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Protect and enhance your estate : definitive strategies for estate and wealth planning / Robert A. Esperti, Renno L. Peterson, David K. Cahoone.

By: Contributor(s): Material type: TextTextPublisher: New York : McGraw-Hill, [2012]Copyright date: copyright 2012Edition: 3rd edDescription: xi, 356 pages :ill, forms ; 23 cmContent type:
  • text
Media type:
  • unmediated
Carrier type:
  • volume
ISBN:
  • 9780071787895 (alk. paper)
  • 0071787895 (alk. paper)
  • 9780071787901 (e-isbn)
  • 0071787909 (e-isbn)
Subject(s): LOC classification:
  • KF750 .E8175 2012
Contents:
What is estate planning? -- Title -- Jointly held property -- Disability -- No estate plan? -- Wills -- More on wills -- Probate -- The federal estate tax -- The unified system -- The gift tax -- The marital deduction -- Community property -- State death taxes -- Step-up in basis at death -- Trusts -- The revocable living trust -- Funding a revocable living trust -- Trustees -- Giving property to minors -- Planning for children -- Per stirpes versus per capita -- Generation skipping -- Disinheriting a spouse -- Planning for a spouse -- Planning for unmarried couples -- Life insurance -- Life insurance -- Life insurance -- The irrevocable life insurance trust -- Some estate planning solutions -- Freezing techniques -- Discounting the value of your estate -- Protecting your assets -- Loans to family members -- Sales to family members -- Private annuities and self-cancelling installment notes -- Personal residence trusts -- Retirement planning -- Special use valuation -- Using assets of a corporation to pay death costs -- Giving it to charity -- An estate planning summary.
Holdings
Item type Current library Call number Copy number Status Date due Barcode
Book Book UAE Federation Library | مكتبة اتحاد الإمارات General Collection | المجموعات العامة KF750 .E8175 2012 (Browse shelf(Opens below)) C.1 Library Use Only | داخل المكتبة فقط 30010011108864
Book Book UAE Federation Library | مكتبة اتحاد الإمارات General Collection | المجموعات العامة KF750 .E8175 2012 (Browse shelf(Opens below)) C.2 Available 30010011108863
Book Book UAE Federation Library | مكتبة اتحاد الإمارات General Collection | المجموعات العامة KF750 .E8175 2012 (Browse shelf(Opens below)) C.3 Available 30010011108862

Includes index.

What is estate planning? -- Title -- Jointly held property -- Disability -- No estate plan? -- Wills -- More on wills -- Probate -- The federal estate tax -- The unified system -- The gift tax -- The marital deduction -- Community property -- State death taxes -- Step-up in basis at death -- Trusts -- The revocable living trust -- Funding a revocable living trust -- Trustees -- Giving property to minors -- Planning for children -- Per stirpes versus per capita -- Generation skipping -- Disinheriting a spouse -- Planning for a spouse -- Planning for unmarried couples -- Life insurance -- Life insurance -- Life insurance -- The irrevocable life insurance trust -- Some estate planning solutions -- Freezing techniques -- Discounting the value of your estate -- Protecting your assets -- Loans to family members -- Sales to family members -- Private annuities and self-cancelling installment notes -- Personal residence trusts -- Retirement planning -- Special use valuation -- Using assets of a corporation to pay death costs -- Giving it to charity -- An estate planning summary.

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