Today, estate planning is not just for the very wealthy. Tax and legal issues affect all financial transfers no matter what the dollar amount. Chock-full of accessible, candid information, this book gives individuals, financial planners, attorneys, insurance agents, and bankers a source to define terms, identify various options, and understand the whole process.
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This is a singularly clear, readable and unintimidating guide to a daunting subject. In disarmingly cheerful style, the authors, both of whom are certified financial planners, write persuasively of the importance of planning for one's inevitable demise, how to achieve favorable tax treatment, calculate insurance needs and make equitable arrangements for handicapped children and surviving parents. To manage the complexities, the authors point out, a certified financial planner, a lawyer and a certified public accountant can help achieve optimum results through tax-sheltering assets from probate, using trusts to sequester life-insurance proceeds or to provide for a grandchild's education--or, better yet, to give away the money beforehand.
Copyright 1993 Reed Business Information, Inc.
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Book Description Irwin Professional Pub, 1993. Hardcover. Book Condition: New. book. Bookseller Inventory # M1556236786