Download or read book Estate Planning 101 written by Vicki Cook and published by Simon and Schuster. This book was released on 2021-08-03 with total page 272 pages. Available in PDF, EPUB and Kindle. Book excerpt: Discover the ins and outs of planning your own or your loved one’s last wishes with this easy-to-understand guide to estate planning. No one likes to talk about death, but being prepared for any unexpected tragedy can help your loved ones navigate your loss more easily in the long run. From creating your advanced medical directives to designating your beneficiaries, estate planning can ensure that your wishes are carried out when you are no longer around. With Estate Planning 101, you can get your affairs in order before any unfortunate incident occurs. This easy-to-understand guide comes with detailed information on what needs to be done to protect your estate. With information on creating a living will, minimizing estate taxes, choosing an executor, and more, you will be prepared for the future, no matter what it brings. Estate Planning 101 offers you step-by-step instructions and checklists to keep you organized for whatever life throws your way.

Download or read book Estate Planning Basics written by Denis Clifford and published by NOLO. This book was released on 2011 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Covers the basics of estate planning, including wills, trusts, and health care directives. It prepares readers to start planning their estate, with or without an attorney. The 6th edition is updated with the latest laws and tax information"--Provided by publisher.

Download or read book The White Coat Investor written by James M. Dahle and published by White Coat Investor LLC the. This book was released on 2014-01 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a "Backdoor Roth IRA" and "Stealth IRA" to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor "Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place." - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street "Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research." - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books "This book should be in every career counselor's office and delivered with every medical degree." - Rick Van Ness, Author of Common Sense Investing "The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk." - Joe Jones, DO "Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis." - Dennis Bethel, MD "An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust." - Greg E Wilde, M.D Scroll up, click the buy button, and get started today!

Download or read book Planning Your Will Trust Lpa More Estate Planning for the Modern Family written by Keon Chee and published by Marshall Cavendish International Asia Pte Ltd. This book was released on 2020-09-24 with total page 246 pages. Available in PDF, EPUB and Kindle. Book excerpt: With society's rising affluence, children and families stand to inherit properties and many thousands and millions of dollars when parents and relatives pass away. The importance of setting out clear instructions about the distribution of your assets or wealth while you are still alive cannot be overstated. This process of estate planning involves making a will and perhaps setting up a trust, depending on your personal circumstances. The rise of the modern family and what such a family is likely to own, add to the diversity of planning required. In addition to the traditional two-parent family, we have families with single parents, partners of different races, nationalities and faiths, and same-sex partners. The modern family is likely to own foreign assets, a business, pets and digital assets, and likely to consider charitable giving in their estate planning. In this book, well-known estate planner Keon Chee takes you through the various aspects of estate planning, including the writing of a will, the setting up of a trust, planning your Lasting Power of Attorney (LPA) and setting out other important final wishes. The author has invited several highly experienced practitioners to share their specialist knowledge throughout the book enhancing the breadth of coverage.

Download or read book AARP Crash Course in Estate Planning written by Michael T. Palermo and published by Sterling Publishing Company, Inc.. This book was released on 2008-02 with total page 276 pages. Available in PDF, EPUB and Kindle. Book excerpt: Lawyer and financial planner Michael T. Palermo explains everything you need to know about wills, trusts, and more.

