Protect Your Estate: Definitive Strategies for Estate and Wealth Planning from the Leading Experts

Book Description

Estate planning is more important than ever, and it's no longer just for the very rich.

Today's "middle-class millionaires"created by the booming stock and real estate marketshave more assets than they ever believed possible. That unexpected wealth brings with it new concerns about how to protect their money and their heirs. A best-seller in its first edition, this book shows anyone how to implement estate planning into a long-range financial plan. It includes the latest on:

Disability planning
Living trusts; asset protection through long-term planning
Family limited partnerships

Written by two noted tax attorneys who have revolutionized the estate-planning process with their techniques, Protect Your Estate, Second Edition, enables readers to understand the newest changes in the tax laws and turn them to their own advantage.

Customer Reviews:

A nice book on estate planning that made me feel like I was reading an online blog........2007-09-26

This book was better than most I've read on estate planning. Its objective was to familiarize the reader with the estate planning process. I'm not sure it really covered "the process." But I think it educates the reader well enough to be an educated consumer when consulting an estate planning attorney for help in estate tax planning matters.

As I read I got the feeling the authors were anti-probate and pro- living trusts. And there were certain things included in the book that made it sound like a promotional piece for the authors' own law practices and organizations. I would have liked it better if the book had not come across as a promotional piece.

The authors say to treat this book as a survey of what estate planning can be. When reading this book (7 years after it was written) I got the feeling the content could have been a bunch of blog entries the authors have posted online that they conveniently strung together to make a book. There are 42 chapters and 4 "entries" in the appendix. And the book is only 330 pages long.

I was looking for a Glossary of Terms, but failed to find one. The book would have been better with one. And I would have liked the book better if Appendix D about the history of estate planning had been moved to the front.

Chapter 1: What is estate planning? I felt this chapter was lousy. It was wordy and vague and not really accurate. Estate planning is really "estate tax planning." It is not financial planning or "wealth strategies planning" as the authors suggest. Nor is estate planning to be confused with "disability planning." As a result, I'm not sure why Chapter 4 was included.

Chapter 8: Probate. I enjoyed reading about estate administration in this chapter. But I think the authors did the reader a disservice by equating the probate process to estate administration. Other problems I had with this chapter include the statement made that executors work for the probate court or probate judge. This simply is not true! Executors work for the estate (a separate legal entity). And the statement that probate is complicated is not accurate as stated. In some cases it can be. But in most it is NOT.

Chapter 9: The federal estate tax. Here the authors repeatedly referred to the estate tax as a death tax. The estate tax has nothing to do with death. It only has to do with wealth transfers. If a poor person dies, then no estate tax is due. If the estate tax were really a death tax, then a tax would be due when a poor person dies.

Chapter 10: The unified system. I had a problem with the material the authors chose to talk about here. Why was it necessary to discuss the way things used to be? As far as I am concerned the book would have been much better if the authors had stuck to the present and explained how things are now. The presentation of the material would have been much more straighforward and easy to understand. 4 stars!

Protect Your Estate - by Esperti, et al.......2001-08-09

I bought the previous edition of this book several years ago and learned so much from its straight forward, well-organized and clear presentation (I am neither an accountant nor a tax person) that co-workers and family members began quizzing me on matters of estate planning. This book allowed me to answer many questions and also enabled me to have a very intelligent conversation with a professional estate planner. I consider the book such a valuable resource that I just purchased the updated edition.

Good Stuff!.......2001-07-16

I am an estate planning attorney, not affiliated with any of the author's companies, and I think this book is a "must read" for anyone who is serious about planning his/her estate.

By the way, estate planning is for everone, not merely the "wealthy." The cost (in time and fees) to have a customed designed and implemented estate plan will probably be the best investment you will ever make to protect and preserve your wealth for your loved ones.

Detailed overview in layman's terms.......2001-02-02

Outstanding book to educate yourself on estate planning. This book will prepare you for the planning process so you can understand what your estate planning attorney is talking about and what he or she is trying to accomplish for you. It also very clearly outlines the fallacies inherent in trying to conduct estate planning without competent legal counsel. The authors tell you know how to find competent advice and how to arrange conduct free consultation interviews with any prospective estate planning specialists. If you are even thinking about estate planning, GET THIS BOOK!

Preserving Family Lands: New Tax Rules & Strategies & check list

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Preserving Family Lands: New Tax Rules & Strategies & check list
Stephen J. Small
Manufacturer: Landowner Planning Center
ProductGroup: Book
Binding: Paperback

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Preserving Family Lands, Book II : More Planning Strategies for the future

ASIN: 0962455717

Tax Planning Strategies: Tax Savings Opportunities for Individuals and Families (2006-2007)

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Tax Planning Strategies: Tax Savings Opportunities for Individuals and Families (2006-2007)
CCH Tax Law Editors
Manufacturer: CCH, Inc.
ProductGroup: Book
Binding: Paperback

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All Titles | Qualifying Textbooks - Fall 2007 | Stores | Books
Similar Items:

America's Best Tax Strategies
Lower Your Taxes - Big Time! 2007-2008 Edition (Lower Your Taxes Big Time)
Alternative Minimum Tax: What You Need To Know About the "Other" Tax
PricewaterhouseCoopers Guide to Tax and Financial Planning, 2007: How the 2006 Tax Law Changes Affect You (Pricewaterhousecoopers Guide to Tax and Financial ... How the Tax Law Changes Affect You)
U.S. Master Tax Guide 2007

ASIN: 0808015427

Product Description

Describes the many tax planning approaches and techniques that may yield substantial tax savings for individuals and families. New edition completely revised and expanded for 2006-2007.

