Download or read book Your Complete Guide to Leaving an Inheritance for Your Children and Others written by Michael A. Valles and published by Atlantic Publishing Company. This book was released on 2008 with total page 290 pages. Available in PDF, EPUB and Kindle. Book excerpt: While more than 50 percent of Americans feel it is important to leave an inheritance for their children and other beneficiaries, the majority have not yet made any plans for their estate. This new book will serve as an aid in your planning, providing you with indispensable information and the necessary tools. Whether you choose to arrange a trust or a will, you will learn how to do so, as well as how to manage and alter your plans. You will be able to choose which trust is right for you, be it living, incentive, Qualified Terminable Interest Property, charitable remainder, children s, support, family, or generation-skipping tax-exempt. You will decide which will -holographic, nuncupative, self-proving, statutory, simple, joint, living, mutual, ethical, electronic, or video - best fits your needs. Furthermore, you will learn about income only trusts, the Uniform Transfers to Minors Act, 529 plans, and Coverdell accounts. In this book, you will learn tips for distributing inheritance among children and what an appropriate inheritance is, as well as about inheritance taxes, exempt beneficiaries, disinheritance, durable power of attorney, and advance health care directives. Additionally, you will learn tips for distributing inheritance among children; what an appropriate inheritance is; how to prevent fights over inherited property; how to deal with adopted children, stepchildren, and children from a second marria≥ how to select trustees and guardians; how to protect your money from a financially immature child, a child s spouse, and creditors; how to divide valuables and non-cash assets; and how to deal with the family home. Your Complete Guide to Leaving an Inheritance for Your Children and Others makes this difficult process easy to understand by using simple, every day language. If you are one of the many people who want to leave an inheritance but do not know where to begin, it is time to pick up this book and start planning. 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 Complete Guide to Creating Your Own Living Trust written by Steven D. Fisher and published by Atlantic Publishing Company. This book was released on 2008 with total page 290 pages. Available in PDF, EPUB and Kindle. Book excerpt: If you want to protect your assets and make sure they are distributed according to your wishes, think about establishing a living trust. It can be designed to manage your investments now and provide broader financial management later to make provisions for a surviving spouse, children, or others, and reduce the impact of estate taxes or avoid probate. This book explains the complicated issues, terminology, and planning strategies of living trusts to the layperson. When you meet with a qualified attorney you will be well prepared, versed in the language, and ready to discuss issues and strategies, which saves time, legal fees, and ensures peace of mind. Get started today!

Download or read book Splitting Heirs written by Ron Blue and published by Moody Publishers. This book was released on 2008-01-01 with total page 215 pages. Available in PDF, EPUB and Kindle. Book excerpt: Finish well. That is what we are called to do in Scripture, but where will our money and possessions finish? The Bible has the principles that provide answers to the challenge of parenting and passing along an in heritage. Within the next decade, over ONE TRILLION DOLLARS will change hands from one generation to the next. Individuals with adult children will need to transfer that wealth without ruining their heirs' lives. Ron Blue, an authority on personal and business finance, will help: ~Identify exactly how much money would be transferred were the reader to die today ~Identify the need for creating a will ~Identify tax-wise financial planning ~Teach the way to leave money without creating an unhealthy dependence

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 White Coat Investor written by James M. Dahle and published by White Coat Investor LLC the. This book was released on 2014-01 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a "Backdoor Roth IRA" and "Stealth IRA" to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor "Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place." - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street "Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research." - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books "This book should be in every career counselor's office and delivered with every medical degree." - Rick Van Ness, Author of Common Sense Investing "The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk." - Joe Jones, DO "Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis." - Dennis Bethel, MD "An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust." - Greg E Wilde, M.D Scroll up, click the buy button, and get started today!

Download or read book Beyond the Grave written by Gerald M. Condon and published by Harpercollins. This book was released on 1995 with total page 360 pages. Available in PDF, EPUB and Kindle. Book excerpt: Discusses estate planning and how to provide for the family fairly and equitably, facilitate charitable giving, and avoid probate

Download or read book The Complete Guide to Wealth Preservation and Estate Planning written by Jonathan G. Blattmachr and published by Regnery Publishing. This book was released on 1999-11-01 with total page 764 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Complete Guide to Wealth Preservation and Estate Planning is written for everyone from families to financial planners, lawyers, accountants, insurance underwriters, security and investment advisors and business owners.

Download or read book The Complete Guide to Buying Property in Spain written by Charles Davey and published by Kogan Page Publishers. This book was released on 2004 with total page 214 pages. Available in PDF, EPUB and Kindle. Book excerpt: Spain is the perfect location for a home in the sun, but buying a property is not all about sunshine and sangria. The Complete Guide to Buying Property in Spain is the most comprehensive and up-to-date source of information available. It deals with the details of buying or renting a home in Spain in a practical, straightforward style, covering every issue you will need to consider, including: choosing your location - the regions of Spain, their property markets and transport links every step of the purchasing process Spanish inheritance and taxation rules health and education adapting to your Spanish lifestyle renting a home in Spain letting your Spanish home setting up a business in Spain Packed with practical details such as contact addresses, flight information, useful vocabulary and maps, this is the essential and definitive guide to buying a property in Spain.

