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Estate Planning Smarts: A Practical, User-Friendly, Action-Oriented Guide, 3rd Edition

Estate Planning Smarts: A Practical, User-Friendly, Action-Oriented Guide, 3rd Edition

ISBN: 9780983697015
Publisher: DJWorking Unlimited Inc.
Edition: Third
Publication Date: 2013-10-31
Number of pages: 384
Any used item that originally included an accessory such as an access code, one time use worksheet, cd or dvd, or other one time use accessories may not be guaranteed to be included or valid. By purchasing this item you acknowledge the above statement.
$28.98

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 yourself

How to provide for those you love

When to re-do your will

Mistakes people make most often with bank accounts, life insurance and retirement accounts

How to use the $14,000 gift-tax exclusion

The connection between annual exclusion gifts and the $5.34 million estate tax exemption

When you need to file a gift-tax return

Inherited IRA rules

Saving for college with 529 plans, UTMA accounts and trusts

The deadline every married person needs to know about

Avoiding family conflicts

Plus 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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