Real Estate Agent’s Business Planning Guide
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Estate Planning, Wills and Trusts : For Business Owners and Entrepreneurs (Entrepreneur Legal Guides)
Estate plans are created for a variety of reasons, but they aren’t just about distributing your assets. First and foremost, you want the security of knowing that you have provided for your loved ones and minimized the legal issues and financial insecurity they might otherwise face upon your death. As a business owner, you need a plan for business succession or transition and have a unique set of considerations to take into account. You may even want to leave a charitable economic legacy. In any event, your estate plan should be tailored to fit your personal situation.
With a special emphasis on business owners, W. Rod Stern covers:
- Wills, living trusts, gifts, charitable trusts and more
- The pros and cons of probate
- How to transition your business so your heirs can benefit
- Selecting trustees and guardians
- Reducing estate taxes
- Long-term asset management
Begin now, and design an estate plan that protects both your family and your business.
Sample documents include:
- Simplified Sample Will
- Simplified Sample Family Trust
- Financial Summary Worksheet
- Total Assets and Liabilities Worksheet
- Your Family Documentation Worksheet
- Asset Value Test
- Income and Expense Test
- Calculating Life Insurance Needs
- Tax Impact of Gifting
- Common Distribution Provisions for Wills and Rrusts
- IRS Publication 950 Introduction to Estate and Gift Taxes
- IRS Publication 706 U.S. Estate Tax Return
- IRS Publication 709 U.S. Gift Tax Return
- IRS Publication 1041 U.S. Income Tax Return for Estates and Trusts
- Schedule K1, 1041 Beneficiary’s Share of Income, Deductions, Credits, etc.
For 30 years, Entrepreneur has provided the most trusted business advice available to business owners. Our legal guides continue that tradition by offering current and cost-effective legal advice so you can resolve the business and legal issues you face on a daily basis. We also strive to help you identify when it’s in your best interest to seek the personalized advice and services of a practicing lawyer.
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Price: $ 3.53
2011 Field Guide to Estate Planning, Business Planning, & Employee Benefits
The Book for Agents and Planners who want to serve their clients. Step-by-step solutions to your planning challenges.
The 2011 Edition of Field Guide to Estate Planning, Business Planning, & Employee Benefits is the sales-strategy tool that no agent, producer, manager, or financial planner should go without.
It offers step-by-step solutions to hundreds of planning needs and challenges.
Field Guide to Estate Planning, Business Planning, & Employee Benefits is the definitive guide for agents and financial planners to identify, understand, and employ the concepts and techniques used in estate, business, and employee benefit planning. Plus, Field Guide is completely cross-referenced to Tax Facts on Insurance & Employee Benefits, so you will always know the all of the relevant tax implications of your recommendations.
Discover targeted planning opportunities and illustrated strategies for:
Estate Planning
Life Insurance
Business Valuation
Cross-Purchase Agreement
Split-dollar insurance
And more!
Field Guide to Estate Planning offers detailed information on literally hundreds of estate and business planning concepts that today’s financial professional will encounter. Each technique described covers the following:
Detailed explanation of what the concept is
Charts, tables, and graphs illustrating how the concept works
Client question prompts to gather information required for analysis and proposal
Cross references to specific related questions in Tax Facts on Insurance & Employee Benefits
Footnotes providing further details and where to find more in-depth information on the topic
Authored by Donald F. Cady, J.D., LL.M., CLU, Field Guide to Estate Planning, Business Planning, & Employee Benefits reflects his expertise and ease in communicating planning concepts and techniques to financial professionals of all levels.
List Price: $ 86.00
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Women and Money A Practical Guide to Estate Planning
Women control 75 percent of the total personal wealth in the United States today, fill more than half the jobs, earn more than half the college degrees, and make up the fastest growing sector of new business owners. Yet most American women have not taken steps to put the legal mechanisms in place through estate planning to protect their assets, their families and themselves. This book is for you. Women and Money, A Practical Guide to Estate Planning is an exhortation, a resource, and a trusted companion. Written by attorney Patricia Annino, who has been advising both men and women about estate planning for more than two decades, the book makes a complicated process easily accessible to readers by explaining away the legal jargon, bringing the issues to life with real life stories, and addressing the concerns of women in all age and economic groups. The first time a new mother leaves her baby with a sitter, she leaves detailed instructions. Estate planning is a way to leave instructions for a lifetime, a way to make sure that if anything ever happens to you, the person you want to take care of your children will do so, your directions will determine the care they will be given, and your finances will be great enough to cover all costs. This is a book for women with significant assets and women with concerns about their financial futures, women with elderly parents and women with special needs children, single, married, divorced, widowed, and remarrying women. In short, this is a book for you and for any woman who wants to control her own financial destiny, protect herself and protect those she cares about most.
List Price: $ 21.95
Price: $ 18.96
Tops Business Forms Products – Billing Forms, 20 lb., 8-1/2″x11″, 2500/CT – Sold as 1 CT – UB-04 laser-cut forms are designed for medical offices to file a claim with the patient’s insurance company. The Health Care Finance Administration format ensures accuracy in reporting all necessary information. Forms meet the requirements of the Centers for Medicare and Medicaid Services (CMS). Forms are printed on 20 lb. bond paper.
- Sold as 1 CT
- Manufacturer: Tops Business Forms
- Total percentage of recycled content: 0
- Post Consumer Waste: 0
- Country of origin: US
Tops Business Forms Products – Billing Forms, 20 lb., 8-1/2″x11″, 2500/CT – Sold as 1 CT
UB-04 laser-cut forms are designed for medical offices to file a claim with the patient’s insurance company. The Health Care Finance Administration format ensures accuracy in reporting all necessary information. Forms meet the requirements of the Centers for Medicare and Medicaid Services (CMS). Forms are printed on 20 lb. bond paper.
List Price: $ 181.52
Price: $ 136.99
Expert Stock Screener – AsiaPacFinance – Resources – Technical Analysis – Trading Advisory
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As far as equities have come, the debate between Fundamental and Technical Analysis has been evenly matched. With the likes of Warren Buffet leading the fundamental approach on one hand, and Turtle Traders showing us how they made billions looking at charts, it is arguable which approach to equities selection works better.
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