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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.
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Advanced Wealth Transfer Under New Tax Laws by Richard E. Haas (Hardcover - Apr. 1998)
Used & New from: $0.01
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