The Estate Planning Today Handbook

----------------------------------------------------------------------------------------------'This compact guide provides relevant, up-to-date information for today's working professional - and is accessible enough for advisor's to share ...

The Estate Planning Today Handbook

Stay on top of your game - and your client's tax shelter options - regardless of changing regulations - with this compact, relevant new guide highlighting the 3 key elements of successful estate planning. Packed with up-to-date information for today's working professional it's also accessible enough to share with your clients. Benefit from years of estate planning expertise, and develop new skills that will allow you to provide superior client service.----------------------------------------------------------------------------------------------'This compact guide provides relevant, up-to-date information for today's working professional - and is accessible enough for advisor's to share with their clients."By Alan R. Ziegler, CEBS, CLU, ChFC President, Society of Financial Service ProfessionalsStay on top of your game and your client's tax shelter options, regardless of changing regulations. Tax and estate planning expert Lou Shuntich, outlines the latest tax saving solutions that will help minimize estate taxes, provide maximum protection, and leverage client returns.Learn to tackle the 3 key elements of successful estate planning with ease, as Lou's compact reference, guides you through the main steps. His straight-forward approach helps you.- Gain intimate knowledge of the transfer tax laws and the challenges they present.- Become familiar with the available solutions to estate planning problems.- Master the process of analysis in order to identify the challenges and map out the solutions.Benefit from Shuntich's years of legal experience in business insurance and estate planning - and the continued dedication of the Society of Financial Professionals to provide an on-going source of current, high-quality educations - as you develop new skills that will empower you to provide superior client service.

More Books:

The Estate Planning Today Handbook
Language: en
Pages: 172
Authors: Louis S. Shuntich
Categories: Business & Economics
Type: BOOK - Published: 2003-06 - Publisher: Marketplace Books

Stay on top of your game - and your client's tax shelter options - regardless of changing regulations - with this compact, relevant new guide highlighting the 3 key elements of successful estate planning. Packed with up-to-date information for today's working professional it's also accessible enough to share with your
The Australian Guide to Wills and Estate Planning
Language: en
Pages: 320
Authors: Andrew Simpson
Categories: Business & Economics
Type: BOOK - Published: 2019-07-16 - Publisher: John Wiley & Sons

Where will your wealth go when you go? Get peace of mind for you and your family with current and valid estate planning. The Australian Guide to Wills and Estate Planning helps you leave your wealth to your selected beneficiaries, avoid family disagreements and protect your financial legacy. This plain-English
Estate Planning For Dummies
Language: en
Pages: 384
Authors: N. Brian Caverly, Jordan S. Simon
Categories: Business & Economics
Type: BOOK - Published: 2011-03-08 - Publisher: John Wiley & Sons

If you’re like most people, you want to be sure that, once you’ve passed on, no more of your property and money will be lost to the government than is absolutely necessary. You want to know that you’ll be leaving your heirs your assets and not your debts. You want
The Canadian Guide to Will and Estate Planning: Everything You Need to Know Today to Protect Your Wealth and Your Family Tomorrow Fourth Edition
Language: en
Pages:
Authors: Douglas Gray, John Budd
Categories: Business & Economics
Type: BOOK - Published: 2017-09-15 - Publisher: McGraw Hill Professional

An essential resource to help you plan your estate and protect your assets Praise for previous editions of The Canadian Guide to Will and Estate Planning: “The authors have done a masterful job....This is a shelf reference every Canadian taxpayer and every Canadian family should have.” –THE GLOBE AND MAIL
The Canadian Guide to Will and Estate Planning: Everything You Need to Know Today to Protect Your Wealth and Your Family Tomorrow 3E
Language: en
Pages: 432
Authors: Douglas Gray, John Budd
Categories: Law
Type: BOOK - Published: 2011-01-07 - Publisher: McGraw Hill Professional

We all know we need a will, one that is current and reflects our wishes and changing life events. So why do two-thirds of Canadians still die without a will - without a plan for passing on their assets the way they want? Why do Canadians still risk losing everything