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Guide to Estate Planning, 2nd Edition

Guide to Estate Planning, 2nd Edition

Guide to Estate Planning, 2nd Edition

Author: Malcolm Voyce; Jennifer Brookhouse; Scott Charaneka; Lachlan Semple
Publisher: CCH Australia
ISBN: 9781921223365
Published In: August 2007
Format: Paperback
Jurisdiction: Australia ? Disclaimer:
Countri(es) stated herein are used as reference only

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Description
Contents

Details
The 2nd edition of the Guide to Estate Planning is a practical and objective book designed for industry practitioners, but is also well suited for students. The guide covers all the fundamental areas of estate planning such as superannuation, tax implications, effect of estate planning on social security benefits, business succession planning, life insurance, trusts, family provisions and divorce implications. Written in a practical and straightforward style, the guide includes lots of examples, tables, tips and checklists.

The Guide is ideal for:
- Financial advisers, paraplanners and other financial planning professionals
- Legal practitioners
- Accountants providing estate planning related services to their clients
- Students
Features:
- Second edition has been expanded and updated to incorporate relevant legislative changes.
- Covers all key areas relating to estate planning.
- Expert external consultants and writers - providing a practical, objective and knowledgable analysis of the topics and issues covered.
- Practical and user-friendly layout - checklists, tables, tips, case studies and examples.
- Current - includes the latest issues and topics relating to financial and estate planning
1. The importance of estate planning
2. Control during the client's lifetime
3. Family provision legislation
4. Intestacy and letters of administration
5. Estate planning tools
6. Role of legal personal representative
7. Superannuation and estate planning
8. Tax implications on death
9. Estate planning implications for social security recipients
10. Business succession planning

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