Estate Planning Fundamentals
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Author | : Denis Clifford |
Publisher | : NOLO |
Total Pages | : 0 |
Release | : 2011 |
Genre | : Estate planning |
ISBN | : 9781413316216 |
"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 | : L. Rush Hunt |
Publisher | : American Bar Association |
Total Pages | : 242 |
Release | : 2004 |
Genre | : Business & Economics |
ISBN | : 9781590313664 |
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 | : |
Total Pages | : 488 |
Release | : 1997 |
Genre | : Law |
ISBN | : 9780943590844 |
Author | : Angela M. Vallario |
Publisher | : |
Total Pages | : 0 |
Release | : 2013 |
Genre | : Estate planning |
ISBN | : 9781611635157 |
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 | : Susan M. Tillery |
Publisher | : John Wiley & Sons |
Total Pages | : 448 |
Release | : 2018-09-21 |
Genre | : Business & Economics |
ISBN | : 1119421233 |
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 | : Constance J. Fontaine |
Publisher | : |
Total Pages | : 462 |
Release | : 1999-01-01 |
Genre | : Administration of estates |
ISBN | : 9781579960100 |
Author | : Benjamin L. Rasche |
Publisher | : |
Total Pages | : |
Release | : 2020-09-03 |
Genre | : |
ISBN | : 9781732425392 |
Author | : ANGELA. VALLARIO |
Publisher | : |
Total Pages | : 0 |
Release | : 2023-10-31 |
Genre | : |
ISBN | : 9781531026967 |
The third edition of Fundamentals of Estate Planning (Maryland) is a unique combination of theory and practice written for those studying or practicing estate planning in the state of Maryland as well as students preparing for the Uniform Bar Exam. The third edition reorganized concepts to reflect the academic teaching of a basic trusts and estates course. The book adds practical suggestions on drafting provisions used in estate planning documents along with theory, Maryland and Uniform Probate Code statutes, and cases from multiple jurisdictions. The book is the perfect match between academic theory and a practitioner's formbook in that the student or attorney has a legal foundation for drafting relevant provisions used in wills, trusts, powers of attorney, and advance directives. The third edition has been expanded to incorporate a chapter on special purpose trusts including gun trusts and special needs trusts. The special purpose chapter includes sample revocable trust used for firearm ownership as well as disability planning. An expanded chapter on elder law provides an overview of law impacting elders such as Social Security, Social Security Disability Income, veterans benefits, planning for long term care with Medicaid, and guardianship. In the elder law chapter students and attorneys are exposed to a separate but related practice area that can be further explored by the reader. Part II of the third edition introduces the student or attorney to federal estate planning and is the ideal resource to teach a course in federal estate tax planning as well as an introduction to the attorney of the relevant Internal Revenue Code provisions and prominent cases used to avoid, minimize, and defer federal estate taxes. Chapters with illustrations are provided to explain basic estate planning tools of non-taxable gifts, credit shelter trust, marital deduction, and life insurance trusts. The third edition added Maryland's new elective share legislation as well as recently enacted changes to Maryland's statutory power of attorney forms. This book brings the trusts and estates practice into the classroom. The practical problems and illustrations with suggested responses explain the material at a sophisticated, yet accessible, level.
Author | : Kathryn G. Henkel |
Publisher | : |
Total Pages | : |
Release | : 2003 |
Genre | : Estate planning |
ISBN | : 9780791334263 |
Author | : Natalie B. Choate |
Publisher | : |
Total Pages | : 472 |
Release | : 1996 |
Genre | : Business & Economics |
ISBN | : |