MARC record from Internet Archive

LEADER: 03824cam 2200481 a 4500
001 ocm82673727
003 OCoLC
005 20190624050954.0
008 070207s2007 iluak 001 0 eng
010 $a 2007271721
040 $aDLC$beng$cDLC$dYDXCP$dBAKER$dBTCTA$dCKX$dCO3$dOCLCQ$dOCLCF$dOCLCO$dOCLCQ$dGILDS
020 $a9781419595967$q(pbk.)
020 $a1419595962$q(pbk.)
035 $a(OCoLC)82673727
043 $an-us---
050 00 $aKF750.Z9$bP55 2007
082 04 $a346.73/052$bP
100 1 $aPhillips, David T.
245 10 $aEstate planning made easy /$cDavid T. Phillips, Bill S. Wolfkiel.
250 $a3rd ed.
260 $aChicago, IL :$bKaplan Pub.,$c℗♭2007.
300 $a239 pages :$billustrations, forms ;$c28 cm
336 $atext$btxt$2rdacontent
337 $aunmediated$bn$2rdamedia
338 $avolume$bnc$2rdacarrier
500 $aIncludes index.
505 0 $aEstate planning: it's your money and more -- Objectives: what do you want? -- The ten most common estate planning mistakes and how to avoid them -- Assembling the team: finding a quarterback -- Ownership and title: the built-in estate plan -- Passing property: are wills enough? -- Passing property through contracts, trusts, and operation of law: the beneficiary designation -- Probate: the unnecessary last resort -- Estate taxation: the last big surprise -- States and death taxes: getting their fair share -- Estate and gift taxation: the impact of EGTRRA 2001: the annual gift tax exclusion -- Transfers at death: a stepped-up basis -- The IRS 'assault' on your grandchildren: extra tax on transfers that skip generations -- The retirement time bombs: losing your retirement benefits through taxation and poor planning -- Using your deductions: use them or lose them -- The magic of revocable trusts: a shelter from the storm -- QTIP and reverse QTIP planning: gaining control -- Irrevocable trusts: the keys to disinheriting the IRS -- The family dynasty trust: breaking the tax chain -- The credit shelter trust: creating true leverage -- The discounted dollar plan: taking revenge on the IRS -- The spousal support irrevocable life insurance trust: a new estate planning strategy with exit doors -- Premium finance: where to find the premium -- College 529 savings plans: educate your posterity and reduce your estate -- Charitable giving and the wealth replacement trust: the only remaining tax shelters -- Private foundations: the ultimate zero estate tax plan -- The charitable gift annuity: now you can give and receive -- Qualified personal residence trust: keeping your house in the family -- The reverse mortgage: extract your home equity and reduce your estate while never leaving home -- Life settlement: selling old ineffective life policies for cash -- Protecting your assets: watching your backside -- Getting started: taking the next step -- our invitation to you.
650 0 $aEstate planning$zUnited States$vPopular works.
650 7 $aEstate planning.$2fast$0(OCoLC)fst00915490
651 7 $aUnited States.$2fast$0(OCoLC)fst01204155
655 7 $aPopular works.$2fast$0(OCoLC)fst01423846
655 4 $aPopular works.
700 1 $aWolfkiel, Bill S.
856 41 $3Table of contents$uhttp://catdir.loc.gov/catdir/toc/fy0706/2007271721.html
856 42 $3Contributor biographical information$uhttp://catdir.loc.gov/catdir/enhancements/fy0713/2007271721-b.html
856 42 $3Publisher description$uhttp://catdir.loc.gov/catdir/enhancements/fy0708/2007271721-d.html
938 $aBaker & Taylor$bBKTY$c21.95$d16.46$i1419595962$n0006975798$sactive
938 $aBaker and Taylor$bBTCP$n2007271721
938 $aYBP Library Services$bYANK$n2481863
029 1 $aAU@$b000041268531
029 1 $aYDXCP$b2481863
994 $aZ0$bP4A
948 $hNO HOLDINGS IN P4A - 146 OTHER HOLDINGS