Download or read book Estate Planning For Dummies written by N. Brian Caverly and published by John Wiley & Sons. This book was released on 2011-03-08 with total page 397 pages. Available in PDF, EPUB and Kindle. Book excerpt: Planning for your family's future made easy! If you’re like most people, you want to be sure that, once you’ve passed on, no more of your property and money will be lost to the government than is absolutely necessary. You want to know that you’ll be leaving your heirs your assets and not your debts. You want to be absolutely certain that your will is ship-shape, your insurance policies are structured properly, and that every conceivable hole in your estate plan has been filled. And most of all, you’d like to do all of this without driving yourself crazy trying to make sense of the complicated jargon, jumble of paperwork, and welter of state and federal laws involved in the estate planning process. Written by two estate planning pros, this simple, easy-to-use guide takes the pain out of planning for your ultimate financial future. In plain English, the authors walk you step-by-step through everything you need to know to: Put your estate into order Minimize estate taxes Write a proper will Deal with probate Set up trusts Make sure your insurance policies are structured properly Plan for special situations, like becoming incompetent and pet care Craft a solid estate plan and keep it up-to-date Don’t leave the final disposition of your estate up to chance and the whims of bureaucrats. Estate Planning For Dummies gives you the complete lowdown on: Figuring out what you're really worth Mastering the basics of wills and probate Using will substitutes and dodging probate taxes Setting up protective trusts, charitable trusts, living trusts and more Making sense of state and federal inheritance taxes Avoiding the generation skipping transfer tax Minimizing all your estate-related taxes Estate planning for family businesses Creating a comprehensive estate plan Straightforward, reader-friendly, easy-to-use, Estate Planning For Dummies is the ultimate guide to planning your family’s future.
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 Essentials of Personal Financial Planning written by Susan M. Tillery and published by John Wiley & Sons. This book was released on 2018-09-21 with total page 464 pages. Available in PDF, EPUB and Kindle. Book excerpt: ESSENTIALS OF PERSONAL FINANCIAL PLANNING Essentials of Personal Financial Planning was written to challenge the status quo by promoting personal financial planning (PFP) as a profession, not as a sales tool to gather assets under management or facilitate sales of insurance products. The book takes a comprehensive and integrated approach to PFP for accounting students, allowing them to view the profession through the lens of a CPA – with integrity and objectivity. This book systematically introduces the essentials of all the major PFP topics (estate, retirement, investments, insurance, and tax), as well as: The PFP process, concepts and regulatory environment. Professional responsibilities of a CPA personal financial planner and the requirements of the Statement on Standards in PFP Services. Time value of money concepts. The book then builds on these foundational concepts, showing their interconnectivity and professional opportunities, to provide a deeper understanding of PFP and its application. After reading this book, students will be able to apply the knowledge and skills gained from this course to have an immediate and long-term positive impact for themselves and for the clients they serve.
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 A Lawyer s Guide to Estate Planning written by L. Rush Hunt and published by American Bar Association. This book was released on 2004 with total page 242 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book provides an introduction to the basics of estate planning and will make this area of the law more accessible to the nonspecialist.
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 Fundamentals of Estate Planning written by Constance J. Fontaine and published by . This book was released on 1997 with total page 488 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Estate Planning Essentials written by Estatebee and published by Estatebee Limited. This book was released on 2021-01-09 with total page 252 pages. Available in PDF, EPUB and Kindle. Book excerpt: No Nonsense Estate Planning! "Estate planning may be described as the process of providing for the future management of your affairs should the time come when you are unable to do so yourself. It is also the means by which you arrange your affairs in a manner that will maximize the value of your estate passing to your desired beneficiaries following your death." In this book, we introduce you to some of the ways in which you can plan your estate. We will talk to you about the devices that you can use to plan your estate such as wills, trusts, powers of attorney, healthcare directives, probate free transfers of assets, and so on. We'll also talk to you about beneficiaries, children, disinheritance, incapacity, taxes, and much more. We will get you thinking about your own personal situation and how you would like to have your affairs organized - and by the end of the process, you will have a solid understanding of estate planning and the techniques involved. ✔ Have Property Managed During Incapacity. ✔ Understand How to Distribute Assets. ✔ Learn About Taxes. ✔ Discover How to Avoid Probate. ✔ Learn About Property Management for Minors.
