The Tools and Techniques of Estate Planning, 22nd edition offers comprehensive, practical guidance for estate planners across every stage of the process, from foundational goals and property transfer to complex tax, trust, and insurance strategies. Organized into ten focused sections, the book equips practitioners to help clients make informed decisions on taxes, investments, insurance, and estate administration while preserving assets under current law—regardless...

Tools and Techniques of Estate Planning covers all aspects of estate planning, from behavioral and ethical issues to estate and gift tax planning, to planning for nontraditional couples and the risk of health issues for aging clients. With topics that are applicable for both large and small estates, this title enables estate planners to:Help clients plan every aspect of their estate, including tax, investment, insurance, and estate administration decisions;...

This revised fifth edition from estate-planning expert Harvey J. Platt details the most up-to-date strategies for using a living trust to create a flexible estate plan. Platt explains the latest tax laws, including the American Taxpayer Relief Act of 2012, the broadening of statutes for amending trusts, and the rule against perpetuities (RAP). Platt also addresses updates on many existing topics, including lifetime exemptions; the estate, gift, and generation-skipping tax; charitable deduc...

"The Aggressive Conservative Investor will never go out of date. Regulation, disclosure, and other things may change, but the general approach and mindset to successful investing are timeless. Read this book and you will learn the rudiments of 'safe and cheap' investing. An essential read for every amateur and professional investor."--Stan Garstka, Deputy Dean & Professor in the Practice of Faculty & Management, Yale School of Management"Security analysis toward both better ...

Pessimists see distressed M&A . . .Optimists see distressed M&AOpportunities abound in “bankruptcy beauties”—both in good times and bad. Distressed mergers and acquisitions used to be the domain of a handful of specialists, who generated handsome profits by unlocking value in troubled companies. Now, you can learn the secrets for participating in these deals with knowledge and confidence. The Art of Distressed M&A provides the crit...

A complete guide to planning an estate under today's tax rulesWhen it comes to your estate-no matter how big or small it may be-you shouldn't leave anything to chance. Proper planning is necessary to protect both your assets and your heirs. Experts Stewart Welch III, Harold Apolinsky, and Craig Stephens know this better than anyone else, and in the Third Edition of J.K. Lasser's New Rules for Estate and Tax Planning, they offer valuable advice and solid strategies...

Essential information for executors or trustees for wills and trusts!Being appointed the task of carrying out the terms of a will or trust is daunting, especially if it's your first time. The good news is you won't have to figure it out alone. Certified Trust and Financial Advisor Douglas D. Wilson takes the worry out of the process and provides information on important responsibilities that must be performed after a loved one dies. This all-in-one guide includes i...

How can you provide a financially sound future for your loved ones while avoiding estate planning or even making a will, unsure about how to effectively plan for the disposition of your assets?Estate planning is essential—no matter how much money or property you intend to leave to your heirs. In this handy Q&A guide, you’ll find answers to all of your questions about taxes, gifts, wills, will substitutes, and much more, including:What is a community property state?Wh...

Find debt relief by filing bankruptcy with this all-in-one-book! If you have more debt than you can possibly pay off, the bankruptcy system is there to help -- and with How to File for Chapter 7 Bankruptcy, you'll find the clear and user-friendly information, advice and forms you need to get through the entire process. First, the book will help you determine whether you qualify for Chapter 7 -- and whether it is the best way to deal with your debts. Then you'll find out how to: stop wage g...

The First Guide to Understanding and Capitalizing on the $1 Trillion-Plus Loan Syndications and Trading Market!The Handbook of Loan Syndications and Trading is the first resource especially designed to equip institutional investors and professional money managers with expert analysis and insights on every key aspect of this rapidly growing financial market.Co-published by McGraw-Hill and the Loan Syndications and Trading Association (LSTA), The Handbook of ...

Knowledge is power when dealing with the IRS.This complete tax resolution guide:-Explains your rights and options when you owe back taxes-Contains the latest IRS rules, procedures and links to forms-Helps you gain confidence when communicating and negotiating with the IRS-Contains valuable tips and strategies from the author, a tax relief expert-Is written in simple and concise languageLearn details about:-When and how to do a...

The most complete and up-to-date estate-planning guide availableThoroughly revised and updated to reflect the latest tax codes, the third edition of How to Settle an Estate is the essential step-by-step guide to lead readers through the complex and daunting process of settling an estate. In clear and practical lay terms, authors Charles K. Plotnick, L.L.B., and Stephan R. Leimberg, J.D., both experts in estate planning, provide readers with invaluable advi...