The Complete Estate Planning Guide 在线电子书 pdf 下载 txt下载 epub 下载 mobi 下载 2024

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发表于2024-11-27

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The Complete Estate Planning Guide 在线电子书 epub 下载 mobi 下载 pdf 下载 txt 下载 2024

The Complete Estate Planning Guide 在线电子书 pdf 下载 txt下载 epub 下载 mobi 下载 2024

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Book Description From an experienced financial planner， here is the definitive guide to lowering taxes and accumulating capital. Completely revised and updated， this book offers an insider's look into every aspect of modern estate planning in non-technical language， including: - How to calculate and reduce estate taxes - Capital investments， such as stocks， bonds， real estate， insurance， and annuities - An investor risk profile questionnaire - The benefits of divided ownership of property within the family and the maximum gift and estate tax savings possible - Why Long-Term Care Insurance is essential to protecting one's retirement savings - How to select an adviser and more --This text refers to the Paperback edition. About the Author Kathleen Adams is a Certified Financial Planner， stockbroker， and insurance specialist with particular expertise in estate analysis， business succession planning， and employee benefit plan design. She is a frequent public speaker on these topics and on charity donation strategies for estate planning. She attended the University of California at Riverside and obtained a Master's Degree at Loyola Marymount University in Los Angeles. --This text refers to the Paperback edition.

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