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Your Living Trust & Estate Plan

ebook
This revised fifth edition from estate-planning expert Harvey J. Platt details the most up-to-date strategies for using a living trust to create a flexible estate plan. Platt explains the latest tax laws, including the American Taxpayer Relief Act of 2012, the broadening of statutes for amending trusts, and the rule against perpetuities (RAP). Platt also addresses updates on many existing topics, including lifetime exemptions; the estate, gift, and generation-skipping tax; charitable deductions; state estate tax savings; and private annuities.
Your Living Trust & Estate Plan maps out the most effective techniques for saving money and property and covers the essentials of successful estate planning. Other resources frequently overlook vital areas such as unlocking the benefits of living trusts, protecting beneficiaries, using life insurance, handling retirement benefits properly, and fixing inadequate estate planning postmortem, but Your Living Trust is the complete guide. This invaluable resource will teach you how to maximize your family's assets, plan your estate, and provide for your loved ones well into the future.

Expand title description text
Publisher: Allworth Edition: 5

Kindle Book

  • Release date: September 13, 2013

OverDrive Read

  • ISBN: 9781621533917
  • File size: 819 KB
  • Release date: September 13, 2013

EPUB ebook

  • ISBN: 9781621533917
  • File size: 817 KB
  • Release date: September 13, 2013

Formats

Kindle Book
OverDrive Read
EPUB ebook

Languages

English

This revised fifth edition from estate-planning expert Harvey J. Platt details the most up-to-date strategies for using a living trust to create a flexible estate plan. Platt explains the latest tax laws, including the American Taxpayer Relief Act of 2012, the broadening of statutes for amending trusts, and the rule against perpetuities (RAP). Platt also addresses updates on many existing topics, including lifetime exemptions; the estate, gift, and generation-skipping tax; charitable deductions; state estate tax savings; and private annuities.
Your Living Trust & Estate Plan maps out the most effective techniques for saving money and property and covers the essentials of successful estate planning. Other resources frequently overlook vital areas such as unlocking the benefits of living trusts, protecting beneficiaries, using life insurance, handling retirement benefits properly, and fixing inadequate estate planning postmortem, but Your Living Trust is the complete guide. This invaluable resource will teach you how to maximize your family's assets, plan your estate, and provide for your loved ones well into the future.

Expand title description text
  • Details

    Publisher:
    Allworth
    Edition:
    5

    Kindle Book
    Release date: September 13, 2013

    OverDrive Read
    ISBN: 9781621533917
    File size: 819 KB
    Release date: September 13, 2013

    EPUB ebook
    ISBN: 9781621533917
    File size: 817 KB
    Release date: September 13, 2013

  • Creators
  • Formats
    Kindle Book
    OverDrive Read
    EPUB ebook
  • Languages
    English