The estate planning book on wealth transfer planning and more
See also the Individual Tax Planning package, which includes the online version of this PPC planning guide.Estate planning involves wealth transfer planning and numerous other nontax planning services. The changes made in the past few years will significantly impact the focus of estate planning. It's more important than ever to revisit your clients' existing estate plans. PPC's Guide to Practical Estate Planning can help you develop practical solutions to wealth transfer challenges.
Why choose PPC's estate planning book?
This Guide covers:
- Deciding between the portability election and bypass trusts
- Maximizing the step-up in basis of assets
- Advantages and disadvantages of lifetime giving
- Elder care planning
- Planning for incapacity
- Beneficiary designations for qualified retirement plans and IRAs and life insurance policies
- Creating family limited partnerships
- Planning for retirement plan distributions
- Charitable transfers
- Advantages of creating lifetime trusts
- Planning for the terminally ill client
Also included are numerous timesaving practice aids that show you what to look for when reviewing a will or trust instrument, how to perform a life insurance checkup, and how to determine the income tax consequences of property distributions from an estate.