On the Road: Planning an Estate (On the Road Series)

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9781419500442: On the Road: Planning an Estate (On the Road Series)
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In concise prose, Planning an Estate advises readers on the process of selecting an executor, writing a will, setting up a trust, and ensuring that life insurance is structured properly. Myriad specialized topics are also covered: bypass trusts to ensure the surviving spouse lifetime income; plans for business succession; and tax-free charitable gifts to an alma mater or a beloved community institution. This reference debunks the notion that estate planning is only for the wealthy; it’s for all people who want to ensure that their wishes are carried out.

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"These straightforward guides... are confidence-building resources in situations that could otherwise be a tangled money maze." -- BookPage

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Published by Kaplan Business (2006)
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