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9780471387626

J.K. Lasser's Estate Planning for Baby Boomers and Retirees

by
  • ISBN13:

    9780471387626

  • ISBN10:

    0471387622

  • Format: Paperback
  • Copyright: 1998-11-01
  • Publisher: John Wiley & Sons Inc
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List Price: $27.00

Summary

Welch covers traditional estate planning techniques as well as some alternates that consider non-traditional goals, such as providing for a stepchild's inheritance and how to educate parents on providing for their grandchildren. Worksheets.

Table of Contents

UNDERSTANDING ESTATE PLANNING BASICS.
Why Do You Need Estate Planning?
Determining Your Estate Net Worth.
Retire with Dignity: How Much Is Enough?
To Die without an Estate Plan.
Your Last Will and Testament: The Basic Estate Planning Tool.
USING TRUSTS IN YOUR ESTATE PLAN.
Using Trusts in Your Estate Plan.
The Revocable Living Trust.
Using Life Insurance in Your Estate Plan.
Smart Strategies for Gifting Assets to Family Members.
Strategic Planning with Charities.
ESTATE TRANSFER STRATEGIES FOR MULTIPLE GENERATIONS.
Family Limited Partnerships.
Succession Planning for the Family Business or Farm.
Asset Protection Strategies.
The Pschology of Money.
Appendix.
Glossary.
Index.

Supplemental Materials

What is included with this book?

The New copy of this book will include any supplemental materials advertised. Please check the title of the book to determine if it should include any access cards, study guides, lab manuals, CDs, etc.

The Used, Rental and eBook copies of this book are not guaranteed to include any supplemental materials. Typically, only the book itself is included. This is true even if the title states it includes any access cards, study guides, lab manuals, CDs, etc.

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