This book will cover: Why all people, not just the wealthy, needs to do estate planning. What the current estate tax laws are, how estate tax laws will change in the coming years, and how to keep one’s plan up-to-date. How to write a will that will hold up in court – and why almost everyone needs a will. How to set up a trust to minimize the taxes one’s heirs will have to pay on assets that are passed down to them. How to transfer a family business to one’s heirs without shouldering them with a huge tax burden. How to choose the right insurance policies as part of an overall estate plan. How to hire the right professionals to help plan one’s estate.
Book Details:
- Author: N. Brian Caverly
- ISBN: 9780764555015
- Year Published: 2003
- Pages: 384
- BISAC: BUS050000, BUSINESS & ECONOMICS/Personal Finance / General
About the Book and Topic:
This book will cover: Why all people, not just the wealthy, needs to do estate planning. What the current estate tax laws are, how estate tax laws will change in the coming years, and how to keep one’s plan up-to-date. How to write a will that will hold up in court – and why almost everyone needs a will. How to set up a trust to minimize the taxes one’s heirs will have to pay on assets that are passed down to them. How to transfer a family business to one’s heirs without shouldering them with a huge tax burden. How to choose the right insurance policies as part of an overall estate plan. How to hire the right professionals to help plan one’s estate.
* States what the current estate tax laws are, how estate tax laws will change in the coming years, and how to keep one’s plan up-to-date. * Explains how to write a will that will hold up in court and why almost everyone needs a will. * Shows how to set up a trust to minimize the taxes one’s heirs will have to pay on assets that are passed down to them. * Demonstrates how to transfer a family business to one’s heirs without shouldering them with a huge tax burden.
About the Author
N. Brian Caverly is an attorney-at-law emphasizing estate planning and elder law. Jordan Simon is vice president of asset management at Venture West, a Tucson-based investment firm. He received his MBA in Finance from the University of Southern California in 1988, where he was the program’s top MBA graduate. With his brother Alan Simon, author of Stock Options For Dummies and a contributor to this book, he co-authored The Computer Professional’s Guide to Effective Communications (McGraw-Hill, 1992).