Download or read book Estate Planning Made Simple written by Riley G Foster and published by Independently Published. This book was released on 2024-04-14 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: IT'S NEVER TOO EARLY TO PLAN FOR THE FUTURE, AND IT'S CERTAINLY NEVER TOO LATE TO SECURE YOUR LEGACY-REGARDLESS OF THE SIZE OF YOUR WEALTH. ⏰ FOR A LIMITED TIME! UNLOCK YOUR EXCLUSIVE BONUS WITH THIS PURCHASE: a comprehensive GUIDE TO RETIREMENT PLANNING, seamlessly integrating with estate planning to maximize your future security. Discover vital strategies for financial health, effective retirement income sources, advanced investment options, and essential legal documentation. Are you ready to take control of your future but unsure where to start? Concerned about how to protect your hard-earned assets from the uncertainties of life? Want to ensure your loved ones are cared for in exactly the way you wish after you're gone? Introducing "ESTATE PLANNING MADE SIMPLE" - your comprehensive guide to demystifying the estate planning process and unlocking the peace of mind you deserve.

Download or read book Mastering Estate Planning written by Frank Selden and published by 22 Lions. This book was released on 2023-09-19 with total page 175 pages. Available in PDF, EPUB and Kindle. Book excerpt: Attention all Self-Directed Qualified Account (SDQA), Self-Directed IRA (SDIRA), SoloK, or Rollover Business Startup (ROBS) holders! Are you prepared for the intricacies of estate planning specific to these types of accounts? This book is your ultimate resource, providing invaluable knowledge to help you avoid prohibited transactions, distributions, and even account disqualification. The consequences of mishandling the transfer of SDQA assets after the death of the Account Owner (AO) can be severe. But fear not, because this book is here to guide you through the process with clear, concise explanations of the proper procedures, making compliance a breeze. Behind the expertise of this book is the author, a former personal banker who found his passion for SDQAs after a career-altering merger. Enrolling in law school and serving in the military, he later faced a back injury that led him to discover the world of self-directed IRAs and ROBS. Armed with his knowledge and experience, he now shares his insights with you to ensure your estate plan is properly prepared for the seamless transfer of assets when the time comes. Why waste tens of thousands of dollars on unnecessary taxes and legal fees when you don't have to? Just like a brief, six-minute phone call saved a caller from a hefty tax bill, this book has the potential to provide you with the same invaluable advice. Not all professionals possess the answers to the questions tackled in this book, so it's crucial to empower yourself with the knowledge found within these pages. And if you find it helpful, don't hesitate to share it with others who could also benefit. Remember, though, that reading this book does not replace professional advice, and if you require legal assistance with the IRS, seek the services of a qualified professional. Dive into the world of self-directed qualified accounts and the nuances of estate planning, taking control of your financial future. This comprehensive guide will demystify the complexities and ensure a smooth transfer of wealth. Don't miss the opportunity to save thousands and pave the way for a stress-free estate planning process. Key features of this book: - Detailed explanations of the estate planning nuances specific to Self-Directed Qualified Accounts. - Step-by-step guidance to help you avoid prohibited transactions, distributions, and account disqualification. - Insights from a former personal banker and expert in the field. - Real-life examples of how proper estate planning can save you from hefty tax bills. - A roadmap to navigate the complexities and ensure the seamless transfer of wealth. - Sharing-worthy knowledge that not all professionals possess. Master estate planning for your Self-Directed Qualified Account with expert guidance. Prepare for a seamless transfer of wealth and avoid costly mistakes. Empower yourself with invaluable knowledge today!

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 Estate Planning Made Easy written by David Phillips and published by Kaplan Publishing. This book was released on 2007-02-01 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Baby boomers heading into their retirement years must take the time to ensure that their estates are in order—and that means a lot more than just preparing a will and naming an executor. Insurance, taxes, and planning for Medicare and Medicaid are among the crucial considerations in planning for the future. Completely revised and updated, Estate Planning Made Easy, Third Edition shows individuals why they need more than just a will and an executor, options for conserving wealth, and advice on putting together a comprehensive estate plan. This third edition includes extensive revisions to tax legislation, which has changed significantly over the last few years, leaving most American’s clueless. Features: * Changes to Tax Legislation * How seniors can best plan for Medicare and Medicaid * How to obtain the best cash flow with an equity-rich home * Tax legislation regarding 401k’s IRA’s, and pensions * Strategies to help reduce estate size and give to children, grandchildren, and great grandchildren, without jeopardizing annual gift allowances * Premium financing of life insurance * Information on social security, private annuities, and state inheritance tax

