JK Lasser’s New Rules for Estate and Tax Planning (J.K. Lasser)
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. Experts Stewart Welch III, Harold Apolinsky, and Craig Stephens know this better than anyone else, and in the Third 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. Packed with up-to-the-minute facts, this practical resource covers essential issues; including how new legislation will impact inheritances and trusts, the do’s and don’t of gifting, retirement planning, and much more.
- Reflects the most recent changes in tax laws as applicable to estate taxation
- Offers useful planning with regard to trusts, charitable contributions, life insurance, and wills
- Outlines the best ways to preserve your wealth through proper planning strategies
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.
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. Experts Stewart Welch III, Harold Apolinsky, and Craig Stephens know this better than anyone else, and in the Third 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. Packed with up-to-the-minute facts, this practical resource covers essential issues; including how new legislation will impact inheritances and trusts, the do’s and don’t of gifting, retirement planning, and much more.
- Reflects the most recent changes in tax laws as applicable to estate taxation
- Offers useful planning with regard to trusts, charitable contributions, life insurance, and wills
- Outlines the best ways to preserve your wealth through proper planning strategies
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.
List Price: $ 18.95
Price:
Real Estate Agent’s Business Planning Guide
List Price: $ 26.47
Price: $ 5.20
The Complete Guide to Planning Your Estate in Florida: A Step-by-Step Plan to Protect Your Assets, Limit Your Taxes, and Ensure Your Wishes Are Fulfilled for Florida Residents
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. To ensure your assets are protected and final wishes are carried out, there are some common actions that should be taken now. Proper estate planning allows you to plan for yourself and your loved ones without giving up control of your affairs. 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 Florida will help you glide through this complicated process. This new book has been adapted to offer Ohio residents state-specific advice for estate planning. Author Linda C. Ashar, Attorney at Law, has crafted an estate planning primer, allowing Florida 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. You will understand the legal terms and be ready to discuss issues and strategies with familiarity, saving you time and legal fees and ensuring peace of mind. Florida -specific information is offered throughout this book, including: Florida s probate code; Florida rules, regulations, and laws specific to estate planning; elements of a valid Florida will; planning your living will in Florida; explanations of Florida laws regarding durable health care power of attorneys, do not resuscitate (DNR) orders, and directives to withhold CPR. The book s easy-to-understand context clarifies this complicated and sensitive subject and gives readers the power to take control of their future. This book also offers an overview of abatement rules, settlement costs, guardianship and minor children, executors and trustees, life insurance, potential long-term care needs, marital deductions, types of trusts, gift splitting, survivorship deeds, 529 plans, reducing or eliminating estate taxes, avoiding tax on life insurance, using insurance to pay estate taxes, gift tax issues, generation skipping transfer tax, and tax-deferred accounts. Estate planning should be a positive experience. It involves reviewing your situation and planning for your future. Although few people want to think about the possibility of disability or disease, advance planning is also a way to show your love and to reduce potential distress later. 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 Florida 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.
List Price: $ 24.95
Price: $ 15.36
The Special Needs Planning Guide: How to Prepare for Every Stage in Your Child’s Life
This book is a general guide for helping families plan for two generations (i.e., the financial planning needs of the primary caregiver and the person with disabilities). For some readers, it will relieve their anxieties about planning, and for others it will raise their awareness about the need to plan. Since every family’s specific situation is unique, the book is not intended to provide a specific formula for success. However, it bridges the gap between the ultimate vision a family has for their child and the financial realities of making these dreams come true. The structure of the book follows a chronological guideline of the critical transition periods that families face. The book also focuses on identifying and protecting government benefits as well as strategies to supplement government benefits. In addition to the basics of financial planning, the book includes family case studies; sample intent letters, checklists, forms, and other planning tools; a glossary of terms; and resources.
List Price: $ 29.95
Price: $ 21.86
AARP Crash Course in Estate Planning, Updated Edition: The Essential Guide to Wills, Trusts, and Your Personal Legacy
In these pages you will find:
• Advice on guardianship and advanced medical directives.
• Explanations of the role and powers of a trustee and what steps to take in the case of suspected misconduct.
• A primer on marshaling and protecting retirement assets.
• Help in planning for children with disabilities.
• A primer on marshaling and protecting retirement assets.
• Help in planning for children with disabilities.
• Ideas for making sure your money stays in the family in case a spouse remarries; and much, much more.
List Price: $ 14.95
Price: $ 5.98
Wills and Estate Planning For Canadians For Dummies
Wills & Estate Planning For Canadians For Dummies walks you through the steps of planning your estate. This friendly guide will help you
- Reduce the tax you or your estate will pay
- Plan for your children’s future
- Leave a charitable legacy
- Decipher the legal lingo in wills
- Prepare a living will to ensure you get the treatment you want
- Hire an estate planning team that will meet your needs
Through practical advice from expert authors, this book helps you ensure that your affairs are in order, and your loved ones will be looked after.
List Price: $ 24.99
Price: $ 18.99
AARP Crash Course in Estate Planning: The Essential Guide to Wills, Trusts, and Your Personal Legacy
Scrutinized for accuracy by AARP’s legal specialists, this indispensable volume covers every aspect of planning an estate and creating a will. A crash course in one handy volume, the book walks readers through the entire process, from understanding the distinction between probate and nonprobate property to delegating a durable power of attorney, and from resolving possible tax issues ahead of time to safeguarding your assets.
In these pages you will find:
• comparisons of wills and simple living trusts;
• advice on guardianship and advance medical directives;
• explanations of the role and powers of a trustee—and what steps to take in the case of suspected misconduct;
• a primer on marshaling and protecting retirement assets;
• help in planning for children with disabilities;
• ideas for making sure your money stays in the family in case a spouse remarries; and much, much more.
List Price: $ 14.95
Price: $ 5.39
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
Price: $ 65.49