Plan Ahead: Protect Your Estate and Investments
This book will help you get your estate and your financial affairs in order without the expense of a lawyer. * Get your financial affairs in order * Understand how current tax laws affect your estate * Learn how to use trusts to protect your estate To protect the needs and interests of yourself as well as your loved ones, you must have a valid will, a thorough estate plan, and profitable investments. Written by a professional financial planner, Plan Ahead: Protect Your Estate and Investments will help you get your estate and your financial affairs in order without the expense of a lawyer. Using easy-to-understand language, this comprehensive guide takes you step-by-step through the process of understanding tax and estate laws and creating an estate-management system that effectively addresses your needs. Explaining all aspects of wills, estates and investments, this book also includes worksheets for trusts, investments and new tax laws, making it easier than ever to get your affairs in order! Even if you already have a sufficient will or estate plan in place, you must ensure that you update your plan as tax laws change. These changes can affect almost every American with an estate plan, a will, or related investments. Make sure that you are protected!
What people are saying - Write a review
We haven't found any reviews in the usual places.
ORGANIZING YOUR PERSONAL INFORMATION
SETTING UP YOUR BUDGET
WHAT HAPPENS TO YOUR ASSETS WHEN YOU DIE?
10 other sections not shown
$1 million advisor allows alternative minimum tax amount assets beneficiaries bonds capital gains tax Chapter charitable remainder trust corporate cost basis credit shelter trust death benefit death taxes deferred distribution dividend donor employer estate planning estate tax free excess executor exemption expenses fair market value federal estate taxes fees gift tax grantor ILIT income tax insurance policy investment investor irrevocable life insurance long-term look-back provision Medicaid Medicare mutual funds nursing home ordinary income paid payments person portfolio premium qualified plan rabbi trust receive revocable Roth IRA sales charges Section 529 plan sell shares Simple IRA social security sold special needs trust step-up in basis stock options sunset rule surviving spouse Table tax deduction tax purposes tax rate Tax Relief Bill tax-free taxable estate Temporary Tax Relief testamentary trust Total transfer unified credit unitrust variable annuity Worksheet