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 Elder Law Portfolio written by Harry S. Margolis and published by Wolters Kluwer. This book was released on 1995-12-31 with total page 3766 pages. Available in PDF, EPUB and Kindle. Book excerpt: In-depth, timely, and practical coverage of key issues in elder law practice. Written by outstanding elder law experts, this unique publication is the first place to look for detailed answers to pressing questions concerning Medicaid, long-term care planning, healthcare issues, trusts, powers, and guardianship -- every facet of today's elder law practice. Each portfolio has distinctive title and author. The series includes 28 portfolios to date.
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 Inheritance Hijackers written by Robert C. Adamski and published by BookPros, LLC. This book was released on 2009 with total page 214 pages. Available in PDF, EPUB and Kindle. Book excerpt: Inheritance theft is a widespread but hidden phenomenon afflicting every level of society. During the next twenty years, baby boomers and their children will inherit an estimated one hundred trillion dollars, much of which will be hijacked by family members, associates, or strangers. Everyone who might give or receive an inheritance is a potential victim.The legal and practical advice in this book teaches:"Who steals inheritances"Why, When, and How inheritances are stolen"Why we are all potential victims"How to protect yourselfThis book includes Q&As on inheritance law, quizzes to determine the security of your estate, and checklists on how to protect yourself.
Download or read book The New Law Business Model written by Ali Katz and published by Lioncrest Publishing. This book was released on 2021-01-12 with total page 250 pages. Available in PDF, EPUB and Kindle. Book excerpt: You became a lawyer to help people and have a great life. Instead, you're working insane hours, not making the money you had hoped, and are not fulfilled by your life as a lawyer. Ali Katz was struggling with the same issues while also being a single mom who needed control of her calendar. When she saw major flaws in the way lawyers, like herself, were taught to serve families and small business owners, she decided to do something about it. Ali developed a new way to practice law-one that puts relationships before transactions. And while that made her happy, the icing on the cake was that she started generating over $1 million annually in just three years, all while going to her office just three days a week. Now, Ali brings this knowledge and experience to bear in The New Law Business Model. If you're a lawyer, there's no need to abandon your dreams. In this book, Ali shows how to use your most valuable asset-your law degree-for the good of families, small businesses, and most importantly, your well-being. Pulling from her own journey, Ali shares the roadmap she followed and insights she found that made her success possible. The old law business model is broken. It's time to replace it with one that works for you, your family, and your clients. It's time to take back your time, your income, and your humanity. The New Law Business Model was created to guide inspired lawyers like you into a new era.
Download or read book The Canadian Snowbird in America written by Terry F. Wruk and published by ECW Press. This book was released on 2007 with total page 255 pages. Available in PDF, EPUB and Kindle. Book excerpt: A comprehensive overview on financial management, tax filing, real estate investment, cross-border retirement planning, and foreign exchange issues for Canadians adopting a temporary U.S. lifestyle.
Download or read book Legal Informatics written by Daniel Martin Katz and published by Cambridge University Press. This book was released on 2021-02-18 with total page 525 pages. Available in PDF, EPUB and Kindle. Book excerpt: This cutting-edge volume offers a theoretical and applied introduction to the emerging legal technology and informatics industry.
Download or read book Valuing a Business 5th Edition written by Shannon P. Pratt and published by McGraw Hill Professional. This book was released on 2007-03-22 with total page 1144 pages. Available in PDF, EPUB and Kindle. Book excerpt: Capitalize on All the Latest Legal, Financial, and Compliance Information Needed to Analyze and Appraise Any Business For over 25 years, Valuing a Business has provided professionals and students with expert business valuation information, offering clear, concise coverage of valuation principles and methods. Over the decades, the book's unsurpassed explanations of all valuation issues have made it the definitive text in the field, against which every other business valuation book is measured. Now updated with new legal, financial, and compliance material, the Fifth Edition of Valuing a Business presents detailed answers to virtually all valuation questions_ranging from executive compensation and lost profits analysis...to ESOP issues and valuation discounts. Written by Shannon Pratt, one of the world's leading authorities on business valuation, this updated classic offers a complete “one-stop” compendium of information on the full range of valuation concepts and methods. Valuing a Business contains step-by-step discussions and analyses of: Business Valuation Standards and Credentials Defining the Assignment Business Valuation Theory and Principles Gathering Company Data Site Visits and Interviews Researching Economic and Industry Information Analyzing Financial Statements Financial Statement Ratio Analysis Income, Market, and Asset-Based Approaches to Valuation The Capitalized Excess Earnings Method Premiums and Discounts Writing and Reviewing Business Valuation Reports Valuing Debt Securities, Preferred Stock, Stock Options, and S Corporation Stock Valuations for Estate and Gift Tax Purposes Buy-Sell Agreements Valuations for Income Tax Purposes Valuation with Employee Stock Ownership Plans Valuations for Ad Valorem Taxation Dissenting Stockholder and Minority Oppression Actions Valuations for Marital Dissolution Purposes Litigation Support Services Expert Testimony Arbitration and Mediation This landmark reference also presents a wealth of recent court cases for each valuation area, which together provide a comprehensive overview of all the legal rulings and trends in the field of business valuation.
