Books about Beneficiaries from Amazon.com

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Price: $6.99 [Notify me when price goes down.]

Retire Secure! tackles the number one fear facing most IRA and retirement plan owners:  running out of money too soon. Lange, a nationally recognized IRA expert, offers specific and practical strategies to successfully navigate the three stages of retirement planning: accumulation, distribution, and estate planning.

Retire Secure! explains the tax advantages and long term wealth building strategies of selectively and strategically putting money into IRAs, Roth IRAs, 401(k)s, Roth 401(k)s and the myriad other retirement plan options available to individuals working in the corporate world, the non-profit sector, as well as individual proprietors. The book proves that putting money into tax advantaged retirement plans beats “traditional saving” in the after-tax environment.

The book sheds new light on best practices for spending your IRA and retirement plan dollars and your traditional savings. Many readers will be surprised to discover that the order in which assets are spent is not a trivial consideration—it can make or break the bank.

It also outlines Lange’s exceptional estate plan–a plan that has been featured in the Wall Street Journal and many other fine financial journals.

The book offers financial planning strategies and tactics in plain English that everyone can understand—and using humor and interesting characters in real life situations the book escapes the dreaded dry financial tome tone. For example, Chapter 1 offers a great mini case study that charts the financial destiny of Mr. Pay Taxes Later and Mr. Pay Taxes Now. Both start saving when they are age 30, but when Mr. Pay Taxes Now reaches age 90, he is broke, while Mr. Pay Taxes Later has $1,946,949 left. Chapter 8 is devoted to a complete case study of “Eddie’s and Emily’s” entire retirement decision making process.

The book is endorsed by more than 31 leading financial experts including Charles Schwab, and Roger G. Ibbotson, Yale Professor and perhaps the world’s foremost authority on asset allocation. As a bonus, readers who purchase this book can receive a free information-packed CD.

"Retire Secure!is your playbook for winning the retirement game and beyond. It shows you how to capitalize on little known provisions of the tax law that will make your retirement savings last several lifetimes, leveraging your hard earned money into a family legacy. Best of all, you can rely on the advice here since it is written by one of the nation's leading retirement tax planning authorities.”Ed Slott, Author Parlay Your IRA into a Family Fortune and

The Retirement Savings Time Bomb…and How to Defuse It

James Lange (Pittsburgh, PA) , an attorney and CPA, is a nationally known IRA, 401(k), and retirement plan distribution expert with over 27 years of experience. His recommendations have appeared 23 times in theWall Street Journal as well as the New York Times,Newsweek, Kiplinger’s, and many other prestigious financial publications..
Price: $13.92 [Notify me when price goes down.]

Executing an estate or a trust fund is a big responsibility Estate & Trust Management For Dummies contains advice for handling estates and trusts of any size. It offers solid pointers on reading and interpreting a will and other documents, and helping heirs avoid paying too much (or too little). It also shows you how to take care of a loved one's estate in the event that a will or trust was never created.

This authoritative, plain-English guide helps you understand and follow the rules that govern estates and trusts, ensure a smooth transfer of property, and manage fiduciary affairs in an orderly manner. You’ll get help choosing and assembling a team of professional advisors, settling debts and paying bequests, operating a revocable or irrevocable trust, and making sound trust investment decisions. Discover how to:

• Understand executors’ and trustees’ duties
• Read and interpret important documents
• Properly execute an estate or trust
• Handle estates both large and small
• Get familiar with the probate process and estate taxes
• Identify different types of trusts
• Follow the deceased’s wishes — and the law
• Notify insurers and employers of a death
• Follow the steps for closing an estate
• Establish, fund, and change ownership of a trust
• Keep proper trust records

Yes, you can do the job and do it well. All you need is a little help from Estate and Trust Management For Dummies..
Price: $12.32 [Notify me when price goes down.]

This comprehensive guide details the ins and outs of becoming a trustee, the responsibilities it entails, the organization and control it requires, and the full wealth of information you’ll need to successfully administer a family or personal trust..
Price: $35.00 [Notify me when price goes down.]

Guide for heirs. Fill-in-the-answers, family infoemation organizer.
Price: $29.95 [Notify me when price goes down.]

The Executor's Handbook is a step-by-step guide for estate executors and personal representatives. Covering everything from probate to wills to liquid assets, it helps readers determine the best course of action as an executor.

Updates to this edition include:
New information on wills
New types of bank accounts, such as pay-on death accounts
The Taxpayer Relief Act of 1997
The increasingly common use of trusts
All state and federal laws, in texts and tables..
Price: $36.01 [Notify me when price goes down.]

Since its first publication in 1954, The Classical Heritage has become established as a classic introduction to cultural and intellectual history from the Carolingian age to the end of the Renaissance..
Price: $54.05 [Notify me when price goes down.]

First-rate advice for the 115 million families who will start inheriting $10 trillion this year. The Inheritor's Handbook is a wise and practical guide-remarkable for its jargon-free solutions to sophisticated family-wealth issues and its relentless focus on the beneficiary's point of view, a view absent from most books on estate planning. This book delivers proven advice from experts and heirs, with real-life examples that dramatize dozens of problems and urgent decisions that accompany inheritances-both large and small. The Inheritor's Handbook is packed with tips on managing an inheritance, philanthropy, privacy, inheritors' support groups, and organizations that help heirs conserve wealth wisely for later generations. It will help anyone with "expectations," modest or exceptional, avoid potential pitfalls such as being unprepared for his or her own incapacity; seeing a lifetime of savings go to the government; or initiating battles that aren't worth winning-financially or emotionally. This is the one book to cover virtually every aspect of inheritance, from the potential impact of taxes to the emotional issues at stake. Includes scenarios and opening lines for approaching parents, siblings, executors, and trustees. How to minimize estate and inheritance taxes with wills, trusts, life insurance, and lesser-known planning devices. How to choose and work with (and, if necessary, challenge and fire) lawyers, therapists, accountants, insurance agents, stockbrokers, financial planners, and investment advisers. Includes: Solutions to "post-mortem estate planning" dilemmas; The rights of heirs, and etiquette on how to assert those rights effectively; How to obtain and assemble vital documents; Strategies for minimizing friction among fellow beneficiaries; Sidebars, checklists, glossary, index, resources. Dan Rottenberg has covered the subject of wealth for 25 years. Formerly executive editor of Philadelphia magazine and Chicago reporter for The Wall Street Journal, he has been an editorial page columnist for the Philadelphia Inquirer since 1978. Rottenberg has written more than 300 articles for such magazines as Town & Country, Reader's Digest, The New York Times Magazine, and Forbes. He is author of five books, including Finding Our Fathers and Revolution on Wall Street..
Price: $3.98 [Notify me when price goes down.]

Income Taxation of Fiduciaries and Beneficiaries provides step-by-step guidance on the taxation of fiduciary income. This comprehensive guide for practitioners advising fiduciaries and beneficiaries in federal and state income tax matters covers the broad range of complex issues from charitable remainder trusts to nexus rules and their effect. Providing expert practical advice, Income Taxation of Fiduciaries and Beneficiaries helps the practitioner obtain the most advantageous outcomes for his/her fiduciary and beneficiary clients. Key feature: 35 case studies with filled-in forms 1041 and accompanying documents. The 2008 edition brings you up to date on the latest developments in this complex and constantly changing area. Highlights include: Detailed discussion of the application of the IRC §67(e) 2 percent reduction rules and the controversial proposed regulations that are based upon the government s win in the Knight (nee Rudkin) decision in the Second Circuit. Knight expanded the application of IRC §67(e) to items that could have been incurred by an individual, in extension of the law that used the word would have been incurred. The proposed regulations were issued despite the granting of certiorari by the Supreme Court, which then heard the arguments in November 2007 and affirmed the decision of the Second Circuit. · Coverage of Other events affecting fiduciary income tax include: Denial of use of the constructive trust doctrine by the IRS to determine taxable individuals; Additional rejection of the business trust plan for offsetting personal expenses with business or wage income (such claims resulted in accuracy-related penalties); Sham trust formation that resulted in jail sentencing and fraud penalties; Recognition of switch to total return from an income distribution provision based upon change in state law; how tax withholding, primarily foreign taxes, are factored into DNI by a gross-up, the withholdings then subject to credit or deduction based upon taxpayer election; No charitable deduction to a trust if the distribution is restricted by the governing instrument; A termination distribution is not subject to sale/exchange taxability treatment; the IRS issued a TAM that all but denies material participation by a fiduciary that owns a trade or business, so PAL treatment results; Designation of a trust or estate as beneficiary of an IRA or other retirement plan is not a taxable event taxable income only results from plan distributions; A trust and its beneficiaries can engage in a IRC §1031 tax-free like kind exchange; Use of the combined return election under IRC §645 to bring a revocable trust under favorable rules involving a foreign estate by a combined return election of the trust and the foreign estate. (including no accumulation distribution). Discussion of significant activity occurred affecting split-interest trusts: A trustee s sprinkling powers for determining individual payees cannot be subject to change by the donor unless the donor is the sole beneficiary of a CRT; CRTs must qualify from day one or qualified CRT status is not recognized; Special care is required regarding a testamentary CRT; it cannot be the source of payment of any related estate tax or non-qualification results; The IRS is liberal with respect to reformations by local court action to meet qualification tests; the Service denies such action where donor desired higher return from a NIMCRUT, when the document that was followed for years provided for a CRUT no scrivener s error existed; The IRS determines valuation of NIMCRUT interest on early termination using approach other than Treasury tables used for CRATs and CRUTs; Use of corporate blocker to eliminate exposure to unrelated business income (UBI).
Price: $340.00 [Notify me when price goes down.]