Download or read book Estate Planning Smarts written by Deborah L. Jacobs and published by Djworking Unlimited Incorporated. This book was released on 2011 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: "This best-selling book for baby boomers and their parents covers all the ramifications of the 2010 estate tax overhaul" (Publishers).
Download or read book Estate Planning Smarts written by Deborah L Jacobs and published by Djworking Unlimited Incorporated. This book was released on 2019-12-04 with total page 366 pages. Available in PDF, EPUB and Kindle. Book excerpt: This is the third printing of the 4th edition, with revised back matter and therefore fewer pages
Download or read book Smart Estate Planning in Washington written by Stephen M. Waltar and published by . This book was released on 2009-09 with total page 192 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Smart Guide to Estate Planning written by Laura Spinale and published by Wiley. This book was released on 1999-08-18 with total page 244 pages. Available in PDF, EPUB and Kindle. Book excerpt: An all-you-need-to-know introduction to ensuring that your wealth and wishes are protected and preserved for family and loved ones Smart Ways to determine what you are worth with a smart and easy step-by-step process Smart Advice on life insurance, power of attorney for health care and finances, long-term care insurance, and appointing a personal guardian for your children Smart Strategies on avoiding probate and how trusts can help you and your loved ones avoid costly legal fees and devastating estate taxes Smart Tips on what you should know when creating a will, deciding on a living will, and taking a hand in planning your funeral Quick reading and easy referencing with a comprehensive index and loads of sidebars and tables Smart Guides take readers seriously. They satisfy even the most curious person's desire to know the essentials about any of a wide range of topics—from vitamins to mutual funds to stress relief. It's all about good reading and expert information. The choice is yours.
Download or read book Smart Tips for Estate Planning written by Marvin Toy and published by CreateSpace. This book was released on 2011-04-01 with total page 190 pages. Available in PDF, EPUB and Kindle. Book excerpt: Now in its second edition, Smart Tips for Estate Planning gives you what you need to avoid the trap of having an inappropriate cookie-cutter Will and estate plan. Instead, you will learn how to legally take advantage of tax breaks, avoid unnecessary probate fees, thwart creditors, and establish trusts for your children and grandchildren. Canadians who use the ideas in Smart Tips for Estate Planning will be able to develop fully customized estate plans that protect families, safeguard assets, bring peace of mind, and leave a legacy for future generations. Not only is this book packed with great information and knowledge in an easy to read format but the stories at the end of each chapter bring real life into theoretical planning.
Download or read book The Dumb Things Smart People Do with Their Money written by Jill Schlesinger and published by Ballantine Books. This book was released on 2020-02-04 with total page 290 pages. Available in PDF, EPUB and Kindle. Book excerpt: You’re smart. So don’t be dumb about money. Pinpoint your biggest money blind spots and take control of your finances with these tools from CBS News Business Analyst and host of the nationally syndicated radio show Jill on Money, Jill Schlesinger. “A must-read . . . This straightforward and pleasingly opinionated book may persuade more of us to think about financial planning.”—Financial Times Hey you . . . you saw the title. You get the deal. You’re smart. You’ve made a few dollars. You’ve done what the financial books and websites tell you to do. So why isn’t it working? Maybe emotions and expectations are getting in the way of good sense—or you’re paying attention to the wrong people. If you’ve started counting your lattes, for god’s sake, just stop. Read this book instead. After decades of working as a Wall Street trader, investment adviser, and money expert for CBS News, Jill Schlesinger reveals thirteen costly mistakes you may be making right now with your money. Drawing on personal stories and a hefty dose of humor, Schlesinger argues that even the brightest people can behave like financial dumb-asses because of emotional blind spots. So if you’ve saved for college for your kids before saving for retirement, or you’ve avoided drafting a will, this is the book for you. By following Schlesinger’s rules about retirement, college financing, insurance, real estate, and more, you can save money and avoid countless sleepless nights. It could be the smartest investment you make all year. Praise for The Dumb Things Smart People Do with Their Money “Common sense is not always common, especially when it comes to managing your money. Consider Jill Schlesinger’s book your guide to all the things you should know about money but were never taught. After reading it, you’ll be smarter, wiser, and maybe even wealthier.”—Chris Guillebeau, author of Side Hustle and The $100 Startup “A must-read, whether you’re digging yourself out of a financial hole or stacking up savings for the future, The Dumb Things Smart People Do with Their Money is a personal finance gold mine loaded with smart financial nuggets delivered in Schlesinger’s straight-talking, judgment-free style.”—Beth Kobliner, author of Make Your Kid a Money Genius (Even If You’re Not) and Get a Financial Life
Download or read book The S M A R T Estate Plan written by Jeffrey L. Reymeyer, 2nd and published by . This book was released on 2023-06 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Most adults have not done proper estate planning, either recently, or at all. We want to protect the ones we love, but so many fail to even have conversations about their estate planning wishes. If you know the right questions to ask, and take the time to answer them, you are well on your way to implementing the kind of planning that can protect your family... and you, should the need arise. Planning does not need to be difficult or challenging. Dealing with potential crises in advance, through a proven system, can also represent a significant savings in time, worry, and money. This book is a resource for today and years to come, making legal topics approachable and less confusing, so you can stay focused on what really matters - protecting you and your loved ones.
