基本信息出版社：NAL Trade
页码：352 页
出版日期：2005年02月
ISBN：045121403X
International Standard Book Number：045121403X
条形码：9780451214034
EAN：9780451214034
装帧：平装
正文语种：英语

内容简介 在线阅读本书

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

作者简介 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.