Retire Secure!: Pay Taxes Later The Key to Making Your Money Last as Long as You Do

Book Description

Retire Secure! tackles the number one fear facing most IRA and retirement plan owners: running out of money too soon. Lange, a nationally recognized IRA expert, offers specific and practical strategies to successfully navigate the three stages of retirement planning: accumulation, distribution, and estate planning.

Retire Secure! explains the tax advantages and long term wealth building strategies of selectively and strategically putting money into IRAs, Roth IRAs, 401(k)s, Roth 401(k)s and the myriad other retirement plan options available to individuals working in the corporate world, the non-profit sector, as well as individual proprietors. The book proves that putting money into tax advantaged retirement plans beats “traditional saving” in the after-tax environment.

The book sheds new light on best practices for spending your IRA and retirement plan dollars and your traditional savings. Many readers will be surprised to discover that the order in which assets are spent is not a trivial consideration—it can make or break the bank.

It also outlines Lange’s exceptional estate plan–a plan that has been featured in the Wall Street Journal and many other fine financial journals.

The book offers financial planning strategies and tactics in plain English that everyone can understand—and using humor and interesting characters in real life situations the book escapes the dreaded dry financial tome tone. For example, Chapter 1 offers a great mini case study that charts the financial destiny of Mr. Pay Taxes Later and Mr. Pay Taxes Now. Both start saving when they are age 30, but when Mr. Pay Taxes Now reaches age 90, he is broke, while Mr. Pay Taxes Later has $1,946,949 left. Chapter 8 is devoted to a complete case study of “Eddie’s and Emily’s” entire retirement decision making process.

The book is endorsed by more than 31 leading financial experts including Charles Schwab, and Roger G. Ibbotson, Yale Professor and perhaps the world’s foremost authority on asset allocation. As a bonus, readers who purchase this book can receive a free information-packed CD.

" Retire Secure! is your playbook for winning the retirement game and beyond. It shows you how to capitalize on little known provisions of the tax law that will make your retirement savings last several lifetimes, leveraging your hard earned money into a family legacy. Best of all, you can rely on the advice here since it is written by one of the nation's leading retirement tax planning authorities.” Ed Slott, Author Parlay Your IRA into a Family Fortune and

The Retirement Savings Time Bomb…and How to Defuse It

James Lange (Pittsburgh, PA) , an attorney and CPA, is a nationally known IRA, 401(k), and retirement plan distribution expert with over 27 years of experience. His recommendations have appeared 23 times in the Wall Street Journal as well as the New York Times, Newsweek, Kiplinger’s, and many other prestigious financial publications.

Customer Reviews:

Excellent book on financial planing and retirement.......2007-06-12

Bravo!

This book is a must read if you're planning to retire wealthy, or at least securely.

And...

Every college student should be required to study this book carefully if they want to avoid all the common mistakes and money pitfalls that 98% of us fall into. I wish I had read this when I was in college... I would be $100,000 wealthier.

- Dave

What everyone needs to read and understand to make the best retirement decisions.......2007-01-03

James Lang has had so much excellent advice for my husband and me that we purchased 7 copies for our adult children and are hopeful they will benefit from the knowledge in the books and cds.

Retire Secure-Solid Advice For All.......2006-10-21

Reading "Retire Secure" will not alone make you rich. However, if you read and follow Mr. Lange's advice, you will build wealth and then protect it to the fullest extent possible. The book outlines a very clear path to maximize savings using the most effective vehicle available to you. Then it goes on to provide a thorough roadmap to minimizing your tax consequences and maximizing your after tax returns. Finally the book provides several different strategies for passing along wealth to your heirs while once again factoring in the greedy hands of Uncle Sam. The author not only provides you with the theory, as many financial planners do, but backs up his recommendations with solid proofs and confirms them with amusing case studies. Overall this book is an excellent source for information on the use of retirement funds for wealth building and hopefully inheritance to pass on.

Good for Advisors and Investors.......2006-10-11

James Lange's Retire Secure, offers great techniques to help persons planning for retirement. He is on the right track - to postpone and minimize the impact of taxes - in order to maximize the retiree's money and extend the spendable income. This book makes a valuable contribution to the field of personal finance - for both the consumers and the professional advisors who serve them.

My Roadmap.......2006-09-19

I find James Lange's book to be excellant. When we want to go someplace we're not familiar with, who uses MapQuest? Why? It gives us the starting point and the ending point. This book gives so much valuable information. I'll be retiring in 10 to 11 years, so my interest is quite serious. I stumbled accross Mr. Lange's website and find that to also be a fine source of information. As a 'boomer' I'm amazed at what the internet has done for our culture i.e. sharing of information.

