CCH Financial and Estate Planning Guide

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CCH, 2008 - Business & Economics - 1077 pages
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The CCH Financial and Estate Planning Guide is the premier guidebook for professionals who structure, tailor and administer financial and estate plans. In the clearest of language, the guide explains all the important planning concepts, and examines the most important techniques used to set and meet the financial goals of clients and their families.
 

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Contents

General Principles and Techniques Paragraph Chapter 1 The Art of Financial Planning 101
3
Estate and Client Analysis 201
15
The Coownership of Property 301
55
Lifetime Gifts to Individuals 401
97
Charitable Giving 501
163
The Use of Trusts 601
223
Life Insurance 701
281
Annuities 801
325
Planning for the Close Corporation Owner 1901
617
Planning for the Partner 2001
669
Planning for the Sole Proprietor 2101
701
Planning for the Farmer and Rancher 2201
715
Impact of Freeze Rules on IntraFamily
727
Planning for Marriage Divorce
749
Planning for Nontraditional Couples 2501
779
Planning for the Elderly and Disabled 2601
789

Employee Benefits 901
337
Transfers Includible in the Estate at Death 1001
419
Wills 1101
429
The Marital Deduction 1201
459
Powers of Appointment 1301
503
Selection and Appointment of Fiduciaries 1401
511
PostMortem Planning 1501
519
Special Situations
541
Planning for the Executive 1601
543
Planning for the Professional 1701
589
Closely Held BusinessesChoice of Business Form 1801
605
Planning for GenerationSkipping
797
Planning for a Personal Residence 2801
807
Medical Care by Proxy 2901
833
Investment and Financial Planning
861
Family IncomeSplitting Techniques 3201
933
YearEnd and New Year Tax Planning 3301
947
Maximizing Deductions and Reducing
961
Social Security Benefits Medicare
985
Appendix 5001
1013
Copyright

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About the author (2008)

DeScherer is a graduate of the University of Maryland School of Law. She has over 20 years experience in writing and editing.

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