Download or read book Estate Planning and Wealth Preservation written by Kathryn G. Henkel and published by . This book was released on 2003 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Personal Estate Planning written by Marcos E. Kinevan and published by . This book was released on 1984 with total page 254 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book General Aspects of Estate Planning written by W. Kent McCall and published by . This book was released on 1963 with total page 100 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book The Tools and Techniques of Estate Planning 20th Edition written by Stephan Leimberg and published by . This book was released on 2021-04-27 with total page 1074 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Tools & Techniques of Estate Planning covers all aspects of estate planning, from behavioral and ethical issues to estate and gift tax planning, to planning for nontraditional couples and the risk of health issues for aging clients. With topics that are applicable for both large and small estates, this title enables estate planners to: Help clients plan every aspect of their estate, including tax, investment, insurance, and estate administration decisions; Help clients effectively preserve their assets under current law; Handle a wide variety of estates and specific circumstances; and Save significant amounts of time with exclusive estate planning tools. This book features easy-to-understand, real-world examples from expert authors on which techniques are best suited for a wide variety of circumstances, and equally important advice on how to avoid future problems. New in the 20th Edition: There have been several updates in tax legislation since the release of the prior edition, many of which affect estate planning. When rules change, every estate planner must stay completely up-to-date with all the opportunities--and pitfalls--arising from the new legislation. This edition features: Updates resulting from the SECURE Act, affecting qualified retirement plans; New information on COVID-19 related tax changes for employee benefit plans; Employee retention credit under the CARES Act; Coverage of new IRS valuation tables in addition to the prior valuation tables; Updated ERISA compliance and reporting requirements; and Updated tax information, including the new 2021 COVID-19 stimulus and CAA bills. Topics Covered: Practice of estate planning Choosing the right professionals for estate planning Ownership and transfer of property Estate, gift, GST, and income tax considerations for estate planning The use of revocable and irrevocable trusts in estate planning The use of life insurance in estate planning Planning for incapacity and special needs Valuations issues Charitable giving Using employee benefits to meet estate planning goals Intra-family wealth transfers and business succession planning And more! See the "Table of Contents" section for a full list of topics As with all of the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples you can use to help your clients successfully navigate the complex course of estate planning and confidently meet their needs.

Download or read book The Tools and Techniques of Estate Planning 19th Edition written by Stephan Leimberg and published by . This book was released on 2019-01-09 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: In the course of a single year, estate planning has been directly affected by numerous, significant revisions to the law. When rules change, every estate planner must stay completely up-to-date with all the opportunities--and pitfalls--arising from the new legislation. The Tools & Techniques of Estate Planning, 19th edition, applies the trusted Tools & Techniques approach to all aspects of modern estate planning, enabling you to: Help your clients plan every aspect of their estate, including tax, investment, insurance, and estate administration decisions Help your clients effectively preserve their assets under current law Handle a wide variety of estates and specific circumstances Save significant amounts of time with exclusive estate planning tools In addition to everything that made the first eighteen editions of The Tools & Techniques of Estate Planning so effective and popular, this new edition delivers several enhancements including: Cover-to-cover updates to reflect changes in tax code that were enacted in the 2017 Tax Cuts and Jobs Act A new chapter on planning techniques that utilize the new Section 199A Qualified Business Income (QBI) deduction Significantly updated chapters on trust planning and income tax considerations in estate planning This book features easy-to-understand, real-world examples from expert authors on what techniques are best suited for a wide variety of circumstances, and equally important advice on how to avoid future problems. Readers will learn the most important issues and planning techniques to help clients plan every aspect of their estate. In these pages you'll also find reliable, practice-based analyses of hundreds of recent cases and rulings, helping you assist your clients in making the best decisions for themselves and for their families.

Download or read book Model Rules of Professional Conduct written by American Bar Association. House of Delegates and published by American Bar Association. This book was released on 2007 with total page 216 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Model Rules of Professional Conduct provides an up-to-date resource for information on legal ethics. Federal, state and local courts in all jurisdictions look to the Rules for guidance in solving lawyer malpractice cases, disciplinary actions, disqualification issues, sanctions questions and much more. In this volume, black-letter Rules of Professional Conduct are followed by numbered Comments that explain each Rule's purpose and provide suggestions for its practical application. The Rules will help you identify proper conduct in a variety of given situations, review those instances where discretionary action is possible, and define the nature of the relationship between you and your clients, colleagues and the courts.