Download or read book Yours Mine Ours written by L. Paul Hood Jr. and published by Bublish, Inc.. This book was released on 2022-02-08 with total page 198 pages. Available in PDF, EPUB and Kindle. Book excerpt:
"If you are a member of a blended family, this is the handbook to enable your estate plan to assure that your financial wealth will lead to your family's future well-being. Read it, follow its wisdom and practices, and smile." —James (Jay) E. Hughes Jr, Author of Complete Family Wealth and Family: The Compact Among Generations
As parents, we spend our lives caring and providing for our children. However, many of us lack the foresight to create a plan that will ensure our children are supported even after we are gone. Parents neglect to handle their estates and affairs during their lifetime and leave their grieving children drowning in paperwork and tough decisions. It is even more demanding and grueling for stepchildren and members of blending families to sort through these estates. As a member of a blended family himself, tax attorney Paul Hood has pooled his personal and professional knowledge to create this comprehensive guide to estate planning for blended families. In Yours, Mine & Ours, Hood offers real-world advice while cover crucial topics such as:
- Property Ownership
- Documents for Planning
- Important Payers in Planning
- Challenges One will Face
- Words of Wisdom
When nearly 70% of estate plans yield unfavorable results for the family, the need for a meticulous estate plan cannot be overstated. Hood’s guide to estate planning will allow individuals to rest assured that their families are provided for thoroughly.
Download or read book Planning and Defending Asset protection Trusts written by Evan H. Farr and published by ALI-ABA. This book was released on 2009 with total page 338 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Secure Your Legacy written by Richard J. Shapiro J.D. and published by Archway Publishing. This book was released on 2017-03-29 with total page 203 pages. Available in PDF, EPUB and Kindle. Book excerpt: Imagine building a new home without a set of blueprintssounds absurd, doesnt it? Its no different than creating an estate plan without establishing planning goals, but far too often people engage in estate planning without thinking about what they want to accomplish. In Secure Your Legacy, attorney Richard J. Shapiro tackles the daunting aspects of estate planning and elder law. He answers questions such as: How do you determine if you need a will or a trust (or both)? Whats the difference between a revocable and irrevocable trust? How do you protect assets if you need long-term care? How do you reduce your exposure to estate taxes? He also shares tips on planning for a child with special needs, transferring a business, and ensuring a beloved pet is taken care of if you die or become incapacitated. He also explains why you should never create an estate plan online. Filled with real-world examples, this guide gives you the critical information you need to work with an attorney to create an estate plan that protects you and your loved ones.
Download or read book Life and Death Planning for Retirement Benefits written by Natalie B. Choate and published by . This book was released on 1996 with total page 472 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Your American Legacy written by Stan Miller and published by . This book was released on 2019-05-15 with total page 232 pages. Available in PDF, EPUB and Kindle. Book excerpt: Your legacy is more than your money and property. In this book, you'll discover powerful strategies to leave future generations the knowledge to build a successful life, including family stories, traditions, heirlooms, life lessons, and your own experiences. This book is the vision of a community of individuals who desire to preserve and pass on their legacy, fusing financial, legal, and legacy planning into a movement of positive cultural transformation.
Download or read book Sudden Money written by Susan Bradley and published by John Wiley & Sons. This book was released on 2000-04-20 with total page 344 pages. Available in PDF, EPUB and Kindle. Book excerpt: From inheritances and divorce and insurance settlements to retirement payouts and the most recent phenomenon of stock options, the largest transfer of wealth in the history of America is now taking place. For some, this welcome event is relatively stress-free. But for those who are inexperienced in dealing with large sums of money, a windfall can be an overwhelming, even losing, situation. What is the difference between those who build on their financial gains and those who end up worse off than before? In this much-needed, one-of-a-kind book, top financial planner Susan Bradley gets to the heart of the matter by examining the emotional complexity of the windfall experience and how to manage it-and your newfound money-successfully. Whatever the sum involved, the impact of one's emotional state on the way money is handled--or mishandled--cannot be underestimated. In addition to the legal intricacies of receiving sudden money, the element of surprise that catches people unprepared also often leaves them there. Here, at last, is a type of "owner's manual" to sudden money that demystifies the process for recipients and their financial planners. Based on her work with countless clients, many of whose stories appear in this book, Bradley has developed a step-by-step program for moving safely through the three phases of building a solid financial foundation: Preparation and Planning Investing Monitoring, Giving, and Sharing Giving individual attention to each possible windfall event, Bradley addresses their distinct tax consequences, insurance and estate planning considerations, as well as the crucial emotional component. She also shares advice on how to put together the proper team of advisors, including an attorney and a therapist. When correctly handled, an unexpected windfall can provide expected benefits that will continue far beyond the lifetime of the initial recipient---and turn sudden money into lasting wealth. Turn Sudden Money into Lasting Wealth Maximize your wealth and minimize your stress and confusion with this unique, indispensable guide to handling a sudden financial windfall. Written by nationally recognized financial planner Susan Bradley, Sudden Money provides a complete program for successfully managing newfound wealth. Discover ways to: Stay calm and not make decisions based on your emotions Seek experienced, professional advice Avoid pressure from others Create and execute the best financial plan for you Most important, Sudden Money provides you with easy-to-implement, proven ways to ensure that your financial gains are more than fleeting good fortune. "A 'must read' for financial advisors and for clients who have received financial windfalls. Susan Bradley has detailed--in an easy-to-apply way--a new financial planning discipline that is sure to become a vital part of discussions about the burgeoning wealth in this country." —Ronni Burns, Wall Street consultant "This book is essential for anyone who receives a financial windfall. It's an easy read and packed with useful advice." —Don Phillips, CEO, Morningstar "Reading this book is like having a trusted friend explain what to expect, what to do, and what not to do at a happy time that can also be overwhelming and stressful. This book has been extraordinarily helpful to me." —Marci Shimoff, coauthor, Chicken Soup for the Soul "Women in particular are often ill prepared to manage a financial windfall. Without careful planning, it could turn into a pitfall. Susan Bradley's book is a sensible guide on how to handle instant wealth." —Jennifer Openshaw, CEO, WFN.com, Financial Network for Women
Download or read book Ethical Wills written by Barry K. Baines and published by Da Capo Lifelong Books. This book was released on 2009-04-20 with total page 242 pages. Available in PDF, EPUB and Kindle. Book excerpt: As evidenced in the Terri Schiavo case that made national headlines, having a living will is an essential element in ensuring that the way in which you would like to spend your last days will be respected. It informs both family and doctors of your medical treatment preferences in specific situations. An ethical will is a complementary text that communicates personal values, beliefs, blessings, and advice to relatives and to future generations. It can be more meaningful to friends and family than any material possession you could bequeath to them. Together, living and ethical wills ensure that your wishes and hopes are "on the record," not to be lost, ignored, or forgotten. Offering practical and inspirational advice for people at any stage of life, Ethical and Living Wills includes: --Three recommended writing approaches to capturing our feelings for posterity --Expert information for understanding the legal and practical issues involved in documenting your medical care and treatment preferences in commonly occurring situations --Advice on when to distribute both ethical and living wills -- Tips to protect the legacy you leave in an ethical will-preparing and caring for the document you create
Download or read book Practical Tax Strategies written by and published by . This book was released on 2005 with total page 824 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book International Estate Planning written by Henry Christensen (III) and published by . This book was released on 1999 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:
