Everand Logo

Welcome to Everand!

  • Discover millions of ebooks, audiobooks, and so much more with a free trial

    Only $11.99/month after trial. Cancel anytime.

    Unavailable
    Estate Planning and Administration: How to Maximize Assets, Minimize Taxes, and Protect Loved Ones
    Unavailable
    Estate Planning and Administration: How to Maximize Assets, Minimize Taxes, and Protect Loved Ones
    Unavailable
    Estate Planning and Administration: How to Maximize Assets, Minimize Taxes, and Protect Loved Ones
    Ebook349 pages4 hours

    Estate Planning and Administration: How to Maximize Assets, Minimize Taxes, and Protect Loved Ones

    By Edmund Fleming

    ()

    Currently unavailable

    Currently unavailable

    About this ebook

    The complexities of planning and administering an estate are clearly explained in this up-to-date and authoritative guide. This new edition covers the best techniques for transferring property through Irrevocable Life Insurance Trusts, gifting programs, paying grandchildren's medical and tuition expenses, and more. From wills, trusts, powers of attorney, and health care directives to probate and administering an estate, it's all here in easy-to-read, plain English. A five-step planning process details how to create and implement a sound estate plan.
    LanguageEnglish
    PublisherAllworth Press
    Release dateJan 1, 2005
    ISBN9781621531197
    Unavailable
    Estate Planning and Administration: How to Maximize Assets, Minimize Taxes, and Protect Loved Ones

    Read more from Edmund Fleming

    Related to Estate Planning and Administration

    Related ebooks

    Law For You

    View More
    View More

    Related podcast episodes

    Related articles

    • Article

      8 Signs Your Estate Plan May Be Worthless

      Mar 15, 2018

      Most people hate reviewing their estate plan, and I can't say I blame them. From tax law and complex documents, to trusts and health care directives, the intricacies can be daunting. Plus, talking about life after death isn't anyone's favorite activi

      4 min read

    • Article

      To Gift or Not to Gift

      Sep 10, 2019

      In estate planning, giving away assets during your lifetime has traditionally been used to help lower estate taxes when you die. However, the federal estate tax exemption amount (the amount under which federal estate taxes do not apply) is currently

      4 min read

    • Article

      You Have a Will - Is It Time for an Estate Plan?

      Jun 21, 2018

      Most people have a will. But a simple will often doesn't cover some complex issues facing your heirs, which is why I recommend an estate plan. I work with doctors, accountants and other professionals, small-business owners and people getting ready to

      3 min read

    • Article

      What Women Should Know about Post-Divorce Tax Planning

      Feb 10, 2022

      The early part of the year is often referred to as “divorce season” as it’s a popular time for couples to part ways. Regardless of when it happens, divorce is a significant time of change for women in many aspects, especially when it comes to their f

      4 min read

    • Article

      Is Your Financial Plan Ready for Higher Taxes?

      Apr 27, 2021

      You can feel it in the air — tax increases are coming. And it’s not a matter of if, but a matter of when. In the last few months, there have been a number of legislative proposals targeted toward high-net worth and ultra-high-net-worth taxpayers, ran

      4 min read

    • Article

      All Aboard the Tax Volatility Train

      Apr 19, 2018

      For more than three decades, the American tax system has chugged along smoothly. Sure, there were tax bills that passed in 1990, 1993, 2001, 2003 and 2012, but many of the changes in these bills were primarily focused on tax rates, brackets and dedu

      4 min read

    • Article

      Update Estate Plans in Light of New Tax Law

      Apr 28, 2018

      The new tax law has led some seniors to assume that they can delete estate planning from their to-do lists. But that is a dangerous assumption. Yes, the new tax law roughly doubles the federal estate-tax exemption, to about $11.2 million per person-

      4 min read

    • Article

      Is Estate Planning Now Dead?

      May 1, 2018

      With the passage of the Tax Cuts and Jobs Act of 2017 at the end of last year, the federal estate, gift and generation-skipping tax exemptions doubled to $11.18 million per person. That means that a married couple can now pass over $22 million of pro

      3 min read

    • Article

      Federal Estate Tax Exemption Is Set to Expire – Are You Prepared?

