Bøger udgivet af O'Brien Consulting Group

What's My Potential Exposure to Estate Taxes? is designed specifically for people who have significant assets and want to assess the magnitude of their potential exposure to estate taxes. Do not use your net worth as a sole guide as to whether or not you have a potential estate tax bill. The IRS values many assets differently for estate tax purposes than a net worth calculation does. What's My Potential Exposure to Estate Taxes? will help organize your assets and liability information so you and your accountant can understand how much of your estate might be subject to taxes. It's like having a guide to help your accountant help you. What's My Potential Exposure to Estate Taxes? summarizes your information consistent with IRS Form 706 for calculating estate taxes.The information in What's My Potential Exposure to Estate Taxes? is divided into 3 key areas -· total gross estate · allowable deductions and· generation skipping taxesEach of the subsections in these three key areas contains tables that correspond to the specific schedule in IRS Form 706. Save your accountant time and yourself money by pulling together this information for your accountant. This completed book can also be a ready reference for you going forward.

Estimating Your Money Gap is designed to help people who are saving for retirement collect the information that enables your financial advisor to estimate the likelihood that you will achieve your retirement dream in your desired time frame. Estimating Your Money Gap summarizes your income, expenses, and net worth so you and your financial advisor can better understand your current money situation. It also helps you identify future changes to your income and expenses in two additional years of your choosing.The process outlined in Estimating Your Money Gap has three main steps -· Current financial situation - income, expenses, net worth· Changes you expect to your income and expenses in the next 5-10 years· Estimating the likelihood of adequately financing your retirementEstimating Your Money Gap will help you complete the first two steps so your advisor can better complete the third step. The better detail you provide for your own specific finances, the better your advisor can tailor his/her projections to your situation.

Are You Overwhelmed and Stuck While Settling Your Spouse''s Estate?Dealing with money issues after a spouse dies can be overwhelming. Now What Do I Do is a practical way for the surviving spouse to organize and track progress in settling the estate of the deceased or during pre-planning.It is designed to be used with any process the surviving spouse follows.It provides order and structure by breaking down all the accounts into small, easy to understand and follow tables.It is a practical solution to the "small scraps of paper" that people resort to without a clear way to organize them.This "table-by-table" workbook makes it easy even for the "non-numbers" person to get organized and complete the tasks. These tables:correspond to the work need to transition accounts by both trustees and administrators settling an estateidentify key information needed for each transition area, and then keep the information organized and availableEach chapter focuses on a different aspect of the estate-settling process. Topics covered include paying for the funeral, income, expenses, assets, liabilities, and online accounts. Now What Do I Do also provides a summary of the revised accounts for the surviving spouse''s household going forward.