Your Living Trust & Estate Plan
(eBook)

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Published:
[United States] : Allworth, 2013.
Format:
eBook
Content Description:
1 online resource (352 pages)
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Description

This revised fifth edition from estate-planning expert Harvey J. Platt details the most up-to-date strategies for using a living trust to create a flexible estate plan. Platt explains the latest tax laws, including the American Taxpayer Relief Act of 2012, the broadening of statutes for amending trusts, and the rule against perpetuities (RAP). Platt also addresses updates on many existing topics, including lifetime exemptions; the estate, gift, and generation skipping tax; charitable deductions; state estate tax savings; and private annuities. Your Living Trust & Estate Plan maps out the most effective techniques for saving money and property and covers the essentials of successful estate planning. Other resources frequently overlook vital areas such as unlocking the benefits of living trusts, protecting beneficiaries, using life insurance, handling retirement benefits properly, and fixing inadequate estate planning postmortem, but Your Living Trust is the complete guide. This invaluable resource will teach you how to maximize your family's assets, plan your estate, and provide for your loved ones well into the future.

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Language:
English
ISBN:
9781621533917, 1621533913

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Description
This revised fifth edition from estate-planning expert Harvey J. Platt details the most up-to-date strategies for using a living trust to create a flexible estate plan. Platt explains the latest tax laws, including the American Taxpayer Relief Act of 2012, the broadening of statutes for amending trusts, and the rule against perpetuities (RAP). Platt also addresses updates on many existing topics, including lifetime exemptions; the estate, gift, and generation skipping tax; charitable deductions; state estate tax savings; and private annuities. Your Living Trust & Estate Plan maps out the most effective techniques for saving money and property and covers the essentials of successful estate planning. Other resources frequently overlook vital areas such as unlocking the benefits of living trusts, protecting beneficiaries, using life insurance, handling retirement benefits properly, and fixing inadequate estate planning postmortem, but Your Living Trust is the complete guide. This invaluable resource will teach you how to maximize your family's assets, plan your estate, and provide for your loved ones well into the future.
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Mode of access: World Wide Web.

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Citations

APA Citation (style guide)

Platt, H. J. (2013). Your Living Trust & Estate Plan. Allworth.

Chicago / Turabian - Author Date Citation (style guide)

Platt, Harvey J.. 2013. Your Living Trust & Estate Plan. Allworth.

Chicago / Turabian - Humanities Citation (style guide)

Platt, Harvey J., Your Living Trust & Estate Plan. Allworth, 2013.

MLA Citation (style guide)

Platt, Harvey J.. Your Living Trust & Estate Plan. Allworth, 2013.

Note! Citation formats are based on standards as of July 2022. Citations contain only title, author, edition, publisher, and year published. Citations should be used as a guideline and should be double checked for accuracy.

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Grouped Work ID:
386f818a-26e0-8cba-f4a6-c787bb931117
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Hoopla Extract Information

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titleYour Living Trust & Estate Plan
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dateLastUpdatedSep 25, 2024 06:28:57 PM

Record Information

Last File Modification TimeMay 02, 2025 10:48:42 PM
Last Grouped Work Modification TimeMay 02, 2025 10:24:25 PM

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