Loren McGilvrey

The Complete Idiot's Guide to Wills and Estates, Third Edition

Average customer rating:

Crystal Clear, Easy to Read
Very good book - wish it was my text for class
Very understandable over view of a complex subject!
up to snuff
good to start out with..

The Complete Idiot's Guide to Wills and Estates, Third Edition
Stephen Maple
Manufacturer: Alpha
ProductGroup: Book
Binding: Paperback

Financial Planning | Personal Finance | Business & Investing | Subjects | Books

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Estate Planning for Dummies
The American Bar Association Guide to Wills and Estates, Second Edition: Everything You Need to Know About Wills, Estates, Trusts, and Taxes (American Bar Association Guide to Wills & Estates)
The Complete Book of Trusts, 3rd Edition
Beyond the Grave revised edition: The Right Way and the Wrong Way of Leaving Money To Your Children (and Others)
Executor's Guide: Settling a Loved One's Estate or Trust (2nd Edition)

ASIN: 1592573630
Release Date: 2005-08-02

Book Description

Start planning for the future today.

Although a majority of Americans know they need a will, about 70% of them don't have one. In fact, the legalities involved are not very complicated and most people can get it done easily with this book. Estate planning is largely the same. In this revised and updated edition of Complete Idiot's Guide to Wills and Estates, readers will find a complete inventory of everything to be considered in creating wills and estate planning, vital information on trusts, taxes, and eldercare planning, and much more.

• All tax information revised and updated
• Sections on IRAs and Roth IRAs have been revised to reflect changes in the law
• Features online estate and financial planning sites
• Additional coverage of post-mortem estate planning
• Additional material on eldercare planning, such as living and support arrangements

Customer Reviews:

Crystal Clear, Easy to Read.......2006-07-14

My husand and I just wanted to put together a living will and health care directive and at this point just need something fairly simple. This book is easy to understand, yet comprehensive.

Very good book - wish it was my text for class.......2005-10-17

Have not had a chance to read cover to cover yet, but it looks very well written and organized so far, so that any normal person can absorb and understand. Wish this was the required text for my class. No doubt it will probably fill in the gaps that my real text missed, since this book seems more grounded in reality, than textbook theory. It may not help me on the test, thought I'm sure it will; but I'm sure it will help me in real life.

Very understandable over view of a complex subject!.......2001-09-04

As a development officer for a prep school, I was looking for a book that would give me a birds-eye view of issues involved with estate planning. Steve Mapleýs The Complete Idiotýs Guide to Wills and Estates does this masterfully. And, to my relief, in plain English. Impressive for an attorney thatýs taught and practiced for the over 25 years!

In very easy-to-read language, Maple thoroughly lays out the whole terrain of estate planningýfrom having a will to ways to save on current taxes and issues to consider in caring for aging parents. Going beyond mere explanation, heýs packed this book with helpful forms and lists to get the reader started in their own estate planning. I picked up this book to help me with my conversations with donors but I ended up sitting down with an attorney to work on my own plan!

Maple groups his 24 chapters into five sections:

Part 1: Assets, Assets, Assets
Part 2: About Wills, Trusts. . . and Probate
Part 3: All in the Familyýand Just a Little Beyond
Part 4: Taxes You Must Pay, and Those Maybe You Donýt
Part 5: Retirement, Elder Issues, and the Broad Planning Picture

The structure of The Complete Idiotýs Guide to Wills and Estates makes it a great book for busy professionals. Itýs very easy to read in short chunks of time. And itýs not just for the beginner. Although itýs now somewhat dated, Maple gives some pretty technical examinations of taxes and IRS regulations. For readers that way find themselves losing interest during the dryer technical sections there are tips, quotes, and anecdotal information interspersed throughout. As a development professional, I was particularly glad for Chapter 18 ýHow Charitable Donations Can Save You Money.ý Iým trying to figure out how I could make this chapter required reading for prospective donors.