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Family Tax Strategies
Holmes Crouch , and Holmes F. Crouch
Manufacturer: Allyear Tax Guides
ProductGroup: Book
Binding: Paperback

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ASIN: 0944817599

Book Description

The taxation of income, gifts, and inheritances produces intra-family linkages down through generational lines. It is this "tax circle" from birth to death that makes family tax strategizing so important. This book provides three basic tax-saving strategies. One strategy focuses on the primary filer in a family situation, such as a single parent or both parents when filing jointly. The second strategy focuses on multiple filings in order to maximize the number of tax returns filed. The greater the number of tax returns filed, the more diluted the total family tax becomes. The final strategy focuses on gratuitous transfers-gifts and inheritances-from grandparents and other elderly members in a family and preparing returns as dependents-in-fact. This book dissects the anatomical parts of a parental tax return in order to achieve greater tax savings.

Family Child Care Audit Manual: Strategies for Protecting Your Business in an IRS Audit (Redleaf Business Series)

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Family Child Care Audit Manual: Strategies for Protecting Your Business in an IRS Audit (Redleaf Business Series)
Tom Copeland
Manufacturer: Redleaf Press
ProductGroup: Book
Binding: Paperback

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Family Child Care Record-Keeping Guide (Redleaf Business Series)
Family Child Care Contracts And Policies: How to Be Businesslike in a Caring Profession (Redleaf Press Business Series)
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Braun IRT 4020 ThermoScan Ear Thermometer

ASIN: 1929610211

Passing the Torch: Transfer Strategies for Your Family Business

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Passing the Torch: Transfer Strategies for Your Family Business
Mike Cohn
Manufacturer: Liberty Hall Pr
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Binding: Hardcover

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Estate planning strategies for the 21st century: Advanced estate planning techniques designed to keep your estate in the family

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Estate planning strategies for the 21st century: Advanced estate planning techniques designed to keep your estate in the family
Glenn M Eisenberg
Manufacturer: First Financial Resources]
ProductGroup: Book
Binding: Unknown Binding

Estates & Trusts | Taxation | Law | Subjects | Books

Estate Planning | Personal Finance | Business & Investing | Subjects | Books
ASIN: B0006RFDFE

Family Tax Guide: 231 Top Strategies That Give Today's Family Bigger Income and More Wealth

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Family Tax Guide: 231 Top Strategies That Give Today's Family Bigger Income and More Wealth

Manufacturer: Executive Reports Corporation
ProductGroup: Book
Binding: Hardcover

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Family Tax Strategies: How to Choose Wisely Filing Status, Dependent Care, Education Incentives, & Acceptance of Gifts, Inheritances, & Loans (Series 100: Individuals & Families)

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Family Tax Strategies: How to Choose Wisely Filing Status, Dependent Care, Education Incentives, & Acceptance of Gifts, Inheritances, & Loans (Series 100: Individuals & Families)
Holmes F. Crouch
Manufacturer: Allyeartax Guides
ProductGroup: Book
Binding: Paperback

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Book Description

This tax guide provides three basic tax-saving strategies for families. One strategy focuses on the primary filer in a family situation, such as a single parent or both parents when filing jointly. The second strategy focuses on multiple filings in order to maximize the number of tax returns filed. The greater the number of tax returns filed, the more diluted the total family tax becomes. The final strategy focuses on gratuitous transfers-gifts and inheritances-from grandparents and other elderly members in a family.

J.K. Lasser's Financial and Tax Strategies for Family Business

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J.K. Lasser's Financial and Tax Strategies for Family Business
Barbara Weltman
Manufacturer: Wiley
ProductGroup: Book
Binding: Paperback

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ASIN: 0471396230

Book Description

THE "FAMILY BIBLE" FOR FAMILY BUSINESSES, LARGE AND SMALL

For many family business owners the most daunting issues aren't how to serve customers or make sales——they're how to handle the often complicated legal and tax issues involved in running a successful business. From business plan to intergenerational succession, J.K. Lasser's Finance & Tax for Your Family Business offers all the relevant tax and legal aspects of starting, running, and transferring a company. It provides an invaluable understanding of organizational structures, capital-formation alternatives, and compensation obligations and choices. Also included is a resource listing of family business institutes, centers, and Web sites.

