Cover image for Ernst & Young's personal financial planning guide : take control of your future and unlock the door to financial security
Title:
Ernst & Young's personal financial planning guide : take control of your future and unlock the door to financial security
Author:
Garner, Robert J.
Edition:
Special tax edition.
Publication Information:
New York : John Wiley, [2002]

©2002
Physical Description:
x, 530 pages : illustrations ; 24 cm
General Note:
Includes index.
Language:
English
Added Author:
Added Corporate Author:
ISBN:
9780471083092
Format :
Book

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Summary

Summary

From the vast experience of Ernst & Young LLP, the renowned leaders in financial and tax planning services, comes the completely updated Ernst & Young?s Personal Financial Planning Guide, Special Tax Edition. With the Economic Growth and Tax Relief Reconciliation Act of 2001 passed, this Special Tax Edition gives you the investment strategies and updated tools necessary to make sound financial decisions under the new tax law.


Author Notes

ERNST & YOUNG LLP is one of the nation's leading professional services firms, providing tax, assurance, and advisory business services to thousands of individuals as well as domestic and global businesses. Visit Ernst & Young's Web site at www.ey.com.


Table of Contents

Acknowledgmentsp. vii
About the Authorsp. ix
Introductionp. 1
Part I The Fundamentals of Financial Planningp. 7
1 Taking Charge of the Financial Planning Processp. 9
2 Building Wealth to Meet Your Goalsp. 39
3 Building Wealth Through Investment Planning: Set Your Financial Goals; Understand Investment Vehiclesp. 57
4 Building Wealth Through Investment Planning: Understand Financial Markets and Concepts; Develop an Investment Strategyp. 81
5 Building Wealth Through Investment Planning: Implement Your Strategy; Monitor Your Investmentsp. 97
6 Building Wealth (Concluded)p. 107
7 Protecting Your Family and Assets Through Life Insurancep. 125
8 Protecting Your Family and Assets Through Health, Disability, Property/Casualty, and Auto Insurancep. 147
9 Providing for Your Family Through Estate Planningp. 165
10 Estate Taxes and Deductionsp. 177
11 Gift Tax Fundamentals and Generation-Skipping Transfer Taxp. 195
12 Sophisticated Asset Planning Techniquesp. 207
13 Estate Liquidity, Powers of Attorney, and Living Willsp. 221
Part II The Life Event Approach to Financial Planningp. 233
14 Getting Marriedp. 235
15 Raising a Familyp. 265
16 Coping With Divorcep. 289
17 Being a Single Parentp. 313
18 Buying and Selling a Homep. 325
19 Funding a College Educationp. 351
20 Taking Advantage of Employment Benefitsp. 375
21 Starting Your Own Businessp. 389
22 Dealing With Your Parentsp. 425
23 Losing Your Spouse or Life Partnerp. 445
24 Planning for Retirementp. 469
25 Planning for Retirement: Health Care and Insurance Needsp. 491
26 A Few Words in Partingp. 521
Indexp. 525