Download or read book Estate Planning Workbook written by Sandra E. Foster and published by Wiley. This book was released on 2002-01-22 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Estate Planning Workbook is a hands-on companion to Canada's definitive guide to estate planning, You Can't Take It With You. Full of checklists, worksheets, and sample documents, the Estate Planning Workbook makes your estate planning even easier by helping you record and organize all your documents, plans, and wishes. Remember, you don't do estate planning for yourself— you do it for those you leave behind. If you own a house, RRSPs, life insurance, or even just have some savings stashed away, then you have an estate, and you need to plan for it to ensure the financial security of those you love. The Estate Planning Workbook will help you work through all the concepts discussed in-depth in You Can't Take It With You, and apply them to your own personal situation. The information in this Workbook can help you: Determine your estate planning objectives and priorities and develop your personal estate plan. Understand the language of estate planning and the choices available to you. Take a snapshot of your current financial situation and estimate the value of your estate. Identify key questions for your lawyer, financial advisor, accountant, or other professionals. Minimize how much you pay in professional fees and taxes. Organize all your estate planning documents and records in one place. Ensure that your beneficiaries benefit the way you want and your estate is distributed as quickly as possible. Once your Workbook is complete, it will be easier for your executor, representatives, and powers of attorney to locate all your personal and financial documents, carry out your instructions, and make decisions on your behalf.
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 Financial Planning Workbook written by Coventry House Publishing and published by Coventry House Publishing. This book was released on 2024-07-19 with total page 125 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Are You Ready to Put Your Life in Order written by Donna Stifter and published by Xlibris Corporation. This book was released on 2012-08 with total page 167 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book is written in loving memory of Edward and Mary Grant. The inspiration for this book stemmed from dealing with their care and final estate after they became ill and then passed away. It brought to light how difficult the process is and how many people are unprepared and do not know where to turn for help or what information is needed to be compiled in order to have clear, precise and informed plan in place if something were to happen. These decisions should be made long before the emotions of dealing with life s difficult moments come in to focus. Our hope is that this book will help all that read it be prepared for any and all of life s twist and turns. When you have your life in order, it helps ease the frustrations when dealing with either your or your loved ones personal, financial and/or estate planning information. Most importantly it allows you to make your wishes clearly known so those given the daunting task of dealing with those life altering decisions can make them knowing these are your express wishes as outlined and the burden is not on their shoulders alone. It is an easy and informative book offering tools that will aid in compiling your personal information which can be taken with you to your attorney, hospital, estate planner or any other professional that is helping make your future plans concise and clear.
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 Clearing the Way Forward Personal Estate Planning Workbook written by Gustin D Fox-Smith and published by . This book was released on 2021-05-23 with total page 110 pages. Available in PDF, EPUB and Kindle. Book excerpt: It is said that the only certainties in life are death and taxes. This workbook will help you plan for one and reduce the impact of the other on your loved ones after you are gone. Lessening your family's burden in their time of grief is a priceless gift. Over 70% of people in the U.S. die without even a basic will, leaving a mess for their loved ones to sort through in the courts. There are thousands of excuses for not planning, but one of the most common is that we tend to avoid things we do not understand. Designing an estate plan has become one of the most complex challenges anyone can take on. But that does not change the fact that each of us must have a plan. The consequences of not planning are too great and none of us will get out of here alive. This workbook will help you gain a basic understanding of core Estate Planning concepts so that the subject will become less intimidating. Then the workbook section will take you through the process of building your own plan, step by step. After completing this book, you will have a document that can be given to your estate attorney that clearly lays out all of your planning needs. By significantly reducing the time necessary to complete the intake interviews, your legal bill should be much easier to swallow.
