Электронная книга: William Streng P. «Estate Planning»

Estate Planning

Plan ahead: estate planning to secure your wishes Estate Planning is your overview of the estate planning concepts that are necessary to consider when advising your clients about the different facets of wealth transfer planning. This fundamental reference presents the basic estate, gift, and trust planning ideas in a descriptive and accessible manner—allowing you to easily and conveniently access the information you need when you need it. This essential text covers the development of estate planning strategies for your clients, the fundamentals of the federal transfer tax system, relevant federal income tax rules, lifetime donative asset transfers, gratuitous property transfers at death, generation-skipping transfers, special property transfer planning considerations, and post-mortem planning. When done effectively, estate planning enables your clients to make both lifetime and testamentary transfers of assets to beneficiaries of theirchoice. In the process, strategic, successful estate planning strategies conserve wealth for these beneficiaries, who are often family members of the client. Leveraging the right methods of estate planning can ensure that you achieve your client's objectives. Explore the fundamentals of estate planning as they relate to wealth transfer planning Dive into special property transfer planning considerations, including community property, life insurance, charitable transfers, closely held corporations, etc. Better serve your clients by having access to relevant, easy to navigate information on estate planning best practices Reinforce these new ideas with a comprehensive test bank Estate Planning is your guide to estate planning concepts that help you protect your assets during wealth transfer—and prepare for your assets to change hands as smoothly as possible.

Издательство: "John Wiley&Sons Limited"

ISBN: 9781119191742

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См. также в других словарях:

  • Estate planning — is the process of accumulating and disposing of an estate to maximize the goals of the estate owner. The various goals of estate planning include making sure the greatest amount of the estate passes to the estate owner s intended beneficiaries,… …   Wikipedia

  • estate planning — estate plan·ning n: the arranging for the disposition and management of one s estate at death through the use of wills, trusts, insurance policies, and other devices Merriam Webster’s Dictionary of Law. Merriam Webster. 1996. estate planning …   Law dictionary

  • Estate Planning — The collection of preparation tasks that serve to manage an individual s asset base in the event of their incapacitation or death, including the bequest of assets to heirs and the settlement of estate taxes. Most estate plans are set up with the… …   Investment dictionary

  • estate planning — The preparation of a plan to carry out an individual s wishes as to the administration and disposition of his/her property before or after his/her death. Bloomberg Financial Dictionary * * * estate planning estate planning ➔ planning * * * estate …   Financial and business terms

  • estate planning — That branch of the law which, in arranging a person s property and estate, takes into account the laws of wills, taxes, insurance, property, and trusts so as to gain maximum benefit of all laws while carrying out the person s own wishes for the… …   Black's law dictionary

  • estate planning — That branch of the law which, in arranging a person s property and estate, takes into account the laws of wills, taxes, insurance, property, and trusts so as to gain maximum benefit of all laws while carrying out the person s own wishes for the… …   Black's law dictionary

  • Board Certified In Estate Planning - BCE — A certification offered by the Institute of Business Finance (IBF) aimed at brokers, advisors and financial planners whose clients are interested in estate accumulation, preservation and distribution (estate planning). Qualified estate planners… …   Investment dictionary

  • planning — plan‧ning [ˈplænɪŋ] noun [uncountable] when you think carefully about something you want to do in the future, and decide exactly how you will do it: • If you want to ensure a trouble free retirement, it s never too early to start financial… …   Financial and business terms

  • Estate Planner — Estate Planner, a professional that creates an estate plan. This professional works with an estate owner to maximize their goals. This is a legal and tax specialty for an attorney or an accountant. Further, the key to estate planning is to help… …   Wikipedia

  • estate planner — estate plan·ner n: a professional or business that provides advice regarding estate planning and sometimes prepares necessary legal documents Merriam Webster’s Dictionary of Law. Merriam Webster. 1996 …   Law dictionary

  • Estate tax in the United States — This article is about Estate tax in the United States. For other countries, see Inheritance tax. Part of a series on Taxation Taxation in the United States …   Wikipedia


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