Protect and enhance your estate : definitive strategies for estate and wealth planning / Robert A. Esperti, Renno L. Peterson, David K. Cahoone. 6

By: Esperti, Robert A. 4 0 16, [, ] | [, ] |
Contributor(s): 5 6 [] |
Language: Unknown language code Summary language: Unknown language code Original language: Unknown language code Series: ; New York : McGraw-Hill, ©2012.46Edition: Description: 23 cm. xi, 356 pages : illustrations, formsContent type: text Media type: unmediated Carrier type: volumeISBN: 9780071787895 (paperback)ISSN: 2Other title: 6 []Uniform titles: | | Related works: 1 40 Peterson, Renno L.,;Cahoone, David K., 6 [co-author.;co-author.]Subject(s): -- 2 -- 0 -- -- | -- 2 -- 0 -- 6 -- | 2 0 -- | -- -- 20 -- | | -- -- Estate planning -- United States. -- -- | -- -- -- 20 -- --Genre/Form: -- 2 -- Additional physical formats: DDC classification: | 332.024016 Es64p 2012 LOC classification: | | 2Other classification:
Contents:
What is estate planning? -- Title -- Jointly held property -- Disability -- No estate plan? -- Wills -- More on wills -- Probate -- The federal estate tax -- The unified system -- The gift tax -- The marital deduction -- Community property -- State death taxes -- Step-up in basis at death -- Trusts -- The revocable living trust -- Funding a revocable living trust -- Trustees -- Giving property to minors -- Planning for children -- Per stirpes versus per capita -- Generation skipping -- Disinheriting a spouse -- Planning for a spouse -- Planning for unmarried couples -- Life insurance -- Life insurance -- Life insurance -- The irrevocable life insurance trust -- Some estate planning solutions -- Freezing techniques -- Discounting the value of your estate -- Protecting your assets -- Loans to family members -- Sales to family members -- Private annuities and self-cancelling installment notes -- Personal residence trusts -- Retirement planning -- Special use valuation -- Using assets of a corporation to pay death costs -- Giving it to charity -- An estate planning summary.
Action note: In: Summary: Other editions:
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Item type Current location Home library Collection Call number Status Date due Barcode Item holds
Book PLM
PLM
Graduate School Library 		Graduate School-Circulating KF 750 .E87 2012 (Browse shelf) Available GD4566
Book PLM
PLM
Graduate School Library 		Graduate School-Circulating KF 750 .E87 2012 (Browse shelf) Available GD4567
Book PLM
PLM
Graduate School Library 		Graduate School-Circulating KF 750 .E87 2012 (Browse shelf) Available GD4568
Total holds: 0

Includes index. 56

What is estate planning? -- Title -- Jointly held property -- Disability -- No estate plan? -- Wills -- More on wills -- Probate -- The federal estate tax -- The unified system -- The gift tax -- The marital deduction -- Community property -- State death taxes -- Step-up in basis at death -- Trusts -- The revocable living trust -- Funding a revocable living trust -- Trustees -- Giving property to minors -- Planning for children -- Per stirpes versus per capita -- Generation skipping -- Disinheriting a spouse -- Planning for a spouse -- Planning for unmarried couples -- Life insurance -- Life insurance -- Life insurance -- The irrevocable life insurance trust -- Some estate planning solutions -- Freezing techniques -- Discounting the value of your estate -- Protecting your assets -- Loans to family members -- Sales to family members -- Private annuities and self-cancelling installment notes -- Personal residence trusts -- Retirement planning -- Special use valuation -- Using assets of a corporation to pay death costs -- Giving it to charity -- An estate planning summary.

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