Download or read book Side by Side Planner written by Lauren Pitman and published by . This book was released on 2020-07-28 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Side by Side Planner is a workbook that feels like sitting down with a good friend who just happens to know everything about estate planning. Lauren Pitman is an estate planning attorney with more than fifteen years of experience, and she knows how many families make mistakes when it comes to estate planning, mistakes that cost their loved ones time, energy, and money. So, she designed the Side by Side Planner as a way to give good advice about estate planning to more people. The workbook contains much of the same information that Lauren would share in an appointment with an estate planning client.This comprehensive workbook covers estate planning concerns with extensive detail in a way you can easily understand. As you fill in the workbook, you'll learn:* The vocabulary to understand estate planning like a professional (glossary included)* The difference between a Last Will and Revocable Living Trust* Key concepts about which documents you need to protect your assets* How to protect your will against contests* The necessary documents for creating an emergency plan* Compassionate guidance to help you understand and make important decisionsLauren Pitman created the Side by Side Planner for busy people who care about protecting the lives they've worked to build. She writes with empathy and thoughtfulness for people, their families, their time, and energy. The Side by Side Planner is the authoritative estate planning workbook for anyone who has a legacy they want to protect.
Download or read book End of Life Planning Workbook Shit You ll Need When I m Gone written by Donald Davis and published by . This book was released on 2019-09-02 with total page 102 pages. Available in PDF, EPUB and Kindle. Book excerpt: Loved Ones are Devastated When You're Gone. Leave the Gift of Your Important Information All Kept in One Place. "Planning is bringing the future into the present so that you can do something about it now." ~Alan Lakein Steve's Story Steve has been married for 48 years. He always handled the household bills, and took care of all the banking, real estate and retirement accounts. But since his unexpected death, his wife, Linda, is overwhelmed. Of course she's grieving over Steve's passing. But, on top of that, She has absolutely no idea what bills need to paid, or even, when they are due. Mary's Story On the other side of town, 81-year-old Mary lives alone. After a long battle with a chronic heart condition, Mary comfortably passed away. Even though her two daughters live across the country, they were able to handle their mom's estate with much less grief. That's because, many years ago Mary had saved all her vital information in one convenient place. Preparing and Organizing Important Information for the Future Death is sure to happen. Yet, with proper planning, you can save your family a lot of hassle at a time when they have more than enough pain and grief to deal with. Long before she finally succumbed to her illness, Mary recorded all her vital information in one place and told her daughters where it could be found. She gave them names, contact information, account numbers, financial information, instructions for pets, messages for friends and next-of-kin. Everything she thought her heirs needed to know. On the other hand, Steve always managed all the household money matters. And, he never had discussions about them with Linda. No one but Steve knew where to find life insurance policies, deeds to real estate, or even who to talk to about the retirement accounts. Steve never expected that his wife would some day have to take over. His lack of planning has made a tough job even tougher for Linda. The End of Life Planning Workbook is valuable, helpful, and it covers everything your family will need to know upon your passing. Which makes it so much easier for your loved ones to settle your affairs. Includes: Personal Information Information about Work/Business Military Service My Children Who to Call Attorney Doctors Family & Friends Documents You Will Need & Location My Will is Located My Living Will is Located The Family Trust is Located My Power of Attorney is Located My Advanced Directive is Located My Health Care Power of Attorney is Located Other Documents are Located Household Information Utilities Creditors Subscription Services Social Circle Memberships & Charities Social Information Social Networking Sites My Idea of Final Arrangements Note to Those Left Behind Regrets & Things That Have Bugged Me Proudest Moments Lessons Learned Apologies Aspirations for Others Choices for My Last Days Facts You May Not Have Known Notes and Updates Imagine the solace and peace of mind for your loved ones, knowing that you cared enough to record all your important information in one convenient book for them. Saving them from all sorts of grief and anguish. Place your order now for this end of life planning workbook
Download or read book Make Your Own Living Trust written by Denis Clifford and published by Nolo. This book was released on 2023-03-31 with total page 257 pages. Available in PDF, EPUB and Kindle. Book excerpt: Most people have heard of living trusts but have only a vague idea about what trusts are and whether they really need one. This book explains how trusts work and who should use them, and it gives you all of the forms and instructions you need to make one yourself.
