Protect And Enhance Your Estate Definitive Strategies For Estate And Wealth Planning 3 E PDF Download

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Protect and Enhance Your Estate: Definitive Strategies for Estate and Wealth Planning 3/E

Protect and Enhance Your Estate: Definitive Strategies for Estate and Wealth Planning 3/E
Author: Robert A. Esperti
Publisher: McGraw Hill Professional
Total Pages: 369
Release: 2012-03-30
Genre: Business & Economics
ISBN: 0071787909
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“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

Protect Your Estate: Definitive Strategies for Estate and Wealth Planning from the Leading Experts

Protect Your Estate: Definitive Strategies for Estate and Wealth Planning from the Leading Experts
Author: Robert Esperti
Publisher: McGraw Hill Professional
Total Pages: 352
Release: 1999-12-08
Genre: Business & Economics
ISBN: 9780071351980
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Download Protect Your Estate: Definitive Strategies for Estate and Wealth Planning from the Leading Experts Book in PDF, ePub and Kindle

Estate planning is more important than ever, and it's no longer just for the very rich. Today's "middle-class millionaires"­­created by the booming stock and real estate markets­­have more assets than they ever believed possible. That unexpected wealth brings with it new concerns about how to protect their money and their heirs. A best-seller in its first edition, this book shows anyone how to implement estate planning into a long-range financial plan. It includes the latest on: Disability planning Living trusts; asset protection through long-term planning Family limited partnerships Written by two noted tax attorneys who have revolutionized the estate-planning process with their techniques, Protect Your Estate, Second Edition, enables readers to understand the newest changes in the tax laws and turn them to their own advantage.

Protect and Enhance Your Estate: Definitive Strategies for Estate and Wealth Planning 3/E

Protect and Enhance Your Estate: Definitive Strategies for Estate and Wealth Planning 3/E
Author: Robert Esperti
Publisher: McGraw Hill Professional
Total Pages: 370
Release: 2012-02-21
Genre: Business & Economics
ISBN: 0071787895
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Download Protect and Enhance Your Estate: Definitive Strategies for Estate and Wealth Planning 3/E Book in PDF, ePub and Kindle

“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

Wealth Transfer Strategies

Wealth Transfer Strategies
Author: Joe Thomas
Publisher: Independently Published
Total Pages: 0
Release: 2023-09-24
Genre:
ISBN:
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Book Description Unlock the secrets to a secure financial legacy and ensure your family's future prosperity with "Wealth Transfer Strategies: Securing Your Family's Future." In this comprehensive guide, estate planning expert Joe Thomas provides invaluable insights, practical advice, and actionable strategies to help you navigate the complex world of wealth transfer. Estate planning is not just about passing on your assets; it's about preserving your values, protecting your loved ones, and leaving a lasting legacy. With Joe Thomas as your trusted guide, you'll embark on a journey that empowers you to make informed decisions, minimize tax burdens, and safeguard your family's financial well-being. Inside this Book, You'll Discover: The Importance of Wealth Transfer: Explore why estate planning is a vital component of responsible wealth management and how it impacts your family's future. Comprehensive Estate Planning: Learn how to create a well-rounded estate plan that includes wills, trusts, powers of attorney, and healthcare directives. Tax Efficiency Strategies: Discover effective ways to minimize estate and inheritance taxes, ensuring that more of your wealth stays in the hands of your loved ones. Legacy Preservation: Explore the art of legacy planning, from communicating your values to fostering family unity and supporting philanthropic causes. Adaptation and Responsibility: Embrace the dynamic nature of estate planning, staying current with ever-changing laws and regulations. Professional Guidance: Understand the pivotal roles of estate planning attorneys, financial advisors, and tax professionals in crafting a successful estate plan. Sample Documents: Access sample wills, trusts, and other estate planning documents to serve as references when creating your own customized plan. Glossary of Terms: Navigate the world of estate planning with ease using our comprehensive glossary of key terms. Legacy Preservation: Explore the art of legacy planning, from communicating your values to fostering family unity and supporting philanthropic causes. Adaptation and Responsibility: Embrace the dynamic nature of estate planning, staying current with ever-changing laws and regulations. Professional Guidance: Understand the pivotal roles of estate planning attorneys, financial advisors, and tax professionals in crafting a successful estate plan. Sample Documents: Access sample wills, trusts, and other estate planning documents to serve as references when creating your own customized plan. Glossary of Terms: Navigate the world of estate planning with ease using our comprehensive glossary of key terms. Whether you're starting your estate planning journey or seeking to enhance your existing plan, "Wealth Transfer Strategies" equips you with the knowledge and tools needed to secure your family's financial future. Joe Thomas's expertise and guidance will empower you to make informed decisions, protect your legacy, and leave a lasting impact for generations to come. Begin your journey toward financial security and legacy preservation today. "Wealth Transfer Strategies: Securing Your Family's Future" is your roadmap to a prosperous and enduring legacy. This book description highlights the key themes, benefits, and content covered in "Wealth Transfer Strategies: Securing Your Family's Future," offering readers a glimpse into the valuable insights and guidance provided by Joe Thomas in the book.

