PDP
PDP
Skip to content Skip to navigation menu
Your browser is not supported by this site.
Please update to the latest version, or use a different browser for the best experience.
Planning an Estate: A Guidebook of Principles and Techniques, 4th, 2023 ed.

Product details:

Brand: Clark Boardman Callaghan
Copyright: 2023
ISBN: 9781731929891
Service #: 13974936
Sub #: 13974935
Pages: 902
Shelf Space: 2 in.
Publication Frequency: Varies
Update format: Varies

Free update period with subscription:

90 days  (details)

Can we help?

Contact Us 
Call 1-888-728-7677

Planning an Estate: A Guidebook of Principles and Techniques, 4th, 2023 ed.

106927329

Availability:

In stock
(details)

106927329
106927329
Book - hardbound
$538.00


Monthly pricing (What's this?)
$66.00/month


Planning an Estate: A Guidebook of Principles and Techniques provides tools and techniques for solving frequently encountered problems regarding estate planning. With this guidebook, get clear information regarding:

  • The advantages, disadvantages, and tax ramifications of estate planning alternatives
  • Marital deductions
  • QTIPS
  • Second tax deductions
  • Minor children
  • Lifetime transfers
  • Probate avoidance
  • The handling of business interests

This volume also explains how to:

  • Reduce the tax impact following the surviving spouse's death
  • Use revocable trusts to avoid probate and reduce the income tax burden on beneficiaries
  • Use GRITs, GRATs, GRUTs, remainder interest joint purchases, gifts, and charity gifts to reduce taxes and increase the value of the estate
  • Plan estates of elderly and disabled people
  • Use revocable trusts to avoid probate
  • Choose assets to make up a gift