Estate Planning and Administration
How to Maximize Assets, Minimize Taxes, and Protect Loved Ones
Edmund Fleming
- 288 pagine
- English
- ePUB (disponibile sull'app)
- Disponibile su iOS e Android
Estate Planning and Administration
How to Maximize Assets, Minimize Taxes, and Protect Loved Ones
Edmund Fleming
Informazioni sul libro
Let an estate planning expert walk you through each step of the process in this accessible and practical guide. Attorney and certified public accountant Edmund Fleming has helped countless clients navigate the complexities of planning and administering estates. In this comprehensive guide, he covers the best techniques for transferring property through Irrevocable Life Insurance Trusts, gifting programs, paying grandchildren's medical and tuition expenses, and more. From wills, trusts, powers of attorney, and health care directives to probate and administering an estate, it's all here in easy-to-read, plain English. This updated volume includes the most up-to-date information, plus a five-step planning process detailing how to create and implement a sound estate plan. The appendixes offer a wealth of resources including a glossary, sample wills, living trusts, powers of attorney, and a go-to directory for further assistance.