AARP JK Lasser's new rules for estate and tax planning / Stewart H. Welch, Harold Apolinsky, Craig Stephens.
- ISBN: 9781118278437 (electronic bk.)
- ISBN: 1118278437 (electronic bk.)
- ISBN: 9781118278413 (electronic bk.)
- ISBN: 1118278410 (electronic bk.)
- Physical Description: 1 online resource : illustrations, chart
- Publisher: Hoboken : John Wiley & Sons, 2012.
|General Note:|| Includes index.
Grantor Retained Unitrust.
|Formatted Contents Note:|| New Rules for Estate and Tax Planning; Contents; Acknowledgments; Introduction; 1. Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010; Marginal Ordinary Income Tax Rates; Capital Gains Tax Rates; Educational Provisions; Business and Corporate Tax Relief; Estate, Gift, and Generation-Skipping Transfers; 2. Estate Planning: You Need It--Here's Why; What Is Estate Planning?; The Benefits of Estate Planning; The Nightmares of Poor Planning; The Myths of Estate Planning; Guidelines for Successful Estate Planning; 3. The Estate Tax System: How Much Are You Really Worth?
Determining Your Estate Net WorthUnderstanding the Estate Tax System; Your Estate Tax Picture; Your Future Estate; Overview of Estate Planning Strategies; 4. Investment Strategies for Maximizing Estate Growth; Growth Strategy with a Safety Net�; Prioritizing Your Investment Dollars; Retirement Planning: Choosing the Best Investment Environments; Some Final Thoughts on Investing; 5. Retire with Dignity: How Much Is Enough?; Your Retirement Requirements; 6. You Don't Have a Will? Big Trouble!; Property Transfers at Death; Transfers via Probate; Direct Transfers by Title.
Other Methods of Property OwnershipChoosing the Best Methods of Ownership; Setting Estate Planning Goals; 7. Where There's a Will, There's YourWay!; What Is a Will?; Types of Wills; Advantages and Disadvantages of Wills; Intelligent Decisions Concerning Your Will's Basic Provisions; Executing Your Will; Where to Store Your Will; Other Important Documents; Working with Your Attorney; When to Review Your Estate Plan; 8. Using Trusts in Your Estate Plan; The Credit Shelter Trust Will; Disclaimers; Marital Trusts; Spendthrift Trust; Standby Trust; Other Trusts; 9. Understanding the Living Trust.
Advantages of Living TrustsDisadvantages of Living Trusts; How a Living Trust Operates; Transferring Property into Your Living Trust; Types of Property Likely to Be Transferred; Living Trust Myths; Transacting Business with Your Trust; 10. Using Insurance in Your Estate Plan; Life Insurance; Using Life Insurance to Replace Income; How Much Life Insurance Do You Need?; What Type of Life Insurance Is Best for You?; Insurance on a Homemaker; Insurance on Adult Children; How to Get the Best Deal on Term Life Insurance; Insurance Warnings!; How Much Is Enough?
Using Life Insurance for Estate LiquidityWhat Type of Life Insurance Is Best for Estate Liquidity?; The Irrevocable Life Insurance Trust; Getting Your Life Insurance into Your Trust; Using Life Insurance to Leverage Your Estate; About Your Cash Values; Long-Term Care Insurance; 11. Smart Strategies for Gifting Assets to Family Members; The Annual Gift Tax Exclusion; Unintended Gifts; Filing a Gift Tax Return; The Lifetime Applicable Exclusion Amount; Outright Gifts; When the Donee Is a Minor; Other Tax-Free Gifts; Family Gifts Utilizing Trusts; Grantor Retained Annuity Trust.
|Source of Description Note:|| Description based on print version record.
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|Subject:||Estate planning > United States.
Inheritance and transfer tax > Law and legislation > United States.
LAW > Taxation.