Financial and Estate Planning Guide (2010 edition)Topics and Contents |
| The Art Of Financial Planning |
| Estate And Client Analysis |
| The Co-Ownership Of Property |
| Lifestime Gifts To Individuals |
| Charitable Giving |
| The Use Of Trusts |
| Life Insurance |
| Annuities |
| Employee Benefits |
| Transfers Includible In The Estate At Death |
| Wills |
| The Marital Deduction |
| Powers Of Appointment |
| Selection And Appointment Of Fiduciaries |
| Post-Mortem Planning |
| Planning For The Executive |
| Planning For The Professional |
| Closely Held Businesses--Choice Of Business Form |
| Planning For The Close Corporation Owner |
| Planning For The Partner |
| Planning For The Sole Proprietor |
| Planning For The Farmer And Racher |
| Impact Of Freeze Rules On Intra-Family Transfers |
| Planning For Marriage, Divorce Or Separation |
| Planning For Couples Living Together |
| Planning For The Elderly And Disabled |
| Planning For Generation-Skipping Transfers |
| Planning For A Personal Residence |
| Medical Care By Proxy |
| College Planning |
| Investment And Financial Planning Strategies And Vehicles |
| Family Income-Splitting Techniques |
| Year-End And New Year Tax Planning |
| Maximizing Deductions And Reducing Taxes |
| Social Security Benefits, Medicare And Medicaid |
| Planning Aids |