More than any planned giving seminar Iýve attended, and for a lot less money, The Complete Idiotýs Guide to Wills and Estates has helped me see estate planning from the donorýs perspective. I highly recommend this book.

up to snuff.......2000-11-15

I'm a big fan of the idiot's guides since they are always clear and easy to follow. The authors do an excellent job of explaining complex terms and concepts so even an ordinary person can understand the reasons behind drafting a will. After reading this book, you'll see that you'll want to do everything you can so that you do not find yourself "intestate" -- then the state fights over what belongs to whom. Although it's difficult to think about dying, it's even worse to think about having all your money thrown to taxes or tied up in court as relatives fight. Prevent this ugly mess by learning the basics of wills and estates. I should add that this book goes well beyond the basics -- even a millionaire could learn a few good tips from this excellent book.

good to start out with.........2000-04-05

Excellent source of information for anyone who doesn't have a clue where to start. Easy to read and packed with hints. Motivating little scenarios to keep those of us who have been procrastinating in motion. Both my husband (who this was all new to) and myself (with a background in accounting) found it to be useful.

Advising the 60+ Investor: Tax and Financial Planning Strategies (Wiley Financial Advisor)

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Advising the 60+ Investor: Tax and Financial Planning Strategies (Wiley Financial Advisor)
Darlene Smith , Dale Pulliam , and Holland Toles
Manufacturer: Wiley
ProductGroup: Book
Binding: Hardcover

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Marketing Financial Services to Seniors

ASIN: 0471333530

Book Description

Thanks to healthier lifestyles and medical advances, seniors are living longer than ever. And now, with the baby boomers approaching retirement age, the demand for financial advice for the 60+ investor is skyrocketing. To fully and effectively serve the needs of this rapidly growing group, financial advisors need a source of information that is comprehensive, reliable, and timely.

Advising the 60+ Investor offers tax and financial planners an authoritative resource for the financial concerns of those who have retired or are about to retire. Drawing on the combined expertise of tax, finance, and accounting professionals, this remarkable book makes it easier for financial advisors to present their clients with a full range of planning strategies and to provide practical advice custom tailored to their clients' individual circumstances. An abundance of detailed, real-world examples illustrate many of the most common financial situations faced by older investors, and handy computation aids and data tables make calculations clear, quick, and straightforward.

The broad, comprehensive scope of Advising the 60+ Investor includes:

Basic Financial PlanningâInvestor objectives, asset allocation, insurance requirements, and related topics, such as reverse mortgages and post-retirement employment.
Pension and Annuity IncomeâDistribution options from retirement plans and their taxability, including IRAs, annuities, and lump-sum distributions.
Social Security BenefitsâCalculating the amount of the benefits; worker, family and survivor benefits, taxation of benefits, Medicare and Medicaid.
Transfer of a Closely Held BusinessâOwning a business and transferring ownership/control of a family business to the next generation: proprietorships, partnerships, and corporations; private annuities, family limited partnerships, and businesses transferred at death.
Estate PlanningâThe estate and gift transfer tax system, the basic goals of estate planning, estate planning techniques, marital deduction planning, and grantor retained interest trusts.
Marriage and RemarriageâThe marriage penalty, Social Security benefits, estate planning, and maximizing the exclusion of gain on the sale of both homes.
Miscellaneous ProvisionsâImportant general tax issues affecting older taxpayers, including the additional standard deduction, the credit for the elderly and disabled, deductions for medical expenses, multiple support agreements, life insurance proceeds, endowments contracts, the tax consequences of volunteerism, and much more.

Designed to meet the needs of busy investment advisors, financial planners, accountants, and attorneys, Advising the 60+ Investor is an invaluable resource and essential addition to the professional financial advisor's reference library.

NOW YOU CAN TARGET THE SPECIFIC FINANCIAL SERVICES YOUR 60+ CLIENTS NEED IN THEIR RETIREMENT YEARS.

Book Description

A complete guide to planning an estate under today's tax rules

When it comes to your estate—no matter how big or small it may be—you shouldn't leave anything to chance. Proper planning is necessary to protect both your assets and your heirs. Estate Planning Law Specialist Harold Apolinsky and expert financial planner Stewart Welch III know this better than anyone else, and in the Revised and Updated Edition of J.K. Lasser's New Rules for Estate and Tax Planning, they offer valuable advice and solid strategies to help you plan your estate under today's tax rules as well as preserve your wealth. Packed with up-to-the-minute facts, this practical resource covers important issues, such as:

How new legislation will impact inheritances and trusts
Estate and generation-skipping tax planning
The role of wills, executors, and trusts
Treatment of charitable contributions
The do's and don'ts of gifting
Life insurance and retirement planning

Filled with in-depth insights and expert advice, this book will show you how to efficiently arrange your estate today so that you can leave more to those you care about tomorrow.

