Download or read book Estate Planning Success written by James K. Purdy and published by . This book was released on 2009-08-01 with total page 72 pages. Available in PDF, EPUB and Kindle. Book excerpt: Estate Planning Attorney, James K. Purdy, explains why most estate plans do not work and what you can do about it. Written in plain English, this book is a must read for anyone considering creating or updating an estate plan.
Download or read book Estate Planning Success for Women written by Lynne Marie Kohm and published by . This book was released on 2005 with total page 233 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Estate Planning for Authors written by M. L. Buchman and published by Buchman Bookworks, Inc.. This book was released on 2017-07-18 with total page 91 pages. Available in PDF, EPUB and Kindle. Book excerpt: -an estate planning self-help guide for artists & writers- Writer, painter, photographer, musician, designer, animator, graphic artist, programmer, screenwriter, textile artist, choreographer, composer, sculptor... A will or trust controls who inherits what. The Final Letter tells your heir(s) ways to maintain it, even make it thrive, once they’ve got it. The challenge with an estate that includes Intellectual Property (books, stories, plays, films, etc.), is it has a value that can last another 70 years after your death. This book is a practical guide for educating your heir on quite what they’ve just received and what their options are to manage it. Topics also include: basic vocabulary, income opportunities with Intellectual Property, the power of trusts in IP estate planning, and much more. Estate Planning for Authors will help authors create their Final Letter as well as help the heirs whose benefactor did not create one. It’s a guide on how to make sure your legacy remains profitable for decades after you’re gone!
Download or read book Estate Planning Success for Pennsylvania Residents written by Mark L. James and published by . This book was released on 2002 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The only guide available to educate, inform, and help Pennsylvania residents better understand how to save time and money through estate planning.
Download or read book Estate Planning Success Just for Women written by LYNNE MARIE. KOHM and published by . This book was released on 2023-03-30 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Women are the fastest growing economic demographic in the world, making the need to plan for retirement and wealth transfer an absolute must for every woman. This book provides a stepwise guide designed just for women to develop a solid understanding of estate planning. As estate planning is a path rather than a destination, these nine steps can aid every woman in her journey toward retirement and estate planning. From explaining probate, and the difference between probate and non-probate assets, to joint ownership, to trust establishment, management and settlement, to retirement planning and charitable estate planning, to living wills and dealing with incapacity, readers will get easy explanations and clear guidance on normally difficult concepts. The information and strategies set out here in the pages of this book will help every woman in assessing her goals and creating a plan that works for her situation and life circumstances, both during her lifetime and in her estate plan - setting her on a path to achieve Estate Planning Success Just for Women.
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 Made Easy written by David Phillips and published by Kaplan Publishing. This book was released on 2007-02-01 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Baby boomers heading into their retirement years must take the time to ensure that their estates are in order—and that means a lot more than just preparing a will and naming an executor. Insurance, taxes, and planning for Medicare and Medicaid are among the crucial considerations in planning for the future. Completely revised and updated, Estate Planning Made Easy, Third Edition shows individuals why they need more than just a will and an executor, options for conserving wealth, and advice on putting together a comprehensive estate plan. This third edition includes extensive revisions to tax legislation, which has changed significantly over the last few years, leaving most American’s clueless. Features: * Changes to Tax Legislation * How seniors can best plan for Medicare and Medicaid * How to obtain the best cash flow with an equity-rich home * Tax legislation regarding 401k’s IRA’s, and pensions * Strategies to help reduce estate size and give to children, grandchildren, and great grandchildren, without jeopardizing annual gift allowances * Premium financing of life insurance * Information on social security, private annuities, and state inheritance tax
Download or read book Estate Planning written by William P. Streng and published by John Wiley & Sons. This book was released on 2016-02-08 with total page 736 pages. Available in PDF, EPUB and Kindle. Book excerpt: Plan ahead: estate planning to secure your wishes Estate Planning is your overview of the estate planning concepts that are necessary to consider when advising your clients about the different facets of wealth transfer planning. This fundamental reference presents the basic estate, gift, and trust planning ideas in a descriptive and accessible manner—allowing you to easily and conveniently access the information you need when you need it. This essential text covers the development of estate planning strategies for your clients, the fundamentals of the federal transfer tax system, relevant federal income tax rules, lifetime donative asset transfers, gratuitous property transfers at death, generation-skipping transfers, special property transfer planning considerations, and post-mortem planning. When done effectively, estate planning enables your clients to make both lifetime and testamentary transfers of assets to beneficiaries of their choice. In the process, strategic, successful estate planning strategies conserve wealth for these beneficiaries, who are often family members of the client. Leveraging the right methods of estate planning can ensure that you achieve your client's objectives. Explore the fundamentals of estate planning as they relate to wealth transfer planning Dive into special property transfer planning considerations, including community property, life insurance, charitable transfers, closely held corporations, etc. Better serve your clients by having access to relevant, easy to navigate information on estate planning best practices Reinforce these new ideas with a comprehensive test bank Estate Planning is your guide to estate planning concepts that help you protect your assets during wealth transfer—and prepare for your assets to change hands as smoothly as possible.
Download or read book Estate Planning Success for Business Owners written by Mark L. James and published by . This book was released on 2000-09 with total page 238 pages. Available in PDF, EPUB and Kindle. Book excerpt: You ve spent years building your business; now spend a few hours planning its future. Attorney Mark James and Professor Jim Bechtel lead you step-by-step through the essential elements of your business succession and estate plan. Discover how to begin the process of ensuring the future of your business.
