Download or read book Estate Planning For Dummies written by N. Brian Caverly and published by John Wiley & Sons. This book was released on 2003-03-07 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 AARP Crash Course in Estate Planning written by Michael T. Palermo and published by Sterling Publishing Company, Inc.. This book was released on 2004-12-11 with total page 276 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Essential Guide to Wills, Trusts, and you personal legacy. What you need to know before consulting you attorney.

Download or read book Essentials of Personal Financial Planning written by Susan M. Tillery and published by John Wiley & Sons. This book was released on 2018-09-21 with total page 448 pages. Available in PDF, EPUB and Kindle. Book excerpt: ESSENTIALS OF PERSONAL FINANCIAL PLANNING Essentials of Personal Financial Planning was written to challenge the status quo by promoting personal financial planning (PFP) as a profession, not as a sales tool to gather assets under management or facilitate sales of insurance products. The book takes a comprehensive and integrated approach to PFP for accounting students, allowing them to view the profession through the lens of a CPA – with integrity and objectivity. This book systematically introduces the essentials of all the major PFP topics (estate, retirement, investments, insurance, and tax), as well as: The PFP process, concepts and regulatory environment. Professional responsibilities of a CPA personal financial planner and the requirements of the Statement on Standards in PFP Services. Time value of money concepts. The book then builds on these foundational concepts, showing their interconnectivity and professional opportunities, to provide a deeper understanding of PFP and its application. After reading this book, students will be able to apply the knowledge and skills gained from this course to have an immediate and long-term positive impact for themselves and for the clients they serve.

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 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 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 Quicken WillMaker Plus 2015 Edition written by Editors of Nolo and published by Nolo. This book was released on 2014-10-01 with total page 473 pages. Available in PDF, EPUB and Kindle. Book excerpt: Presents instructions on how to use the WillMaker software in order to create such legal documents as wills, estate plans, living wills, power of attorney documents, and final arrangements.

Download or read book Financial Planning Essentials written by Warren McKeown and published by John Wiley & Sons. This book was released on 2024-10-28 with total page 516 pages. Available in PDF, EPUB and Kindle. Book excerpt: The second edition of Financial Planning Essentials delivers concise, contemporary, relevant and curriculum-aligned content carefully tailored to first-year undergraduate students. Students will be inspired, rather than saturated, by information on how to advise their future clientele about investment decisions throughout their lifetime. Encompassing the entire spectrum of client wealth management, from wealth development and protection to early investments, superannuation, and estate planning, this edition equips students with comprehensive knowledge and skills. A key focus is on instilling students with the necessary language and communication tools to deliver meaningful guidance to their future clients. Through a systematic exploration of fundamental concepts and technical competencies, Financial Planning Essentials, 2nd edition primes students for successful and fulfilling careers in financial planning. This text serves as an indispensable guide, fostering both readiness and enthusiasm among aspiring financial planners.

Download or read book The Fundamentals of Estate Planning written by Angela M. Vallario and published by . This book was released on 2013 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written specifically for those in the state of Maryland (or studying Maryland estate planning), The Fundamentals of Estate Planning provides a unique opportunity to bring the practical aspect of estate planning into the classroom. The casebook provides text, relevant Maryland and Federal Statutes, forms and checklists used to interview and draft estate planning documents. Major topics include drafting of wills, testamentary trusts, inter vivos trusts, powers of attorney and advance medical directives for tax sensitive and non-tax sensitive client scenarios. Additionally, the casebook provides an overview of the ancillary issues including elder law, Medicaid, guardianship, estate administration and will caveats. The book is accompanied by a CD which contains sample forms.

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 The Solo Ager Estate Plan written by Anthony S Park and published by . This book was released on 2020-05-21 with total page 80 pages. Available in PDF, EPUB and Kindle. Book excerpt: "This is one of those books where one little line could save you loads of money. Money you didn't even know you could really lose until one of those "court-appointed strangers" arrives in the picture" ✰✰✰✰✰ Amazon ReviewerThis easy-to-read Amazon-Bestseller guide answers all your questions about trust and estate essentials for single, childless seniors: Who are Solo Agers? Why Solo Agers need a different estate plan How the Solo Ager estate plan protects you, no just your heirs When are Solo Agers "vulnerable?" What is a court-appointed stranger, and why should you avoid them? How to secure your legacy Why you should always leave inheritance in trust funds How to choose the right trustee for your legacy When should you start your estate plan? What are the steps in the estate planning process? How much should estate planning cost? Readers love this book!"I have worked as a legal secretary for a long time and know there are things that need to be done before something happens to you, and then of course, it is clearly out of your hands" ✰✰✰✰✰ Amazon Reviewer "I particularly enjoyed ... the many examples that explain what it would be like without a well thought-out estate plan vs. one with such a plan" ✰✰✰✰✰ Amazon Reviewer "I was shocked to learn just how ruthless the world can be when it comes to money. The book gives examples of how family, the government, and banks can take advantage of someone." ✰✰✰✰✰ Amazon Reviewer

Download or read book Suze Orman s Protection Portfolio written by Suze Orman and published by . This book was released on 2002 with total page 166 pages. Available in PDF, EPUB and Kindle. Book excerpt: Suze Orman's Financial Package is a systematic approach for organising your essential documents. The Financial Package is very different from any other product of this type, because Suze has included three CDs that actually include the forms and instructions to create your own advanced directive with durable power of attorney for health care, financial power of attorney, will, and a trust.

Download or read book Legal Planning for Special Needs in Massachusetts written by Barbara Jackins and published by . This book was released on 2023-03-21 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: A PRACTICAL GUIDE TO LEGAL PLANNING for Massachusetts parents of children with special needs. In a relaxed conversational style, Attorney Barbara Jackins explains the essential elements of SSI, guardianship, public benefits, and estate planning when there is a family member with a disability. Families will find the information they need to:* Obtain SSI benefits for a child who is age 18 or older* Contribute to a child's financial support without reducing public benefits* Understand the court process for guardianship* Learn about the alternatives to guardianship* Secure a child's financial future with a special needs trust

Download or read book Estate Planning for Financial Planners written by Michael A. Dalton and published by . This book was released on 2006 with total page 530 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Fundamentals of Financial Planning written by Michael A. Dalton and published by . This book was released on 2011 with total page 776 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book The Essentials of Estate Planning written by Victor P. Whitney and published by . This book was released on 1981 with total page 260 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Estate Planning Essentials written by Enodare and published by Enodare Limited. This book was released on 2010-12 with total page 271 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book will help you plan your estate such as wills, trusts, powers of attorney, healthcare directives, probate fee transfers of assets ect ...