Authors: Holmes F. Crouch.
Paperback, 224 pages
Publisher: Allyear Tax Guides
Publication Date: 1998-03


Reviews :

    ...

Authors: Kevin O'Brien.
Paperback, 200 pages
Publisher: Trafford Publishing
Publication Date: 2006-02-22


Reviews :

    This is a comprehensive yet easy-to-read book on estate planning, filled with stories and examples of how estate planning works. This book has been designed to help Canadians understand how estate planning works and why it is necessary to have an estate plan in Canada. The workbook section helps you organize your personal information in a manner that is required to formulate a proper estate plan. This document is designed to help your estate plan advisory team (financial planner, lawyer or accountant) in developing a proper estate plan that suits your needs and covers all the bases. Furthermore the duties of an executor section spell out what your executor's responsibilities are and how to go about finalizing an estate....

Authors: Mark Warda.
Paperback, 256 pages
Publisher: Galt Press
Publication Date: 2003-09-01


Reviews :

    With juries giving out million-dollar awards for such things as spilt coffee and harassment, anyone with assets must realize that what has taken a lifetime to earn can be lost in an instant. Our legal system has become a lottery in which lawyers finance claims against anyone with money. This book explains in simple language how anyone with any assets can best protect them against any type of claims.

After seeing how unfair the legal system has become, Attorney Mark Warda spent over a year and a half studying every type of asset protection plan available, from the homestead exemption to the offshore trust, from the most court-protected to the clearly illegal, and from the cost-free methods to the most expensive schemes. This book is the result of that research.

In simple language, it explains what works, what doesn’t and why. It provides asset protection plans for every need, from the simple and cheap to the complex and expensive. It explains the three main ways to keep your assets out of reach of creditors and the five most important rules for being sure they work. It includes a summary of the law for each state and explains how to do more research to keep up to date.

If you own any assets you do not want to lose to a creditor, you need this book!...

Authors: Mark Warda.
Paperback, 160 pages
Publisher: Sourcebooks
Publication Date: 2002-09
Edition: 3rd

Authors: Armond Budish.
Hardcover, 240 pages
Publisher: Avery
Publication Date: 2007-05-17


Reviews :

    For most people drawing up a will, making sure their inheritance is secure for their spouse, children, grandchildren, or other family members is a top priority. And though they may think they're taking care of their loved ones' future with the traditional planning a will offers, the reality is that down the line their designated heirs may never see a dime.

As attorney and estate-planning expert Armond Budish explains in Why Wills Won't Work, good estate planning in the twenty-first century requires more than the old "one size fits all" approach of filling out a few legal documents. In this book, he illustrates his customized SAFE method-the only solution that will Safeguard Assets for your Family Exclusively. Beginning with an assessment quiz that helps readers determine their particular needs, risks, and goals, along with the options available, Why Wills Won't Work addresses:

- how to protect a child's inheritance in a divorce; - the steps to take now to avoid death taxes later; - how to safeguard an inheritance for grandchildren; - how to keep probate court, creditors, and potential lawsuits from depleting an inheritance; - how to plan in advance for a disabled child or one who can't manage money; and - what documents you really need, and how to choose a lawyer.

Easy to follow and reader-friendly, with illuminating real-life stories throughout, Why Wills Won't Work is the essential guide for readers who want to be sure now that their family's future inheritance is airtight....

Authors: Kaplan Financial.
Paperback, 408 pages
Publisher: Kaplan Publishing
Publication Date: 2003-07-30
Edition: 7

Reviews :

    Estate Planning Concepts teaches the fundamentals needed to sell life insurance in the profitable estate planning market. It covers various forms of property ownership and gives an overview of wills, trusts, and probate. The course also shows how to use life insurance and annuities to achieve important estate planning objectives and contains comprehensive coverage of the federal estate and gift taxes as well as state death taxes....

Authors: Belin.
Hardcover, 320 pages
Publisher: Scribner
Publication Date: 1991-01-10

Authors: Nancy Randolph Greenway. Barbara Shotwell.
Paperback, 286 pages
Publisher: Hyperion
Publication Date: 2001-07-25
Edition: Reprint

Reviews :

    An easy-to-use guide to estate planning that walks you through the basics and guarantees more for your heirs and less for Uncle Sam.

Now available in paperback, this accessible and entertaining guide to estate planning helps readers gain power over the disposal of their assets. Included is advice on talking to parents about their plans, arranging an estate, and keeping peace among the whole family. And all the laws are clearly explained, without the financial doublespeak that makes most people dread taking this important step.

Pass It On uses familiar TV characters (including the Odd Couple, Ralph Kramden and Ed Norton, and Ozzie and Harriet), songs, and humorous cartoons to illustrate problems, solutions, compromises, and all the laws. Fun to read, and filled with vital information, this book takes the sting out of an important topic that readers cannot afford to ignore....

Authors: Martin M Shenkman.
Hardcover, 336 pages
Publisher: Bloomberg Press
Publication Date: 2002-05-01
Edition: 1

Reviews :

    Estate Planning after the 2001 Tax Act is a step-by-step guide and sourcebook to help financial advisers navigate the estate planning?related changes in the tax code brought on by the 2001 Tax Relief Reconciliation Act. The author, estate planning expert and lawyer Martin Shenkman, provides a sound rationale for comprehensive estate planning and a host of invaluable planning techniques to address the uncertainties the new rules pose....

Authors: Russell J. Fishkind. Robert C. Kautz.
Hardcover, 416 pages
Publisher: Wiley
Publication Date: 2002-01-04
Edition: 2

Reviews :

    EFFECTIVE ESTATE AND BUSINESS SUCCESSION PLANNING UNDER THE NEW TAX LAW

A properly designed and implemented estate and/or business succession plan is key to providing for and protecting loved ones in the most tax-efficient manner possible. A team of advisors must be assembled from the disciplines of law, insurance, finance, accounting, and tax in order to create a plan that optimizes planning opportunities incorporating both the current state of law with the current state of one's mind. J.K. Lasser Pro Estate and Business Succession Planning, Second Edition provides you with a unique and comprehensive analysis of the Economic Growth and Tax Relief Reconciliation Act of 2001, the new retirement distribution rules, Section 529 education plans, and split dollar insurance guidelines. It can help professionals and experienced individuals alike take advantage of opportunities presented by the new tax law, avoid common mistakes, and understand complex estate and business succession planning techniques. Written by two attorneys who specialize in estate planning matters, this easy-to-read book provides you with complete information and strategies for a variety of issues including:
* How to plan in light of the phased-in provisions of the Economic Growth and Tax Relief Reconciliation Act of 2001
* Top twenty factors to consider when creating one's Will, as well as creating a Power of Attorney and Health Care Proxy
* Annual Exclusion and Exemption Equivalent Planning
* Irrevocable Life Insurance Trusts and Crummey Notices
* Charitable Remainder Trusts and Foundations
* Family Limited Partnerships
* Business Succession Planning Techniques
* Split Dollar Plans
* Section 529 education plans
* Retirement distribution rules
* Self-Canceling Installment Notes
* Intentionally Defective Grantor Trusts
* GRITs, GRATs, and GRUTs


And this is just a sampling of the expertise that the authors provide in a truly unique and understandable text. J.K. Lasser Pro Estate and Business Succession Planning, Second Edition contains all you need to make the most of the new tax law while navigating this complex area, and shows you how to protect and provide for loved ones for generations to come.

Please visit our Web site at www.jklasser.com...