- Tax reduction vs. distribution – the goal of an estate plan
- Benefits of Q-Tip trusts
- Advantages of generation-skipping trusts
- Use and shortcomings of buy-sell agreements
- Using life insurance to pay estate taxes, second-to-die polices, and more
Product Description
Sometimes the most important lessons are learned by going back to the basics. Now, business planning expert Robert E. Hales revisits the essential elements of estate planning – but offers a significant new twist: He shows how slightly tweaking standard estate planning strategies can lead to more optimal effectiveness. With his appealing mix of humor and professional insight, Hale clearly underscores the need for integrating both the ‘bean counter” and “visionary” ap… More >>
Simple Concepts in Estate Planning: Successful Strategies for Distribution-Oriented Planning
Tags: Concepts, DistributionOriented, Estate, planning, Simple, Strategies, Successful