Critical coverage will help you:

Build a winning management team
Discover the best strategies for passing the business on to future generations
Estimate estate tax consequences
Understand the ramifications of buy-sell agreements within a family context

Book Description

What will the future of trading look like? What can online investors and traders do today to prepare for and profit from the inevitable changes that are coming up over the next few months or years? Drawing from their collective 60+ years of trading experience, best-selling authors and traders Abell, Koppel and Johnson peer into the future for online investors and traders to answer these questions.

Mapping the digital landscape, they review the results achieved by technological changes that have already attracted legions of investors to electronic trading exclusively, and pinpoint the greatest profit opportunities for investors in equities. Moving to a 24/7digitized market means lightning-fast changes. The skills required to succeed must be laser sharp. Abell, Koppel, and Johnson give traders the inside scoop on how to:

*identify what to expect and how to prepare accordingly
*determine when the changes will occur to time appropriate strategies
*profit in the electronic trading arena

Customer Reviews:

Excellent Primer ý This Book Is on the Money for New Traders.......2001-03-18

The Sixth Market is an excellent primer for new securities traders. It is well written, easy to read, and explains the subject of trading in a simple, but uncomplicated manner. The three authors combined 60 years trading experience provides readers with the basics for understanding what trading is all about and what is required to succeed. The authors are not only traders, but are also educators, and two of them have written numerous books on trading.

The first part of the book provides a short historical perspective on the securities markets from the beginning until the present time (Sixth Market refers to self-directed traders who trade electronically). The book also contains a 14 page glossary and a list of recommended reading, selecting a broker, and getting the right computer and trading setup.

More than half the book is devoted to the Six Steps necessary to prepare for trading. It is a comprehensive approach that includes:

1. Building Self-awareness ( goals, trading style, success factors, and discipline) 2. Learning Market Fundamentals (markets, orders, Level II, short sales, trading rules, selecting broker) 3. Understanding Charts (market psychology, candlesticks, support and resistance, moving averages) 4. Trading From Reliable Chart Setups (High probability patterns, trading plan, gaps, exits) 5. Mastering Your Trading Plan (risk and reward, money management, discipline) 6. I Don't Have the Willpower to be Disciplined (self-directed study)

Theey to trading is a solid education, discipline, and a trading plan. That is what this book covers, and that is why is great for beginners. There is no fluff in this book or war stories just the facts. I highly recommend this book to those just starting out in trading.

Book Description

Over the past two decades, organization studies has become increasingly pluralistic with a series of highly charged debates across intellectual "divides." It is these debates and their consequences for the current position and future development of organization studies that Rethinking Organization addresses. The first section reviews and evaluates the most significant theoretical developments of the last two decades, focusing in particular on the various ways in which "organization" has been conceptualized as the basis for organizational analyses. The second section examines a range of issues dealing with the major transformations in organizational forms currently occurring throughout advanced industrial societies. Final contributions outline a range of emergent new perspectives which present challenges both to the old and new orthodoxies of the field. This stimulating volume is provocative reading for students and academics in management, organization studies, sociology, and social psychology. "The chapters provide a useful examination of both 'hard' and 'soft' development theories and issues. . . . There is a wealth of material. . . . It will provide an invaluable teaching and learning resource for students following final year courses and Master's programmes and as such should be warmly received. . . . The book is obviously an important contribution to an under-researched area and readers will have much with which to argue." --Sociology "All [the chapters] are interesting and all add something unique to the various debates that the book deals with. . . . The book achieves its objectives of indicating new directions well. . ." --The Occupational Psychologist

Book Description

Peter Jason Riley is a CPA who for many years has practiced in the Boston area. His book opens with basic material that applies to everyone, offering a roadmap through today's tax landscape and general discussions of different types of income, various kinds of expenses and IRS-allowed tax deductions. Following are the chapters that deal with the specific tax situation relevant to each category of artist. These range from the cost of acting lessons and makeup through depreciation of guitars and the maintenance of home studios to income from teaching jobs and royalties. In the final sections of the book, Riley considers various ways performers and other arts professionals can reduce their taxes, explains how to prepare for an audit, and suggests ways to locate, evaluate, choose and effectively work with a professional arts-oriented tax advisor.

Customer Reviews:

Not too helpful for fine artists.......2005-03-22

Though the author is clearly well informed about tax strategies, this book doesn't sufficiently address the needs of fine artists. The book seems to make the assumption that careers in the fine arts are straightforward. The book includes sections for specific disciplines, but those are not very in-depth. I did not get much more information from this book than I got from a general tax guide.

Succinct, accessible, superbly presented information.......2002-07-12

The New Tax Guide For Artists Of Every Persuasion: Actors, Directors, Musicians, Singers, And Other Show Biz Folk, Visual Arts And Writers is an essential, core reference for anyone who makes their living in any aspect or field of the performing arts, the visual arts, or the literary arts. Succinct, accessible, superbly presented information is enhanced with a listing of useful IRS publications, descriptions of the most relevant IRS forms, and blank spread sheets for recording earned income and keeping a monthly travel expense diary. If any part of your taxable income is derived from the arts, then The New Tax Guide For Artists Of Every Persuasion is an invaluable reference for you -- even if you have already engaged the services of public accountants and financial managers to assist you.

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