Financial Planner's Guide to Estate Planning - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook Financial Planner's Guide to Estate Planning write by Paul J. Lochray. This book was released on 1992. Financial Planner's Guide to Estate Planning available in PDF, EPUB and Kindle. For those financial planners who need to effectively manage the estate planning challenge for their clients. Enormous changes in the laws affecting the viability of estate planning have recently been enacted. And to help financial planners meet the challenge, author Paul J. Lochray presents this completely revised and updated third edition.
Estate Planning
Estate Planning - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook Estate Planning write by Michael John Perkins. This book was released on 2008. Estate Planning available in PDF, EPUB and Kindle. Trusts and estates practice is being increasingly recognised as an occupation within the legal, accounting, tax and financial services professions. Estate planning remains the strategic advisory component within this practice. An essential resource for practitioners and students involved in trusts and estates practice, this easy-to-use, practical and comprehensive guide will enable you to understand and deliver effective estate planning services using the principles, precedents, practice points, case notes and discussion questions contained in this book. Included in this edition are the legislative changes enacted since the first edition, such as changes to wills and estate law arising from the commencement of the Succession Act 2006 (NSW) on 1 March 2008 as well as changes to income tax and superannuation laws since 2005.
A Guide to International Estate Planning
A Guide to International Estate Planning - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook A Guide to International Estate Planning write by Leigh-Alexandra Basha. This book was released on 2014. A Guide to International Estate Planning available in PDF, EPUB and Kindle. With the explosive growth in international investments, more and more lawyers and financial advisors realize the acute need to properly address critical issues of international estate planning for their clients. Whether you are counseling a foreign national or an American citizen, whether your practice is in the U.S. or abroad, whether you want to develop a general expertise in the area or are confronted by these issues on a more frequent basis, this compendium is a necessary and practical resource to help you identify and navigate many of the complex planning and regulatory compliance issues, both legal and tax, involved in international estate planning. In addition to providing a complete overview of the basic principles and procedures of international asset management from addressing the conflict of laws issues that are central in determining which country s laws will govern the disposition of a donor or decedent s wealth to the basic transfer tax rules for nonresident aliens, U.S. citizens, and resident aliens A Guide to International Estate Planning teaches proven strategies, techniques, and practical applications to use for meeting your clients international estate planning needs. Twenty-two detailed chapters are written by trust and estate lawyers with significant experience in international issues. Their advice goes beyond simply highlighting issues in estate planning, emphasizing key issues as compliance, treaty, choice of law, and estate administration problems. This updated edition now includes chapters on FATF and anti-money laundering and offshore compliance, as well as chapters from several foreign jurisdictions to provide comparative insights on different topics."
Estate Planning 101
Estate Planning 101 - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook Estate Planning 101 write by Vicki Cook. This book was released on 2021-08-03. Estate Planning 101 available in PDF, EPUB and Kindle. Discover the ins and outs of planning your own or your loved one’s last wishes with this easy-to-understand guide to estate planning. No one likes to talk about death, but being prepared for any unexpected tragedy can help your loved ones navigate your loss more easily in the long run. From creating your advanced medical directives to designating your beneficiaries, estate planning can ensure that your wishes are carried out when you are no longer around. With Estate Planning 101, you can get your affairs in order before any unfortunate incident occurs. This easy-to-understand guide comes with detailed information on what needs to be done to protect your estate. With information on creating a living will, minimizing estate taxes, choosing an executor, and more, you will be prepared for the future, no matter what it brings. Estate Planning 101 offers you step-by-step instructions and checklists to keep you organized for whatever life throws your way.
An Estate Planner's Guide to Family Business Entities
An Estate Planner's Guide to Family Business Entities - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook An Estate Planner's Guide to Family Business Entities write by Louis A. Mezzullo. This book was released on 2020. An Estate Planner's Guide to Family Business Entities available in PDF, EPUB and Kindle. "This fourth edition to An Estate Planner's Guide to Family Business Entities brings the second edition current through December 1, 2019 and is designed for the estate planner who is considering the most appropriate way to achieve his or her client's goal of transferring wealth to younger family members. Although it covers both tax and nontax considerations, its major emphasis is on the tax considerations, covering choosing the business entity and comparing the various entities that are available; highlighting recent developments concerning choice of entity; covering the application of the special valuation rules and other transfer tax issues, as well as the use of a grantor retained annuity trust to reduce the value of the gift when transferring an interest in a family-held entity, are discussed"--
