Guide to Estate Planning

9780809311033

0809311038

How you build your estate on a day-to-day basis will determine whether your wishes regarding your assets and heirs will he fulfilled. In this book three prominent professionals with vast estate-planning experience provide the information you need to work efficiently with your personal legal and financial advisors and estate-planning specialists; the object is to minimize income, gift, and death taxes, as well as to assure ease of transfer while carrying out your goals and desires. Writing in language you can under­stand, Elmer Gertz, Theodore G. Gertz, and Robert K. Garro guide you through the applicable law of each state. A Guide to Estate Planningis designed to increase your awareness of the pertinent problems in arranging your assets so that you can best realize your hopes and potentials. Gertz, Gertz, and Garro present their essential information in six chapters: Asset Own­ership and Lifetime Planning; Lifetime Planning Techniques; Trusts at Death; Unified Transfer Tax; Administration of Property at Death; and Estate Plans. The authors have organized sample estate plans according to marital, financial, and chronological examples designed to present the information in as clear a manner as possible.