Estate planning made easy
Book - 2007
Saved in:
- Subjects
- Published
-
Chicago, IL :
Kaplan Pub
[2007]
- Language
- English
- Main Author
- Other Authors
- Edition
- Third edition
- Physical Description
- xiii, 239 pages : illustrations ; 28 cm
- Bibliography
- Includes index.
- ISBN
- 9781419595967
- Estate planning: it's your money and more
- Objectives: what do you want?
- The ten most common estate planning mistakes and how to avoid them
- Assembling the team: finding a quarterback
- Ownership and title: the built-in estate plan
- Passing property: are wills enough?
- Passing property through contracts, trusts, and operation of law: the beneficiary designation
- Probate: the unnecessary last resort
- Estate taxation: the last big surprise
- States and death taxes: getting their fair share
- Estate and gift taxation: the impact of EGTRRA 2001: the annual gift tax exclusion
- Transfers at death: a stepped-up basis
- The IRS 'assault' on your grandchildren: extra tax on transfers that skip generations
- The retirement time bombs: losing your retirement benefits through taxation and poor planning
- Using your deductions: use them or lose them
- The magic of revocable trusts: a shelter from the storm
- QTIP and reverse QTIP planning: gaining control
- Irrevocable trusts: the keys to disinheriting the IRS
- The family dynasty trust: breaking the tax chain
- The credit shelter trust: creating true leverage
- The discounted dollar plan: taking revenge on the IRS
- The spousal support irrevocable life insurance trust: a new estate planning strategy with exit doors
- Premium finance: where to find the premium
- College 529 savings plans: educate your posterity and reduce your estate
- Charitable giving and the wealth replacement trust: the only remaining tax shelters
- Private foundations: the ultimate zero estate tax plan
- The charitable gift annuity: now you can give and receive
- Qualified personal residence trust: keeping your house in the family
- The reverse mortgage: extract your home equity and reduce your estate while never leaving home
- Life settlement: selling old ineffective life policies for cash
- Protecting your assets: watching your backside
- Getting started: taking the next step-- our invitation to you.