Estate Planning

That is the essence of Estate Planning: controlling the movement of money during life, and after death, so it goes where it is supposed to go - and not somewhere else. Inside this text are the six critical documents for estate planning that everyone needs; the certainties surrounding death taxes; the five types of property ownership; the hows and whys of interest transfer and taxation of loved ones; and probate -simplification and avoidance. Estate Planning contains the full ABCs of trusts: ILITs, QTIPs, CRATs, CRUTs, GRITs, GRATs, GRUTs, QPRTs, revocable, irrevocable, and more. Inside is the impact of the recent estate tax legislation and the essentials of post-mortem planning. Real data, real life examples that are easy to understand. This professional estate planning perspective services multiple applications: In an estate planning course as part of a comprehensive curriculum in financial planning or financial management As a reliable and comprehensive reference for practicing financial professionals As the planning component in a Masters In Tax or Masters In Financial Planning program Estate Planning meets all of the educational requirements for an Estate Planning course in any CFP Board-registered program