Beschreibung 2012 Field Guide to Estate Planning, Business Planning & Employee Benefits (English Edition). 2012 Field Guide to Estate Planning is the resource no agent, producer, manager, or financial planner should go without. It supplies the concepts, techniques, analysis, illustrations and authoritative guidance used in estate planning, business planning and employee benefits planning. Make the clearest presentations to clients – based on current data, laws and policiesEngage and educate clients with easy-to-understand illustrations that present concepts simply and understandablySpeed your own research and preparation using handy checklists, cross references and summariesThe 2012 edition of Field Guide to Estate Planning, Business Planning & Employee Benefits is updated with these key updates and enhancements:New terms and concepts: “Decanting,” “Incentive Stock Option,” “Minors and IRAs,” and “See-Through Trusts.”Further revised to reflect the major estate planning implications of the Tax Relief Act, to include the 2012 increase in the estate tax unified credit.Updated summary of state laws on intestate succession, employee benefits checklist, qualified plans checklist, summary of education tax incentives, and recalculated life insurance “inflation adjuster.”Updated 2012 retirement plan contribution limitations, recalculated Medicare premium and benefit summaries, and Social Security retirement and survivor benefit examples.Updated long-term care costs, current facts about the cost of raising a child to age 18, the cost of childcare, the cost of college, the value of a homemaker, and the value of an education.Plus, it’s fully cross referenced to the 2012 editions of Tax Facts on Insurance & Employee Benefits and Tax Facts on Investments. Authored by Donald Cady, J.D., LL.M., CLU, Field Guide to Estate Planning, Business Planning & Employee Benefits reflects his expertise and ease in communicating planning concepts and techniques to final professionals of all levels.
Was ist Estate Planning? - Financial Planning Standards ~ Estate Planning: Finanzplanung zu Ende gedacht. In der klassischen Finanzplanung stehen für gewöhnlich Ziele wie Altersversorgung, Vermögensaufbau und -strukturierung, die Finanzierung einer Immobilie oder die Ausbildung der Kinder im Vordergrund. Familien mit erheblichem Vermögen, das z.B. in Unternehmensanteilen oder Immobilien besteht und vielleicht zum Teil im Ausland liegt, stehen .
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YOUR WILL AND ESTATE PLANNING GUIDE ~ Understanding estate planning This guide can help you prepare for working with your estate planning attorney to develop or update your estate plan. Preparing an estate plan, including a will, power of attorney and advance medical directive (and, perhaps, a revocable trust as well), is a legal process that requires the professional skills and the advice of an estate planning attorney. Your .
Business Owners Guide to Estate Planning ~ Business Owners Guide to Estate Planning. Are you a business owner wondering how to go about planning your estate? If yes, then this article gives you useful insight on how to go through the process without much of a hassle. It is important to let your family enjoy some peace of mind devoid of the nagging worries on how to subdivide your estate once you are gone. The best way to ensure that .
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5 Things Estate Planning Can Do for You and Your Business ~ Proper estate planning gives you the option of buy-sell agreement. If your business has one or more co-owners, the buy-sell agreement ensures that upon the death of any owner, the interest of the deceased is automatically purchased by the other owner(s) and the beneficiaries of the deceased owner (spouses, children or other family member) do not unintentionally become owners.
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Succession Planning for Business Owners - Estate Planning ~ The gap between what your business is worth while you plan your estate and what it is worth when you pass away, as well as other liquidity problems, may be managed by creating an ILIT. If the ILIT is structured correctly, the benefits paid from the underlying insurance policy do not pass through probate and are available immediately, providing cash for estate taxes and other needs. You may be .
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The Future of the Estate Planning Business ~ The business of estate planning is no exception. Even though death and taxes may be the only two certainties of life, the manner in which clients and their advisors prepare for both is constantly evolving. But, no matter what happens to the federal estate tax ex emption, estate planning is anything but a diminishing industry. To the contrary, because of the factors discu ssed below (and other .
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