An edition of Protect and enhance your estate (2012)

Protect and enhance your estate

definitive strategies for estate and wealth planning

3rd ed.
  • 0 Ratings
  • 0 Want to read
  • 0 Currently reading
  • 0 Have read
Protect and enhance your estate
Robert A. Esperti
Not in Library

My Reading Lists:

Create a new list

Check-In

×Close
Add an optional check-in date. Check-in dates are used to track yearly reading goals.
Today

  • 0 Ratings
  • 0 Want to read
  • 0 Currently reading
  • 0 Have read

Buy this book

Last edited by ImportBot
August 2, 2020 | History
An edition of Protect and enhance your estate (2012)

Protect and enhance your estate

definitive strategies for estate and wealth planning

3rd ed.
  • 0 Ratings
  • 0 Want to read
  • 0 Currently reading
  • 0 Have read

This edition doesn't have a description yet. Can you add one?

Publish Date
Publisher
McGraw-Hill
Language
English

Buy this book

Edition Availability
Cover of: Protect and enhance your estate
Protect and enhance your estate: definitive strategies for estate and wealth planning
2012, McGraw-Hill
in English - 3rd ed.

Add another edition?

Book Details


Table of Contents

Introduction
Acknowledgments
What is estate planning?
Title
Jointly held property
Disability
No estate plan?
Wills
More on wills
Probate
The federal estate tax
The unified system
The gift tax
The marital deduction
Community property
State death taxes
Step-up in basis at death
Trusts
The revocable living trust
Funding a revocable living trust
Trustees
Giving property to minors
Planning for children
Per stirpes versus per capita
Generation skipping
Disinheriting a spouse
Planning for a spouse
Planning for unmarried couples
Life insurance
Life insurance: who should own it?
Life insurance
The irrevocable life insurance trust
Life insurance
The irrevocable life insurance trust
Some estate planning solutions
Freezing techniques
Discounting the value of your estate
Protecting your assets
Loans to family members
Sales to family members
Private annuities and self-cancelling installment notes
Personal residence trusts
Retirement planning
Special use valuation
Using assets of a corporation to pay death costs
Giving it to charity
An estate planning summary
Appendix A: Getting organized
Appendix B: Federal estate and gift tax tables
Appendix C: Spouses have rights too
Appendix D: Estate planning history
Index.

Edition Notes

Includes bibliographical references and index.

Published in
New York, NY

Classifications

Dewey Decimal Class
332.024/0160973
Library of Congress
KF750 .E8175 2012, KF750.E8175 2012

The Physical Object

Pagination
p. cm.

ID Numbers

Open Library
OL25067588M
ISBN 10
0071787895
ISBN 13
9780071787895
LCCN
2011042736

Community Reviews (0)

Feedback?
No community reviews have been submitted for this work.

Lists

This work does not appear on any lists.

History

Download catalog record: RDF / JSON
August 2, 2020 Edited by ImportBot import existing book
February 28, 2020 Edited by MARC Bot remove fake subjects
July 14, 2017 Edited by Mek adding subject: Internet Archive Wishlist
October 23, 2011 Created by LC Bot import new book