Readings in estate planning I

  • 0.41 MB
  • English

American College , Bryn Mawr, Pa
Estate planning -- United States., Inheritance and transfer tax -- Law and legislation -- United States., Gifts -- Taxation -- Law and legislation -- United St


United St

Other titlesReadings in estate planning.
Statementedited by Ted Kurlowicz.
SeriesHuebner School series
ContributionsKurlowicz, Ted.
LC ClassificationsKF750 .R445 1990
The Physical Object
Pagination1 v. (various pagings) :
ID Numbers
Open LibraryOL1897069M
ISBN 100943590167
LC Control Number90082841

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However, there is no substitute for obtaining professional legal advice. Print book: EnglishView all editions and formats: Rating: (not yet rated) 0 with reviews - Be the first. Subjects: Estate planning -- United States. Inheritance and transfer tax -- Law and legislation -- United States.

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Description Readings in estate planning I EPUB

Estate Planning is a topic that many people dislike to talk (or even think) about. That includes the writer of this blog post. However, Estate Planning is an essential element for personal finances and especially for creative types (like yours truly)/5(8).

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Financial advisors who read the Nerd’s Eye View often ask me for suggestions on the top books I’d recommend reading. As a voracious reader, it’s hard to name them all. Many of the books that have had the greatest impact on me have standalone articles dedicated to them on this site (and you can search our archives here).

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Estate Planning. This note covers the following topics: Property Ownership, Tenancy in Common, Joint Tenancy, Death Intestate—Without a Will, Testate Distribution, The Probate Process, Considerations in Holding or Disposing of Property, Installment Sales, Private Annuities, Gifts During Life: The Federal Gift Tax, Valuing Property for Federal Estate Tax, The Gross Estate, Planning to Save.

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Private Wealth Management (1) Exam will have higher weight on IPS question: Understand a large number of potential issues that might apply in a given situation-The exam requires a high level of judgment (each case is unique)-The exam requires candidates to conduct an IPS and then use it-Practice writing an effective constructed response answer Reading #10 – Estate Planning in a Global.

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Welcome to the Real estate and planning guide. Use the tabs above to explore resources in this subject. Most of the real estate and planning materials are on the 2nd and 3rd Floors of the Library. You'll find books in this subject in both the 'Books' and 'Large books' sections, the catalogue will indicate in which section a book located.

Retirement planning is a confounding topic — and there’s no shortage of books that say they’ll show you how to handle it. According to Amazon, there are nearly 5, on the subject. Sussing out which of those books are going to really help you with retirement planning might sound like a task better left to the pros — so that’s what we.