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Estate Planning Smarts A Practical User Friendly Action Oriented Guide(3rd Edition)

Authors:

Deborah L. Jacobs

estate planning smarts a practical user friendly action oriented guide 3rd edition deborah l. jacobs

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Book details

ISBN: 0983697019, 978-0983697015

Book publisher: DJWorking Unlimited Inc.

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Estate Planning Smarts A Practical User Friendly Action Oriented Guide 3rd Edition Summary: 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. In plain English, it explains what you need to know about:Key documents that can protect yourselfHow to provide for those you loveWhen to re-do your willMistakes people make most often with bank accounts, life insurance and retirement accountsHow to use the $14,000 gift-tax exclusionThe connection between annual exclusion gifts and the $5.34 million estate tax exemptionWhen you need to file a gift-tax returnInherited IRA rulesSaving for college with 529 plans, UTMA accounts and trustsThe deadline every married person needs to know aboutAvoiding family conflictsPlus you'll find plenty of celebrity case studies that illustrate estate planning strategies and mistakes by James Gandolfini, Adam Yauch and Mark Zuckerberg, among others.

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