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tools & techniques of financial planning leimberg, satinsky, doyle & jacksondefinition of estate planning “estate planning is a goal-oriented activity that
slide 1 overview of estate planning chapter 1 tools & techniques of estate planning copyright 2011, the national underwriter company1 what is estate planning? estate…
tools & techniques of estate planning copyright 2011, the national underwriter company * mere good faith and honest intent will not protect the practitioner who has caused
tools & techniques of estate planning chapter 3 tools & techniques of estate planning copyright 2011, the national underwriter company * why should the estate planner
deferred compensation (nonqualified) chapter 48 tools & techniques of estate planning copyright 2011, the national underwriter company1 an arrangement whereby an employer…
slide 1real estate chapter 20 tools & techniques of investment planning copyright 2007, the national underwriter company1 what is it? real estate is land and the buildings…
slide 1chapter 22 tools & techniques of investment planning what is it? a real estate mortgage investment conduit (remic) is a limited-life, self-liquidating entity that
tools & techniques of estate planning chapter 59 tools & techniques of estate planning copyright 2011, the national underwriter company * any planning device where
slide 1 buy-sell business continuation agreement chapter 40 tools & techniques of estate planning copyright 2011, the national underwriter company1 an arrangement for…
slide 1individual retirement plans and seps chapter 51 tools & techniques of estate planning copyright 2011, the national underwriter company1 a “traditional ira”…
tools & techniques of estate planning what are grats, gruts, and qprts? irrevocable trust grantor retains an interest for a fixed period of years income taxed to grantor
tools & techniques of estate planning copyright 2011, the national underwriter company * general scheme of taxation: trusts or estates pay income tax on the amount retained
slide 1 generation-skipping transfer tax chapter 18 tools & techniques of estate planning copyright 2011, the national underwriter company1 what is gstt? generation skipping…
tools & techniques of estate planning chapter 35 tools & techniques of estate planning copyright 2011, the national underwriter company * the installment sale is
slide 1 reits chapter 21 tools & techniques of investment planning copyright 2007, the national underwriter company1 what is it? reits (real estate investment trust)…
tools & techniques of estate planning chapter 7 tools & techniques of estate planning copyright 2011, the national underwriter company * tenancy by the entirety chapter
tools & techniques of estate planning chapter 50 tools & techniques of estate planning copyright 2011, the national underwriter company * under an hr-10 (keogh) plan,
tools & techniques of estate planning chapter 9 tools & techniques of estate planning copyright 2011, the national underwriter company * only an attorney should draft
tools & techniques of estate planning copyright 2011, the national underwriter company * purpose of gift tax federal gift tax was designed to discourage taxpayers from
blended families have a unique advantage when it comes to estate planning in a blended family one or both parents may have experienced a life changing event such as divorce…