Download or read book Preparing Heirs written by Roy Orville Williams and published by Author's Choice Publishing. This book was released on 2003 with total page 208 pages. Available in PDF, EPUB and Kindle. Book excerpt: Preparing Heirs discloses the surprising findings from the authors' research into the legacies of 3,250 wealthy families. With extraordinary insight, they reveal what the relatively small number of successful families had in common-how they achieved and maintained family harmony, and ensured the smooth transition of their wealth to well-adjusted heirs. They also warn of the wide range of factors that cause the majority of wealthy families to fail in their transition. Preparing Heirs offers clear, concise, well-organized, and easy-to-follow instructions that will enable you to evaluate your plan for transitioning family wealth. Preparing Heirs is an assessment tool that can be used in conjunction with the services of qualified professionals such as attorneys and accountants. It addresses the major causes for the 70% failure rate in estate transitions, which lie within the family itself and are within the family's control. This book can help you develop a plan to transmit the family values underlying the accumulation of wealth and prepare your heirs to be good stewards and thoughtful administrators of that wealth.
Download or read book The 101 Biggest Estate Planning Mistakes written by Herbert E. Nass and published by John Wiley & Sons. This book was released on 2009-10-01 with total page 305 pages. Available in PDF, EPUB and Kindle. Book excerpt: A trust and estate lawyer to the stars offers an engaging look at how to avoid numerous estate planning mistakes In The 101 Biggest Estate Planning Mistakes, author Herbert Nass, an estate planner for some of today's most famous celebrities, offers an entertaining look at what not to do when setting up an estate plan, or administering an estate. By examining the mistakes made by some of the most well-known celebrities-from Bob Marley to John F. Kennedy, Sr. and Jr.-this book will guide readers toward making a successful estate plan and help them avoid many common pitfalls. Chapters cover such topics as: mistakes involving tangible personal property, real estate, executors and trustees, minors, or persons with disabilities; as well as disgruntled family and friends left behind. Puts estate planning in perspective through entertaining examples of mistakes celebrities have made in developing their own plans Taps into the voyeuristic interest we have in the lives of the rich and famous Offers an insider's look at many fascinating wills of the rich and famous Given the emotional, financial, and legal issues that arise from the death of a loved one-and the substantial assets that are transferred from one generation to the next at this time-understanding estate planning is essential. This book will put you in a better position to make more informed estate planning decisions.
Download or read book Estate Planning Success for Virginia Residents written by Mark L. James and published by . This book was released on 2004 with total page 261 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book A Practical Guide to Successful Estate Planning written by Mark R. Alvig and published by Voyageur Press (MN). This book was released on 1999 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The authors, certified financial planners who specialize in estate planning, explain the essentials of estate planning in easy to understand terms.
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 Client Strategies written by Mario Santilli, Jr and published by Aspatore Books. This book was released on 2010 with total page 285 pages. Available in PDF, EPUB and Kindle. Book excerpt: Estate Planning Client Strategies provides an authoritative, insiders perspective on best practices for working with clients on estate planning during todays economic and political environment. Featuring experienced partners from law firms across the nation, these experts guide the reader through the challenges currently affecting trusts and estates practitioners, including recent legislation, the growing baby boomer generation, the economic crisis, and the federal estate tax. These top lawyers give tips on developing a successful estate plan, with advice on preventing common mistakes, using the correct language, selecting the appropriate trusts, and avoiding litigation. From understanding client wishes and addressing concerns to working with unique family situations and integrating family counseling techniques, these experts reveal proven strategies for advising clients on the intricacies of estate planning. Additionally, these leaders discuss the rapidly growing areas of estate planning and how to take advantage of them. The different niches represented and the breadth of perspectives presented enable readers to get inside some of the great legal minds of today, as these experienced lawyers offer up their thoughts on the keys to success within this dynamic field.
Download or read book Guide for the Successful Trustee written by R.D. Kristine S. and published by BalboaPress. This book was released on 2012-04-28 with total page 100 pages. Available in PDF, EPUB and Kindle. Book excerpt: WHO SHOULD OWN THE GUIDE? IF you are named on your own, parents, relatives, friends or neighbors estate plan as a trustee, you will need to know your responsibilities and have the system to successfully address the trust placed in you. IF you are establishing an estate plan with an independent third party, bank or corporate trustee, you will want to use the guides, Notify-Respond-Verify system. Make sure they get it correct. IF you are a parent or grandparent, what gift could be more important or useful than a well drafted estate plan and a system to make it work? Give your heirs the tools they can use to make the plan a success. WHO SHOULD GIVE THE GUIDE? IF you are an estate planning attorney you realize your clients need a system for transferring and tracking their assets. This is it. The Guide for the Successful Trustee. IF you are an accountant do your clients have their assets properly titled? Use the Guide to get the proper registration and use the system to keep it that way. Thousands of dollars in unnecessary taxes and fees are generated by incorrect registrations. IF you are a financial advisor, have your peers and predecessors titled all of their clients past investments properly? What is your liability to clients on past transactions and current estate plans? Meet with the client and family go over the three phases of estate planning. Illustrate the phases and the differences between the three. The Guide for the Successful Trustee has the system to make it simple and successful.
Download or read book Estate Planning written by Insight Information Inc and published by . This book was released on 1996 with total page 642 pages. Available in PDF, EPUB and Kindle. Book excerpt:
