Now you can have personal access to the secrets of successful estate planning that have saved heirs from losing millions of dollars. Here's your step-by-step guide to your options, complete with fully interactive forms, worksheets, records, checklists, helpful glossary, dozens of practical tips and examples, even a video tutorial with one of the authors - in short, everything you need to start the process of protecting your assets today.Use this multimedia kit to organize and access - at the click of your mouse - your automated financial records quickly; know which trusts can help you reach your goals; uncover the secrets to protecting your assets; help your heirs enjoy the benefits of reducing their tax burden; and get expert answers to the most common questions about planning your estate.

Estate Planning Made Easy: Your Step-By-Step Guide to Protecting Your Family, Safeguarding Your Assets & Minimizing the Tax Bite

Phillips, David T.

Wolfkiel, Bill, S.

Tax Law

Dearborn Trade Pub

Living & Dying With Your IRA and Other Retirement Plans is specifically written for IRA participants with account balances of over $750,000 and large estate holders with additional assets. This book outlines current lifetime distribution rules, income and estate tax issues, QTIP marital trust and trust usage rules, with applicable IRS regulations included as endnotes. It is an easy-to-use, in-depth manual, with many actual supported cases, that tells you: How to pay the absolute least amount of tax under the new IRS regulations. How to delay paying tax as long as possible. How to avoid critical mistakes that have crushing consequences. How to maximize and preserve assets for your family-not the government.

Living & Dying with Your IRA and Other Retirement Plans

Business & Money

Personal Finance

Guild Pub.

The Power of Charitable Remainder Trusts will explain how to: * Avoid capital gains on the sale of appreciated assets * Receive large income tax deductions * Avoid critical mistakes that have crushing tax consequences * Maximize and preserve assets for your family-not the government * Defer income and income tax * Eliminate estate (death) tax. This is the most comprehensive book available on incorporating planned giving into effective estate planning. The reader will learn how to structure Inter vivos (lifetime) and testamentary (after death) charitable trusts, and understand the application of Charitable Remainder Trust (CRT), Charitable Remainder Annuity Trust (CRAT), Charitable Remainder Unitrust (CRUT), Net Income With Make-up Provisions Charitable Remainder Unitrust (NIMCRUT), Charitable Lead Trust (CLT), Charitable Lead Annuity Trust), Charitable Lead Unitrust (CLUT).

The Power of Charitable Remainder Trusts in Estate Planning: After the Taxpayer Relief Act of 1997

Guild Publishing

Living & dying with your IRA and other retirement plans: Estate planning for people with large retirement plans

Baby boomers heading into their retirement years must take the time to ensure that their estates are in order—and that means a lot more than just preparing a will and naming an executor. Insurance, taxes, and planning for Medicare and Medicaid are among the crucial considerations in planning for the future. Completely revised and updated, Estate Planning Made Easy, Third Edition shows individuals why they need more than just a will and an executor, options for conserving wealth, and advice on putting together a comprehensive estate plan. This third edition includes extensive revisions to tax legislation, which has changed significantly over the last few years, leaving most American’s clueless. Features: * Changes to Tax Legislation * How seniors can best plan for Medicare and Medicaid * How to obtain the best cash flow with an equity-rich home * Tax legislation regarding 401k’s IRA’s, and pensions * Strategies to help reduce estate size and give to children, grandchildren, and great grandchildren, without jeopardizing annual gift allowances * Premium financing of life insurance * Information on social security, private annuities, and state inheritance tax

Estate Planning Made Easy, Third Edition

Phillips, David

Economics

Kaplan Publishing

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