In concise prose, "Planning an Estate" advises readers on the process of selecting an executor, writing a will, setting up a trust, and ensuring that life insurance is structured properly. Myriad specialized topics are also covered: bypass trusts to ensure the surviving spouse lifetime income; plans for business succession; and tax-free charitable gifts to an alma mater or a beloved community institution. This reference debunks the notion that estate planning is only for the wealthy; it s for all people who want to ensure ...
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In concise prose, "Planning an Estate" advises readers on the process of selecting an executor, writing a will, setting up a trust, and ensuring that life insurance is structured properly. Myriad specialized topics are also covered: bypass trusts to ensure the surviving spouse lifetime income; plans for business succession; and tax-free charitable gifts to an alma mater or a beloved community institution. This reference debunks the notion that estate planning is only for the wealthy; it s for all people who want to ensure that their wishes are carried out.
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Seller's Description:
New. "Advises readers on the process of selecting an executor, writing a will, setting up a trust, and ensuring that life insurance is structured properly"--Amazon.