Protecting Your Financial Future

Protecting Your Financial Future
Author: Lee R. Phillips
Publisher:
Total Pages: 364
Release: 1999-01-01
Genre: Estate planning
ISBN: 9780964896529
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Newly updated, this easy-reading book is packed with estate planning strategies every family can use to protect their money. It offers step-by-step ways to slash takes, cut or eliminate legal fees, and shield money from probate, creditors, lawsuits, divorce and illness. Includes personal anecdotes and true stories to illustrate crucial legal tools such as living trusts, wills, and powers of attorney. Gives counsel to avoid common financial pitfalls, shares hints to maximize life insurance and retirement, and includes tips to wisely choose a lawyer or do-it yourself software. New chapter explains how to minimize rest home expenses and anxiety.

The Financial Advisor's Estate Planning Desk Reference: How to deepen your relationships with your clients, provide even better service to them, and increase their whole family’s loyalty towards you

The Financial Advisor's Estate Planning Desk Reference: How to deepen your relationships with your clients, provide even better service to them, and increase their whole family’s loyalty towards you
Author: Daniel E. McKenzie Esq
Publisher: Lulu.com
Total Pages: 90
Release: 2019-07-03
Genre: Law
ISBN: 1684705851
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Download The Financial Advisor's Estate Planning Desk Reference: How to deepen your relationships with your clients, provide even better service to them, and increase their whole family’s loyalty towards you Book in PDF, ePub and Kindle

Despite what your compliance department may tell you about being forbidden from giving your clients legal advice, the service you provide to them requires you to advise your clients on critical estate planning decisions all the time. Because your financial advice will significantly impact the eventual administration and distribution of your clients? estates, it is crucial that you understand how that advice works together and fits in with their wills, trusts, and powers of attorney. This book will help you separate yourself from your competitors by giving you a sophisticated understanding of this important part of helping your clients grow and protect their wealth.

Estate Planning Made Simple

Estate Planning Made Simple
Author: Riley G Foster
Publisher: Independently Published
Total Pages: 0
Release: 2024-04-14
Genre: Business & Economics
ISBN:
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IT'S NEVER TOO EARLY TO PLAN FOR THE FUTURE, AND IT'S CERTAINLY NEVER TOO LATE TO SECURE YOUR LEGACY-REGARDLESS OF THE SIZE OF YOUR WEALTH. ⏰ FOR A LIMITED TIME! UNLOCK YOUR EXCLUSIVE BONUS WITH THIS PURCHASE: a comprehensive GUIDE TO RETIREMENT PLANNING, seamlessly integrating with estate planning to maximize your future security. Discover vital strategies for financial health, effective retirement income sources, advanced investment options, and essential legal documentation. Are you ready to take control of your future but unsure where to start? Concerned about how to protect your hard-earned assets from the uncertainties of life? Want to ensure your loved ones are cared for in exactly the way you wish after you're gone? Introducing "ESTATE PLANNING MADE SIMPLE" - your comprehensive guide to demystifying the estate planning process and unlocking the peace of mind you deserve.

