Estate Planning Made Easy

Estate Planning Made Easy

Book - 2007
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Kaplan
Baby boomers heading into their retirement years must take the time to ensure that their estates are in order—and that means a lot more than just preparing a will and naming an executor. Insurance, taxes, and planning for Medicare and Medicaid are among the crucial considerations in planning for the future.
 
Completely revised and updated, Estate Planning Made Easy, Third Edition shows individuals why they need more than just a will and an executor, options for conserving wealth, and advice on putting together a comprehensive estate plan. This third edition includes extensive revisions to tax legislation, which has changed significantly over the last few years, leaving most American’s clueless.
 
Features:
* Changes to Tax Legislation
* How seniors can best plan for Medicare and Medicaid
* How to obtain the best cash flow with an equity-rich home
* Tax legislation regarding 401k’s IRA’s, and pensions
* Strategies to help reduce estate size and give to children, grandchildren, and great grandchildren, without jeopardizing annual gift allowances
* Premium financing of life insurance
* Information on social security, private annuities, and state inheritance tax
 


Book News
In this guide for general readers, consultants Phillips and Wolfkiel use plain language to provide an overview of estate planning. They begin by explaining fundamental elements such as wills, probate, retirement benefits, and taxation. In later chapters, they describe some advanced strategies for preserving wealth and transferring it to one's heirs. These include (for example) revocable trusts, the discounted dollar plan, private foundations, and college savings plans. A glossary of terms completes the volume. Annotation ©2007 Book News, Inc., Portland, OR (booknews.com)

Simon and Schuster
Baby boomers heading into their retirement years must take the time to ensure that their estates are in order—and that means a lot more than just preparing a will and naming an executor. Insurance, taxes, and planning for Medicare and Medicaid are among the crucial considerations in planning for the future.

 

Completely revised and updated, Estate Planning Made Easy, Third Edition shows individuals why they need more than just a will and an executor, options for conserving wealth, and advice on putting together a comprehensive estate plan. This third edition includes extensive revisions to tax legislation, which has changed significantly over the last few years, leaving most American’s clueless.

 

Features:

* Changes to Tax Legislation

* How seniors can best plan for Medicare and Medicaid

* How to obtain the best cash flow with an equity-rich home

* Tax legislation regarding 401k’s IRA’s, and pensions

* Strategies to help reduce estate size and give to children, grandchildren, and great grandchildren, without jeopardizing annual gift allowances

* Premium financing of life insurance

* Information on social security, private annuities, and state inheritance tax

Publisher: Chicago, IL : Kaplan Pub., c2007
Edition: 3rd ed
ISBN: 1419595962 (pbk.)
9781419595967 (pbk.)
Branch Call Number: 346.73052 PHI 2007
Characteristics: 239 p. : ill., forms ; 28 cm
Additional Contributors: Wolfkiel, Bill S.

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