Download or read book Strategies for Trusts and Estates in Florida written by and published by Aspatore Books. This book was released on 2011 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Strategies for Trusts and Estates in Florida provides an authoritative, insiders perspective on key strategies for advising trust and estate clients in Florida in todays social and economic environment. Featuring partners from some of the states leading law firms, these experts guide the reader through the various elements of estate planning and the key issues to be considered during each stage of the process. These leaders reveal their advice on choosing the right trust for a specific client, protecting assets and retirement accounts for beneficiaries, and navigating the restrictions unique to Florida trust and estate law. From misunderstandings and miscommunications with clients to errors made while drafting documents, these authors discuss how to overcome common mistakes and pitfalls that some attorneys might face. Additionally, these top lawyers offer tips on educating clients about estate tax. 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 Strategies for Trusts and Estates in Florida 2013 Ed written by WEST GROUP and published by . This book was released on 2013-01-01 with total page 112 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Strategies for Trusts and Estates in Florida 2015 Ed written by and published by . This book was released on 2015-05-01 with total page 168 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Maximizing Asset Protection and Tax Efficiency written by Nikollasa Achli and published by Independently Published. This book was released on 2024-04-09 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Unlock the power of asset protection and tax optimization with the Triple LLC Trustee Strategy for Florida Trusts. In this comprehensive guide, trustees and beneficiaries will discover proven strategies and best practices for managing trusts effectively while maximizing wealth preservation and tax efficiency. From establishing open communication channels between trustees and stakeholders to educating beneficiaries on trust terms and concepts, this book provides a step-by-step approach to trust governance and beneficiary empowerment. Readers will learn how to navigate complex legal and financial concepts, clarify roles and responsibilities, and promote transparency and accountability in trust administration. With insights into establishing trust objectives, implementing tax optimization strategies, and promoting collaboration among trustees and beneficiaries, this book equips readers with the knowledge and tools needed to succeed in trust management. Practical examples, case studies, and actionable advice ensure readers can apply the Triple LLC Trustee Strategy with confidence and competence. Whether you're a trustee seeking guidance on trust administration or a beneficiary looking to understand your rights and responsibilities, "Maximizing Asset Protection and Tax Efficiency" offers invaluable insights and practical solutions for managing Florida trusts effectively. Empower yourself with the knowledge and strategies needed to protect and preserve wealth for generations to come.
Download or read book Your Florida Wills Trusts Estates Explained Simply written by Linda C. Ashar and published by Atlantic Publishing Company. This book was released on 2010-11-15 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt: Few people want to think about what would happen to their families if they become disabled or die; however, planning for these occurrences in advance will reduce potential stress on your family later in life. The right plan can protect the value of your estate and spare your loved ones unnecessary hassles and legal conflicts. This book will take the guesswork out of planning your estate and help you finally understand the complex processes. Your Florida Wills, Trusts, & Estates Explained Simply will help you glide through this complicated process. This book has been adapted to offer Florida residents state-specific advice for estate planning. Author Linda C. Ashar, attorney at law, has crafted an estate-planning primer that allows Florida residents to become more informed and more involved during the process. Your Florida Wills, Trusts, & Estates Explained Simply will provide all the information you need to choose, set up, and execute a will, trust, or estate. You will learn the legal terminology, including beneficiary, probate, trustor, trustee, assets, guardianship, and executor. You will also learn about trust agreements, trust property, settlement costs, life insurance, durable powers of attorney, marital deductions, gift splitting, survivorship deeds, gift tax issues, generation skipping transfer tax, tax deferred accounts, and advance directives. Atlantic Publishing is a small, independent publishing company based in Ocala, Florida. Founded over twenty years ago in the company presidentâe(tm)s garage, Atlantic Publishing has grown to become a renowned resource for non-fiction books. Today, over 450 titles are in print covering subjects such as small business, healthy living, management, finance, careers, and real estate. Atlantic Publishing prides itself on producing award winning, high-quality manuals that give readers up-to-date, pertinent information, real-world examples, and case studies with expert advice. Every book has resources, contact information, and web sites of the products or companies discussed.
Download or read book Eight Steps to a Proper Florida Trust and Estate Plan written by Alan S. Gassman and published by . This book was released on 2015-12-16 with total page 202 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Understanding Living Trusts written by Vickie Schumacher and published by Schumacher Publishing. This book was released on 1990 with total page 230 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written in clear, conversational English, this book can help anyone understand how a living trust avoids the complications, expenses, and delays of probate at times of incapacity and death.
