Estate Planning Strategies

Estate Planning Strategies
Author: Jay A. Soled
Publisher: American Bar Association
Total Pages: 348
Release: 2002
Genre: Business & Economics
ISBN: 9781590310946
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This comprehensive book is a guide to help circumnavigate the estate-planning world and specific changes EGTRRA has brought and will sensitize lawyers to the estate planning needs of their clients in a legal environment that is in transition. To assist in the navigation process, many of the nation's top estate-planning experts and practitioners have been assembled to participate in the production of this book

Protect and Enhance Your Estate: Definitive Strategies for Estate and Wealth Planning 3/E

Protect and Enhance Your Estate: Definitive Strategies for Estate and Wealth Planning 3/E
Author: Robert A. Esperti
Publisher: McGraw Hill Professional
Total Pages: 369
Release: 2012-03-30
Genre: Business & Economics
ISBN: 0071787909
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“Our #1 choice in estate planning books.” –Ken & Daria Dolan The bestselling guide to securing a sound financial future for you and your loved ones—updated for uncertain times In our time of political, social, and economic upheaval, taking steps to protect your estate isn’t enough to provide peace of mind for you or financial security for your loved ones. Given these new levels of uncertainty, you need to reduce risk by using life insurance and other financial products to fund estate planning. This new, fully updated edition of the estate planning classic helps you take your estate planning to the next level. In addition to all the basics on wills, jointly held property, taxation, and philanthropy, Protect and Enhance Your Estate covers the latest developments regarding: Disability planning Living trusts Asset protection Family limited partnerships Proper use of life and long-term care insurance

The Family Bank Strategy

The Family Bank Strategy
Author: David Thomas Phillips
Publisher: CreateSpace
Total Pages: 202
Release: 2015-01-01
Genre:
ISBN: 9781507604601
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In his newest book, David Phillips explains 17 positive features of The Family Bank Strategy and lists 10 factors that have come together to make it one of the premium safe money strategies today. For many of you, The Family Bank Strategy is a way to lock in the value of your estate for loved ones, earn a solid tax-free return on your cash value, and have tax-free access to the capital when you need it. It can play an important role in increasing your family's after-tax wealth.

The Ultimate Guide to Estate Planning in Louisiana

The Ultimate Guide to Estate Planning in Louisiana
Author: Myrna Arroyo
Publisher: Lulu.com
Total Pages: 72
Release: 2008-04-01
Genre: Law
ISBN: 143571539X
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The information Louisiana families need to protect the people they love and the assets they've earned. This book reveals the most common estate planning mistakes wealthy families make and how to avoid them. Also includes powerful estate planning strategies to protect your family. Includes information on wills, living trusts, planning for special needs children, incapacity planning, powers of attorney, living wills and health care directives.

Estate Planning Strategies After Estate Tax Reform

Estate Planning Strategies After Estate Tax Reform
Author: Charles D. Fox
Publisher:
Total Pages: 172
Release: 2001
Genre: Business & Economics
ISBN:
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"This book is intended to be the concise, practical reference on the implications of the recently enacted phase-out and deferred repeal of the estate and GST taxes, and the modifications to the gift tax, for all financial aid professionals, whether they are attorneys, accountants, fiduciaries, insurance agents, family office managers, or other professionals active in the estate planning field. The book summarizes the key components of the Economic Growth and Tax Relief Reconciliation Act of 2001 relating to estate planning ... the text explains how the law works, what planning opportunities and strategies will be available for clients and customers, and what planning techniques are rendered unnecessary by the new legislation ... [it] also examines areas in which the new legislation is unclear ... [and] provides samples of new or revised forms."--Preface.