Estate Planning

Estate Planning

Fundamentals of Estate Planning

Author

Jamie Hopkins
Constance Fontaine

Covers various aspects of estate and gift tax planning, including the nature, valuation, transfer, administration, and taxation of property. Provides a basic understanding of the estate and gift tax system, including strategies of estate planning. Discusses gratuitous transfers of property outright or with trusts, wills, and powers of appointment; use of the marital deduction; valuation of assets; and buy-sell agreements. Covers the client interview, fact-finding, ethical standards, and development of personal estate plans.
16th edition, ©2019

Price: $120

Item Code: HS330-16

 

Foundations of Estate Planning

Author

Glenn Stevick

Offers an introduction to estate planning and the role life insurance plays in the planning process. Discusses how different types of property are transferred during life and at death, and the tax implications of not planning. Also presents the steps required to settle an estate and discusses the importance of having a will, the gift and estate transfer tax system, state death and estate taxes, trusts and planning estates of business owners.

4th edition, ©2017

Price: $65

Item Code: FA271.04.1