Download or read book Estate Planning Essentials 2nd Edition written by Enodare and published by . This book was released on 2012-01 with total page 272 pages. Available in PDF, EPUB and Kindle. Book excerpt: Proper estate planning can protect you, your family & your assets! Estate planning is the process of providing for the future management of your affairs during any period of incapacity and the means by which you arrange your affairs so as to maximize the value of your estate passing to your loved ones following your death. To help you understand the estate planning process, Enodare's lawyers have put together a simple and easy to understand book on estate planning. It's called "Estate Planning Essentials." Estate Planning Essentials is a must read for anyone not already having a comprehensive estate plan. Showing you just why you need to have a comprehensive estate plan and how you can prepare your very own estate plan yourself. You will be introduced to some of the ways in which you can plan your estate and the devices that you can use to do so such as last wills, living wills, living trusts, powers of attorneys, healthcare directives, probate free transfers of assets and so on. You will learn about the probate process, why people are so keen to avoid probate and lots of simple methods you can actually use to do so. You will learn about reducing estate taxes and how best to provide for young beneficiaries and children. We'll also talk to you about beneficiaries, children, disinheritance, incapacity, taxes, and much more. We will get you thinking about your own personal situation and how you would like to have your affairs organized - and by the end of the process, you will have a solid understanding of estate planning and the techniques involved. We will show you how you can: - provide for the management of your property and affairs during incapacity; understand the means by which you can distribute your assets; reduce estate taxes; avoid probate; make property management arrangements for young beneficiaries; and much more. Thanks to Estate Planning Essentials, estate planning has never been more straight forward!
Download or read book The Fundamentals of Estate Planning written by Angela M. Vallario and published by . This book was released on 2013 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written specifically for those in the state of Maryland (or studying Maryland estate planning), The Fundamentals of Estate Planning provides a unique opportunity to bring the practical aspect of estate planning into the classroom. The casebook provides text, relevant Maryland and Federal Statutes, forms and checklists used to interview and draft estate planning documents. Major topics include drafting of wills, testamentary trusts, inter vivos trusts, powers of attorney and advance medical directives for tax sensitive and non-tax sensitive client scenarios. Additionally, the casebook provides an overview of the ancillary issues including elder law, Medicaid, guardianship, estate administration and will caveats. The book is accompanied by a CD which contains sample forms.
Download or read book Quicken WillMaker Plus 2015 Edition written by Editors of Nolo and published by Nolo. This book was released on 2014-10-01 with total page 473 pages. Available in PDF, EPUB and Kindle. Book excerpt: Presents instructions on how to use the WillMaker software in order to create such legal documents as wills, estate plans, living wills, power of attorney documents, and final arrangements.
Download or read book Financial Planning Essentials written by Warren McKeown and published by John Wiley & Sons. This book was released on 2024-10-28 with total page 516 pages. Available in PDF, EPUB and Kindle. Book excerpt: The second edition of Financial Planning Essentials delivers concise, contemporary, relevant and curriculum-aligned content carefully tailored to first-year undergraduate students. Students will be inspired, rather than saturated, by information on how to advise their future clientele about investment decisions throughout their lifetime. Encompassing the entire spectrum of client wealth management, from wealth development and protection to early investments, superannuation, and estate planning, this edition equips students with comprehensive knowledge and skills. A key focus is on instilling students with the necessary language and communication tools to deliver meaningful guidance to their future clients. Through a systematic exploration of fundamental concepts and technical competencies, Financial Planning Essentials, 2nd edition primes students for successful and fulfilling careers in financial planning. This text serves as an indispensable guide, fostering both readiness and enthusiasm among aspiring financial planners.
Download or read book Suze Orman s Protection Portfolio written by Suze Orman and published by . This book was released on 2002 with total page 166 pages. Available in PDF, EPUB and Kindle. Book excerpt: Suze Orman's Financial Package is a systematic approach for organising your essential documents. The Financial Package is very different from any other product of this type, because Suze has included three CDs that actually include the forms and instructions to create your own advanced directive with durable power of attorney for health care, financial power of attorney, will, and a trust.
