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In an effort to provide foresight when preparing an estate to pass onto heirs, this guidebook details how to ensure organization of estate affairs, maintain control, and avoid excessive professional fees. With comprehensive explanations and approachable language, chapters focus on inventory and appraisement, probate avoidance, the slimming of portfolio assets, and comparisons of wills and trusts. Navigating the intricacies of Form 706 (the death tax return form) with listings, by death year, of gross estate values requiring the form, this sourcebook is an ideal companion for those looking to set an estate in order. A chapter explaining the ever-changing regulations surrounding tax-free gifts to heirs is also included.
- Sales Rank: #2520121 in Books
- Brand: Brand: Allyeartax Guides
- Published on: 2006-10
- Original language: English
- Number of items: 1
- Dimensions: 9.00" h x .56" w x 6.00" l, .80 pounds
- Binding: Paperback
- 224 pages
- Used Book in Good Condition
About the Author
Holmes F. Crouch has been an IRS-licensed tax practitioner and consultant for more than 25 years. He is the author of more than 25 books, including Living Wills & Trusts, Rental Real Estate, Small C & S Corporations, and Your Trustee Duties. He lives in Saratoga, California.
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