What estate planners need to know about ...

real estate, taxation of business entities, business entities, financial accounting, family law, employment benefits and individual income tax
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MCLE , Boston, MA
Estate planning -- Massachusetts., Estate planning -- United States., Law -- Massachusetts., Law -- United St
StatementRobert C. Pomeroy, chair ... [et al.].
ContributionsPomeroy, Robert C., Massachusetts Continuing Legal Education, Inc. (1982- )
The Physical Object
Paginationxxviii, 394 p. :
ID Numbers
Open LibraryOL16644147M

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As we mentioned above, some of these estate planning documents let you choose what sort. Planning Tip: Remember that state and local income taxes are in addition to the federal income tax. These taxes, which can exceed 11%, are also subject to the itemized deduction phase.

Estate planning is an important part of financial planning, so it’s important to find the right attorney to prepare your will. Although most family attorneys can put together a basic will, you may want one who.

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Description What estate planners need to know about ... PDF

The term estate planner is actually a rather broad term. In many cases, estate planners are attorneys. However, in other cases, there are financial advisors, insurance planners, and even CPAs who refer.

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In addition, lengthy legal processes await those without a well thought-out estate plan. The following is a checklist of documents a family needs to know about: Stock, bond, mutual fund and. Everything you need to know about estate planning Published: May 8, at p.m.

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ET In his book, Goetz and co-author Andrew Rafal say probate is “like the traffic jam at the. Beyond that, she says planners need to know how to say, “I would like you to consult with a specialist”—whether it be an estate planning attorney, another financial planner who has specialized.

If you need a will or help determining what will happen to your property when you’re no longer around, I recommend that you speak with an estate-planning attorney.

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you need to think about what will happen if you are seriously injured or incapacitated. This is the territory of living wills, a legal. So what do you need to know. Here are five aspects of end-of-life planning with which everyone with older loved ones should be familiar.

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[Robert J Morrill; Massachusetts Continuing Legal Education, Inc. ();]. Regardless of where you live, you should have several basic estate planning documents in place: a will, a durable power of attorney for finances, and a medical directive.

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