Estate planning /

That is the essence of Estate Planning: controlling the movement of money during life, and after death, so it goes where it is supposed to go and not somewhere else. Inside this text are the six critical documents for estate planning that everyone needs, the certainties surrounding death taxes, the...

Full description

Bibliographic Details
Main Authors: Dalton, Michael A. (Author), Langdon, Thomas P. (Author)
Format: Book
Language:English
Published: Metarie, Louisiana : Money Education, [2022].
Edition:Thirteenth edition.
Subjects:
Description
Summary:That is the essence of Estate Planning: controlling the movement of money during life, and after death, so it goes where it is supposed to go and not somewhere else. Inside this text are the six critical documents for estate planning that everyone needs, the certainties surrounding death taxes, the five types of property ownership, the hows and whys of interest transfer and taxation of loved ones and probate, simplification and avoidance. Estate Planning contains the full ABCs of trusts, ILITs, QTIPs, CRATs, CRUTs, GRITs, GRATs, GRUTs, QPRTs, revocable, irrevocable and more. Inside is the impact of the recent estate tax legislation and the essentials of post-mortem planning. Real data, real life examples that are easy to understand.
Item Description:Includes index.
Physical Description:xxiv, 650 pages : illustrations ; 26 cm.
ISBN:9781946711007
1946711004