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Estate Planning Made Easy, Third Edition, by David T. Phillips, Bill S. Wolfkiel
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Baby boomers heading into their retirement years must take the time to ensure that their estates are in order—and that means a lot more than just preparing a will and naming an executor. Insurance, taxes, and planning for Medicare and Medicaid are among the crucial considerations in planning for the future.
Completely revised and updated, Estate Planning Made Easy, Third Edition shows individuals why they need more than just a will and an executor, options for conserving wealth, and advice on putting together a comprehensive estate plan. This third edition includes extensive revisions to tax legislation, which has changed significantly over the last few years, leaving most American’s clueless.
Features:
* Changes to Tax Legislation
* How seniors can best plan for Medicare and Medicaid
* How to obtain the best cash flow with an equity-rich home
* Tax legislation regarding 401k’s IRA’s, and pensions
* Strategies to help reduce estate size and give to children, grandchildren, and great grandchildren, without jeopardizing annual gift allowances
* Premium financing of life insurance
* Information on social security, private annuities, and state inheritance tax
- Sales Rank: #2119384 in Books
- Brand: Brand: Kaplan Business
- Published on: 2007-02-01
- Released on: 2007-02-01
- Ingredients: Example Ingredients
- Original language: English
- Number of items: 1
- Dimensions: 11.00" h x .55" w x 8.50" l, 1.35 pounds
- Binding: Paperback
- 256 pages
- Used Book in Good Condition
About the Author
Dave Phillips is an active estate planning professional who helps clients conserve their wealth every day and conducts estate planning workshops. Bill Wolfkiel is the founder and president of BDC, Inc., specializing in estate planning and wealth transfer strategies.
Most helpful customer reviews
4 of 4 people found the following review helpful.
Almost comprehensible
By tandembicycling
This book takes a very complex subject and makes it almost understandable. You still need a specialist to guide you through the application, but at least now I have a working knowledge of what's available, as well as a list of questions that came to mind as I read. And it will be a little easier to figure out if he really knows what he's talking about.
2 of 2 people found the following review helpful.
Good Book
By Donna
Great price.. This book will help you when planning your Will and or Trust. I received my book before date stated.
1 of 1 people found the following review helpful.
I highly recommend this book for anyone that is not an estate planning attorney!
By Deborah Heisman
This is such a wonderful book that takes a very complex subject and makes it easily understood. I give a copy to my clients when we reach that point in their lives when we have to start estate planning. I makes my life a lot easier!
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