Customer Reviews:

Tax book........2006-11-13

I used to use Lassers all the time to help me do my taxes. However since Tax programs have been out I have used them. I thought it time to review some of the basics myself. I trust Lasser's guides.

Very Thorough and Detailed Book.......2006-03-03

This is a good book to help prepare someone with an estate plan before consulting a lawyer. Depending on your situation, it might be easier to use this book and some estate planning software instead of paying a lot of money for an attorney. I think the key here is that this book will help motivate people to TAKE CARE OF YOUR ESTATE! After you read some of the stories that occur when people fail to do this you will be glad you have purchased this book. It certainly is not a substitute for an attorney, but it will help make the layperson ask those critcal questions as to what should be done with their estate after they are deceased. It talks about avoiding estate taxes, setting up partnerships, trusts, financial planning, life insurance, and gives some referrals to professionals in each one of these fields.

Principles of Wills, Trusts and Estates: Concise Hornbook (Hornbook Series Student Edition)

Average customer rating:

Principles of Wills, Trusts and Estates: Concise Hornbook (Hornbook Series Student Edition)
William M. McGovern , and Sheldon F. Kurtz
Manufacturer: West Publishing Co.
ProductGroup: Book
Binding: Paperback

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Similar Items:

Wills, Trusts, and Estates (Casebook)
Wills, Trusts, And Estates: Examples And Explanations (Examples & Explanations)
Wills, Trusts and Estates: Including Taxation and Future Interests (Hornbook Series Student Edition)
Constitutional Law, 2006
Wills, Trusts and Estates Examples & Explanations, 4e (Examples & Explanations)

ASIN: 0314156178

Book Description

Provides an overview of federal gift, estate, and generation-skipping transfer tax laws for the law student or practitioner. Grantor trust rules affecting the wealth disposition process are also addressed. Other subjects include intestacy, succession, power of disposition limits, transfer requirements, revocation, extrinsic evidence, incapacity, and undue influence. Examines trusts and their alternatives, changes in will execution, and problems of construction in future interests. Overviews the Federal Transfer Tax laws relating to estates and trusts, deductions in computing taxable estates, asset valuation, and credits. Generally, emphasis is placed on the Uniform Probate Code throughout the text. The book closely tracks the hardcover Hornbook. The same Section numbers are used, making it easy for readers of the Concise Hornbook to find more detail in the hardcover Hornbook when necessary.

Wills, Trusts and Estates: Including Taxation and Future Interests (Hornbook Series Student Edition)

Average customer rating:

Wills, Trusts and Estates: Including Taxation and Future Interests (Hornbook Series Student Edition)
William M. McGovern , and Sheldon F. Kurtz
Manufacturer: West Group Publishing
ProductGroup: Book
Binding: Hardcover

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Similar Items:

Wills, Trusts, and Estates (Casebook)
Community Property (NUTSHELL SERIES)
Understanding Remedies
Remedies: Cases and Problems (University Casebook Series)
Community Property in California (Casebook)

ASIN: 0314147144

Book Description

Description will be provided soon!

Federal Estate and Gift Taxation (Nutshell Series)

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Federal Estate and Gift Taxation (Nutshell Series)
John K. McNulty , and Grayson McCouch
Manufacturer: West Group
ProductGroup: Book
Binding: Paperback

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Estate and Gift Tax (Gilbert Law Summaries)
Introduction to Estate Planning in a Nutshell, Fifth Edition (Nutshell Series)
Federal Income Taxation of Partners and Partnerships in a Nutshell (Nutshell Series)
Federal Income Taxation of Corporations and Stockholders in a Nutshell (Nutshell Series)
U.S. Master Estate and Gift Tax Guide, 2007

ASIN: 0314146032

Product Description

The Ninth Edition continues to provide an engaging and insightful introduction to the federal estate, gift and generation-skipping transfer taxes, placing leading cases in historical context, and exploring their practical significance and policy implications. The new edition takes account of recent statutory changes (including the scheduled phaseout of the taxes under the 2001 Act) as well as judicial and administrative rulings concerning family limited partnerships, annual exclusion gifts, contingent liabilities, restrictive agreements, and valuation discounts.