Download or read book The Complete Guide to Planning Your Estate in Ohio 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: Synopsis: 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 Michigan 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 Michigan 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. Michigan -specific information is offered throughout this book, including: Michigan's probate code; Michigan rules, regulations, and laws specific to estate planning; elements of a valid Michigan will; planning your living will in Michigan; explanations of Michigan 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 Michigan 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 Master Plan written by Byron E. Woodman and published by . This book was released on 2006-09 with total page 84 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book is intended for Professional advisors, as well as individual family members. The authors have designed a unique approach for integrating the services of professional advisors, ranging from financial planning, legal and estate planning, and life planning. Their findings from years of experience working within their own practices, and as teams, have provided them with the knowledge, which they detail in the book, that an integrated approach for all these services will lead families to live a more fulfilling life by helping them avoid pitfalls, and prepare for unavoidable or unexpected change.

Download or read book Mastering Trusts and Estates written by Gail Levin Richmond and published by . This book was released on 2016 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book explains the rules for transferring property interests during the owner's life and at his or her death. In addition to transfers covered by wills and trusts, it covers transfers by intestate succession, by outright gift, and by beneficiary designation. Discussion includes the transferor's goals, the potential roadblocks to meeting those goals, and default rules that may apply when the transferor failed to consider those roadblocks. Students will see how the various ways for transferring property resemble each other, how they differ, and how they interact with each other. This book includes numerous examples illustrating the relevant concepts.

Download or read book Mastering Real Estate Investment written by Frank Gallinelli and published by RealData Inc. This book was released on 2008 with total page 259 pages. Available in PDF, EPUB and Kindle. Book excerpt: By the author of the bestselling guide, "What Every Real Estate Investor Needs to Know about Cash Flow... " (McGraw-Hill, 2004) Develop a command of the essential formulas and concepts that underlie income-property investing: * Capitalization Rate * Net Operating Income * Present Value * Debt Coverage Ratio * Internal Rate of Return and much more Here Gallinelli revisits the 37 key metrics from his "Cash Flow" book and guides you through examples that will lead you to mastery of those concepts. He then takes you beyond those formulas to the next level, with detailed case studies of four different properties: * Single-Family Rental * Renovation Project * Apartment Building * Strip Shopping Center You'll analyze these properties with him and learn to look behind the numbers, to think like a successful investor and to recognize both the opportunities and the perils you might encounter when you invest in real estate. Frank Gallinelli is the founder and President of RealData, Inc., one of the real estate industry's leading software firms since 1982. He has written several books and numerous articles on real estate investing, and teaches income-property analysis in Columbia University's Master of Science in Real Estate Development program.

Download or read book How to Beat the Money grabbers written by Victor P. Whitney and published by Crown. This book was released on 1979 with total page 264 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book The Tools Techniques of Estate Planning written by Stephan R. Leimberg and published by Ingram. This book was released on 2011-06-02 with total page 816 pages. Available in PDF, EPUB and Kindle. Book excerpt: Stephan Leimberg's Tools & Techniques of Estate Planning provides the tools (systems and products that can be used) and techniques (methods to implement the tools to be the most effective) that every estate planner, financial planner, and insurance professional needs to help their clients make the best estate planning decisions. It is the first analytical book to incorporate the Tax Relief Act of 2010 Implications into all of its planning guidance. Time-Saving Tools and Proven Techniques from an Expert in Estate Planning Give Yourself Access to... - Comprehensive coverage of more than 50 estate planning tools and techniques - In-depth explanations - Point-by-point comparisons - Full coverage of tax implications - Tips on "translating" complex recommendations into terms clients can understand - Full coverage of taxes affecting trusts and estates - Numerous estate-planning aids-with new data gathering forms! And Give Every Estate-Planning Client What They Want... - Control - Certainty - Compassion - Flexibility - Assurance (that they have "done the right thing") - Avoidance (of aggravation-and audit) Successful Planning for Specific People Leimberg's Tools and Techniques of Estate Planning combines a mastery of the technical aspects of estate planning with tested techniques for taking into account: -Assets -Objectives -Age -Infirmities -Competence -Second marriages -Same-gender and unmarried couples -Charitable giving -Asset protection planning -Mixed cultural family issues -And even planning for pets