Download or read book Smart Tips for Estate Planning written by Jim Yih Prp and published by . This book was released on 2009 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: What could be more tragic that having your life savings squandered and your family left unprotected? Many Canadians risk these consequences because they do not know how to plan for their estates after they die. With Smart Tips for Estate Planning, you will learn the critical knowledge necessary to maximize the value of your estate and provide the maximum protection for your loved ones. Written in an easy-to-read and practical style, Smart Tips for Estate Planning simplifies concepts that are unfamiliar to many people. The estate planning strategies in this book were once used by only the wealthiest and best-advised Canadians, but now they are available to you and your family. Smart Tips for Estate Planning gives you what you need to avoid the trap of having an inappropriate cookie-cutter Will and estate plan. Instead, you will learn how to legally take advantage of tax breaks, avoid unnecessary probate fees, thwart creditors, and establish trusts for your children and grandchildren. Canadians who use the ideas in Smart Tips for Estate Planning will be able to develop fully customized estate plans that protect families, safeguard assets, bring peace of mind, and leave a legacy for future generations.
Download or read book The S M A R T Estate Plan written by Jeffrey L. Reymeyer, 2nd and published by . This book was released on 2024-02-23 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Most adults have not done proper estate planning, either recently, or at all. We want to protect the ones we love, but so many fail to even have conversations about their estate planning wishes. If you know the right questions to ask, and take the time to answer them, you are well on your way to implementing the kind of planning that can protect your family... and you, should the need arise. Planning does not need to be difficult or challenging. Dealing with potential crises in advance, through a proven system, can also represent a significant savings in time, worry, and money. This book is a resource for today and years to come, making legal topics approachable and less confusing, so you can stay focused on what really matters - protecting you and your loved ones.
Download or read book Estate Planning For Dummies written by Jordan S. Simon and published by John Wiley & Sons. This book was released on 2023-04-11 with total page 407 pages. Available in PDF, EPUB and Kindle. Book excerpt: Get your arms around wills, trusts, probate, inheritance taxes, and other important estate planning essentials Estate Planning For Dummies teaches you the ins and outs of estate planning. It’s all about drafting wills, dealing with probate, assigning powers of attorney, establishing living trusts, and beyond. Think you don’t have enough assets to merit estate planning? Think again. This everyone-friendly guide walks you through building a solid estate plan, whatever your current financial situation. In easy-to-understand language, you’ll learn the ins and outs of estate planning, including what happens to your stuff—cash, real estate, businesses, retirement funds, everything—when you pass away. This new edition is updated for the many recent changes in estate taxes and inheritance law. Make sure your assets get into the pockets of your heirs or wherever you want them to go, and learn how to accomplish it the For Dummies way. Understand state and federal estate and inheritance taxes Build an air-tight will and make sure your heirs get as much as they can Protect your estate’s privacy even after you’re gone Plan for the transition of a family business Prevent disagreements and uncertainty among your heirs Figure out how to pass on your digital assets This friendly guide is a must for people of any age in the process of drafting their wills and planning where their assets ultimately end up.