Download or read book The Ultimate Guide to Estate Planning in Louisiana written by Myrna Arroyo and published by Lulu.com. This book was released on 2008-04-01 with total page 72 pages. Available in PDF, EPUB and Kindle. Book excerpt: The information Louisiana families need to protect the people they love and the assets they've earned. This book reveals the most common estate planning mistakes wealthy families make and how to avoid them. Also includes powerful estate planning strategies to protect your family. Includes information on wills, living trusts, planning for special needs children, incapacity planning, powers of attorney, living wills and health care directives.

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 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 Virginia written by Linda C. Ashar and published by Atlantic Publishing Company. This book was released on 2010 with total page 196 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 âe" such as family or special charities âe" it becomes necessary to make special advance preparations. 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 Virginia will help you glide through this complicated process. This new book has been adapted to offer Virginia residents state-specific advice for estate planning. Coauthors Linda C. Ashar, attorney at law, and Sandy Baker have crafted an estate-planning primer, allowing Virginia residents to become more informed and more involved during the process. Virginia-specific information is offered throughout this book, including: Virginiaâe~s probate code; Virginia rules, regulations, and laws specific to estate planning; elements of a valid Virginia will; planning your living will in Virginia; explanations of Virginia laws regarding durable health care power of attorneys, do not resuscitate (DNR) orders, and directives to withhold CPR. The bookâe(tm)s easy-to-understand context clarifies this complicated and sensitive subject and gives readers the power to take control of their future. 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 Your Complete Guide to Early Retirement written by Sandy Baker and published by Atlantic Publishing Company. This book was released on 2007 with total page 290 pages. Available in PDF, EPUB and Kindle. Book excerpt: Tired of commuting? Fed up with your boss? Bored with your job? There is a solution: Start living and doing what you want to do. Lie in a hammock or on a beach, swing your golf club, or hit the open road. Get control of your life, become financially independent, and RETIRE EARLY. If you want to retire early - before age 65 - you are not alone. In a survey of workers ages 30 to 50, more than half plan to retire at 60 or younger and only 6 percent plan to work past 65. There are three things you need to do to retire early: 1) Manage your expenses and reduce or eliminate debt, 2) accumulate capital, and 3) save and invest wisely. It is easy, but requires patience and self-control, and with the guidance of this new book you will be on your way to achieving this goal. You will learn how to take control of your life, set realistic long-term goals, choose appropriate lifestyle trade-offs, and learn effective savings techniques and simple investing strategies. You will learn how to calculate how much you need to retire early, get the most from your investment portfolio, reduce your taxes, use retirement planning tools, increase your income while retired, reduce living expenses, deal with inflation and deflation, and calculate social security and pension payments. This book will be your road map to turn the dream of early retirement into reality. 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 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 Complete Guide to Planning Your Estate in Texas written by Linda C. Ashar and published by Atlantic Publishing Company. This book was released on 2011 with total page 230 pages. Available in PDF, EPUB and Kindle. Book excerpt: Texas -specific information is offered throughout this book, including: Texas's probate code; Texas rules, regulations, and laws specific to estate planning; elements of a valid Texas will; planning your living will in Texas; explanations of Texas 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.

Download or read book The Complete Guide to Reverse Mortgages written by Tammy Kraemer and published by Simon and Schuster. This book was released on 2007-08-01 with total page 216 pages. Available in PDF, EPUB and Kindle. Book excerpt: Get the most from your home! Until recently, there were only two main ways you could get cash from your home: sell it or borrow against it and make monthly loan repayments. Reverse mortgages offer a third way of getting money from your home. If you are a homeowner, age 62 and older, you are eligible to apply for a reverse mortgage loan that converts your home equity into a tax-free income. With The Complete Guide to Reverse Mortgages, you’ll learn all you need to know to earn the supplemental income you need, without worrying about: • Having to sell your home • Giving up your title • Taking on a new monthly mortgage payment This invaluable guide explains everything you need to know about reverse mortgages and how to use them to your advantage. With practicing attorneys Tammy Kraemer and Tyler Kraemer leading the way, you will learn the step-by-step process to getting a reverse mortgage and making the best of your retirement!

Download or read book Your Complete Guide to a Successful and Secure Retirement written by Larry E. Swedroe and published by Harriman House Limited. This book was released on 2021-02-23 with total page 239 pages. Available in PDF, EPUB and Kindle. Book excerpt: Fully revised and updated second edition. This is your one-stop, definitive resource as you prepare for a secure and comfortable retirement. Investment and personal finance experts Larry Swedroe and Kevin Grogan present uniquely comprehensive coverage of every important aspect you need to think about as you approach retirement, including: Social Security, Medicare, investment planning strategy, portfolio maintenance, preparing your heirs, retirement issues faced by women, the threat of elder financial abuse, going beyond financials to think about your happiness, and much more. These topics are explained with the help of specialists in each subject. And everything is based on the "science of investing" – evidenced with studies from peer-reviewed journals. Overall, this adds up to a complete retirement guide, packed with the latest and best knowledge. Don't enter your retirement without it.