Personal Estate Planning In A Changing World
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Personal Estate Planning In A Changing World
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Author : René Albert Wormser
language : en
Publisher:
Release Date : 1945
Personal Estate Planning In A Changing World written by René Albert Wormser and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1945 with Estate planning categories.
Planning Your Will Trust Lpa More Estate Planning For The Modern Family
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Author : Keon Chee
language : en
Publisher: Marshall Cavendish International Asia Pte Ltd
Release Date : 2020-09-24
Planning Your Will Trust Lpa More Estate Planning For The Modern Family written by Keon Chee and has been published by Marshall Cavendish International Asia Pte Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on 2020-09-24 with Business & Economics categories.
With society's rising affluence, children and families stand to inherit properties and many thousands and millions of dollars when parents and relatives pass away. The importance of setting out clear instructions about the distribution of your assets or wealth while you are still alive cannot be overstated. This process of estate planning involves making a will and perhaps setting up a trust, depending on your personal circumstances. The rise of the modern family and what such a family is likely to own, add to the diversity of planning required. In addition to the traditional two-parent family, we have families with single parents, partners of different races, nationalities and faiths, and same-sex partners. The modern family is likely to own foreign assets, a business, pets and digital assets, and likely to consider charitable giving in their estate planning. In this book, well-known estate planner Keon Chee takes you through the various aspects of estate planning, including the writing of a will, the setting up of a trust, planning your Lasting Power of Attorney (LPA) and setting out other important final wishes. The author has invited several highly experienced practitioners to share their specialist knowledge throughout the book enhancing the breadth of coverage.
Digital Executor
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Author : Sharon Hartung
language : en
Publisher: FriesenPress
Release Date : 2021-04-26
Digital Executor written by Sharon Hartung and has been published by FriesenPress this book supported file pdf, txt, epub, kindle and other format this book has been release on 2021-04-26 with Business & Economics categories.
The world has gone digital and so have our clients’ estates. Digital assets may simply be electronic records, but they are the digital gateway to our lives. They are our memories, our money, and our records, making technology the new player at the estate planning table. The Digital Executor®: Unraveling the New Path for Estate Planning arms estate advisors, business owners, service providers, and the broader estate and technology industries with heightened awareness of client expectations regarding their digital estates. Everyone needs a will and in today’s age of digitization, estate plans must include your client's digital life. This book is a primer for understanding a client’s personal use case when navigating estate management in the digital age with introductions to technology and the underlying aspects and differences between digital asset classes. With technology being the new player at the client’s estate planning table, estate advisors must be educated, motivated, and prepared, adapting policies and processes for operating in the digital world. Equally, technology and service providers must align with the stars to be integrated partners in estate industry conversations. Sharon’s first book, Your Digital Undertaker: Exploring Death in the Digital Age in Canada, was about digital assets in the context of an individual’s or client’s estate planning life cycle. This follow-up book, Digital Executor®: Unraveling the New Path for Estate Planning is about digital assets in the context of the estate industry. This book draws the reader into the world of estate planning with a digital twist, bringing together how the global estate industry, technology and service providers must address client expectations about their digital assets and the implications of the changing role of the fiduciary/executor. To understand the role of digital assets in the estate industry, we must first understand technology, the client’s user context, and the changing role of the estate advisor. From an estate industry perspective, if today’s executor is a digital executor and today’s fiduciary is a digital fiduciary, then today’s advisor must be a digital advisor.
Kiplinger S Personal Finance
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Author :
language : en
Publisher:
Release Date : 1949-10
Kiplinger S Personal Finance written by and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1949-10 with categories.
The most trustworthy source of information available today on savings and investments, taxes, money management, home ownership and many other personal finance topics.
The Tools And Techniques Of Estate Planning 20th Edition
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Author : Stephan Leimberg
language : en
Publisher:
Release Date : 2021-04-27
The Tools And Techniques Of Estate Planning 20th Edition written by Stephan Leimberg and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2021-04-27 with categories.