Download or read book Leaving a Legacy Instead of a Mess written by Suren G. Adams and published by Createspace Independent Publishing Platform. This book was released on 2016-12-01 with total page 54 pages. Available in PDF, EPUB and Kindle. Book excerpt: When people hear the words "Estate Planning," they often think it is only for the super rich. However, estate planning is not only available, but absolutely necessary for every adult over the age of 18. This book will not only walk you through the reasons why estate planning is so important, but will also show you how to leave a legacy for your family rather than leaving a mess.

Download or read book MONEY Master the Game written by Anthony Robbins and published by Simon and Schuster. This book was released on 2016-03-29 with total page 688 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Bibliography found online at tonyrobbins.com/masterthegame"--Page [643].

Download or read book Estate Planning and Wealth Preservation written by Kathryn G. Henkel and published by . This book was released on 1998 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book The Trust Wealth Blueprint written by Dr. Alfred Tennison and published by Dr. Alfred L. Tennison . This book was released on 2024-04-30 with total page 37 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book offers a comprehensive exploration of Spendthrift Trusts, tracing their origins from 16th-century England to their crucial role in modern estate planning and asset protection. It stands out for its thorough analysis and accessible approach, demystifying complex legal and financial concepts through real-world scenarios and historical context. With valuable appendices including a glossary, historical documents, legal frameworks, and a case law index, the book equips readers with a deep understanding of trust law. Looking ahead, it addresses the evolving landscape of asset protection, making it essential reading for professionals and individuals alike interested in safeguarding their wealth. The author emphasizes that this guide is more than theoretical; it's a practical roadmap for wealth security and legacy building in today’s dynamic world.

Download or read book Wills Trusts and Estates Administration Plus NEW MyLegalStudiesLab and Virtual Law Office Experience with Pearson EText written by Suzan D. Herskowitz and published by Prentice Hall. This book was released on 2012-07-17 with total page 576 pages. Available in PDF, EPUB and Kindle. Book excerpt: ALERT: Before you purchase, check with your instructor or review your course syllabus to ensure that you select the correct ISBN. Several versions of Pearson's MyLab & Mastering products exist for each title, including customized versions for individual schools, and registrations are not transferable. In addition, you may need a CourseID, provided by your instructor, to register for and use Pearson's MyLab & Mastering products. Packages Access codes for Pearson's MyLab & Mastering products may not be included when purchasing or renting from companies other than Pearson; check with the seller before completing your purchase. Used or rental books If you rent or purchase a used book with an access code, the access code may have been redeemed previously and you may have to purchase a new access code. Access codes Access codes that are purchased from sellers other than Pearson carry a higher risk of being either the wrong ISBN or a previously redeemed code. Check with the seller prior to purchase. -- Using practical, self-contained chapters, this text provides an overview of wills, trusts, and estates and can easily support a variety of programs and audiences. Designed with flexibility in mind, it captures the complexities of the field, while maintaining a clear tone that is accessible and concise. Throughout the text, core concepts are reinforced by illustrations, charts, tables, and cases. This edition features updated case materials and statutes, updated statistics, more review questions and projects, summarized appellate court cases and earlier coverage of non-traditional families. 0133024059 / 9780133024050 Wills, Trusts, and Estates Administration Plus NEW MyLegalStudiesLab and Virtual Law Office Experience with Pearson eText -- Access Card Package Package consists of: 0133029468 / 9780133029468 NEW MyLegalStudiesLab and Virtual Law Office Experience with Pearson eText -- Access Card -- for Wills, Trusts, and Estates Administration 013506399X / 9780135063996 Wills, Trusts, and Estates Administration

Download or read book Estate Planning written by Andrew James Casner and published by . This book was released on 1983 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Introduction to Estate Planning in a Nutshell written by Robert J. Lynn and published by . This book was released on 1978 with total page 410 pages. Available in PDF, EPUB and Kindle. Book excerpt: First ed. published in 1975 under title : An introduction to estate planning.