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| Author | : Glenn R. Stephens |
| Publisher | : CCH Canadian Limited |
| Total Pages | : 290 |
| Release | : 2008 |
| Genre | : Business & Economics |
| ISBN | : 9781553679530 |
| Author | : Louis A. Mezzullo |
| Publisher | : American Bar Association |
| Total Pages | : 126 |
| Release | : 2009 |
| Genre | : Law |
| ISBN | : 9781604425024 |
| Author | : James C. Munch |
| Publisher | : Aspen Publishers |
| Total Pages | : 968 |
| Release | : 1990 |
| Genre | : Estate planning |
| ISBN | : |
| Author | : Gary S. Lesser |
| Publisher | : |
| Total Pages | : 980 |
| Release | : 2002 |
| Genre | : Business & Economics |
| ISBN | : |
You willl find the answer to every question that may arise regarding life insurance and how it relates to qualified plans and estate planning in Life Insurance Answer Book . This easy-to-use resource guides you expertly through all aspects of life insurance from design and structure to implementation and administration. Rules and regulations are also clearly outlined to ensure that you're complying with the applicable federal and state requirements. More than 1000 questions are thoroughly explained, covering such topics as: Legal requirements of insurance Life insurance as it relates to qualified plans Fiduciary responsibilities of employers, trustees, and administrators Regulations governing insurance contracts Department of Labor and IRS disclosure and reporting guidelines Records retention Life insurance as it relates to estate planning and other benefits and more!
| Author | : Robert A. Esperti |
| Publisher | : McGraw Hill Professional |
| Total Pages | : 369 |
| Release | : 2012-03-30 |
| Genre | : Business & Economics |
| ISBN | : 0071787909 |
“Our #1 choice in estate planning books.” –Ken & Daria Dolan The bestselling guide to securing a sound financial future for you and your loved ones—updated for uncertain times In our time of political, social, and economic upheaval, taking steps to protect your estate isn’t enough to provide peace of mind for you or financial security for your loved ones. Given these new levels of uncertainty, you need to reduce risk by using life insurance and other financial products to fund estate planning. This new, fully updated edition of the estate planning classic helps you take your estate planning to the next level. In addition to all the basics on wills, jointly held property, taxation, and philanthropy, Protect and Enhance Your Estate covers the latest developments regarding: Disability planning Living trusts Asset protection Family limited partnerships Proper use of life and long-term care insurance
| Author | : Robert A. Esperti |
| Publisher | : |
| Total Pages | : |
| Release | : 2014-09-01 |
| Genre | : |
| ISBN | : 9780990781806 |
| Author | : James C. Munch |
| Publisher | : |
| Total Pages | : 708 |
| Release | : 1981 |
| Genre | : Estate planning |
| ISBN | : |
| Author | : Robert A. Esperti |
| Publisher | : |
| Total Pages | : 220 |
| Release | : 2014-03-04 |
| Genre | : Estate planning |
| ISBN | : 9780985045616 |
"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.
| Author | : Archie J. Bakay |
| Publisher | : |
| Total Pages | : 68 |
| Release | : 1968 |
| Genre | : Estate planning |
| ISBN | : |
| Author | : Lawrence Brody |
| Publisher | : American Bar Association |
| Total Pages | : 0 |
| Release | : 2011 |
| Genre | : Life insurance trusts |
| ISBN | : 9781616328979 |
Understand the essential elements of both a single life policy irrevocable life insurance trust and survivorship policy irrevocable life insurance trust in order to meet your clients' estate planning needs. This concise primer offers a step-by-step guide to these trusts and includes sample trust forms and documents to adapt for your practice. Includes sample forms for a both types of irrevocable life insurance trusts along with notes to the drafter for each type of trust; forms also on CD-ROM.
