Organizing Your Estate: How to Purge and Direct Property Transfers to Chosen Family Members by Gift, Bequest, or in Trust While Thinkingly Alive (SERIES 300: RETIREES AND ESTATES) - Softcover

Crouch, Holmes F.

Softcover

ISBN 10: 0944817815 ISBN 13: 9780944817810

Verlag: Allyear Tax Guides, 2006

Inhaltsangabe

In an effort to provide foresight when preparing an estate to pass onto heirs, this guidebook details how to ensure organization of estate affairs, maintain control, and avoid excessive professional fees. With comprehensive explanations and approachable language, chapters focus on inventory and appraisement, probate avoidance, the slimming of portfolio assets, and comparisons of wills and trusts. Navigating the intricacies of Form 706 (the death tax return form) with listings, by death year, of gross estate values requiring the form, this sourcebook is an ideal companion for those looking to set an estate in order. A chapter explaining the ever-changing regulations surrounding tax-free gifts to heirs is also included.

Über diesen Titel

Über die Autorin bzw. den Autor

Holmes F. Crouch has been an IRS-licensed tax practitioner and consultant for more than 25 years. He is the author of more than 25 books, including Living Wills & Trusts, Rental Real Estate, Small C & S Corporations, and Your Trustee Duties. He lives in Saratoga, California.

Details zur Ausgabe

• Verlag: Allyear Tax Guides
• Erscheinungsdatum: 2006
• Sprache: Englisch
• ISBN 10: 0944817815
• ISBN 13: 9780944817810
• Einband: Taschenbuch
• Anzahl der Seiten: 224
• Kontakt zum Hersteller: Nicht verfügbar
• Verantwortliche Person: Nicht verfügbar