Download or read book Protect Your Estate Definitive Strategies for Estate and Wealth Planning from the Leading Experts written by Robert Esperti and published by McGraw Hill Professional. This book was released on 1999-12-08 with total page 352 pages. Available in PDF, EPUB and Kindle. Book excerpt: Estate planning is more important than ever, and it's no longer just for the very rich. Today's "middle-class millionaires"created by the booming stock and real estate marketshave more assets than they ever believed possible. That unexpected wealth brings with it new concerns about how to protect their money and their heirs. A best-seller in its first edition, this book shows anyone how to implement estate planning into a long-range financial plan. It includes the latest on: Disability planning Living trusts; asset protection through long-term planning Family limited partnerships Written by two noted tax attorneys who have revolutionized the estate-planning process with their techniques, Protect Your Estate, Second Edition, enables readers to understand the newest changes in the tax laws and turn them to their own advantage.
Download or read book Protect and Enhance Your Estate Definitive Strategies for Estate and Wealth Planning 3 E written by Robert A. Esperti and published by McGraw Hill Professional. This book was released on 2012-03-30 with total page 369 pages. Available in PDF, EPUB and Kindle. Book excerpt: “Our #1 choice in estate planning books.” –Ken & Daria Dolan The bestselling guide to securing a sound financial future for you and your loved ones—updated for uncertain times In our time of political, social, and economic upheaval, taking steps to protect your estate isn’t enough to provide peace of mind for you or financial security for your loved ones. Given these new levels of uncertainty, you need to reduce risk by using life insurance and other financial products to fund estate planning. This new, fully updated edition of the estate planning classic helps you take your estate planning to the next level. In addition to all the basics on wills, jointly held property, taxation, and philanthropy, Protect and Enhance Your Estate covers the latest developments regarding: Disability planning Living trusts Asset protection Family limited partnerships Proper use of life and long-term care insurance
Download or read book Searching the Law 3d Edition written by Frank Bae and published by BRILL. This book was released on 2021-12-13 with total page 764 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book The American Bar Association Guide to Wills Estates written by American Bar Association and published by Random House Reference &. This book was released on 2009 with total page 386 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written in easy-to-read language with dozens of real-life examples, this book provides important information about mediation, arbitration, small claims court, and civil court procedures, and includes a chapter on working with a lawyer.
Download or read book Wealth Protection written by Christopher R. Jarvis and published by John Wiley & Sons. This book was released on 2002-11-04 with total page 418 pages. Available in PDF, EPUB and Kindle. Book excerpt: "As an asset protection lawyer, I think Mandell and Jarvis brilliantly explain the most effective wealth protection strategies. A must-read for advisors and clients alike." -Arnold S. Goldstein, PhD, LLM, JD author, Asset Protection Secrets "I really appreciate the 'Risk Factor Analysis.' It is a unique tool for diagnosing-and then solving-some of the toughest problems in maintaining and protecting your wealth." -Gordon Klein, JD, CPA, lecturer, UCLA's Anderson Graduate School of Management, frequent CNBC Commentator "Chris and David's concept of a 'Personal Economy' should be heeded by every individual investor. If you want to grow and shield what's yours, this book is a great start." -Jonathan Guryan, PhD, Asst. Professor of Economics University of Chicago Graduate School of Business The interest in protecting one's wealth is universal. Wealth Protection: Build and Preserve Your Financial Fortress serves as the ultimate handbook for readers who want to build their family's financial fortress and shield it from potential risks.
