Financial planning expert Richard E. Haas explores cutting-edge concepts that expand charitable estate options for a family. By using real plans for real families, this book offers a variety of new techniques and tools that can be applied to solve many problems. It is all clear. And all very readable -- with an ample supply of endnotes for those who would like more details.
Book Description
Product Details
Would you like to update product info or give feedback on images?
|
More About the Author
Discover books, learn about writers, read author blogs, and more.
Customer Reviews
|
Share your thoughts with other customers:
|
||||||||||||||||||||||
|
Most Helpful Customer Reviews
5.0 out of 5 stars
Great resource,
By A Customer
This review is from: Advanced Wealth Transfer Under New Tax Laws (Hardcover)
This books includes alot of great, sound information, and is detailed enough to allow a person to discuss the options with their attorney/CPA. It does not provide enough info to allow the nonprofessional to draft any documents. A little disappointed that nearly all of the wealth transfer techniques deal with CRTs. However, they are described in the context of their application in different scenarios, which provides a clear illustration of their benefits (which are significant). In summary, this book provided a number (about a dozen) great ideas for using ones assets to generate income while alive and transferring the assets to children with reduced estate taxes.
Share your thoughts with other customers: Create your own review
|
|
Tag this product(What's this?)Think of a tag as a keyword or label you consider is strongly related to this product.
Tags will help all customers organize and find favorite items. |
Sell a Digital Version of This Book in the Kindle Store
If you are a publisher or author and hold the digital rights to a book, you can sell a digital version of it in our Kindle Store.
Learn more
