Estate Planning - 12th Ed

Estate Planning - 12th Ed

 

Money never dies. It just moves.

That is the essence of Estate Planning: controlling the movement of money during life, and after death, so it goes where it is supposed to go — and not somewhere else. Inside this text are the six critical documents for estate planning that everyone needs; the certainties surrounding death taxes; the five types of property ownership; the hows and whys of interest transfer and taxation of loved ones; and probate — simplification and avoidance.

Estate Planning contains the full ABCs of trusts: ILITs, QTIPs, CRATs, CRUTs, GRITs, GRATs, GRUTs, QPRTs, revocable, irrevocable, and more. Inside is the impact of the recent estate tax legislation and the essentials of post-mortem planning. Real data, real life examples that are easy to understand.

This professional estate planning perspective services multiple applications:

  • In an estate planning course as part of a comprehensive curriculum in financial planning or financial management
  • As a reliable and comprehensive reference for practicing financial professionals
  • As the planning component in a Masters In Tax or Masters In Financial Planning program
  • Estate Planning meets all of the educational requirements for an Estate Planning Course in any CFP Board-registered program

 

DIGITAL PRODUCTS:

  • eBooks are distributed through VitalSource Bookshelf.
  • eBooks cannot be printed.
  • eBooks can be accessed through VitalSource Bookshelf for one year from the date of purchase.
  • eBooks can be downloaed to up to two devices for unlimited access.
  • Access codes to obtain chapter resources are provided to you through your eBook in VitalSource Bookshelf. Upon accessing your digital book, copy the access code provided to register your book to your Money Education account.
ISBN: 978-1-946711-33-5
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$208.50
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$139.00
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$129.00
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