Download or read book Estae Planning in A Nutshell for Married Couples written by Julie A. Calligaro and published by Demery Publishing. This book was released on 2004-05 with total page 68 pages. Available in PDF, EPUB and Kindle. Book excerpt: A step-by-step to getting financial and legal affairs in order. Worksheets and forms included.
Download or read book Estate Planning for Blended Families written by Richard E. Barnes and published by NOLO. This book was released on 2009 with total page 346 pages. Available in PDF, EPUB and Kindle. Book excerpt: Targeting parents in second marriages who want to provide for their current spouse and their children from both marriages, the author provides sample estate plans and covers such topics as estate and gift taxes in a second marriage, choosing executors and trustees, the latest federal and state laws, and much more. 15,000 first printing. Original.
Download or read book Estate Planning for Married Couples written by Julie A. Calligaro and published by Createspace Independent Publishing Platform. This book was released on 2013-04-17 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book is a step-by-step estate planning guide for married couples. There are individual chapters about estate plans for married couples with minor children; married couples with adult children; married couples without children and married couples with blended families. If you already have an estate plan, use the book to evaluate if your plan is up-to-date or if changes are necessary. Some of the topics included are: wills don't avoid probate; beneficiary designations supersede wills; a power of attorney terminates at your death; always name an alternate power of attorney; estate taxes (updated to reflect 2013 estate tax changes); a properly funded living trust will avoid probate; how to pick an estate planning attorney; and how a living trust differs from living wills. Forms There are no do-it-yourself legal forms, but there are 10 forms and checklists you can download (included in the price of the book) which make estate planning comprehensive, efficient and easy. A Personal Note from the Author "Although I've been an estate planning and probate attorney for 30 years, I'm really in the peace of mind business. Once your affairs are in order, you and your spouse will have made things as easy as possible for your family and you will achieve peace of mind. But there's an even better reason - when you have your affairs in order, you've also made things as easy as possible for your spouse."
Download or read book Estate Planning for Same sex Couples written by Joan M. Burda and published by American Bar Association. This book was released on 2004 with total page 220 pages. Available in PDF, EPUB and Kindle. Book excerpt: The legal landscape concerning same-sex relationships is changing. It is vital for lawyers to stay on top of these changes. Attorneys who represent lesbian and gay clients must provide creative estate planning that protects both parties to the relationship, their children and their future. This new book provides estate planning lawyers with an introduction to the issues faced by lesbian and gay clients. Also provided are forms and documents on CD-ROM that lesbian and gay clients need to prepare as part of a complete estate plan.
Download or read book Estate Planning Knowledge and Actions of Married Couples in Oregon written by Dorothy Mae Thomas and published by . This book was released on 1985 with total page 214 pages. Available in PDF, EPUB and Kindle. Book excerpt: This exploratory study examined the estate planning knowledge and actions of married couples in Oregon. The specific objectives of the study were: (1) to determine couples' estate planning knowledge and their estate planning actions, (2) to determine if a relationship existed between couples' estate planning knowledge and their estate planning actions, (3) to determine if couples' estate planning knowledge and their estate planning actions were influenced by selected demographic and situational variables, and (4) to determine if couples' estate planning knowledge and their estate planning actions were greater for those couples in which both spouses attended an estate planning meeting, than for those couples in which only one spouse, or neither spouse attended an estate planning meeting. The analyses of the data were based on the responses of 158 married couples in which both spouses completed and returned a twenty question, mail survey. This mail survey was used to collect data for the "Estate Planning Survey" project sponsored by the Oregon State University Extension Service in 1983 and 1984. The data were analyzed on a conjoint basis. The statistical analyses used were matched pair t-tests, Pearson's Product-Moment Correlation Coefficient, and One-way Analysis of Variance. Ten null hypotheses with sub-parts were tested at the .05 level of significance. Couples' estate planning knowledge was significantly related to the variables of income, and the number of children under age 18. The variables of age, income, combined estate size, the number of children under age 18, and the number of children over age 18, were significantly related to couples' estate planning actions. Over one-half of the sample was between the ages of 30 and 59, with a reported annual income between $20,000 and $49,999. Over one-third (37.9 percent) of the respondents had a combined husband/wife estate valued between $100,000 and $499,999; one-third (33.8 percent) of the couples were city residents. Two-thirds (65.7 percent) of the married couples indicated that they had no minor children; 40.6 percent reported that they had two or three adult children. Almost 50 percent of the couples indicated that both spouses had attended an estate planning meeting. The couples' mean estate planning knowledge score was 11.01 (55 percent); the couples' mean estate planning action score (the number of possible actions completed) was 3.37 (24 percent). The findings of this exploratory study should benefit family financial management educators, financial institution professionals, attorneys, and family life and other social science researchers by helping them to understand the estate planning needs of married couples, and to assist these professionals in the design, development, and delivery of effective estate planning programs.