Download or read book Four Seasons in a Day written by Deborah L Jacobs and published by Djworking Unlimited Incorporated. This book was released on 2017-05 with total page 306 pages. Available in PDF, EPUB and Kindle. Book excerpt: BISAC Subject headings of competing titlesHow to Retire Happy, Wild, and Free1.Retirement. 2. Early RetirementEat Pray LoveTravel. Travelers' writings, American.Paris to the MoonHomes and haunts--France--Paris A Year in ProvenceProvence (France)--social life and customsCareer changesFor Four Seasonshttp://bisg.org/page/BISACEditionTRV009050 TRAVEL / Europe / FranceBUS050040 BUSINESS & ECONOMICS / Personal Finance / Retirement PlanningSEL016000 SELF-HELP / Personal Growth / HappinessAmazon HeadingsBooks > Business & Money > Personal Finance > Retirement PlanningBooks > Travel > Travel WritingBooks > Travel > Europe > France > GeneralKey WordsISBN-10: 0-9836970-4-3 Deborah Jacobs quit the job from hell, rented her house and planned to Airbnb her way through France.Alternately humorous and poignant, this inspiring memoir chronicles her misadventures as she and her husband cook in quirky kitchens, struggle to speak French and shop like locals in outdoor markets. With candor and optimism, Jacobs transports readers from the grape harvest in the Loire Valley to an exuberant chile pepper festival in Basque Country and, ultimately, to Paris, where she witnesses history in the making. En route, she does the pintxo bar crawl in San Sebastián, Spain, develops an affinity for sheep's milk cheese and cultivates new friendships.Four Seasons in a Day, an expression used to describe the changeable weather in the Pyrenees, also captures the author's extreme resilience. Her grit and determination in the face of every obstacle give us the courage to chart our own course, carve out a new life and embrace the unexpected.
Download or read book Clearing the Way Forward Personal Estate Planning Workbook written by Gustin D Fox-Smith and published by . This book was released on 2021-05-23 with total page 110 pages. Available in PDF, EPUB and Kindle. Book excerpt: It is said that the only certainties in life are death and taxes. This workbook will help you plan for one and reduce the impact of the other on your loved ones after you are gone. Lessening your family's burden in their time of grief is a priceless gift. Over 70% of people in the U.S. die without even a basic will, leaving a mess for their loved ones to sort through in the courts. There are thousands of excuses for not planning, but one of the most common is that we tend to avoid things we do not understand. Designing an estate plan has become one of the most complex challenges anyone can take on. But that does not change the fact that each of us must have a plan. The consequences of not planning are too great and none of us will get out of here alive. This workbook will help you gain a basic understanding of core Estate Planning concepts so that the subject will become less intimidating. Then the workbook section will take you through the process of building your own plan, step by step. After completing this book, you will have a document that can be given to your estate attorney that clearly lays out all of your planning needs. By significantly reducing the time necessary to complete the intake interviews, your legal bill should be much easier to swallow.
Download or read book Investor Behavior written by H. Kent Baker and published by John Wiley & Sons. This book was released on 2014-02-10 with total page 645 pages. Available in PDF, EPUB and Kindle. Book excerpt: WINNER, Business: Personal Finance/Investing, 2015 USA Best Book Awards FINALIST, Business: Reference, 2015 USA Best Book Awards Investor Behavior provides readers with a comprehensive understanding and the latest research in the area of behavioral finance and investor decision making. Blending contributions from noted academics and experienced practitioners, this 30-chapter book will provide investment professionals with insights on how to understand and manage client behavior; a framework for interpreting financial market activity; and an in-depth understanding of this important new field of investment research. The book should also be of interest to academics, investors, and students. The book will cover the major principles of investor psychology, including heuristics, bounded rationality, regret theory, mental accounting, framing, prospect theory, and loss aversion. Specific sections of the book will delve into the role of personality traits, financial therapy, retirement planning, financial coaching, and emotions in investment decisions. Other topics covered include risk perception and tolerance, asset allocation decisions under inertia and inattention bias; evidenced based financial planning, motivation and satisfaction, behavioral investment management, and neurofinance. Contributions will delve into the behavioral underpinnings of various trading and investment topics including trader psychology, stock momentum, earnings surprises, and anomalies. The final chapters of the book examine new research on socially responsible investing, mutual funds, and real estate investing from a behavioral perspective. Empirical evidence and current literature about each type of investment issue are featured. Cited research studies are presented in a straightforward manner focusing on the comprehension of study findings, rather than on the details of mathematical frameworks.
