Estate Planning Smarts

Estate Planning Smarts

A Practical, User-friendly, Action-oriented Guide

Book - 2011
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This best-selling book for baby boomers and their parents is essential reading, whether you are tackling the subject for the first time or revising your plan to reflect changes in the law, your finances or your personal life. The expanded 2nd edition, available here, replaces the 1st edition, published in 2009. It covers the important 2010 tax changes that affect everyone. The Table of Contents is designed to help you flag the sections most relevant to you: Chapter 1 Nothing Lasts Forever Read this chapter even if you are hearty and clear-headed. Chapter 2 Who Gets What and How Much Is Enough? Read this chapter if you want to provide for specific people, charities or pets in your estate plan. Chapter 3 Understand the Tax System Read this chapter even if you think estate taxes won t affect your heirs. Chapter 4 Protect Your Spouse or Partner Chapter 5 What if? Provide for Young or Disabled Children Read this chapter so you can anticipate their needs and make sure they will be nurtured. Chapter 6 Trusts: Not Just for the Wealthy Read this chapter even if you think you don t need this very useful tool. Chapter 7 Preserve Retirement Accounts Read this chapter if you have your own retirement account or have inherited one. Chapter 8 Be Smart About Life Insurance Read this chapter whether or not you have life insurance. Chapter 9 Pay for Health Care and Education Read this chapter if anyone you love could use help with these expenses, now or in the future. Chapter 10 Home Base: Factoring in Real Estate Read this chapter if you own your primary residence or vacation home or might move to a different state. Chapter 11 Hidden Traps When Crossing Borders Read this chapter if you or a family member is a citizen of another country, lives abroad or has foreign investments. Chapter 12 The Family Business: a Legacy or a Headache? Read this chapter if you have your own business or a share in a family-held enterprise. Chapter 13 Su
Publisher: New York : DJWorking Unlimited, c2011
Characteristics: xiv, 356 p. : ill. ; 23 cm
Edition: 2nd ed
ISBN: 9780615453668 (pbk.)
061545366X (pbk.)
Call Number: 346.73052 JACOBS

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