Download or read book Estate Planning for Married Couples written by Julie A. Calligaro and published by . This book was released on 2002-08 with total page 60 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Fundamental Estate Planning for Married Couples 1990 written by and published by . This book was released on 1990 with total page 484 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Estate Planning for Married Couples written by Eric A. Manterfield and published by . This book was released on 1982 with total page 62 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book The Generous Prenup written by Laurie Israel and published by Integrity Registry Press, LLC. This book was released on 2018-04-02 with total page 384 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Estate Planning written by Wayne M. Gazur and published by Aspen Publishing. This book was released on 2015-04-27 with total page 576 pages. Available in PDF, EPUB and Kindle. Book excerpt: This casebook introduces students to the principles of estate planning and challenges them to analyze simulated client scenarios. Featuring a case-study and problems approach in which the principles of estate planning are first introduced and then demonstrated through student analysis of short exercises and simulated client situations. A forms supplement on a CD is an additional tool for giving students practice with drafting exercises.
Download or read book Estate Planning with the Contract to Will written by Stewart Fleisher and published by . This book was released on 2018-09-21 with total page 136 pages. Available in PDF, EPUB and Kindle. Book excerpt: Few couples realize that when the first spouse to die leaves his or her estate outright to the surviving spouse, without more, the surviving spouse can always change the ultimate beneficiaries of the couple's estate. Such changes may be intentional or unintentional, and the children of the first to die, or even the children of both spouses, may be disinherited. Traditional estate planning for a married couple who desire to assure an ultimate inheritance by contingent beneficiaries (such as children) on the second death usually involves creating an irrevocable trust on the first death for the benefit of the surviving spouse. On the death of the surviving spouse, the remaining trust assets are distributed to the contingent beneficiaries of the first to die.This book discusses the current problems with such trust planning, including the income tax disadvantages, the added expenses and additional tax returns, the control problems, and the inability to control the survivor's estate. This book also discusses why such survivor trust planning for smaller estates is usually ineffective in accomplishing the desired goal of protecting an inheritance for the contingent beneficiaries.As discussed herein, the Contract to Will is frequently a superior planning technique in protecting the rights of contingent beneficiaries when compared to the credit shelter trust or marital trust. If such trust planning is still desirable, the Contract to Will can significantly augment such planning to properly provide for contingent beneficiaries.Although this book was specifically written for estate planning attorneys to use in their practice, the concepts presented are equally important to any financial professional advising clients on estate planning matters.
Download or read book Texas Estate Planning written by Dianne Reis and published by . This book was released on 2005-02 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Texas Estate Planning.
Download or read book Every Californian s Guide To Estate Planning written by Liza W. Hanks and published by Nolo. This book was released on 2024-01-30 with total page 369 pages. Available in PDF, EPUB and Kindle. Book excerpt: This one-of-a-kind guide covers everything from wills and living trusts to tax-saving strategies and issues that are unique to people who call California home.
Download or read book Estate Planning Made Simple written by Merle E. Dowd and published by Main Street Books. This book was released on 1991 with total page 180 pages. Available in PDF, EPUB and Kindle. Book excerpt: Avoid probate, reduce taxes, and manage your estate efficiently and effectively withy this comprehensive, easy-to-follow consumer guide.
Download or read book A Simplified Guide to Creating a Personal Will written by Deborah Levine Herman and published by John Wiley & Sons. This book was released on 2003-10-21 with total page 226 pages. Available in PDF, EPUB and Kindle. Book excerpt: With this step-by-step guide, you’ll learn the entire process of creating a will—from determining what your will should include to making sure it’s a legally binding document. It demystifies the process and offers the tools and knowledge you need to safeguard the inheritance you leave your children or other loved ones. With the professional guidance provided by the authors, you’ll have a full understanding of the benefits and consequences of the decisions you make—and you’ll feel secure in knowing that no matter what happens, the people you love will be taken care of. Buy this invaluable resource today!
Download or read book Every Californian s Guide To Estate Planning written by Liza W. Hanks and published by Nolo. This book was released on 2022-01-25 with total page 369 pages. Available in PDF, EPUB and Kindle. Book excerpt: You can find estate planning books that focus on reducing taxes, and basic books that explain the necessary documents in simple terms, but no book deals with the complex issues that many Californians face when putting their estate plans together: Prop 13: keeping low property tax rates in the family Understanding community property and how it affects your plan Trump’s tax law: What’s effect on estate planning? international issues (such as people who want to make gifts to family members living abroad, non-citizen spouses, or naming international guardians) and blended and non-traditional families.
Download or read book Estate Planning Basics written by Denis Clifford and published by NOLO. This book was released on 1999 with total page 228 pages. Available in PDF, EPUB and Kindle. Book excerpt: Explains how to select beneficiaries, provide for young children, make a will, set up living trusts, use retirement plans to avoid probate, reduce estate taxes, and setting up a power of attorney in case of medical emergencies.
