Complete Plans for Small and Mid-Size Estates
Complete Plans for Small and Mid-Size Estates
Create complete estate plans for middle- and lower-income clients using this essential guide.
- Use comprehensive questionnaire to gather client information
- Understand planning devices and their limitations
- Be aware of tax and ethical considerations, challenging family situations, and problem assets
- Follow steps to implement the estate plan
- Learn to plan for clients facing long-term care costs
- Then, see how it’s done in complete plans for true-to-life hypothetical clients: unmarried person without children; unmarried person with minor children; young married couple with minor children; married couple with adult children
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Table of Contents
Table of Contents
- 1. Introduction
- 2. Ethical Considerations
- 3. Tax Considerations in Estate Planning
- 4. Difficult Family Situations
- 5. Problem Assets
- 6. Problematic Situations
- 6A. Estate Planning for Companion Animals and Pets
- 7. Planning Devices and Issues: An Overview
- 8. Gathering Client Information
- 9. Plan for Unmarried Person Without Children
- 10. Plan for Unmarried Person With Minor Children
- 11. Plan for Young Married Couple With Minor Children
- 11A. Plan for Married Couple With Adult Children
- 11B. Estate Planning for Clients Facing Future Long-Term Care Costs
- 12. Completing and Implementing the Estate Plan
Table of Contents
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Filing Instructions
Filing Instructions
