The Resource Estate planning and administration : how to maximize assets, minimize taxes, and protect loved ones, Edmund T. Fleming

Estate planning and administration : how to maximize assets, minimize taxes, and protect loved ones, Edmund T. Fleming

Label
Estate planning and administration : how to maximize assets, minimize taxes, and protect loved ones
Title
Estate planning and administration
Title remainder
how to maximize assets, minimize taxes, and protect loved ones
Statement of responsibility
Edmund T. Fleming
Title variation
Estate planning & administration
Creator
Subject
Language
eng
Cataloging source
DLC
http://library.link/vocab/creatorName
Fleming, Edmund T
Dewey number
346.7305/2
Illustrations
forms
Index
index present
LC call number
KF750
LC item number
.F59 2001
Literary form
non fiction
Nature of contents
dictionaries
http://library.link/vocab/subjectName
  • Estate planning
  • Estate planning
  • United States
Label
Estate planning and administration : how to maximize assets, minimize taxes, and protect loved ones, Edmund T. Fleming
Link
Instantiates
Publication
Note
Includes index
Carrier category
volume
Carrier category code
nc
Carrier MARC source
rdacarrier
Content category
text
Content type code
txt
Content type MARC source
rdacontent
Contents
Who Needs Estate Planning? -- The Planning Process -- Identify Your Property -- Establish Objectives -- Select Your Advisors -- Draft and Implement a Plan -- Review Your Estate Plan -- Wills -- General Overview of Wills -- Revocation and Revival -- Partial Invalidity of a Will -- Simultaneous Death -- Capacity -- Executor's Duties -- Checklist for Wills -- Trusts -- General Overview of Trusts -- Trust Agreements -- Abusive Trust Arrangements -- Trustee's Duties -- Estate-Planning Trusts -- Land Trusts -- Checklist for Trusts -- Living Trusts -- General Overview of Living Trusts -- Transferring Property to a Living Trust -- Advantages of a Living Trust -- Disadvantages of a Living Trust -- Checklist for a Living Trust -- Powers of Attorney -- General Powers of Attorney -- Durable Power of Attorney for Property -- Checklist for Durable Power of Attorney for Property -- Health-Care Power of Attorney -- Checklist for Health-Care Power of Attorney -- Information for Executors and Administrators -- Probate -- Advantages to Going through Probate -- Disadvantages to Going through Probate -- Checklist for Executors -- The Accountant -- Checklist for Accountants -- Checklist for Attorneys (Independent Administration) -- Federal Income Tax Issues -- Primary Residences -- Individual Retirement Accounts -- Gifts -- Distribution from Employer Retirement Plans -- Decedent Tax Forms -- Income and Deductions in Respect of a Decedent -- Federal Estate Tax Planning -- Techniques to Decrease Estate Taxes -- Federal Estate and Gift Tax -- Filing Form 706 -- Gift Taxes -- Gift-Tax Return Filing Requirements -- Gift-Tax Return Filing Date -- Exclusion from Gift Tax -- Present, Terminable, and Future Interests in Property -- Tax Basis of Gifts -- Stock Options -- Marital Status, Health, and Your Estate -- Marriage and Divorce -- Nursing Homes -- Common Estate Acronyms -- Federal Estate- and Gift-Tax Rates -- Information Sources -- Sample Durable Power of Attorney for Property -- Sample Statutory Short-Form Power of Attorney for Health Care -- Sample Living Will -- Personal Information Checklist -- Administration Checklist -- Sample Small Estate Affidavit -- Sample Last Will and Testament -- Sample Living Trust
Extent
1 online resource (xi, 243 pages
Form of item
online
Media category
unmediated
Media MARC source
rdamedia
Media type code
n
Other physical details
forms)
Specific material designation
remote
System control number
(OCoLC)1034660636
Label
Estate planning and administration : how to maximize assets, minimize taxes, and protect loved ones, Edmund T. Fleming
Link
Publication
Note
Includes index
Carrier category
volume
Carrier category code
nc
Carrier MARC source
rdacarrier
Content category
text
Content type code
txt
Content type MARC source
rdacontent
Contents
Who Needs Estate Planning? -- The Planning Process -- Identify Your Property -- Establish Objectives -- Select Your Advisors -- Draft and Implement a Plan -- Review Your Estate Plan -- Wills -- General Overview of Wills -- Revocation and Revival -- Partial Invalidity of a Will -- Simultaneous Death -- Capacity -- Executor's Duties -- Checklist for Wills -- Trusts -- General Overview of Trusts -- Trust Agreements -- Abusive Trust Arrangements -- Trustee's Duties -- Estate-Planning Trusts -- Land Trusts -- Checklist for Trusts -- Living Trusts -- General Overview of Living Trusts -- Transferring Property to a Living Trust -- Advantages of a Living Trust -- Disadvantages of a Living Trust -- Checklist for a Living Trust -- Powers of Attorney -- General Powers of Attorney -- Durable Power of Attorney for Property -- Checklist for Durable Power of Attorney for Property -- Health-Care Power of Attorney -- Checklist for Health-Care Power of Attorney -- Information for Executors and Administrators -- Probate -- Advantages to Going through Probate -- Disadvantages to Going through Probate -- Checklist for Executors -- The Accountant -- Checklist for Accountants -- Checklist for Attorneys (Independent Administration) -- Federal Income Tax Issues -- Primary Residences -- Individual Retirement Accounts -- Gifts -- Distribution from Employer Retirement Plans -- Decedent Tax Forms -- Income and Deductions in Respect of a Decedent -- Federal Estate Tax Planning -- Techniques to Decrease Estate Taxes -- Federal Estate and Gift Tax -- Filing Form 706 -- Gift Taxes -- Gift-Tax Return Filing Requirements -- Gift-Tax Return Filing Date -- Exclusion from Gift Tax -- Present, Terminable, and Future Interests in Property -- Tax Basis of Gifts -- Stock Options -- Marital Status, Health, and Your Estate -- Marriage and Divorce -- Nursing Homes -- Common Estate Acronyms -- Federal Estate- and Gift-Tax Rates -- Information Sources -- Sample Durable Power of Attorney for Property -- Sample Statutory Short-Form Power of Attorney for Health Care -- Sample Living Will -- Personal Information Checklist -- Administration Checklist -- Sample Small Estate Affidavit -- Sample Last Will and Testament -- Sample Living Trust
Extent
1 online resource (xi, 243 pages
Form of item
online
Media category
unmediated
Media MARC source
rdamedia
Media type code
n
Other physical details
forms)
Specific material designation
remote
System control number
(OCoLC)1034660636

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