Download or read book The Wall Street Journal Complete Estate Planning Guidebook written by Rachel Emma Silverman and published by Currency. This book was released on 2011-09-06 with total page 210 pages. Available in PDF, EPUB and Kindle. Book excerpt: Let’s face it: you can't avoid death or taxes. But you can create an estate plan that will make both a whole lot easier for your loved ones and put you in control of how your assets will get passed to your heirs. Here, Wall Street Journal personal-finance reporter Rachel Emma Silverman walks you step-by-step through the process. Chock-full of clear and solid advice on how to get the most out of the main estate planning tools - including wills, trusts, life insurance, guardianship papers, and powers-of-attorney documents - the Wall Street Journal Complete Estate-Planning Guidebook will help make your estate-planning process as simple, smooth, and unintimidating as possible. This book will help you: · Clarify your estate-planning goals, such as dividing up property for heirs, reducing taxes or leaving money for charity · Understand the key estate-planning documents you’ll need, including wills, beneficiary-designation forms, powers-of-attorney and health-care advance directives · Decode the technical jargon that estate planners often use, so you feel comfortable discussing QTIPs and QPRTs when you sit down with your lawyer. · Reduce possible estate, gift or generation-skipping taxes and legal and probate fees – decreasing what goes to the tax man and increasing what goes to your heirs · Learn strategies to divide money and personal property among your heirs, and reduce the possibility of family fights · Discuss sensitive estate-planning issues with your family · Maintain your estate-plan over time, including how to store and when to update your documents With completely up-to-date information on how to navigate the new 2011 estate tax legislation, and thoughtful advice on how to handle your estate in complicated situations – like if you’re single, in a same-sex relationship, or wish to provide for children with special needs - this is the estae-planning guide for today’s messy and complicated world. One of the biggest estate planning mistakes people make, says Silverman, is waiting too long to start. Which is why the Wall Street Journal Complete Estate-Planning Guidebook isn’t just for those planning for retirement or their golden years. It’s for anyone, of any age, who wants the peace of mind of knowing that your wishes will be respected and your hard-earned money will get passed on as you would like.

Download or read book A Guide to International Estate Planning written by Leigh-Alexandra Basha and published by . This book was released on 2014 with total page 828 pages. Available in PDF, EPUB and Kindle. Book excerpt: With the explosive growth in international investments, more and more lawyers and financial advisors realize the acute need to properly address critical issues of international estate planning for their clients. Whether you are counseling a foreign national or an American citizen, whether your practice is in the U.S. or abroad, whether you want to develop a general expertise in the area or are confronted by these issues on a more frequent basis, this compendium is a necessary and practical resource to help you identify and navigate many of the complex planning and regulatory compliance issues, both legal and tax, involved in international estate planning. In addition to providing a complete overview of the basic principles and procedures of international asset management from addressing the conflict of laws issues that are central in determining which country s laws will govern the disposition of a donor or decedent s wealth to the basic transfer tax rules for nonresident aliens, U.S. citizens, and resident aliens A Guide to International Estate Planning teaches proven strategies, techniques, and practical applications to use for meeting your clients international estate planning needs. Twenty-two detailed chapters are written by trust and estate lawyers with significant experience in international issues. Their advice goes beyond simply highlighting issues in estate planning, emphasizing key issues as compliance, treaty, choice of law, and estate administration problems. This updated edition now includes chapters on FATF and anti-money laundering and offshore compliance, as well as chapters from several foreign jurisdictions to provide comparative insights on different topics."

Download or read book Understanding Living Trusts written by Vickie Schumacher and published by Schumacher Publishing. This book was released on 1990 with total page 230 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written in clear, conversational English, this book can help anyone understand how a living trust avoids the complications, expenses, and delays of probate at times of incapacity and death.

Download or read book Not Dead Yet written by Eric Matlin and published by . This book was released on 2016-03-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: The text of not dead yet is as detailed as it needsto be and as concise as it can be. In order to minimize the boredom factor inherent in any book ever written on estate planning, the 24 chapters are interwovenwith a graphic novel story featuring a hero, estate planning nightmares, a disruption of the time-spacecontinuum, the hero's estate planning epiphany and a happily-ever-after ending.

Download or read book The Heart of the Art written by John A. Perkins and published by Xlibris Corporation. This book was released on 2006-11-17 with total page 216 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book is written to help individuals address the human issues involved in the transmission of their estates. These are issues and values that, as each individual sees them for himself or herself, are central to the process of estate planning. The book undertakes the challenge of addressing these concerns, purposes, beliefs and values in a way to help individuals find wise and just solutions. From a legal career seeking answers the author brings to the challenge experience, insight, common sense and human understanding.

Download or read book The Living Trust written by Henry W. Abts and published by McGraw-Hill/Contemporary. This book was released on 1997 with total page 388 pages. Available in PDF, EPUB and Kindle. Book excerpt: The failproof way to pass along your estate to your heirs without lawyers, courts, or the probate system.