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ESTATE PLANNING - CDROM #4
ESTATE PLANNING(Sales Concepts)

EV-96-54 The Four Ways to Pay $1,000,000 in Estate Taxes

 GE-96-246 Federal Estate Tax Chart

 GE-96-247 Lifetime Transfers Versus Transfers At Death

 GE-96-248 Estate Distribution Plan

 GE-96-249 Paying Estate Taxes - Your Choice
 

How do I Get These?
ESTATE PLANNING (EQ Presentor)

# EV-96-41  Federal Estate Tax and Liquidity Needs Worksheet

 EV-96-66   Life Insurance for Estate Settlement Expenses - A Client Presentation -

 GE-96-202   Double Taxation Can Reduce Your Qualified Retirement Assets at Death
(Large Qualified Plan Retirements Benefits May Be Subject to 2 Types of Taxes)

# GE-96-210  Estate Settlement Expense Worksheet

 GE-96-298   Section 303 Partial Stock Redemption

 GE-96-409      The Cost Of Ignoring Federal Estate Taxes?
 

How do I Get These?
GE-96-410   Borrowing From The IRS to Pay Federal Estate Taxes (Section 6166)

 GE-96-413      Assets Subject To Estate And Gift Taxes

 GE-96-414      Current Federal Estate Tax
“The Tax On Success“

 GE-96-463      Alternative Approaches To Addressing Your Estate Tax Problem

 GE-96-465      Will The IRS Get The Largest Share Of Your Assets?

* GE-97-62 The Family Limited Partnership

* GE-97-63 Four Strategies to Help Reduce Federal Transfer Taxes That Have the Potential to   Save You Money

* GE-97-64 The $10,000 Annual Gift Tax Exclusion

* GE-97-66 A One Million Dollar Dynasty Trust

* GE-97-67 The Qualified Personal Residence Trust

* GE-97-68 Grantor Retained Annuity Trust (GRAT)

 GE-97-79 Federal Estate Taxes

* GE-97-80 An Ideal Solution to Paying Estate Taxes  - Split Dollar Funding of Life Insurance -

* GE-97-81 An Ideal Solution to the Federal Estate Tax Problem  - Life Insurance -

 GE-97-82        Potential Estate Planning Goals
 

How do I Get These?
GE-97-83        Estate Planning 
(An Outline of Tools and Techniques)

* GE-97-84 Gift Taxes

 GE-97-88        The Impact of Estate Taxes

* GE-97-103 How a Charitable Remainder Trust Works

* GE-97-145 The Generation Skipping Transfer (GST) Tax

* GE-97-146 What is a “Family Bank” or “Dynasty Trust”

* GE-98-172 Family Wealth = Personal Capital and Social Capital
 

How do I Get These?