The Tools And Techniques Of Estate Planning


The Tools And Techniques Of Estate Planning
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The Tools And Techniques Of Estate Planning 20th Edition


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.



The Tools And Techniques Of Estate Planning


The Tools And Techniques Of Estate Planning
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Author : Stephan R. Leimberg
language : en
Publisher:
Release Date : 2017-07-14

The Tools And Techniques Of Estate Planning written by Stephan R. Leimberg and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2017-07-14 with Estate planning categories.


The 18th edition of The Tools & Techniques of Estate Planning provides the tools and techniques that every estate planner, financial planner, and insurance professional needs to help their clients preserve their assets under current law. It is completely updated and delivers numerous enhancements including new guidance on Data Gathering and Analysis; Death Tax Apportionment; Digital Assets, and much more.



The Tools And Techniques Of Estate Planning


The Tools And Techniques Of Estate Planning
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Author : Stephan R. Leimberg
language : en
Publisher:
Release Date : 1982-01-01

The Tools And Techniques Of Estate Planning written by Stephan R. Leimberg and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1982-01-01 with Estate planning categories.




Tools Techniques Of Estate Planning 18th Edition


Tools Techniques Of Estate Planning 18th Edition
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Author : Stephan R. Leimberg
language : en
Publisher:
Release Date : 2017

Tools Techniques Of Estate Planning 18th Edition written by Stephan R. Leimberg and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2017 with categories.




The Tools And Techniques Of Estate Planning


The Tools And Techniques Of Estate Planning
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Author : Stephan R. Leimberg
language : en
Publisher:
Release Date : 1998-09

The Tools And Techniques Of Estate Planning written by Stephan R. Leimberg and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1998-09 with Estate planning categories.




The Tools Techniques Of Estate Planning 19th Edition


The Tools Techniques Of Estate Planning 19th Edition
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Author : Stephan Leimberg
language : en
Publisher:
Release Date : 2019

The Tools Techniques Of Estate Planning 19th 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 2019 with categories.




The Tools Techniques Of Estate Planning For Modern Families 2nd Edition


The Tools Techniques Of Estate Planning For Modern Families 2nd Edition
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Author : Stephan R. Leimberg
language : en
Publisher:
Release Date : 2017-01-06

The Tools Techniques Of Estate Planning For Modern Families 2nd Edition written by Stephan R. Leimberg and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2017-01-06 with Estate planning categories.


The Tools & Techniques of Estate Planning for Modern Families, 2nd Edition, discusses the estate planning issues that are unique to modern families. It moves from a basic estate planning overview to a discussion of the unique issues in today's modern families. It also includes tax issues, premarital and relationship formalization considerations, and lifetime estate planning options. This second edition has extensive changes to it and focuses even more on the specific problems of the "modern family" in today's world. This resource is filled with practical advice and examples in an easy to understand language. Following are the topics covered in detail for this edition: » Best practices for working with any Modern Family » Planning for divorce » Planning for remarriage and blended families » International couples » Unmarried couples » Cohabitation agreements » Estate planning for same-sex couples » Advising transgendered clients » Adoption and defining descendants » Artificial reproductive technologies » Planning for clients with longer life spans » Planning for clients with faded capacity » Digital assets Written and edited by these renowned experts in the estate planning field, The Tools & Techniques of Estate Planning for Modern Families is the authoritative but practical resource you can rely on: Author: Stephan R. Leimberg Executive Editors: Wendy S. Goffe and Kim Kamin



The Tools Techniques Of Estate Planning


The Tools Techniques Of Estate Planning
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Author : Stephan R. Leimberg
language : en
Publisher: Prentice Hall
Release Date : 2001

The Tools Techniques Of Estate Planning written by Stephan R. Leimberg and has been published by Prentice Hall this book supported file pdf, txt, epub, kindle and other format this book has been release on 2001 with Estate planning categories.


Gain a practical, working knowledge of estate planning to give your clients the best financial security. Master resourceful estate planning including acquisition, preservation, and distribution to accomplish your client's tax and non-tax objectives.



The Tools Techniques Of Estate Planning


The Tools Techniques Of Estate Planning
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Author : Stephan R. Leimberg
language : en
Publisher: Ingram
Release Date : 2011-06-02

The Tools Techniques Of Estate Planning written by Stephan R. Leimberg and has been published by Ingram this book supported file pdf, txt, epub, kindle and other format this book has been release on 2011-06-02 with Reference categories.


Stephan Leimberg's Tools & Techniques of Estate Planning provides the tools (systems and products that can be used) and techniques (methods to implement the tools to be the most effective) that every estate planner, financial planner, and insurance professional needs to help their clients make the best estate planning decisions. It is the first analytical book to incorporate the Tax Relief Act of 2010 Implications into all of its planning guidance. Time-Saving Tools and Proven Techniques from an Expert in Estate Planning Give Yourself Access to... - Comprehensive coverage of more than 50 estate planning tools and techniques - In-depth explanations - Point-by-point comparisons - Full coverage of tax implications - Tips on "translating" complex recommendations into terms clients can understand - Full coverage of taxes affecting trusts and estates - Numerous estate-planning aids-with new data gathering forms! And Give Every Estate-Planning Client What They Want... - Control - Certainty - Compassion - Flexibility - Assurance (that they have "done the right thing") - Avoidance (of aggravation-and audit) Successful Planning for Specific People Leimberg's Tools and Techniques of Estate Planning combines a mastery of the technical aspects of estate planning with tested techniques for taking into account: -Assets -Objectives -Age -Infirmities -Competence -Second marriages -Same-gender and unmarried couples -Charitable giving -Asset protection planning -Mixed cultural family issues -And even planning for pets



The Tools And Techniques Of Estate Planning 19th Edition


The Tools And Techniques Of Estate Planning 19th Edition
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Author : Stephan Leimberg
language : en
Publisher:
Release Date : 2019-01-09

The Tools And Techniques Of Estate Planning 19th 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 2019-01-09 with Estate planning categories.


In the course of a single year, estate planning has been directly affected by numerous, significant revisions to the law. When rules change, every estate planner must stay completely up-to-date with all the opportunities--and pitfalls--arising from the new legislation. The Tools & Techniques of Estate Planning, 19th edition, applies the trusted Tools & Techniques approach to all aspects of modern estate planning, enabling you to: Help your clients plan every aspect of their estate, including tax, investment, insurance, and estate administration decisions Help your clients effectively preserve their assets under current law Handle a wide variety of estates and specific circumstances Save significant amounts of time with exclusive estate planning tools In addition to everything that made the first eighteen editions of The Tools & Techniques of Estate Planning so effective and popular, this new edition delivers several enhancements including: Cover-to-cover updates to reflect changes in tax code that were enacted in the 2017 Tax Cuts and Jobs Act A new chapter on planning techniques that utilize the new Section 199A Qualified Business Income (QBI) deduction Significantly updated chapters on trust planning and income tax considerations in estate planning This book features easy-to-understand, real-world examples from expert authors on what techniques are best suited for a wide variety of circumstances, and equally important advice on how to avoid future problems. Readers will learn the most important issues and planning techniques to help clients plan every aspect of their estate. In these pages you'll also find reliable, practice-based analyses of hundreds of recent cases and rulings, helping you assist your clients in making the best decisions for themselves and for their families.