Download or read book The Estate Plan Workbook written by Paul Lambe CFP FMA and published by . This book was released on 2021-11-25 with total page 110 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Estate Plan Workbook is a tool you can use to establish your wishes to be included in your Will, your wishes related to your personal care, healthcare, and how your property is to be managed while alive. This book does not provide legal advice but provides information from lawyers and the public domain on getting your estate planning completed.
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 Estate Planning and Executor Guide written by Stephen Paul Tolmie and published by AuthorHouse. This book was released on 2008-11 with total page 106 pages. Available in PDF, EPUB and Kindle. Book excerpt: I will begin by telling you a little about the person who I am and how I came to write these pages..... Today, I own and operate a real working cattle ranch along with a Country Western Bar & Grill, Western Wear, Feed and Saddle at the base of the Blue Ridge Mountains in North Carolina. I grew up in a small farming community in rolling hills of rural Ohio. I enlisted in the Military at age 17 and was selected by the US CID to do covert operations in the North Carolina region of USACIDC. I worked as a CID Agent for 7 years and then left the CID but continued to work with special operations for an additional two years. After 10 years of working as a covert undercover officer. I decided to change direction and become and retired a North Carolina State Trooper. The following poems and short stories were inspired by true events or friends who have touched my life in some matter and have forever changed my life. It is said that friendship is clairvoyant. With a true friend words are never needed. What you enjoy doing together will come natural and such a friendship shall stand throughout the ages. I hope you find such a friendship in your life and then you savor each day and share it with that someone special in your life as you go. Whether we realize it or not, everyone we know is very special to us. When we look back on our younger years, we will remember The people who went to school with us, the people who made us laugh, the people who hung out with us when nobody else would, and the people who made our lives much better simply by being a part of it. That's the wonderful thing about friendship--you always feel loved and cared about. The most important thing to remember is to always appreciate the friends that you have.... Seek out and find the time in each day to see the Beauty and Love in the world around you....
Download or read book Life in Motion End Of Life Planning Workbook written by Karen Purze and published by . This book was released on 2017-05 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Life in Motion is a guided end-of-life planning workbook to help you organize your personal information. It has all the forms, checklists, and inventory sheets you need to quickly record your most important information. The book walks you through the process of creating a complete picture of your health, household, finances, and final wishes so you and your trusted advisors have ready access in times of transition, emergency, or death. The custom, hardcover binder has eight tab-separated sections to document emergency plans, personal health information, property and financial information, final wishes, estate settlement details, and important document locations.
Download or read book Estate Planning Workbook written by Robert Brosterman and published by . This book was released on 1964 with total page 31 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book The Special Needs Planning Guide written by Cynthia R. Haddad and published by Paul H Brookes Publishing. This book was released on 2022 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: "Written with both compassion and expertise, this bestselling book provides families with a comprehensive guide to planning for the lifetime needs of a child with disabilities. It presents the Five Factors readers need to consider-family and support, emotional, financial, legal, and government benefits-and how to plan for these factors at every stage of a child's life. The second edition includes updates based on current law, fully revised chapters with a wealth of practical recommendations, and a ten-step, manageable planning process. Online resources include fillable timelines, worksheets, and other planning documents to help families create a secure, full, and happy life for and with their child"--
Download or read book The Living Trust Workbook written by Robert A. Esperti and published by Penguin Books. This book was released on 2001 with total page 356 pages. Available in PDF, EPUB and Kindle. Book excerpt: How you and your legal advisors can design, fund, and maintain your living trust plan and secure your family's future.
Download or read book Wills Trusts and Estates written by DANAYA C. WRIGHT and published by Foundation Press. This book was released on 2021-03-19 with total page 1050 pages. Available in PDF, EPUB and Kindle. Book excerpt: CasebookPlus Hardbound - New, hardbound print book includes lifetime digital access to an eBook, with the ability to highlight and take notes, and 12-month access to a digital Learning Library that includes self-assessment quizzes tied to this book, leading study aids, an outline starter, and Gilbert Law Dictionary.