Estate Planning and Taxation: 2003-2004 Edition

Average customer rating:

Very Good Over All,for a Textbook.
Wait for the next edition
Good but not the best for beginners

Estate Planning and Taxation: 2003-2004 Edition
John Bost
Manufacturer: Kendall/Hunt Publishing Company
ProductGroup: Book
Binding: Paperback

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Similar Items:

Tools & Techniques of Employee Benefit And Retirement Planning: Tools & Techniques Of Employee (Tools and Techniques of Employee Benefit and Retirement ... of Employee Benefit and Retirement Planning)
Essentials of Risk Management and Insurance
Tools & Techniques of Income Tax Planning
Investments: An Introduction (with Thomson ONE - Business School Edition and Stock-Trak Coupon)
Fundamentals of Risk and Insurance

ASIN: 0757500358

Customer Reviews:

Very Good Over All,for a Textbook. .......2005-10-23

Required Textbook for Certificate in Financial Planning from Florida State University. Very readable.Good homework exercises.Good Appendixes.Very Good Glossary.

Wait for the next edition.......2005-09-16

The paperback book is being used for a graduate level course in an MBA program. It is straighforward and relatively easy for the non-law student to comprehend. There are a few inconsistences that become apparent when working on the homework/quizzes. For example, the term "heir" is defined two different ways. In order to do the homework/quiz for Chapter 9, we had to refer to Chapter 5. I asked the instructor if the homework he gave us came from a different book, but he said "no". The instructor, who is a practicing estate attorney, even wrote to the author and publisher to let them know some of their statements aren't entirely accurate in the real world. He never heard back. Maybe the next one will be better.

Good but not the best for beginners.......2005-01-27

When I first bought this book, I spent less than 2 hours trying to read it before I was on the net ordering a different Estate Planning textbook. I was preparing for the CFP on my own and found the rather dense layout of the book to be a brick wall to my understanding the subject. Since I had virually no prior knowledge of estate planning, I found Fontaine's Fundamentals of Estate Planning more readable. I almost turned around and sold this book but kept it around for additional background information. I am glad that I did because I now find Bost's discussions of various estate topics to be more indepth and more encompassing than those presented in Fontaine. Bost is a good presenter and includes a large number of examples. The book and the examples are up to date reflecting the estate tax code phaseout although Bost gives me the impression that he thinks there will be no estate tax after 2009 (If that is so then perhaps I can grow 8 inches and play in the NBA). There are questions at the end of each chapter as well as answers to the odd numbered questions. The book includes a CD that claims to have an excel spreadsheet program as well pdfs of IRS forms and documentation of related IRS code but I can't comment on that because my dvd-rom claims that the disc is blank. If one wants to be an expert on a subject, one has to read more than one book on that subject and I found this book to be a good follow-up book as someone who is studying estate planning independently. In summary, let me say that the dense layout is more accomodating when one has a basic grasp of the subject and that I found the author's presentation very useful in giving me a better understanding of the subject and methods of estate planning.

Protect Your Estate: Definitive Strategies for Estate and Wealth Planning from the Leading Experts

Average customer rating:

A nice book on estate planning that made me feel like I was reading an online blog.
Protect Your Estate - by Esperti, et al
Good Stuff!
Detailed overview in layman's terms

Protect Your Estate: Definitive Strategies for Estate and Wealth Planning from the Leading Experts
Robert A. Esperti , and Renno L. Peterson
Manufacturer: McGraw-Hill
ProductGroup: Book
Binding: Paperback

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How To Pay Zero Estate Taxes: Your Guide to Every Estate Tax Break the IRS Allows
The Complete Book of Trusts, 3rd Edition
JK Lasser's New Rules for Estate and Tax Planning, Revised and Updated
Your Living Trust and Estate Plan: How to Maximize Your Family's Assets and Protect Your Loved Ones
The American Bar Association Guide to Wills and Estates, Second Edition: Everything You Need to Know About Wills, Estates, Trusts, and Taxes (American Bar Association Guide to Wills & Estates)

ASIN: 0071351981

Book Description

Estate planning is more important than ever, and it's no longer just for the very rich.

Today's "middle-class millionaires"created by the booming stock and real estate marketshave more assets than they ever believed possible. That unexpected wealth brings with it new concerns about how to protect their money and their heirs. A best-seller in its first edition, this book shows anyone how to implement estate planning into a long-range financial plan. It includes the latest on:

Disability planning
Living trusts; asset protection through long-term planning
Family limited partnerships

Written by two noted tax attorneys who have revolutionized the estate-planning process with their techniques, Protect Your Estate, Second Edition, enables readers to understand the newest changes in the tax laws and turn them to their own advantage.

