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Estate Planning Smarts: A Practical, User-Friendly, Action-Oriented Guide - Softcover

Jacobs, Deborah L.

 
9780983697015: Estate Planning Smarts: A Practical, User-Friendly, Action-Oriented Guide

Inhaltsangabe

The expanded 3rd edition replaces the 2nd edition, published in 2011. It covers the important 2012 federal tax changes that affect everyone, and the growing important of state estate tax and inheritance tax. Other changes since the last edition: the book discusses the Supreme Court decision on same-sex marriage and the Internal Revenue Service ruling implementing it. Plus there are new celebrity case studies that illustrate estate planning strategies and mistakes by James Gandolfini, Adam Yauch and Mark Zuckerberg, among others.

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Über die Autorin bzw. den Autor

A lawyer, award-winning journalist and dynamic speaker, Deborah L. Jacobs is a Senior Editor at Forbes. She has also been interviewed as an expert by reporters from many different media outlets, including The New York Times, Bloomberg News, Smart Money, The Motley Fool, Morningstar, Reuters, U.S. News & World Report, MarketWatch and CBS TV.

Aus dem Klappentext

Deborah L. Jacobs, a lawyer and award-winning business journalist, explains how to: --Appoint someone to handle your finances in case you can't some day because of illness or disability --Protect your spouse or partner --Provide for young or disabled children, and grandchildren, too --Hand down a family business --Build a charitable legacy --Shield assets from creditors --Transfer non-probate assets, such as joint accounts, retirement plans and co-owned real estate --Avoid family conflicts

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