Estate planning

by Jordan S Simon and Joseph Mashinski
Book - 2023

"Estate Planning For Dummies teaches you the ins and outs of estate planning. This everyone-friendly guide walks you through building a solid estate plan, whatever your current financial situation. In easy-to-understand language, you'll learn the ins and outs of estate planning, including what happens to your stuff--cash, real estate, businesses, retirement funds, everything--when you pass away. This new edition is updated for the many recent changes in estate taxes and inheritance law"--

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Bibliographic Details
Main Authors: Simon, Jordan S. (Author), Mashinski, Joseph (Author)
Format: Book
Language:English
Published: Hoboken, NJ : John Wiley & Sons, Inc., [2023]
Edition:2nd edition.
Series:--For dummies.
Subjects:

MARC

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245 1 0 |a Estate planning /  |c by Jordan S. Simon and Joseph Mashinski. 
246 3 |a Estate planning for dummies 
250 |a 2nd edition. 
264 1 |a Hoboken, NJ :  |b John Wiley & Sons, Inc.,  |c [2023] 
264 4 |c Ã2023 
300 |a xiii, 376 pages :  |b illustrations ;  |c 24 cm. 
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490 1 |a For dummies 
500 |a "Learning made easy" -- Cover. 
500 |a "Pass along money and property, not your tax burden ; organize your assets and help heirs bypass probate proceedings ; plan for your estate with wills, trusts, POAs, and more" -- Cover. 
505 0 |a Getting started with estate planning. Congratulations: you have an estate! ; Bean counting: figuring out what you're worth -- Where there's a will, there's a way. Understanding the basics of wills ; Tied hands and helping hands: what you can and can't do with your will ; Probate: top of the ninth inning for your estate ; Dodging probate: saving time and money with a will substitute -- Matters of trust. Understanding trusts ; Trusts you may want to trust, or not ; Working a trust into your estate plan -- Life, death, and taxes. Preparing for the tug-of-war with the tasman ; The gift tax: isn't giving a gift enough? ; Skipping around the generation-skipping transfer tax ; Paying or not paying the death tax: that's the question ; Planning to minimize all your estate-related taxes -- Estate planning for family businesses. Grasping the basics of estate planning for family businesses ; Transferring ownership and paying estate taxes in a family business -- Crafting a comprehensive estate plan. Factoring insurance into your estate plan ; Connecting your retirement funds to your estate plans ; Estate planning in exceptional situations -- The part of tens. Ten questions to get you rolling on your estate plan ; Avoiding ten common mistakes and problems in your will ; Ten crucial estate-planning questions. 
520 |a "Estate Planning For Dummies teaches you the ins and outs of estate planning. This everyone-friendly guide walks you through building a solid estate plan, whatever your current financial situation. In easy-to-understand language, you'll learn the ins and outs of estate planning, including what happens to your stuff--cash, real estate, businesses, retirement funds, everything--when you pass away. This new edition is updated for the many recent changes in estate taxes and inheritance law"--  |c Provided by publisher. 
500 |a Includes index. 
650 0 |a Estate planning  |z United States  |v Popular works. 
650 0 |a Wills  |z United States  |v Popular works. 
650 0 |a Inheritance and transfer tax  |x Law and legislation  |z United States  |v Popular works. 
650 0 |a Probate law and practice  |z United States  |v Popular works. 
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700 1 |a Mashinski, Joseph,  |e author. 
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