This revised fifth edition from estate-planning expert Harvey J. Platt details the most up-to-date strategies for using a living trust to create a flexible estate plan. Platt explains the latest tax laws, including the American Taxpayer Relief Act of 2012, the broadening of statutes for amending trusts, and the rule against perpetuities (RAP). Platt also addresses updates on many existing topics, including lifetime exemptions; the estate, gift, and generation-skipping tax; charitable deductions; state estate tax savings; and private annuities.
Your Living Trust & Estate Plan maps out the most effective techniques for saving money and property and covers the essentials of successful estate planning. Other resources frequently overlook vital areas such as unlocking the benefits of living trusts, protecting beneficiaries, using life insurance, handling retirement benefits properly, and fixing inadequate estate planning postmortem, but Your Living Trust is the complete guide. This invaluable resource will teach you how to maximize your family's assets, plan your estate, and provide for your loved ones well into the future.
eBook - ePub
Your Living Trust & Estate Plan
How to Maximize Your Family's Assets and Protect Your Loved Ones, Fifth Edition
- 352 pages
- English
- ePUB (mobile friendly)
- Available on iOS & Android
eBook - ePub
Your Living Trust & Estate Plan
How to Maximize Your Family's Assets and Protect Your Loved Ones, Fifth Edition
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Information
Topic
Personal DevelopmentSubtopic
InsuranceTable of contents
- Cover
- Title Page
- Copyright Page
- Contents
- Preface
- Acknowledgments
- Introduction: What This Book Means and Why You Should Read It
- 1. The Development of an Estate Plan
- 2. Selecting Who Receives the Benefits of Your Estate
- 3. Wills
- 4. Understanding the Probate Process and the Administration of an Estate
- 5. Co-ownership of Property
- 6. Trusts
- 7. The Role of Trusts in Estate Planning
- 8. The Living Trust
- 9. Gifts
- 10. Charitable Contributions
- 11. Grits, Grats, and Gruts
- 12. Life Insurance
- 13. The Significance of Your Domicile
- 14. The Power of the Survivor
- 15. The Subsequent Marriage: Premarital and Postmarital Agreements
- 16. Planning for Minors
- 17. Estate Planning for Families with Children Who Have Special Needs
- 18. Persons with the Risk of Acquired Immune Deficiency Syndrome (AIDS)
- 19. Surrogate Planning for the Senior Citizen
- 20. Retirement Benefits
- 21. Medicare and Medicaid and Supplemental Security Income
- 22. The Protection of Assets
- 23. Family Limited Partnerships and the Limited Liability Company
- 24. Estate Planning for the Business Owner
- 25. Estate Planning for the Surviving Spouse
- 26. The Cutting Edge: Value-Reduction Strategy in Discount Planning
- 27. Overview of the U.S. Estate and Gift Taxes as Applied to Nonresidents Not Citizens
- 28. Generation-Skipping Tax
- 29. The New Estate Tax Relief Act
- Appendixe I. Net Worth Worksheet
- Appendixe II. Glossary of Terms
- Index
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Yes, you can access Your Living Trust & Estate Plan by Harvey J. Platt in PDF and/or ePUB format, as well as other popular books in Personal Development & Insurance. We have over 1.5 million books available in our catalogue for you to explore.