AN A-TO-Z COMPENDIUM OF KEY CONSIDERATIONS FOR PRESERVING WEALTH TRANSFERRED TO BENEFICIARIES
Estate Planning is your comprehensive overview of the critical concepts and problematic issues to address when advising your clients on the different facets of securing wealth and transferring it to future generations. This highly practical guide presents all the foundational tax and legal information you need in a single-source, conveniently accessible format. Essential coverage includes developing estate-planning strategies for clients, the ins and outs of the federal transfer tax system, pertinent federal income tax rules, lifetime donative asset transfers, gratuitous property transfers at death, generation-skipping transfers, special property transfer planning considerations, and post-mortem planning.
With this resource at your fingertips, you can confidently facilitate the most up-to-date strategic estate planning strategies for conserving and growing wealth, and making hassle-free lifetime and testamentary transfers of assets to beneficiaries. Ensure you achieve your client's objectives by:
- Exploring the cornerstone principles of estate planning and the latest relevant laws and regulations
- Diving into special property transfer planning considerations, including community property, life insurance, charitable transfers, closely held corporations, and more
- Using this powerful support tool written by a distinguished legal practitioner and academic with more than four decades of experience
Written specifically for the everyday practice of estate planning, this multi-perspective book prepares you to collaborate with a full range of professionals who may be involved in the process, including attorneys, accountants, bankers, insurance representatives, securities brokers, and investment advisers.
Use Estate Planning to make certain clients' plans for their wealth happen as smoothly as possible.