Download or read book King Arthur s Round Table written by David Perkins and published by John Wiley & Sons. This book was released on 2003-01-14 with total page 306 pages. Available in PDF, EPUB and Kindle. Book excerpt: Your organization functions and grows through conversations face-to-face and electronic, from the mailroom to the boardroom. The quality of those conversations determines how smart your organization is. This revelatory book shows you how the Round Table of Arthurian legend can help foster collaboration and transform today s world of business, nonprofits, and government. "When I want a group to work effectively, I turn immediately to my colleague of thirty-five years, David Perkins. This book is a distillation of his knowledge and wisdom." Howard Gardner author of Frames of Mind: The Theory of Multiple Intelligences and Intelligence Reframed "David Perkins applies his wit and inventive mind to create a fresh perspective on the world of collaboration in organizations. His archetypes and toolboxes offer valuable insights to anyone facing the challenges of collaborative problem solving." David Straus author of How to Make Collaboration Work
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 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 288 pages. Available in PDF, EPUB and Kindle. Book excerpt: Finally, an Estate Planning Guide for Californians Every Californian’s Guide to Estate Planning helps you understand the basics of leaving money and property to loved ones and charities, and naming a guardian for children—with a special focus on issues unique to California, like: how community property rules affect inheritance and taxes how to minimize capital gains for those inheriting high value real estate legal and tax rules that apply to non-citizens and U.S. permanent residents important issues for international guardians, trustees, and executors how to understand the impact of “Prop 19,” and make sure your heirs don’t lose a low (“Prop 13”) property tax rate, and how to avoid California’s slow and expensive probate system through options such as transfer-on-death deeds. With Downloadable Worksheets Includes access to essential worksheets that help you get started on writing a will, preparing a trust, choosing a guardian, leaving money to kids, naming beneficiaries, choosing agents for your health care directive and power of attorney for finances, doing a personal inventory, and more.
Download or read book We The People s Guide to Estate Planning written by Ira Distenfield and published by John Wiley & Sons. This book was released on 2005-04-29 with total page 322 pages. Available in PDF, EPUB and Kindle. Book excerpt: WE THE PEOPLE No lawyers. Save money. We The People is America's largest legal document services company. Dedicated to helping every American avoid the high cost of legal fees, We The People gives you the information you need to handle your own legal filings quickly, easily, and inexpensively. Hundreds of thousands of Americans have already liberated themselves from the tyranny of attorneys' fees--and now you can too! We The People's Guide to Estate Planning makes planning for your future as painless as possible--all without the added hassle of hiring a lawyer. This practical, nuts-and-bolts guide covers all the basics of do-it-yourself estate planning, and covers everything you need to know about living trusts, wills, probate, and estate taxes. Extra resources--a glossary of estate planning terminology; a section on frequently asked questions; samples of effective living trusts and a last will and testament; as well as worksheets and essential information on how to settle an estate--make this the best resource available for this important step in planning for the future. You'll have all the information you need to understand the legal language of a will or living trust and learn how to seek state-specific laws and customs so you can tailor your plans accordingly. In addition, you can download sample documents from which you can create your own. Inside, you'll learn all the basics and more: * Whether you need a living trust, a will, or both * Creating a valid last will and testament * Designating a successor trustee or executor to an estate * Deciding who gets what--and making sure they do * Setting up a living trust and funding it with assets * Understanding durable power of attorney documents and living wills * Tax-saving tips that help you leave more for your beneficiaries * Getting to know (in plain English) the legal language of your will or living trust * Where to download sample documents * Settling an estate with or without a valid will or living trust It's important to take care of the ones you love after you're gone. But if your estate planning isn't done clearly, precisely, and legally, you could end up creating more problems for your survivors than you solve. Do it right, do it inexpensively, and do it yourself--with We The People's Guide to Estate Planning.