      Oct 14, 2020

      A window of opportunity opened in 2018 when the Tax Cuts and Jobs Act (TCJA) doubled the lifetime gift, estate and generation-skipping tax exemptions to $11.18 million from $5.6 million. Adjusting for inflation, the current exemption this year is $11

      3 min read

    • Article

      SECURE Act: What to Do Now to Help Limit Heirs' Taxes Later

      Feb 26, 2020

      The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019, which passed in December 2019, has wide-ranging effects on retirement savings. Most of the act's provisions will have a positive impact on Americans' ability to save. One

      3 min read

    • Article

      Getting Divorced? Avoid These 2 Tax Traps

      Nov 1, 2019

      The lead attorney in a family law practice recently said to me, "You know, in my business, none of the participants ever has more at the end. Nobody gets divorced and winds up with more assets." That got me thinking: Could there be such a thing as a

      3 min read

    • Article

      Smart Ways to Handle an Inheritance

      Mar 7, 2019

      We've all heard stories about individuals who passed away quietly after a life of frugality, leaving a fortune to their unsuspecting heirs or, occasionally, a beloved pet. The reality is a lot less riveting. Although two-thirds of baby boomers are ex

      5 min read

    • Article

      Your 401(k)s and IRAs Have a Dark Side

      Jul 17, 2020

      Two people can look at a Rorschach ink blot and one will see a refined, beautiful woman and another will see an old spinster. The same can be said of your retirement savings. You can also look at a retirement account and see all the good points or lo

      4 min read

    • Article

      How Proactive Tax Planning Can Rescue Your Retirement

      Apr 23, 2022

      If I were to ask how much you’ve saved in your IRA, 401(k) or similar retirement plan, my guess is you could come pretty close to telling me your account’s current balance. But what if I asked you how much you can expect to pay in taxes on that money

      3 min read

    • Article

      Don't Let The SECURE Act Turn Your Legacy Into A Windfall For The IRS

      Apr 28, 2020

      The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, is full of changes -- some subtle, some not so much -- designed to expand retirement savings opportunities for Americans of all ages. The legislat

      4 min read

    • Article

      Should You Defer Your Taxes Until Retirement?

      Nov 19, 2019

      Tax deferral can be a powerful incentive for funding a retirement account. It is difficult to ignore the allure of a plan that allows you to save on taxes now as you save money for retirement. This helps explain why Americans have more than $5.8 tri

      3 min read

    • Article

      Estate Planning Is More Important Than You Think

      Apr 6, 2020

      An estate plan is a necessary tool that allows you to protect, maintain and manage your property if you become ill or pass away. But more than that, it can also help people make sure their minor children are protected in the event of an emergency or

      4 min read

    • Article

      Opportunity Knocks

      Mar 28, 2018

      Opportunity Knocks
      3 min read

    • Article

      Legacy Planning: Create a Lasting Legacy

      Oct 30, 2020

      There will come a time when you realize that you have spent a lifetime building your wealth and you want to know how it can provide a lasting legacy to the next generation. You might be at that stage today or see it as a future event. Either way, you

      5 min read

    • Article

      How to Protect Your Estate: A Pandemic-Inspired Checklist

      Mar 3, 2022

      If there is a poignant reality the pandemic has taught us all, it is to expect the unexpected. Since early 2020, our lives have been turned upside down. We have seen dramatic shifts in the stock market, civil unrest, a great resignation from work and

      3 min read

    • Article

      Is Your 401(k) or IRA a Sleeping Tax Bear?

      May 7, 2019

      Plenty of retirements these days are built in large part by stashing away money week by week into tax-deferred accounts, such as traditional IRAs or 401(k)s, among other options. And certainly, such accounts can provide a wonderful feeling of confid

      4 min read

    • Article

      2021 Estate Planning Checkup: Is Your Estate Plan Up to Date?

      Jul 28, 2021

      Even though it’s critical for your assets, family and legacy, estate planning tends to fall to the bottom of people’s to-do lists. What new parent wants to draft a will while finalizing a nursery paint color? Who wants to talk extensively about life

      3 min read

    • Article

      Failing to Plan for Taxes Could Mean Planning to Fail in Retirement

      Dec 26, 2021

      Think about all the money you have in your tax-deferred savings accounts (like IRAs) and in company-sponsored plans, such as 401(k)s and 403(b)s. Now think about having a loan against them. That loan is the money you will owe the IRS when you start t

      1 min read

    • Article

      Why a Good Retirement Plan Isn’t Separate Pieces, But a Holistic Strategy

      Sep 9, 2022

      Effective retirement planning reaches beyond investments and the numbers related to various accounts a person owns. First, it’s about understanding the scope of one’s future financial needs and goals. And from that framework, it’s about putting all a

      3 min read

    • Article

      Enjoy Your 7-Day Weekends: A 3-Step Plan for Retirement

      Feb 7, 2022

      Saving for retirement is one of the most popular topics that clients want to discuss with their financial advisers. In fact, Boston Private's recent WHY of Wealth Survey found that preparing for a comfortable retirement was the most important factor

      3 min read

    • Article

      Inheritance Tax demystified

      Apr 30, 2021

      AS BENJAMIN Franklin is once purported to have said, there are only two things that are certain in life: death and taxes. It’s a famous saying commonly used in a light-hearted sense to parody the realities of modern society. There is an inherent trut

      3 min read

    Reviews for Estate Planning and Administration

    0 ratings

    0 ratings0 reviews

    What did you think?

    Tap to rate

    Review must be at least 10 words