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Estate planning smarts : a practical, user-friendly, action-oriented guide

Author: Deborah L Jacobs
Publisher: New York, N.Y. : DJWorking Unlimited, ©2009.
Edition/Format:   Print book : EnglishView all editions and formats
Database:WorldCat
Summary:
Essential reading on estate planning, 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.
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Genre/Form: Popular works
Document Type: Book
All Authors / Contributors: Deborah L Jacobs
ISBN: 9780615297545 0615297544
OCLC Number: 423586796
Description: xii, 329 pages : illustrations ; 23 cm
Contents: Shape the future with your estate plan --
Nothing lasts forever --
Who gets what, and how much is enough? --
Beware the tax bite --
Protect your spouse of partner --
What if? Provide for young or disabled children --
Trusts: not just for the wealthy --
Preserve retirement accounts --
Be smart about life insurance --
Pay for health care and education --
Home base: factoring in real estate --
Hidden traps when crossing borders --
The family business: a legacy or a headache? --
Subsidize friends or family --
What you can do for grandchildren --
Give now, save tax later --
Make lifetime gifts go further --
Your charitable legacy --
Create roadblocks to creditors --
From planning to action.
Responsibility: Deborah L. Jacobs.

Abstract:

Essential reading on estate planning, 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.

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