Book

Adams, Kathleen, 1943-

The complete estate planning guide / Kathleen Adams.

Rev. and updated.

New York : New American Library, 2005.

xix, 444 pages ; 23 cm

From an experienced financial planner, here is the definitive guide to lowering taxes and accumulating capital. Completely revised and updated, this book offers an insider's look into every aspect of modern estate planning in non-technical language, including: How to calculate and reduce estate taxes, Capital investments, such as stocks, bonds, real estate, insurance, and annuities, An investor risk profile questionnaire, The benefits of divided ownership of property within the family and the maximum gift and estate tax savings possible, Why Long-Term Care Insurance is essential to protecting one's retirement savings, How to select an adviser and more.

Estate planning -- United States -- Popular works.

Tax planning -- United States -- Popular works.

Includes index.

The current dilemma : creating an estate in today's world -- Getting started -- Life insurance : the universal estate builder -- Your occupation and its opportunities : the company compensation and employee benefit package -- Your occupation and its opportunities : selective bargaining for the executive -- Your occupation and its opportunities : self-help for the self-employed -- Investments : making your capital work for you -- Investments : putting your capital in real estate -- The day the work stops : disability and retirement -- Long-term care : the retirement budget buster -- Estate transference: the problem and the goals -- The unified estate and gift tax and how it works -- Giving during your lifetime : the benefits of family ownership of property -- Using trusts to transfer your estate -- Why everyone needs a will -- An ounce of prevention : meeting the problem of tax erosion -- Assessing your estate : what to leave and how to leave it -- It pays to be charitable -- What to do with your business : the sole proprietorship, the family enterprise, the part ownership -- Choosing your estate managers -- A last word on estate planning : don't do it all yourself.

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