Download or read book The Objective Guide to Estate Planning and Life Insurance written by Robert A. Esperti and published by . This book was released on 2014-09-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book The Objective Guide to Estate Planning and Life Insurance written by Robert A. Esperti and published by . This book was released on 2014-03-04 with total page 220 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Quickly and objectively determine if you need life insurance to meet specific estate planning needs. Address the growing issue of unfunded or underfunded estate plans."--Preface.
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.
Download or read book Financial and Estate Planning Guide 2009 written by and published by CCH. This book was released on 2008-09 with total page 1100 pages. Available in PDF, EPUB and Kindle. Book excerpt: The CCH Financial and Estate Planning Guide is the premier guidebook for professionals who structure, tailor and administer financial and estate plans. In the clearest of language, the guide explains all the important planning concepts, and examines the most important techniques used to set and meet the financial goals of clients and their families.
Download or read book The Wealth Advisors Guide to Life Insurance written by Michael Brohawn and published by Outskirts Press. This book was released on 2019-06-05 with total page 81 pages. Available in PDF, EPUB and Kindle. Book excerpt: Wealth advisors looking to gain a better understanding of the proper selection, use, and management of life insurance agree The Wealth Advisors Guide to Life Insurance is the concise handbook they have been looking for. As one advisor said, it "deserves a place in every wealth advisor's reference library.” Easy to read the book “takes a complicated subject and makes it easy to digest.” Written by an industry expert who has managed life insurance for fiduciaries nationwide for over a decade, the book will be an “essential resource” for you providing the knowledge you need to help your clients maximize the benefits of life insurance. As one industry expert said after reading the book…”there are other fine books on life insurance…but none as concise and readable.” For more information about the book and its author, you can visit MichaelBrohawn.com.
Download or read book A Lawyer s Guide to Estate Planning written by L. Rush Hunt and published by American Bar Association. This book was released on 2004 with total page 242 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book provides an introduction to the basics of estate planning and will make this area of the law more accessible to the nonspecialist.
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.
Download or read book Ernst Young s Personal Financial Planning Guide written by Ernst & Young LLP and published by John Wiley & Sons. This book was released on 2004-10-06 with total page 544 pages. Available in PDF, EPUB and Kindle. Book excerpt: If you want to take control of your financial future and unlock thedoors to financial success, you must have a plan that will allowyou to find good investments, reduce taxes, beat inflation, andproperly manage money. Whether you're new to financial planning or a seasoned veteran,this updated edition of Ernst & Young's Personal FinancialPlanning Guide provides valuable information and techniques you canuse to create and implement a consistent personalized financialplan. It also takes into consideration the new tax rules thataffect home ownership, saving for college, estate planning, andmany other aspects of your financial life. Filled with in-depth insight and financial planning advice, thisunique guide can help you: * Set goals * Build wealth * Manage your finances * Protect your assets * Plan your estate and investments It will also show you how to maintain a financial plan inconjunction with life events such as: * Getting married * Raising a family * Starting your own business * Aging parents * Planning for retirement Financial planning is a never-ending process, and with Ernst &Young's Personal Financial Planning Guide, you'll learn how totailor a plan to help you improve all aspects of your financiallife.
Download or read book The Wills and Estate Planning Guide written by and published by American Bar Association. This book was released on 1995 with total page 534 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book A Veterinarian s Guide to Financial Planning written by Paul H. Sutherland and published by American Animal Hosp Assoc. This book was released on 2014-05-14 with total page 226 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Everyone s Guide to Financial Planning written by Helen P. Rogers and published by Wellington Publications. This book was released on 1984 with total page 322 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Family Estate Planning Guide written by Frederick K. Hoops and published by . This book was released on 1982 with total page 700 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book The Australian Guide to Wills and Estate Planning written by Andrew Simpson and published by John Wiley & Sons. This book was released on 2019-07-16 with total page 218 pages. Available in PDF, EPUB and Kindle. Book excerpt: Where will your wealth go when you go? Get peace of mind for you and your family with current and valid estate planning. The Australian Guide to Wills and Estate Planning helps you leave your wealth to your selected beneficiaries, avoid family disagreements and protect your financial legacy. This plain-English guide makes estate planning easy — providing exactly what you need to know to get started. You have spent substantial amounts of time and energy creating your wealth. However, planning how your wealth is to be distributed after your death likely receives little attention. It is common for people to consider preparing a will only when a personal life event brings the topic to the fore – the death of a family member or close friend, a personal health issue or overseas travel. The emotional stress and time constraints associated with such circumstances are avoidable if you plan your estate today. Wills and estates expert Andrew Simpson shares his extensive knowledge to help answer your questions and prepare for the future today. From planning your retirement, to writing a will, to distributing your assets, each aspect of estate planning is highlighted by informative case studies, practical examples and easy-to-read explanations. This clear, jargon-free guide answers your estate planning questions and enables you to understand the fundamentals of the estate planning process. Designed specifically for readers with little to no experience with wills and estate planning, this book will help you: understand the vital aspects of the estate planning process know what to look for when choosing a professional estate planner minimise tax burdens for yourself and your family use trusts to safeguard your assets protect your will from legal challenges. With the latest financial and tax guidelines, this is a must-have resource for anyone seeking to confidently pass on their wealth to future generations. The Australian Guide to Wills and Estate Planning is for anyone wishing an easy, stress-free way to sort their affairs and enjoy peace of mind.
Download or read book Asset Protection Strategies written by Alexander A. Bove (Jr.) and published by American Bar Association. This book was released on 2005 with total page 622 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Estate Planning For Dummies written by N. Brian Caverly and published by John Wiley & Sons. This book was released on 2003-03-07 with total page 397 pages. Available in PDF, EPUB and Kindle. Book excerpt: Planning for your family's future made easy! If you’re like most people, you want to be sure that, once you’ve passed on, no more of your property and money will be lost to the government than is absolutely necessary. You want to know that you’ll be leaving your heirs your assets and not your debts. You want to be absolutely certain that your will is ship-shape, your insurance policies are structured properly, and that every conceivable hole in your estate plan has been filled. And most of all, you’d like to do all of this without driving yourself crazy trying to make sense of the complicated jargon, jumble of paperwork, and welter of state and federal laws involved in the estate planning process. Written by two estate planning pros, this simple, easy-to-use guide takes the pain out of planning for your ultimate financial future. In plain English, the authors walk you step-by-step through everything you need to know to: Put your estate into order Minimize estate taxes Write a proper will Deal with probate Set up trusts Make sure your insurance policies are structured properly Plan for special situations, like becoming incompetent and pet care Craft a solid estate plan and keep it up-to-date Don’t leave the final disposition of your estate up to chance and the whims of bureaucrats. Estate Planning For Dummies gives you the complete lowdown on: Figuring out what you're really worth Mastering the basics of wills and probate Using will substitutes and dodging probate taxes Setting up protective trusts, charitable trusts, living trusts and more Making sense of state and federal inheritance taxes Avoiding the generation skipping transfer tax Minimizing all your estate-related taxes Estate planning for family businesses Creating a comprehensive estate plan Straightforward, reader-friendly, easy-to-use, Estate Planning For Dummies is the ultimate guide to planning your family’s future.
Download or read book Planning for Large Estates written by Douglas K. Freeman and published by . This book was released on 1985 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Black Enterprise written by and published by . This book was released on 1991-12 with total page 128 pages. Available in PDF, EPUB and Kindle. Book excerpt: BLACK ENTERPRISE is the ultimate source for wealth creation for African American professionals, entrepreneurs and corporate executives. Every month, BLACK ENTERPRISE delivers timely, useful information on careers, small business and personal finance.
