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Estate Planning with Life Insurance

Estate Planning with Life Insurance
Author: Glenn R. Stephens
Publisher: CCH Canadian Limited
Total Pages: 290
Release: 2008
Genre: Business & Economics
ISBN: 9781553679530

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An Estate Planner's Guide to Life Insurance

An Estate Planner's Guide to Life Insurance
Author: Louis A. Mezzullo
Publisher: American Bar Association
Total Pages: 126
Release: 2009
Genre: Law
ISBN: 9781604425024

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Life Insurance Answer Book

Life Insurance Answer Book
Author: Gary S. Lesser
Publisher:
Total Pages: 1650
Release: 2002
Genre: Business & Economics
ISBN:

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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!


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


Life Insurance in Estate Planning

Life Insurance in Estate Planning
Author: James C. Munch
Publisher:
Total Pages: 760
Release: 1981
Genre: Estate planning
ISBN:

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