Business and Finance BooksReal Estate Books

Estate Planning

Estate Planning

Estate Planning

This note covers the following topics: Property Ownership, Tenancy in Common, Joint Tenancy, Death Intestate—Without a Will, Testate Distribution, The Probate Process, Considerations in Holding or Disposing of Property, Installment Sales, Private Annuities, Gifts During Life: The Federal Gift Tax, Valuing Property for Federal Estate Tax, The Gross Estate, Planning to Save Federal Estate Tax, Federal Estate Tax Planning Strategies, Estate Settlement Costs, Liquidity Planning, Tools for Estate Planning: Trusts, Implementing the Estate Plan.

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s59 Pages
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