
Estate Planning - 13th Edition ISBN: 978-1-946711-00-7
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
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Table of Contents
- Chapter 1: Introduction to Estate Planning
- Chapter 2: Basic Estate Planning Documents
- Chapter 3: Types of Property Interest
- Chapter 4: The Probate Process
- Chapter 5: Gift Tax
- Chapter 6: Estate Tax
- Chapter 7: Transfers During Life & at Death
- Chapter 8: Trusts
- Chapter 9: Charitable Giving
- Chapter 10: The Unlimited Marital Deduction
- Chapter 11: Life Insurance in Estate Planning
- Chapter 12: Special Elections &Postmortem Planning
- Chapter 13: Generation-Skipping Transfers
- Chapter 14: Basic Estate Plan
For information regarding an earlier edition of this text, please e-mail your request to info@money-education.com
Print: $169.00