The Tools & Techniques of Estate Planning covers all aspects of estate planning, from behavioral and ethical issues to estate and gift tax planning, to planning for nontraditional couples and the risk of health issues for aging clients. With topics that are applicable for both large and small estates, this title enables estate planners to: Help clients plan every aspect of their estate, including tax, investment, insurance, and estate administration decisions; Help clients effectively preserve their assets under current law; Handle a wide variety of estates and specific circumstances; and Save significant amounts of time with exclusive estate planning tools. This book features easy-to-understand, real-world examples from expert authors on which techniques are best suited for a wide variety of circumstances, and equally important advice on how to avoid future problems. New in the 20th Edition: There have been several updates in tax legislation since the release of the prior edition, many of which affect estate planning. When rules change, every estate planner must stay completely up-to-date with all the opportunities--and pitfalls--arising from the new legislation. This edition features: Updates resulting from the SECURE Act, affecting qualified retirement plans; New information on COVID-19 related tax changes for employee benefit plans; Employee retention credit under the CARES Act; Coverage of new IRS valuation tables in addition to the prior valuation tables; Updated ERISA compliance and reporting requirements; and Updated tax information, including the new 2021 COVID-19 stimulus and CAA bills. Topics Covered: Practice of estate planning Choosing the right professionals for estate planning Ownership and transfer of property Estate, gift, GST, and income tax considerations for estate planning The use of revocable and irrevocable trusts in estate planning The use of life insurance in estate planning Planning for incapacity and special needs Valuations issues Charitable giving Using employee benefits to meet estate planning goals Intra-family wealth transfers and business succession planning And more! See the "Table of Contents" section for a full list of topics As with all of the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples you can use to help your clients successfully navigate the complex course of estate planning and confidently meet their needs.
Catalog Of Copyright Entries Third Series
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Author : Library of Congress. Copyright Office
language : en
Publisher: Copyright Office, Library of Congress
Release Date : 1972
Catalog Of Copyright Entries Third Series written by Library of Congress. Copyright Office and has been published by Copyright Office, Library of Congress this book supported file pdf, txt, epub, kindle and other format this book has been release on 1972 with Copyright categories.
Financial Planning For The Fast Changing World
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Author : Christopher G. Cervantes, RFP, CIS
language : en
Publisher: Partridge Publishing Singapore
Release Date : 2014-03-24
Financial Planning For The Fast Changing World written by Christopher G. Cervantes, RFP, CIS and has been published by Partridge Publishing Singapore this book supported file pdf, txt, epub, kindle and other format this book has been release on 2014-03-24 with Education categories.
Learning about money matters has never been as inspiring as how Christopher Cervantes discusses it in this book, “Financial Planning for the Fast Changing World.” It will change the way we think about money management: that the most important question to ask ourselves is “WHY make money?” not “HOW MUCH money should I have?” This book is fully loaded with information and inspiration critical to every stage of your financial endeavor. This book will teach you various steps in building your financial independence that will equip you for a world wherein only sure thing is CHANGE. This book will not only lead you on the road to WEALTH, but it will also enrich you as a person. It will inspire you on “How to Make Your Money and Yourself Grow at the Same Rate than You Ever Dreamed Possible.” It will help you realize your higher purpose in creating WEALTH and be comfortable being financially wealthy. Whether you are an OFW, working locally, a beginner or veteran investor in the market place, a young professional or preparing for comfort for your retirement years, Financial Planning for the Fast Changing World has something that can help you along the way. A book that you should not miss and can also be an essential addition to your personal growth library.
International Estate Planning Strategies
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Author : WEST GROUP
language : en
Publisher: Aspatore Books
Release Date : 2011
International Estate Planning Strategies written by WEST GROUP and has been published by Aspatore Books this book supported file pdf, txt, epub, kindle and other format this book has been release on 2011 with Law categories.
International Estate Planning Strategies provides an authoritative, insiders perspective on key strategies for aiding US and international clients in developing comprehensive estate plans. Featuring partners from some of the nations leading law firms, these experts guide the reader through the process of getting to know the client and gathering all the necessary information before drafting a plan. These top lawyers offer their advice for collaborating with a team of advisors, developing innovative strategies, and ensuring all of the clients assets are incorporated. From minimizing taxation to dealing with foreign trusts, these authors discuss the steps for creating and updating effective international estate plans. Additional topics include the importance of increased transparency and staying up-to-date on changes in the area of trusts and estates. The different niches represented and the breadth of perspectives presented enable readers to get inside some of the great legal minds of today, as these experienced lawyers offer up their thoughts around the keys to success within this ever-evolving field.
Kiplinger S Personal Finance
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Author :
language : en
Publisher:
Release Date : 1952-10
Kiplinger S Personal Finance written by and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1952-10 with categories.
The most trustworthy source of information available today on savings and investments, taxes, money management, home ownership and many other personal finance topics.
Sty Law
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Author : Rene Albert Wormser
language : en
Publisher: Simon and Schuster
Release Date : 1972-02-15
Sty Law written by Rene Albert Wormser and has been published by Simon and Schuster this book supported file pdf, txt, epub, kindle and other format this book has been release on 1972-02-15 with Law categories.
From Simon & Schuster, The Story of the Law is René A. Wormser's about the men who created the law, from the earliest times to the present. Including chapters on the Jews, the Greeks, the Romans, and the German Barbarians, The Story of Law: And the Men Who Made It explains the creation of law from the earliest civilizations all the way to present day.