Estate Planning and Administration: How to Maximize Assets, Minimize Taxes, and Protect Loved Ones (Estate Planning & Administration: How to Maximine Assets, Minimize Taxes & Protect Loved) [Paperback]

Edmund Fleming (Author)

Book Description

Series: Estate Planning & Administration: How to Maximine Assets, Minimize Taxes & Protect Loved | Publication Date: January 1, 2005

The complexities of planning and administering an estate are clearly explained in this up-to-date and authoritative guide. This new edition covers the best techniques for transferring property through Irrevocable Life Insurance Trusts, gifting programs, paying grandchildren's medical and tuition expenses, and more. From wills, trusts, powers of attorney, and health care directives to probate and administering an estate, it's all here in easy-to-read, plain English. A five-step planning process details how to create and implement a sound estate plan.





• This replaces 1-58115-083-0

Editorial Reviews

From Library Journal

Attorney and certified public accountant Fleming adds a new title to the arsenal of resources on estate planning. Presenting the process as a series of decisions to be made, he methodically provides the information needed to make them. Fleming covers wills, trusts, income and estate taxes, powers of attorney, and the responsibilities of executors and administrators. Each chapter begins with a "points to consider" section containing practical tips, observations, and numerous checklists to help readers assemble documents and understand processes. The appendixes include sample wills, powers of attorney, living trusts, a glossary, and a directory of information sources. Comparable in quality and scope to Dawn Bradley Berry's The Estate Planning Sourcebook (Lowell, 1999) and Denis Clifford and Cora Jordan's Plan Your Estate: Absolutely Everything You Need To Know To Protect Your Loved Ones (Nolo, 2000), this book is good preparation for a meeting with estate-planning professionals. Joan Pedzich, Harris Beach LLP, Rochester, NY
Copyright 2001 Reed Business Information, Inc. --This text refers to an out of print or unavailable edition of this title.

Review

"Estate Planning is a comprehensive guide for making this subject as simple as possible."

(Working Money )

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Product Details

• Paperback: 288 pages
• Publisher: Allworth Press; 2 edition (January 1, 2005)
• Language: English
• ISBN-10: 1581153961
• ISBN-13: 978-1581153965
• Product Dimensions: 6 x 0.6 x 9 inches
• Shipping Weight: 7.2 ounces (View shipping rates and policies)
• Average Customer Review: 3.0 out of 5 stars  See all reviews (1 customer review)
• Amazon Best Sellers Rank: #1,844,846 in Books (See Top 100 in Books)

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6 of 6 people found the following review helpful:

3.0 out of 5 stars Not as useful as I had hoped., January 15, 2007

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Peak Gazer (Colorado) - See all my reviews

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This review is from: Estate Planning and Administration: How to Maximize Assets, Minimize Taxes and Protect Loved Ones (Paperback)

Last year I had to set up some rather complex estate planning with an attorney who specializes in this field. To try to understand what the attorney was proposing, it seemed reasonable to learn as much as possible, starting from a rather low knowledge base. This book was fair, but another book, in my opinion, presented the topics more clearly.(Plan Your Estate, by Denis Clifford and Cora Jordan) I read and reread Plan Your Estate (empasizing those areas that were pertinent to my needs). It is said that a little knowledge is a dangerous thing, but that little knowledge helped me interact with the attorney more readily, and saved time and money.