Book description
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 policies
- Engage and educate clients with
easy-to-understand illustrations that present concepts simply and
understandably
- Speed your own research and preparation using
handy checklists, cross references and summaries
The 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.