Protect Your Estate: Definitive Strategies for Estate and Wealth Planning from the Leading Experts

Protect Your Estate: Definitive Strategies for Estate and Wealth Planning from the Leading Experts
Author: Robert Esperti
Publisher: McGraw-Hill
Total Pages: 0
Release: 1999-12-08
Genre: Business & Economics
ISBN: 9780071351980
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Download Protect Your Estate: Definitive Strategies for Estate and Wealth Planning from the Leading Experts Book in PDF, ePub and Kindle

Estate planning is more important than ever, and it's no longer just for the very rich. Today's "middle-class millionaires"­­created by the booming stock and real estate markets­­have more assets than they ever believed possible. That unexpected wealth brings with it new concerns about how to protect their money and their heirs. A best-seller in its first edition, this book shows anyone how to implement estate planning into a long-range financial plan. It includes the latest on: Disability planning Living trusts; asset protection through long-term planning Family limited partnerships Written by two noted tax attorneys who have revolutionized the estate-planning process with their techniques, Protect Your Estate, Second Edition, enables readers to understand the newest changes in the tax laws and turn them to their own advantage.

J.K. Lasser's New Rules for Estate and Tax Planning

J.K. Lasser's New Rules for Estate and Tax Planning
Author: Harold I. Apolinsky
Publisher: John Wiley & Sons
Total Pages: 306
Release: 2005-03-04
Genre: Business & Economics
ISBN: 0471731080
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Download J.K. Lasser's New Rules for Estate and Tax Planning Book in PDF, ePub and Kindle

A complete guide to planning an estate under today's tax rules When it comes to your estate--no matter how big or small it may be--you shouldn't leave anything to chance. Proper planning is necessary to protect both your assets and your heirs. Estate Planning Law Specialist Harold Apolinsky and expert financial planner Stewart Welch III know this better than anyone else, and in the Revised and Updated Edition of J.K. Lasser's New Rules for Estate and Tax Planning, they offer valuable advice and solid strategies to help you plan your estate under today's tax rules as well as preserve your wealth. Packed with up-to-the-minute facts, this practical resource covers important issues, such as: * How new legislation will impact inheritances and trusts * Estate and generation-skipping tax planning * The role of wills, executors, and trusts * Treatment of charitable contributions * The do's and don'ts of gifting * Life insurance and retirement planning Filled with in-depth insights and expert advice, this book will show you how to efficiently arrange your estate today so that you can leave more to those you care about tomorrow.

JK Lasser's New Rules for Estate, Retirement, and Tax Planning

JK Lasser's New Rules for Estate, Retirement, and Tax Planning
Author: Stewart H. Welch, III
Publisher: John Wiley & Sons
Total Pages: 320
Release: 2014-09-19
Genre: Business & Economics
ISBN: 1118930002
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Download JK Lasser's New Rules for Estate, Retirement, and Tax Planning Book in PDF, ePub and Kindle

Current, relevant estate, retirement and tax planning strategies with expert insight and advice JK Lasser's New Rules for Estate, Retirement and Tax Planning is the authoritative guide to estate, retirement and tax planning, fully updated to reflect new changes and legal updates. Written by some of the most recognized experts in the field, this book offers useful planning advice for people of various ages and income levels, including information on retirement planning, trusts, charitable contributions, gifts, life insurance, and wills. In this guide, you'll find up-to-the-minute facts, valuable insight, and solid strategies to help you preserve your wealth and plan your estate under current tax rules. The helpful companion website provides spreadsheets, tools, and additional reading to help you get organized, while the book's expert guidance provides the background information you need to prepare properly. Estate planning is a complex topic, made even more complex by constantly changing laws. Failing to plan properly can result in your loved ones losing out on much of your hard-earned assets, and researching the topic on your own can be a minefield of assumptions, misunderstandings, and potential legal consequences. New Rules for Estate, Retirement and Tax Planning helps you sidestep the confusion, distilling the information down to what's relevant and current. This practical resource covers a wealth of important issues, including: Estate planning, taxation, and investing for maximum growth The role of wills, executors, and trusts, and how to treat charitable contributions Life insurance, retirement planning, Social Security claiming strategies and the do's and don'ts of gifting Business planning, including succession, asset protection, and family limited partnerships You've worked hard your entire life. You managed to accumulate assets. New Rules for Estate, Retirement and Tax Planning will help you maximize the transfer of your assets to the people and charities you love rather than the federal government in the form of taxes.