The Complete Estate Planning Guide: (Revised and Updated)
基本信息·出版社：NAL Trade ·页码：352 页 ·出版日期：2005年02月 ·ISBN：045121403X ·International Standard Book Number：045121403X ·条形码： ...
| 商家名称 |
信用等级 |
购买信息 |
订购本书 |
|
|
 |
The Complete Estate Planning Guide: (Revised and Updated) |
 |
|
|
The Complete Estate Planning Guide: (Revised and Updated) |
|
基本信息·出版社：NAL Trade
·页码：352 页
·出版日期：2005年02月
·ISBN：045121403X
·International Standard Book Number：045121403X
·条形码：9780451214034
·EAN：9780451214034
·装帧：平装
·正文语种：英语
内容简介 在线阅读本书
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
作者简介 Kathleen Adams is a Certified Financial Planner, stockbroker, and insurance specialist with particular expertise in estate analysis, business succession planning, and employee benefit plan design. She is a frequent public speaker on these topics and on charity donation strategies for estate planning. She attended the University of California at Riverside and obtained a Master's Degree at Loyola Marymount University in Los Angeles.
