce and Linda C. Ashar, attorneys at law, have crafted an estate planning primer, allowing New York residents to become more informed and more involved during the process. Many books on estate planning indicate you do not need the services of an attorney, but this book highly recommends using an attorney versed in this area: You should not go through the process alone. This book is intended explain the complicated issues, terminology, and planning strategies of estate planning so when you do meet with a qualified attorney, you will be well prepared. New York-specific information is offered throughout this book, including: New York's probate code; New York rules, regulations, and laws specific to estate planning; elements of a valid New York will; planning your living will in New York; explanations of New York laws regarding durable health care power of attorneys, do not resuscitate (DNR) orders, and directives to withhold CPR. Estate planning should be a positive experience. It involves reviewing your situation and planning for your future. Other books offer a non-state-specific overview of estate planning, causing many readers to be misinformed about rules and regulations particular to their state; but, this new book provides information New York residents need to know. Do not get outdated or wrong information that does not pertain to you specifically. Use this new book to craft an estate plan that is not only legally sound but also fully carries out your last wishes and protects your loved ones. Atlantic Publishing is a small, independent publishing company based in Ocala, Florida. Founded over twenty years ago in the company presidentâe(tm)s garage, Atlantic Publishing has grown to become a renowned resource for non-fiction books. Today, over 450 titles are in print covering subjects such as small business, healthy living, management, finance, careers, and real estate. Atlantic Publishing prides itself on producing award winning, high-quality manuals that give readers up-to-date, pertinent information, real-world examples, and case studies with expert advice. Every book has resources, contact information, and web sites of the products or companies discussed.
Author : Coventry House Publishing
Publisher : Coventry House Publishing
ISBN 13 :
Total Pages : 126 pages
Book Rating : 4./5 ( download)
Download or read book The Financial Planning Workbook written by Coventry House Publishing and published by Coventry House Publishing. This book was released on 2023-06-15 with total page 126 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Keith Fevurly
Publisher : Apress
ISBN 13 : 1430260653
Total Pages : 354 pages
Book Rating : 4.53/5 ( download)
Download or read book Plan Your Financial Future written by Keith Fevurly and published by Apress. This book was released on 2013-09-21 with total page 354 pages. Available in PDF, EPUB and Kindle. Book excerpt: Implementing a financial plan to manage the future is very important. If you have not assembled such a plan, or even if you have not thought about how best to manage your financial future, the time to do so is now, and the resource you need to walk you through every step of the personal financial planning process is Plan Your Financial Future. Regardless of whether you are a recent college graduate or have spent the past several decades in the working world, Plan Your Financial Future will give you the smart, commonsense advice you need to get your financial life in order. Written by an expert and long-standing educator in the field of personal financial planning, Plan Your Financial Future is a comprehensive, objective, and pertinent guidebook for readers of all income levels who want to grow their net worth on a steady and increasing basis. Covering all the financial bases you can reasonably expect to confront in your lifetime, like insurance, investing, income tax planning, Social Security, Medicare, and more, this vital resource begins with techniques to protect a consumer's personal and business assets. It then transitions into the wealth accumulation process and outlines tax management measures, as well as the distribution of wealth for higher education, retirement, and estate planning purposes. Filled with in-depth insight and invaluable financial planning advice, this unique guide explains how to: Insure yourself, your family, and your property against the possibility of significant loss; Invest in financial or real assets—or both; Practice effective tax planning and management techniques; Distribute your estate at death to your intended beneficiaries in a tax-efficient manner; And much more. With its no-nonsense, straightforward style and holistic view of the financial planning process, Plan Your Financial Future is the one resource you need to become a more knowledgeable saver and translate those savings into the accumulation of future wealth.
Author : Sidney Kess
Publisher :
ISBN 13 :
Total Pages : 666 pages
Book Rating : 4.19/5 ( download)
Download or read book CCH Estate Planning Guide written by Sidney Kess and published by . This book was released on 1977 with total page 666 pages. Available in PDF, EPUB and Kindle. Book excerpt:
