Download or read book The Complete Estate Planning Guide written by Kathleen Adams and published by Signet. This book was released on 2005 with total page 468 pages. Available in PDF, EPUB and Kindle. Book excerpt: From an experienced financial planner, here is the definitive guide to lowering taxes and accumulating capital. Completely revised and updated, this book offers an insider's look into every aspect of modern estate planning in non-technical language, including: How to calculate and reduce estate taxes, Capital investments, such as stocks, bonds, real estate, insurance, and annuities, An investor risk profile questionnaire, The benefits of divided ownership of property within the family and the maximum gift and estate tax savings possible, Why Long-Term Care Insurance is essential to protecting one's retirement savings, How to select an adviser and more.

Download or read book The Complete Book of Wills Estates and Trusts written by Alexander A. Bove and published by Macmillan + ORM. This book was released on 2005-12-27 with total page 530 pages. Available in PDF, EPUB and Kindle. Book excerpt: The best legal guide to wills and estates—with more than 80,000 copies sold—now updated to cover the current asset protection options and estate laws Whether grappling with modest or extensive assets, The Complete Book of Wills, Estates, and Trusts has long been the indispensable guide for protecting an estate for loved ones. In this completely revised third edition, updated to cover the latest changes in estate law, attorney Alexander A. Bove, Jr., clearly explains • how to use a will to avoid probate and legal complications • how trusts work and how to use trusts to save taxes • how to contest a will and how to avoid a contest • how to settle an estate or make a claim against one • how to establish a durable power of attorney • how to protect assets from creditors In his straightforward and humorous style, Bove shares easy-to-understand legal definitions, savvy advice on taxes, and pragmatic and simple sample forms, all illustrated with entertaining examples and actual cases. The Complete Book of Wills, Estates, and Trusts is the best guide available for defending your financial legacy

Download or read book The Complete Estate Planning Guide written by Robert Brosterman and published by Signet. This book was released on 1994-10 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book The Complete Guide to Planning Your Estate in Massachusetts written by Linda C. Ashar and published by Atlantic Publishing Company. This book was released on 2010-12 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. 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 Massachusetts will help you glide through this complicated process. This new book has been adapted to offer Massachusetts residents state-specific advice for estate planning. Co-authors Margo Pierce and Linda C. Ashar, attorneys at law, have crafted an estate planning primer, allowing Massachusetts 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. Massachusetts-specific information is offered throughout this book, including: Massachusetts probate code; Massachusetts rules, regulations, and laws specific to estate planning; elements of a Massachusetts will; planning your living will in Massachusetts; explanations of Massachusetts laws regarding durable health care power of attorneys, do not resuscitate (DNR) orders, and directives to withhold CPR. 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 Massachusetts residents need to know. 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 The Wall Street Journal Complete Estate Planning Guidebook written by Rachel Emma Silverman and published by Currency. This book was released on 2011-09-06 with total page 210 pages. Available in PDF, EPUB and Kindle. Book excerpt: Let’s face it: you can't avoid death or taxes. But you can create an estate plan that will make both a whole lot easier for your loved ones and put you in control of how your assets will get passed to your heirs. Here, Wall Street Journal personal-finance reporter Rachel Emma Silverman walks you step-by-step through the process. Chock-full of clear and solid advice on how to get the most out of the main estate planning tools - including wills, trusts, life insurance, guardianship papers, and powers-of-attorney documents - the Wall Street Journal Complete Estate-Planning Guidebook will help make your estate-planning process as simple, smooth, and unintimidating as possible. This book will help you: · Clarify your estate-planning goals, such as dividing up property for heirs, reducing taxes or leaving money for charity · Understand the key estate-planning documents you’ll need, including wills, beneficiary-designation forms, powers-of-attorney and health-care advance directives · Decode the technical jargon that estate planners often use, so you feel comfortable discussing QTIPs and QPRTs when you sit down with your lawyer. · Reduce possible estate, gift or generation-skipping taxes and legal and probate fees – decreasing what goes to the tax man and increasing what goes to your heirs · Learn strategies to divide money and personal property among your heirs, and reduce the possibility of family fights · Discuss sensitive estate-planning issues with your family · Maintain your estate-plan over time, including how to store and when to update your documents With completely up-to-date information on how to navigate the new 2011 estate tax legislation, and thoughtful advice on how to handle your estate in complicated situations – like if you’re single, in a same-sex relationship, or wish to provide for children with special needs - this is the estae-planning guide for today’s messy and complicated world. One of the biggest estate planning mistakes people make, says Silverman, is waiting too long to start. Which is why the Wall Street Journal Complete Estate-Planning Guidebook isn’t just for those planning for retirement or their golden years. It’s for anyone, of any age, who wants the peace of mind of knowing that your wishes will be respected and your hard-earned money will get passed on as you would like.

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 The Complete Guide to Planning Your Estate in New York written by Linda C. Ashar and published by Atlantic Publishing Company. This book was released on 2009-12-15 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. 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 New York will help you glide through this complicated process. This new book has been adapted to offer New York residents state-specific advice for estate planning. Co-authors Margo Pierce and Linda C. Ashar, attorneys at law, have crafted an estate planning primer, allowing New York 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. New York-specific information is offered throughout this book, including: New York's probate code; New York rules, regulations, and laws specific to estate planning; elements of a valid New York will; planning your living will in New York; explanations of New York laws regarding durable health care power of attorneys, do not resuscitate (DNR) orders, and directives to withhold CPR. Estate planning should be a positive experience. It involves reviewing your situation and planning for your future. 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 New York 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 Complete Guide to Planning Your Estate in New Jersey written by Linda Ashar and published by . This book was released on 2014 with total page 361 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 you die.