Download or read book Wealth Transfer Strategies written by Joe Thomas and published by Independently Published. This book was released on 2023-09-24 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Book Description Unlock the secrets to a secure financial legacy and ensure your family's future prosperity with "Wealth Transfer Strategies: Securing Your Family's Future." In this comprehensive guide, estate planning expert Joe Thomas provides invaluable insights, practical advice, and actionable strategies to help you navigate the complex world of wealth transfer. Estate planning is not just about passing on your assets; it's about preserving your values, protecting your loved ones, and leaving a lasting legacy. With Joe Thomas as your trusted guide, you'll embark on a journey that empowers you to make informed decisions, minimize tax burdens, and safeguard your family's financial well-being. Inside this Book, You'll Discover: The Importance of Wealth Transfer: Explore why estate planning is a vital component of responsible wealth management and how it impacts your family's future. Comprehensive Estate Planning: Learn how to create a well-rounded estate plan that includes wills, trusts, powers of attorney, and healthcare directives. Tax Efficiency Strategies: Discover effective ways to minimize estate and inheritance taxes, ensuring that more of your wealth stays in the hands of your loved ones. Legacy Preservation: Explore the art of legacy planning, from communicating your values to fostering family unity and supporting philanthropic causes. Adaptation and Responsibility: Embrace the dynamic nature of estate planning, staying current with ever-changing laws and regulations. Professional Guidance: Understand the pivotal roles of estate planning attorneys, financial advisors, and tax professionals in crafting a successful estate plan. Sample Documents: Access sample wills, trusts, and other estate planning documents to serve as references when creating your own customized plan. Glossary of Terms: Navigate the world of estate planning with ease using our comprehensive glossary of key terms. Legacy Preservation: Explore the art of legacy planning, from communicating your values to fostering family unity and supporting philanthropic causes. Adaptation and Responsibility: Embrace the dynamic nature of estate planning, staying current with ever-changing laws and regulations. Professional Guidance: Understand the pivotal roles of estate planning attorneys, financial advisors, and tax professionals in crafting a successful estate plan. Sample Documents: Access sample wills, trusts, and other estate planning documents to serve as references when creating your own customized plan. Glossary of Terms: Navigate the world of estate planning with ease using our comprehensive glossary of key terms. Whether you're starting your estate planning journey or seeking to enhance your existing plan, "Wealth Transfer Strategies" equips you with the knowledge and tools needed to secure your family's financial future. Joe Thomas's expertise and guidance will empower you to make informed decisions, protect your legacy, and leave a lasting impact for generations to come. Begin your journey toward financial security and legacy preservation today. "Wealth Transfer Strategies: Securing Your Family's Future" is your roadmap to a prosperous and enduring legacy. This book description highlights the key themes, benefits, and content covered in "Wealth Transfer Strategies: Securing Your Family's Future," offering readers a glimpse into the valuable insights and guidance provided by Joe Thomas in the book.
Download or read book Protecting Your Financial Future written by Lee R. Phillips and published by . This book was released on 1999-01-01 with total page 364 pages. Available in PDF, EPUB and Kindle. Book excerpt: Newly updated, this easy-reading book is packed with estate planning strategies every family can use to protect their money. It offers step-by-step ways to slash takes, cut or eliminate legal fees, and shield money from probate, creditors, lawsuits, divorce and illness. Includes personal anecdotes and true stories to illustrate crucial legal tools such as living trusts, wills, and powers of attorney. Gives counsel to avoid common financial pitfalls, shares hints to maximize life insurance and retirement, and includes tips to wisely choose a lawyer or do-it yourself software. New chapter explains how to minimize rest home expenses and anxiety.
Download or read book J K Lasser s New Rules for Estate and Tax Planning written by Harold I. Apolinsky and published by John Wiley & Sons. This book was released on 2005-03-04 with total page 306 pages. Available in PDF, EPUB and Kindle. Book excerpt: A complete guide to planning an estate under today's tax rules When it comes to your estate--no matter how big or small it may be--you shouldn't leave anything to chance. Proper planning is necessary to protect both your assets and your heirs. Estate Planning Law Specialist Harold Apolinsky and expert financial planner Stewart Welch III know this better than anyone else, and in the Revised and Updated Edition of J.K. Lasser's New Rules for Estate and Tax Planning, they offer valuable advice and solid strategies to help you plan your estate under today's tax rules as well as preserve your wealth. Packed with up-to-the-minute facts, this practical resource covers important issues, such as: * How new legislation will impact inheritances and trusts * Estate and generation-skipping tax planning * The role of wills, executors, and trusts * Treatment of charitable contributions * The do's and don'ts of gifting * Life insurance and retirement planning Filled with in-depth insights and expert advice, this book will show you how to efficiently arrange your estate today so that you can leave more to those you care about tomorrow.
Download or read book Estate Planning Made Simple written by Riley G Foster and published by Independently Published. This book was released on 2024-04-14 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: IT'S NEVER TOO EARLY TO PLAN FOR THE FUTURE, AND IT'S CERTAINLY NEVER TOO LATE TO SECURE YOUR LEGACY-REGARDLESS OF THE SIZE OF YOUR WEALTH. ⏰ FOR A LIMITED TIME! UNLOCK YOUR EXCLUSIVE BONUS WITH THIS PURCHASE: a comprehensive GUIDE TO RETIREMENT PLANNING, seamlessly integrating with estate planning to maximize your future security. Discover vital strategies for financial health, effective retirement income sources, advanced investment options, and essential legal documentation. Are you ready to take control of your future but unsure where to start? Concerned about how to protect your hard-earned assets from the uncertainties of life? Want to ensure your loved ones are cared for in exactly the way you wish after you're gone? Introducing "ESTATE PLANNING MADE SIMPLE" - your comprehensive guide to demystifying the estate planning process and unlocking the peace of mind you deserve.
