Estate and Retirement Planning Answer Book (The Panel Answer Book Series)

The Estate and Retirement Planning Answer Book is the only comprehensive reference that covers the full spectrum of issues linking retirement distributions and estate planning. It provides integrated financial, legal, and tax planning strategies and information on post-employment and estate planning, with an emphasis on retaining accumulated assets. It answers hundreds of real-world questions on family estate planning, sources of retirement assets, and more. Coverage of vital issues includes: * Using ESOPs for the tax-free transfer of wealth by small business owners * The pros and cons of qualified and nonqualified retirement plans for corporate executives * Incorporating personal investing programs into a retirement plan * Post-death estate planning * How to handle the IRS audit process * The advantages and disadvantages of joint ownership. Plus, you'll also find scores of detailed examples and illustrations, a powerful index, and much more.