Customer Reviews:

A nice book on estate planning that made me feel like I was reading an online blog........2007-09-26

This book was better than most I've read on estate planning. Its objective was to familiarize the reader with the estate planning process. I'm not sure it really covered "the process." But I think it educates the reader well enough to be an educated consumer when consulting an estate planning attorney for help in estate tax planning matters.

As I read I got the feeling the authors were anti-probate and pro- living trusts. And there were certain things included in the book that made it sound like a promotional piece for the authors' own law practices and organizations. I would have liked it better if the book had not come across as a promotional piece.

The authors say to treat this book as a survey of what estate planning can be. When reading this book (7 years after it was written) I got the feeling the content could have been a bunch of blog entries the authors have posted online that they conveniently strung together to make a book. There are 42 chapters and 4 "entries" in the appendix. And the book is only 330 pages long.

I was looking for a Glossary of Terms, but failed to find one. The book would have been better with one. And I would have liked the book better if Appendix D about the history of estate planning had been moved to the front.

Chapter 1: What is estate planning? I felt this chapter was lousy. It was wordy and vague and not really accurate. Estate planning is really "estate tax planning." It is not financial planning or "wealth strategies planning" as the authors suggest. Nor is estate planning to be confused with "disability planning." As a result, I'm not sure why Chapter 4 was included.

Chapter 8: Probate. I enjoyed reading about estate administration in this chapter. But I think the authors did the reader a disservice by equating the probate process to estate administration. Other problems I had with this chapter include the statement made that executors work for the probate court or probate judge. This simply is not true! Executors work for the estate (a separate legal entity). And the statement that probate is complicated is not accurate as stated. In some cases it can be. But in most it is NOT.

Chapter 9: The federal estate tax. Here the authors repeatedly referred to the estate tax as a death tax. The estate tax has nothing to do with death. It only has to do with wealth transfers. If a poor person dies, then no estate tax is due. If the estate tax were really a death tax, then a tax would be due when a poor person dies.

Chapter 10: The unified system. I had a problem with the material the authors chose to talk about here. Why was it necessary to discuss the way things used to be? As far as I am concerned the book would have been much better if the authors had stuck to the present and explained how things are now. The presentation of the material would have been much more straighforward and easy to understand. 4 stars!

Protect Your Estate - by Esperti, et al.......2001-08-09

I bought the previous edition of this book several years ago and learned so much from its straight forward, well-organized and clear presentation (I am neither an accountant nor a tax person) that co-workers and family members began quizzing me on matters of estate planning. This book allowed me to answer many questions and also enabled me to have a very intelligent conversation with a professional estate planner. I consider the book such a valuable resource that I just purchased the updated edition.

Good Stuff!.......2001-07-16

I am an estate planning attorney, not affiliated with any of the author's companies, and I think this book is a "must read" for anyone who is serious about planning his/her estate.

By the way, estate planning is for everone, not merely the "wealthy." The cost (in time and fees) to have a customed designed and implemented estate plan will probably be the best investment you will ever make to protect and preserve your wealth for your loved ones.

Detailed overview in layman's terms.......2001-02-02

Outstanding book to educate yourself on estate planning. This book will prepare you for the planning process so you can understand what your estate planning attorney is talking about and what he or she is trying to accomplish for you. It also very clearly outlines the fallacies inherent in trying to conduct estate planning without competent legal counsel. The authors tell you know how to find competent advice and how to arrange conduct free consultation interviews with any prospective estate planning specialists. If you are even thinking about estate planning, GET THIS BOOK!

Average customer rating:

Price on Contemporary Estate Planning
John R. Price , and Samuel A. Donaldson
Manufacturer: CCH, Inc.
ProductGroup: Book
Binding: Perfect Paperback

General | Personal Finance | Business & Investing | Subjects | Books

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ASIN: 0808090569
Release Date: 2006-12-01

Product Description

This completely new edition is a mine of information and expertise packed with valuable practice tips; this is the most current and comprehensive single-volume estate planning resource available. Providing theoretical grounding and a practice-oriented approach, Price shows how to handle the full range of estate planning problems and techniques, including: -Client counseling -Durable powers of attorney -Living wills -Private annuities -Charitable remainder trusts -Life insurance -Lifetime noncharitable gifts -Closely held business interests -Community and marital property -Retirement plans and IRAs -Post-mortem planning -Professional responsibility, and more! Helpful practice tools include numerous real-life examples illustrating application of principles, ready-to-adapt forms, and checklists.

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