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60-Minute Estate Planner: Fast and Efficient Illustrated Plans to Avoid Probate, Save Taxes, Manage Finances, Protect Assets, and Control Distributions in Changing Times - Couverture souple

Kraemer, Sandy E.

 
9780814473054: 60-Minute Estate Planner: Fast and Efficient Illustrated Plans to Avoid Probate, Save Taxes, Manage Finances, Protect Assets, and Control Distributions in Changing Times

Synopsis

"No one can take their money, possessions, or land with them when they die - but they can ensure that their heirs are well taken care of. Updated to reflect the latest estate and tax laws, "60-Minute Estate Planner" simplifies the complicated process of estate planning, covering what kind of information readers need to gather before they can begin. Packed with helpful forms, charts, and worksheets, the book shows readers how to: communicate with heirs; manage medical decisions and provide for the special needs of the young and old; reduce, defer, and eliminate as much gift, estate, inheritance, and other tax as possible; use estate planning professionals and save on professional fees for planning and administration. The book clarifies all the different possible elements of an estate plan, including IRAs, living trusts, life insurance, annuities, and more. Thoroughly revised and filled with simple-to-follow instructions, this trusted resource allows readers to ensure that their memory lives on by providing for the ones they love."

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À propos de l'auteur

Sandy Kraemer is an attorney and a nationally recognised expert in estate planning

Les informations fournies dans la section « A propos du livre » peuvent faire référence à une autre édition de ce titre.