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 The Complete Guide to Organizing Your Records for Estate Planning written by John N. Peragine, Jr. and published by Atlantic Publishing Company. This book was released on 2009 with total page 338 pages. Available in PDF, EPUB and Kindle. Book excerpt: Planning your estate is a long, complicated process that requires much time and effort. The process of organizing your records for estate planning is equally time consuming and complex. Hiring an attorney to assist you may cost more than you are willing to spend. With the help of The Complete Guide to Organizing Your Records for Estate Planning, you can not only take charge of your estate planning documentation, but also save time, money, and effort. In this new book, you will learn how to find an organizational system that works for you, where to look for records, what to record, who to tell, where to keep records, and how often to update your records. You will also find information on creating a will or a living will, setting up a trust, assigning power of attorney, and filling out health care directives. Additionally, you will learn about the documents that should be included in your estate plan, such as insurance policies, Social Security cards, birth certificates of minor children, stock brokerage statements, credit card numbers and statements, certificates of deposit, real estate deeds, mortgage statements, retirement account savings, non-retirement account savings, and current bank statements. The CD-ROM is filled with sample documents and worksheets, as well as a checklist of often overlooked information, including any medications you take, where you worked, where your savings and checking accounts are located, where your car title is located, what your funeral plans or wishes are, and who should receive what. The Complete Guide to Organizing Your Records for Estate Planning will help you prepare your documents and record your final instructions and wishes. By using the information provided in this book you will save money you might otherwise have spent on legal and accounting fees. In addition, you will save your family the frustration of searching for these documents if something should ever happen to you. This book, written in an easy-to-understand language, will walk you through the process of organizing your records and make the process much easier for you and your family. The companion CD-ROM is included with the print version of this book; however is not available for download with the electronic version. It may be obtained separately by contacting Atlantic Publishing Group at [email protected] 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 The Everything Wills Estate Planning Book written by Deborah S Layton and published by Simon and Schuster. This book was released on 2009-05-18 with total page 284 pages. Available in PDF, EPUB and Kindle. Book excerpt: Most Americans donÆt have a will. They avoid estate planning because they donÆt want to think about death or they think itÆs too complicated. But this easy-to-follow guide takes the mystery out of the process. This book shows readers how easy it can be to plan for security and peace of mind. Readers learn how to write a will, create an estate plan, designate executors, choose trusts, reduce tax liabilities, and distribute their assets. Other features include: A glossary of legal terms Advice for protecting families from creditors Guidance for unmarried partners The important role of charitable giving in your estate plan This book provides sound advice for planning retirement and managing assets at any age and income level. It also includes completely new information on: Updated tax, IRA, and Roth details Charitable giving opportunities for reducing taxes and leaving a legacy Instruction for keeping plans up to date as the readers age An estate planning checklist

Download or read book The Complete Estate Planning Guide for Business and Professional Men and Women and Their Advisers written by Robert Brosterman and published by . This book was released on 1964 with total page 360 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book AARP Crash Course in Estate Planning written by Michael T. Palermo and published by Sterling Publishing Company, Inc.. This book was released on 2008-02 with total page 276 pages. Available in PDF, EPUB and Kindle. Book excerpt: Lawyer and financial planner Michael T. Palermo explains everything you need to know about wills, trusts, and more.

Download or read book Basic Estate Planning in Florida written by Florida Bar. Continuing Legal Education and published by . This book was released on 1980 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book The Complete Estate Planning Guide written by Robert Brosterman and published by Signet Book. This book was released on 1982-08 with total page 388 pages. Available in PDF, EPUB and Kindle. Book excerpt: The 1992 revised edition of the definitive guide to building maximum financial gains. In non-technical language, this comprehensive guide tells how to set up a long-range program that will safeguard the planner's financial security, as it details all the aspects of modern estate planning--from tax-saving opportunities to corporate fringe benefits.

Download or read book The Complete Guide to Planning Your Estate in Pennsylvania written by Linda C. Ashar and published by Atlantic Publishing Company. This book was released on 2010 with total page 336 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 Pennsylvania will help you glide through this complicated process. This new book has been adapted to offer Ohio residents state-specific advice for estate planning. Co-authors Margo Pierce and Linda C. Ashar, attorneys at law, have crafted an estate planning primer, allowing Pennsylvania 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. Pennsylvania -specific information is offered throughout this book, including: Pennsylvania ‘s probate code; Pennsylvania rules, regulations, and laws specific to estate planning; elements of a valid Pennsylvania will; planning your living will in Pennsylvania; explanations of Pennsylvania 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 Pennsylvania 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.

Download or read book The Complete Idiot s Guide to Wills and Estates written by Stephen Maple and published by Penguin. This book was released on 2003 with total page 364 pages. Available in PDF, EPUB and Kindle. Book excerpt: Yours"re no idiot, of course. You know itrs"s important to get your affairs in order, and yours"re working on it. Really. But when you try to figure out how all the new tax laws affect you, you feel like yours"re headed for an early grave.... Take control of your financial life-and afterlife! Pick up The Complete Idiotrs"s Guidereg; to Wills and Estates, Second Edition, and discover how easy estate planning can be. In this newly updated and revised Complete Idiotrs"s Guidereg;, you get: --An idiot-proof introduction to recent changes in estate- planning rules and tax laws. --Practical advice on choosing whether a trust or will is better for you. --Simple strategies for navigating probate and the court system. --Information on planning for special situations such as minor children, bankruptcy, weddings, ex-spouses, grandchildren, college funds, and more!