Download or read book Essential Retirement Planning for Solo Agers written by Sara Zeff Geber and published by Mango Media Inc.. This book was released on 2018-04-15 with total page 212 pages. Available in PDF, EPUB and Kindle. Book excerpt: A practical yet humorous guide to aging solo gracefully and achieving a happy retirement. In Essential Retirement Planning for Solo Agers, certified retirement coach Sara Zeff Geber coins the term “Solo Ager” to refer to the segment of society that either does not have adult children or is single and believes they will be on their own as they grow older. This book explores the path ahead for this group. That includes choices in housing, relationships, legal arrangements, finances, and more. Geber reviews the role of adult children in an aging parent’s world and suggests ways in which Solo Agers can mitigate the absence of adult children by relationship building and rigorous planning for their future. Geber shares her expertise on what constitutes a fulfilling older life and how Solo Agers can maximize their opportunities for financial security, physical health, meaning and purpose in the second half of life, and, finally, planning for the end game. Through real-life stories and anecdotes, the author explores housing choices, relationships, and building a support system. You will learn about: · different levels of care and independence in various types of living arrangements · how to initiate discussions among friends and relatives about end-of-life treatment · “what if” scenarios · who to talk to about legal and financial decisions And it’s not just the Solo Ager that can learn from this book. Financial advisors, elder law and estate attorneys, senior care managers, and others whose clientele is on the far side of sixty will benefit as well.
Download or read book Estate Planning Essentials for the Small to Medium sized Estate written by William J. Cruzen and published by . This book was released on 1998 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Estate Planning Essentials written by Marc Seffelaar and published by Independently Published. This book was released on 2024-01-14 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Estate Planning Essentials: A Comprehensive Guide to Crafting Your Will" Discover the power of effective estate planning with "Estate Planning Essentials." This comprehensive guide empowers you to take control of your financial future and ensure your loved ones are protected. Whether you're new to estate planning or seeking to refine your strategy, this book is your essential roadmap to securing your legacy. Benefits of Reading This Book: Clarify Your Financial Picture: Learn how to assess your assets and liabilities, gaining a clear understanding of your financial situation. Designate Guardians: Ensure your children's future is safeguarded by selecting a guardian who shares your values and priorities. Maximize Your Bequests: Explore how to make specific bequests and gifts, leaving a lasting impact on those you care about most. Trust in Trusts: Gain insights into trusts and advanced estate planning measures, providing flexibility and protection for your estate. Valid Will, Peaceful Mind: Discover the importance of writing and signing your will correctly, avoiding potential disputes down the road. Overcome Misconceptions: - I Don't Have Enough Wealth: Estate planning isn't just for the wealthy. This book is valuable for anyone who wants to protect their assets and provide for their loved ones. - Estate Planning Is Too Complex: "Estate Planning Essentials" breaks down complex concepts into understandable terms, guiding you through the process step by step. Ready to secure your legacy and provide for your family's future? Click the link now to embark on your journey to effective estate planning with "Estate Planning Essentials."
Download or read book The Solo Ager Estate Plan written by Anthony S Park and published by . This book was released on 2020-05-21 with total page 80 pages. Available in PDF, EPUB and Kindle. Book excerpt: "This is one of those books where one little line could save you loads of money. Money you didn't even know you could really lose until one of those "court-appointed strangers" arrives in the picture" ✰✰✰✰✰ Amazon ReviewerThis easy-to-read Amazon-Bestseller guide answers all your questions about trust and estate essentials for single, childless seniors: Who are Solo Agers? Why Solo Agers need a different estate plan How the Solo Ager estate plan protects you, no just your heirs When are Solo Agers "vulnerable?" What is a court-appointed stranger, and why should you avoid them? How to secure your legacy Why you should always leave inheritance in trust funds How to choose the right trustee for your legacy When should you start your estate plan? What are the steps in the estate planning process? How much should estate planning cost? Readers love this book!"I have worked as a legal secretary for a long time and know there are things that need to be done before something happens to you, and then of course, it is clearly out of your hands" ✰✰✰✰✰ Amazon Reviewer "I particularly enjoyed ... the many examples that explain what it would be like without a well thought-out estate plan vs. one with such a plan" ✰✰✰✰✰ Amazon Reviewer "I was shocked to learn just how ruthless the world can be when it comes to money. The book gives examples of how family, the government, and banks can take advantage of someone." ✰✰✰✰✰ Amazon Reviewer
