Estate Planning Smarts: A Practical, User-Friendly, Action-Oriented Guide, 3rd Edition
Book Details
Author(s)Deborah L. Jacobs
PublisherDJWorking Unlimited Inc.
ISBN / ASIN0983697019
ISBN-139780983697015
AvailabilityUsually ships in 24 hours
Sales Rank728,585
MarketplaceUnited States 🇺🇸
Description
This best-selling book for baby boomers and their parents is essential reading, whether you are tackling the subject for the first time or revising your plan to reflect changes in the law, your finances or your personal life. In plain English, it explains what you need to know about:
Key documents that can protect yourself
How to provide for those you love
When to re-do your will
Mistakes people make most often with bank accounts, life insurance and retirement accounts
How to use the $14,000 gift-tax exclusion
The connection between annual exclusion gifts and the $5.34 million estate tax exemption
When you need to file a gift-tax return
Inherited IRA rules
Saving for college with 529 plans, UTMA accounts and trusts
The deadline every married person needs to know about
Avoiding family conflicts
Plus you'll find plenty of celebrity case studies that illustrate estate planning strategies and mistakes by James Gandolfini, Adam Yauch and Mark Zuckerberg, among others.
Key documents that can protect yourself
How to provide for those you love
When to re-do your will
Mistakes people make most often with bank accounts, life insurance and retirement accounts
How to use the $14,000 gift-tax exclusion
The connection between annual exclusion gifts and the $5.34 million estate tax exemption
When you need to file a gift-tax return
Inherited IRA rules
Saving for college with 529 plans, UTMA accounts and trusts
The deadline every married person needs to know about
Avoiding family conflicts
Plus you'll find plenty of celebrity case studies that illustrate estate planning strategies and mistakes by James Gandolfini, Adam Yauch and Mark Zuckerberg, among others.
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