Download or read book Strategies for Trusts and Estates in New York 2016 Edition written by and published by . This book was released on 2016-06-01 with total page 124 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Your Living Trust Estate Plan written by Harvey J. Platt and published by Simon and Schuster. This book was released on 2013-09-13 with total page 352 pages. Available in PDF, EPUB and Kindle. Book excerpt: This revised fifth edition from estate-planning expert Harvey J. Platt details the most up-to-date strategies for using a living trust to create a flexible estate plan. Platt explains the latest tax laws, including the American Taxpayer Relief Act of 2012, the broadening of statutes for amending trusts, and the rule against perpetuities (RAP). Platt also addresses updates on many existing topics, including lifetime exemptions; the estate, gift, and generation-skipping tax; charitable deductions; state estate tax savings; and private annuities. Your Living Trust & Estate Plan maps out the most effective techniques for saving money and property and covers the essentials of successful estate planning. Other resources frequently overlook vital areas such as unlocking the benefits of living trusts, protecting beneficiaries, using life insurance, handling retirement benefits properly, and fixing inadequate estate planning postmortem, but Your Living Trust is the complete guide. This invaluable resource will teach you how to maximize your family’s assets, plan your estate, and provide for your loved ones well into the future.
Download or read book Florida Will and Trust Forms Manual written by Walter S. Kane and published by . This book was released on with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book The Complete Guide to Trust and Estate Management written by Gerald Shaw and published by Atlantic Publishing Company. This book was released on 2010-11-15 with total page 290 pages. Available in PDF, EPUB and Kindle. Book excerpt: One of the most critical decisions a person must make when crafting a will or establishing a trust is whom to name as executor or trustee. Being chosen for these important jobs is an honor, and you must know how to perform the tasks correctly. With the help of this new book, The Complete Guide to Trust and Estate Management, you will understand the complex process of carrying out a person s final wishes. This book will provide insight whether you are a lawyer, accountant, financial consultant, spouse, adult child, relative, or friend; the simple, easy to understand language makes this book accessible to everyone. You will become familiar with many estate and trust management terms, such as beneficiary, probate, remaindermen, trust agreement, trust property, trustor, and trustee. In addition, you will learn the many duties and responsibilities of an executor, including the disbursement of property to the beneficiaries, collecting and arranging for the payment of debts, approving and disproving creditors claims, calculating taxes, filing forms, assisting the estate attorney, acting as the representative of the estate, inventorying and appraising the assets, and acting in the best interests of the deceased. After reading this book, you will know how to initiate probate; how to preserve the value of the estate; how to notify beneficiaries; how to send notices to the post office, banks, utilities, and credit card companies; how to file for Social Security, civil service, and veteran benefits; how to file tax returns; and how to file state death and federal estate tax returns. As executor, you will be responsible for settling the deceased person s estate and as trustee, you will be responsible for holding and administering the trust assets in the best interests of the trust s beneficiaries. Using this book as a guide, you can be assured that you will be prepared to properly perform the necessary duties entrusted to you. Atlantic Publishing is a small, independent publishing company based in Ocala, Florida. Founded over twenty years ago in the company president's garage, Atlantic Publishing has grown to become a renowned resource for non-fiction books. Today, over 450 titles are in print covering subjects such as small business, healthy living, management, finance, careers, and real estate. Atlantic Publishing prides itself on producing award winning, high-quality manuals that give readers up-to-date, pertinent information, real-world examples, and case studies with expert advice. Every book has resources, contact information, and web sites of the products or companies discussed.
Download or read book Strategies for Trusts and Estates in New York written by Michaela Falls and published by Aspatore Books. This book was released on 2012 with total page 102 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book The Complete Guide to Planning Your Estate in Florida written by Linda C. Ashar and published by Atlantic Publishing Company. This book was released on 2011 with total page 338 pages. Available in PDF, EPUB and Kindle. Book excerpt: What happens to your estate after you are gone is very much within your control. Estate planning is not only for the wealthy; it is for everyone. It is simply the process of deciding where your assets are to be distributed after your death. For those people who wish to preserve their assets for designated purposes such as family or special charities it becomes necessary to make special advance preparations. To ensure your assets are protected and final wishes are carried out, there are some common actions that should be taken now. Proper estate planning allows you to plan for yourself and your loved ones without giving up control of your affairs. Your estate plan should also allow for the possibility of your own disability. It should detail what you own and whom you want to leave it to at a time of your choosing and the way you want. Your estate plan should include fully disclosed, controlled costs for you and your loved ones. The last thing you want to worry about is having your estate drained of value through taxes and legal costs. The right plan can protect the value of your estate and spare your loved ones unnecessary hassles and legal conflicts. The Complete Guide to Planning Your Estate in Florida will help you glide through this complicated process. This new book has been adapted to offer Florida residents state-specific advice for estate planning. Author Linda C. Ashar, Attorney at Law, has crafted an estate planning primer, allowing Florida residents to become more informed and more involved during the process. Many books on estate planning indicate you do not need the services of an attorney, but this book highly recommends using an attorney versed in this area: You should not go through the process alone. This book is intended explain the complicated issues, terminology, and planning strategies of estate planning so when you do meet with a qualified attorney, you will be well prepared. You will understand the legal terms and be ready to discuss issues and strategies with familiarity, saving you time and legal fees and ensuring peace of mind. Florida-specific information is offered throughout this book, including: Florida''s probate code; Florida rules, regulations, and laws specific to estate planning; elements of a valid Florida will; planning your living will in Florida; explanations of Florida laws regarding durable health care power of attorneys, do not resuscitate (DNR) orders, and directives to withhold CPR. The book''s easy-to-understand context clarifies this complicated and sensitive subject and gives readers the power to take control of their future. This book also offers an overview of abatement rules, settlement costs, guardianship and minor children, executors and trustees, life insurance, potential long-term care needs, marital deductions, types of trusts, gift splitting, survivorship deeds, 529 plans, reducing or eliminating estate taxes, avoiding tax on life insurance, using insurance to pay estate taxes, gift tax issues, generation skipping transfer tax, and tax-deferred accounts. Estate planning should be a positive experience. It involves reviewing your situation and planning for your future. Although few people want to think about the possibility of disability or disease, advance planning is also a way to show your love and to reduce potential distress later. Other books offer a non-state-specific overview of estate planning, causing many readers to be misinformed about rules and regulations particular to their state; but, this new book provides information Florida residents need to know. Do not get outdated or wrong information that does not pertain to you specifically. Use this new book to craft an estate plan that is not only legally sound but also fully carries out your last wishes and protects your loved ones. Atlantic Publishing is a small, independent publishing company based in Ocala, Florida. Founded over twenty years ago in the company presidentâe(tm)s garage, Atlantic Publishing has grown to become a renowned resource for non-fiction books. Today, over 450 titles are in print covering subjects such as small business, healthy living, management, finance, careers, and real estate. Atlantic Publishing prides itself on producing award winning, high-quality manuals that give readers up-to-date, pertinent information, real-world examples, and case studies with expert advice. Every book has resources, contact information, and web sites of the products or companies discussed.
Download or read book Land Trusts in Florida written by Mark Warda and published by SphinxLegal. This book was released on 2004 with total page 204 pages. Available in PDF, EPUB and Kindle. Book excerpt: Land Trusts in Florida gives you all the agreements, forms, notices and directions necessary to create a land trust, transfer property into it, manage it and use it for privacy and savings. Everything you need to take advantage of this wonderful tool is right here in one place.
Download or read book Eight Steps to Proper Florida Trust and Estate Plan written by Alan Gassman and published by . This book was released on 2014-10-14 with total page 200 pages. Available in PDF, EPUB and Kindle. Book excerpt: Eight Steps to a Proper Florida Trust and Estate Plan
Download or read book Trusts and Estates Legal Strategies written by and published by . This book was released on 2008 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Trusts and Estates Legal Strategies is an authoritative, insiders perspective on successfully drafting and executing estate plans. Featuring partners and chairs from some of the nations leading law firms, these experts discuss strategies for understanding a clients objectives, analyzing and planning a strategy, and implementing and monitoring an estate plan. From educating the client and determining the clients goals to executing legal strategies, these authors discuss credit shelter planning, transfer tax, gift tax, GST tax exemption, and more. 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 success within this dynamic field.
Download or read book Strategies for Trusts and Estates in New York written by and published by Aspatore Books. This book was released on 2011 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Strategies for Trusts and Estates in New York provides an authoritative, insiders perspective on the current estate planning practice in New York State. Featuring experienced partners from law firms across the state, this book guides the reader through the latest developments that affect trusts and estates practitioners, including ongoing changes to powers of attorney, malpractice issues, asset protection, and state and federal estate taxes. From meeting with clients and determining goals to developing trusts and protecting business interests, the authors detail the step-by-step process of creating an effective and customized client strategy. These top lawyers also discuss new trends in trusts, how to match the right trust to the right client, and tactics for contesting a trust or estate. Additionally, these leaders analyze recent significant cases, the challenges of working with high net worth clients, and the impact of todays economy on the practice area. 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 skilled lawyers offer up their thoughts on the keys to success within this ever-evolving field.
