Financial and Estate Planning Guide PDF Download

Author: Sidney Kess
Publisher:
ISBN: 9780808090076
Category : Estate planning
Languages : en
Pages : 1016

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Book Description
A practical guide for financial and estate planners.

Author: CCH Editors
Publisher:
ISBN: 9780808010678
Category : Law
Languages : en
Pages : 1002

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Book Description
"A guidebook for professionals who structure, tailor and administer financial and estate plans. The guide explains all the important planning concepts, and examines the most important techniques used to set and meet the financial goals of clients and their families."

Author:
Publisher: CCH
ISBN: 9780808091790
Category : Business & Economics
Languages : en
Pages : 1100

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Book Description
The CCH Financial and Estate Planning Guide is the premier guidebook for professionals who structure, tailor and administer financial and estate plans. In the clearest of language, the guide explains all the important planning concepts, and examines the most important techniques used to set and meet the financial goals of clients and their families.

Author: Michael T. Palermo
Publisher: Sterling Publishing Company, Inc.
ISBN: 140275860X
Category : Estate planning
Languages : en
Pages : 276

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Book Description
Lawyer and financial planner Michael T. Palermo explains everything you need to know about wills, trusts, and more.

Author: Kathleen Adams
Publisher: Signet
ISBN: 9780451214034
Category : Business & Economics
Languages : en
Pages : 468

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Book Description
From an experienced financial planner, here is the definitive guide to lowering taxes and accumulating capital. Completely revised and updated, this book offers an insider's look into every aspect of modern estate planning in non-technical language, including: How to calculate and reduce estate taxes, Capital investments, such as stocks, bonds, real estate, insurance, and annuities, An investor risk profile questionnaire, The benefits of divided ownership of property within the family and the maximum gift and estate tax savings possible, Why Long-Term Care Insurance is essential to protecting one's retirement savings, How to select an adviser and more.

Author: Alan D. Campbell
Publisher: C C H Incorporated
ISBN: 9780808006404
Category : Business & Economics
Languages : en
Pages : 983

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Book Description

Author: Paul I. Lochray
Publisher:
ISBN: 9780133160765
Category : Estate planning
Languages : en
Pages : 288

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Book Description

Author: Terence Myers
Publisher: Cch Incorporated
ISBN: 9780808091493
Category : Business & Economics
Languages : en
Pages : 1073

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Book Description
The CCH Financial and Estate Planning Guide is the premier guidebook for professionals who structure, tailor and administer financial and estate plans. In the clearest of language, the guide explains all the important planning concepts, and examines the most important techniques used to set and meet the financial goals of clients and their families. This new 15th Edition reflects the latest law changes, including the American Jobs Creation Act of 2004, the Working Families Tax Relief Act of 2004 and the Bankruptcy Abuse Prevention and Consumer Protection Act of 2005, as well as new regulatory and practice developments.

Author: Myers Terence
Publisher: Cch
ISBN: 9780808090786
Category : Business & Economics
Languages : en
Pages : 1023

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Book Description

Author: Ernst & Young LLP
Publisher: John Wiley & Sons
ISBN: 9780471697459
Category : Business & Economics
Languages : en
Pages : 544

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Book Description
If you want to take control of your financial future and unlock thedoors to financial success, you must have a plan that will allowyou to find good investments, reduce taxes, beat inflation, andproperly manage money. Whether you're new to financial planning or a seasoned veteran,this updated edition of Ernst & Young's Personal FinancialPlanning Guide provides valuable information and techniques you canuse to create and implement a consistent personalized financialplan. It also takes into consideration the new tax rules thataffect home ownership, saving for college, estate planning, andmany other aspects of your financial life. Filled with in-depth insight and financial planning advice, thisunique guide can help you: * Set goals * Build wealth * Manage your finances * Protect your assets * Plan your estate and investments It will also show you how to maintain a financial plan inconjunction with life events such as: * Getting married * Raising a family * Starting your own business * Aging parents * Planning for retirement Financial planning is a never-ending process, and with Ernst &Young's Personal Financial Planning Guide, you'll learn how totailor a plan to help you improve all aspects of your financiallife.