Download or read book Wealthcounsel r Estate Planning Strategies written by Randy Gardner and published by . This book was released on 2009 with total page 385 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Estate Planning for Beginners written by Calvin Boswell and published by . This book was released on 2024-02-09 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Are you prepared for the future? It's a question that often prompts more anxiety than action, especially when it comes to estate planning. But what if you could easily navigate this essential process, even as a beginner? "Estate Planning for Beginners" is the definitive guide for anyone looking to secure their legacy and provide for their loved ones confidently. This book is tailored for individuals new to the concept of estate planning. It demystifies the process, breaking down complex legal jargon into understandable terms. Whether you're a young adult just starting, a parent safeguarding your children's future, or a business owner strategizing for succession, this book is crafted for you. Inside "Estate Planning for Beginners," you'll discover: A clear explanation of estate planning and why it's crucial for everyone. Step-by-step guidance through the estate planning process, from identifying your assets to selecting executors and trustees. Strategies to protect your estate and minimize taxes, ensuring your beneficiaries receive the maximum benefits. Insightful discussions on managing digital assets, healthcare decisions, and planning for incapacity. Special considerations for business owners, including succession planning and asset valuation. With "Estate Planning for Beginners," you'll gain: Peace of mind knowing you have a plan for the unexpected. The ability to make informed decisions about wills, trusts, and advance directives. Tools to effectively manage and protect your assets for future generations. Don't leave your legacy to chance. Take control of your estate planning journey with "Estate Planning for Beginners" and ensure your wishes are honored, your assets are secured, and your loved ones are cared for. Act now to build a lasting legacy.
Download or read book Encyclopedia of Retirement and Finance 2 Volumes written by Lois A. Vitt and published by Greenwood. This book was released on 2003-11-30 with total page 488 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by experts in a variety of fields, entries include gerontology and finance terms and concepts, policies and programs, the needs and problems of the elderly, and more.
Download or read book Tax Deferred Investing written by Cory C. Grant and published by Wiley. This book was released on 2000-06-02 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Take control of your most important retirement assets Investment advisors, financial planners, accountants, and attorneys are always hungry for expert advice and guidance on the best ways to help their clients make the most of their investments during their work lives and successfully manage their payouts when they retire. Written by two of today's most visible retirement planning experts, Tax-Deferred Investing meets that need. Cory Grant and Andrew Westhem describe proven wealth-building and payout strategies for both employers and employees. A complete guide to plan selection, investment, asset allocation, and distribution strategies Includes estate planning techniques for keeping the wealth in a family from one generation to the next Cory C. Grant (La Jolla, CA) is Executive Vice President of Westhem Group/Wealth Planning, Inc., and a specialist on advanced estate, retirement, and business planning strategies. Andrew Westhem (La Jolla, CA) is President of Westhem Group/Wealth Planning, Inc., focusing on advanced estate, retirement, and business planning strategies.
Download or read book Strategies for Trusts and Estates in New York written by Aspatore Books and published by Aspatore Books. This book was released on 2009 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Strategies for Trusts and Estates in New York is an authoritative, insiders perspective on best practices for estate planning in the state of New York. Featuring partners and shareholders from some of the states leading law firms, these experts guide the reader through the recent developments in New York trusts and estates law, including significant changes to the federal applicable exclusion amount, the durable power of attorney, the revocatory effect of divorce, and the simultaneous death statute. From using estate tax exemptions and implementing a lifetime gift-giving program to creating a grantor trust, the authors emphasize the importance of protecting a clients assets and building an estate plan that meets the clients needs. Additionally, these leaders provide insight into the changing role of the estate planning attorney and the integration of new laws, as well as the effects of the financial crisis, same-sex marriage equality, and the increase in financial elder abuse. 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 around the keys to navigating this ever-evolving area of law.
Download or read book Current Publications in Legal and Related Fields written by and published by . This book was released on 2000 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book AARP JK Lasser s New Rules for Estate and Tax Planning written by Stewart H. Welch, III and published by John Wiley & Sons. This book was released on 2012-04-17 with total page 260 pages. Available in PDF, EPUB and Kindle. Book excerpt: AARP Digital Editions offer you practical tips, proven solutions, and expert guidance. A complete guide to planning an estate under today's tax rules When it comes to an estate (no matter how big or small it may be) nothing should be left to chance. Proper planning is necessary to protect both your assets and your heirs. Estate Planning Law Specialists Harold Apolinsky and Craig Stephens and expert financial planner Stewart Welch III know this better than anyone else, and in the revised and updated edition of J.K. Lasser's New Rules for Estate and Tax Planning, they offer valuable advice and solid strategies to help you plan your estate under today's tax rules as well as preserve your wealth. Packed with up-to-the-minute facts, this practical resource covers a wealth of important issues. Reveals how new legislation will impact inheritances and trusts and offers guidance for estate and generation-skipping tax planning Explains the role of wills, executors, and trusts and shows how to treat charitable contributions Outlines the do's and don'ts of gifting and explains life insurance and retirement planning Filled with in-depth insights and expert advice, this book will show how to efficiently arrange your estate today so that you can leave more to those you care about tomorrow.
Download or read book The Probate of the Estates of Joe D Hunter and A C Miller written by Leigh Cravin and published by Tree City Press. This book was released on 2007 with total page 282 pages. Available in PDF, EPUB and Kindle. Book excerpt:
