Plan Your Estate

Plan Your Estate
Author: Denis Clifford,Cora Jordan
Release: 2000
Editor: NOLO
Pages: 490
ISBN: 0873375807
Language: en
Available for:

DESCRIPTION BOOK:

Covers everything from the basics about wills and living trusts to sophisticated tax-saving strategies for all estates, large and small.

The Everything Wills Estate Planning Book

The Everything Wills   Estate Planning Book
Author: Deborah S Layton
Release: 2009-05-18
Editor: Simon and Schuster
Pages: 304
ISBN: 9781605507101
Language: en
Available for:

DESCRIPTION BOOK:

Most Americans donÆt have a will. They avoid estate planning because they donÆt want to think about death or they think itÆs too complicated. But this easy-to-follow guide takes the mystery out of the process. This book shows readers how easy it can be to plan for security and peace of mind. Readers learn how to write a will, create an estate plan, designate executors, choose trusts, reduce tax liabilities, and distribute their assets. Other features include: A glossary of legal terms Advice for protecting families from creditors Guidance for unmarried partners The important role of charitable giving in your estate plan This book provides sound advice for planning retirement and managing assets at any age and income level. It also includes completely new information on: Updated tax, IRA, and Roth details Charitable giving opportunities for reducing taxes and leaving a legacy Instruction for keeping plans up to date as the readers age An estate planning checklist

Plan Your Estate

Plan Your Estate
Author: Denis Clifford
Release: 2018-04-30
Editor: NOLO
Pages: 528
ISBN: 1413325114
Language: en
Available for:

DESCRIPTION BOOK:

Protect your family with solid estate planning Estate planning sounds difficult—but most people just need a few basic documents. Let Plan Your Estate show you how to protect your loved ones from legal hassles and financial uncertainty after your death. Learn about: wills and living trusts avoiding probate bypass (AB) trusts naming guardians for children leaving property to children estate, gift, and inheritance taxes strategies for business owners leaving property to charity health care directives, and financial powers of attorney. The 14th edition of Plan Your Estate is completely updated to reflect the latest state and federal laws, including the Tax Cuts and Jobs Act of 2017. Applies in all U.S. states except Louisiana.

The Complete Guide to Planning Your Estate in Indiana

The Complete Guide to Planning Your Estate in Indiana
Author: Linda C. Ashar,Sandy Baker
Release: 2010
Editor: Atlantic Publishing Company
Pages: 336
ISBN: 9781601384386
Language: en
Available for:

DESCRIPTION BOOK:

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 Indiana 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 Indiana 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. Indiana -specific information is offered throughout this book, including: Indiana ‘s probate code; Indiana rules, regulations, and laws specific to estate planning; elements of a valid Indiana will; planning your living will in Indiana; explanations of Indiana 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 Indiana 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.

Estate Planning 101

Estate Planning 101
Author: Vicki Cook,Amy Blacklock
Release: 2021-08-03
Editor: Simon and Schuster
Pages: 272
ISBN: 9781507216408
Language: en
Available for:

DESCRIPTION BOOK:

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.

Estate Planning and Administration

Estate Planning and Administration
Author: Edmund Fleming
Release: 2005-01-01
Editor: Simon and Schuster
Pages: 288
ISBN: 9781621531197
Language: en
Available for:

DESCRIPTION BOOK:

The complexities of planning and administering an estate are clearly explained in this up-to-date and authoritative guide. This new edition covers the best techniques for transferring property through Irrevocable Life Insurance Trusts, gifting programs, paying grandchildren's medical and tuition expenses, and more. From wills, trusts, powers of attorney, and health care directives to probate and administering an estate, it's all here in easy-to-read, plain English. A five-step planning process details how to create and implement a sound estate plan.

The Canadian Guide to Will and Estate Planning Everything You Need to Know Today to Protect Your Wealth and Your Family Tomorrow Fourth Edition

The Canadian Guide to Will and Estate Planning  Everything You Need to Know Today to Protect Your Wealth and Your Family Tomorrow Fourth Edition
Author: Douglas Gray,John Budd
Release: 2017-09-15
Editor: McGraw Hill Professional
Pages: 329
ISBN: 9781259863424
Language: en
Available for:

DESCRIPTION BOOK:

An essential resource to help you plan your estate and protect your assets Praise for previous editions of The Canadian Guide to Will and Estate Planning: “The authors have done a masterful job....This is a shelf reference every Canadian taxpayer and every Canadian family should have.” –THE GLOBE AND MAIL “An informative, practical guide....The authors...cover all the bases.” –THE NATIONAL POST Established as the go-to source of expert guidance, The Canadian Guide to Will and Estate Planning will save you money, taxes, risk, stress, and maintain peace of mind and family harmony. Completely updated to reflect the latest tax changes and with new information on charitable giving, including the donation of certain kinds of life insurance policies, this new edition explains practical strategies to: • Avoid classic pitfalls, family feuds, and spousal disputes • Minimize or avoid income, probate, and capital gains taxes • Protect your digital assets • Astutely deal with vacation properties, U.S. assets, and privately-owned businesses

Your Living Trust and Estate Plan 2012 2013

Your Living Trust and Estate Plan 2012 2013
Author: Harvey J. Platt
Release: 2011-11
Editor: Skyhorse Publishing Inc.
Pages: 392
ISBN: 9781581158700
Language: en
Available for:

DESCRIPTION BOOK:

Covers the essentials of estate planning, details strategies for using a living trust to create a flexible estate plan, and explains the changes to the tax laws.

The Complete Guide to Planning Your Estate in Washington

The Complete Guide to Planning Your Estate in Washington
Author: Linda C. Ashar
Release: 2011
Editor: Atlantic Publishing Company
Pages: 338
ISBN: 9781601384379
Language: en
Available for:

DESCRIPTION BOOK:

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. 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 Washington will help you glide through this complicated process. This new book has been adapted to offer Washington residents state-specific advice for estate planning. Author Linda C. Ashar, attorney at law, has crafted an estate-planning primer, allowing Washington residents to become more informed and more involved during the process. Washington-specific information is offered throughout this book, including Washington's probate code; Washington rules, regulations, and laws specific to estate planning elements of a valid Washington will; planning your living will in Washington; and explanations of Washington laws regarding durable health care power of attorney, do-not-resuscitate (DNR) orders, and directives to withhold CPR. This book's easy-to-understand context clarifies this complicated and sensitive subject and gives readers the power to take control of their futures.

Your Estate Matters

Your Estate Matters
Author: Patti S. Spencer, Esq.
Release: 2015-01-13
Editor: Author House
Pages: 577
ISBN: 9781496935298
Language: en
Available for:

DESCRIPTION BOOK:

"Patti Spencer has learned everything there is to know on this subject and has written down a good bit of it in this book. This is a tremendous help to individuals as they try to sort out their estate and tax planning needs." - Matthew J. Creme, Jr. Partner at Nikolaus & Hohenadel LLP, Former President of the PA Bar Association "When it comes to estate planning and tax law, there's simply no one better than Patti Spencer. She demystifies estate planning in a way that is accessible for all. Known for her no nonsense style and humor, this book is a must-have for anyone making their estate plans or just trying to understand the process." - Samuel Bressi, President & CEO of Lancaster County Community Foundation "I have read Patti Spencer's newspaper column on a weekly basis for several years now, and never tire of learning more about estate planning and tax law. Patti manages to take complicated issues and reduce them to their simplest form." - David Griffith, Former Business Editor at Intelligencer Journal We don't intend to neglect our estate and financial plans, but it is so easy to be overwhelmed with conflicting financial advice. Your Estate Matters will bring clarity to those pesky, rapidly changing tax laws and will provide you with the accurate information you need to properly manage your estate. Your Estate Matters offers a practical down-to-earth approach that explains the ins and outs of estate planning, tax savings, and other issues that directly affect your family's pocketbook: income tax, living wills, trusts, prenuptial agreements, college savings, and retirement planning. If you want to stay ahead of the curve, are ready to plan your own estate, have aging parents, or have recently retired, this is the book you need to read.

The Essential Canadian Guide to Estate Planning

The Essential Canadian Guide to Estate Planning
Author: LL B Clu Wark, Tep Kevin
Release: 2017-06
Editor: Unknown
Pages: 247
ISBN: 0993672442
Language: en
Available for:

DESCRIPTION BOOK:

In a simple and entertaining style, Kevin Wark delivers an important message - anyone who has something of value needs an estate plan, and sooner rather than later! Today, the majority of baby boomers are entering their retirement years. They have not only accumulated significant assets during their lifetimes, but also stand to receive meaningful inheritances. Now is the time for them to consider strategies to protect and increase their wealth - for their peace of mind as well as their families. The Essential Canadian Guide to Estate Planning will help younger and older generations alike get their estate plans in order. Readers will learn about planning for retirement; wills, trusts and powers of attorney;probate planning;charitable gifting;family law and special needs dependents;the role of life insurance; and business transition strategies. Featuring numerous case studies, worksheets, index and a glossary of terms, The Essential Canadian Guide to Estate Planning is an indispensable and painless guide in the journey towards greater peace of mind.

Estate Planning For Dummies

Estate Planning For Dummies
Author: N. Brian Caverly,Jordan S. Simon
Release: 2011-03-08
Editor: John Wiley & Sons
Pages: 384
ISBN: 9781118053959
Language: en
Available for:

DESCRIPTION BOOK:

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.

The Estate Plan Workbook

The Estate Plan Workbook
Author: Paul Lambe Cfp Fma
Release: 2018-06-23
Editor: Paul Lambe
Pages: 114
ISBN: 0994783604
Language: en
Available for:

DESCRIPTION BOOK:

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.

You Can t Take it With You

You Can t Take it With You
Author: Sandra E. Foster
Release: 2009-01-26
Editor: John Wiley and Sons
Pages: 413
ISBN: 9780470739365
Language: en
Available for:

DESCRIPTION BOOK:

The NEW 6th edition to be released late 2015 Since it was first published ten years ago, You Can't Take It With You has been a trusted source of advice on estate planning, and it is more relevant today than ever. The Canadian population is aging, billions of assets are set to be transferred to the next generation over the coming decade, and estate planning is quickly becoming the single biggest financial planning issue of the next ten years for baby boomers and their parents. Estate planning is everybody's issue. If you don't plan for what happens to your money, your children, your house and other assets upon your death, the government will make those decisions for you. In these turbulent financial times, planning for the future is more important than ever, especially when it involves the financial security of those you love. Completely revised and updated in its fifth edition, this national bestseller continues to be the definitive resource on the financial, legal and human issues around estate planning. * Covers all areas of estate planning: financial and tax planning, wills and powers of attorney, life insurance, guardianship of your children, trusts and living wills, and funeral planning, as well as new information on current legislation and emerging trends such as estate mediation, and much more. * Prepares you for dealing with your financial adviser or lawyer--and may even help you to save hundreds of dollars in professional fees and taxes. * Features practical examples, tips, and question-and-answer boxes.

Estate Planning for the Blended Family

Estate Planning for the Blended Family
Author: L. Paul Hood Jr.,Emily Bouchard
Release: 2012-06-01
Editor: Self-Counsel Press
Pages: 221
ISBN: 9781770408821
Language: en
Available for:

DESCRIPTION BOOK:

Make plans for the future of your unique family! Every family is different, and blended families -- defined as those with children from previous marriages or couplings included -- can be even more difficult to plan for. When dealing with complicated family situations, cookie-cutter estate plans just don’t work! Estate planning can be difficult as the subject matter can seem complex for non-lawyers, and family members can be hesitant to clearly voice their opinions on touchy matters. However, planning the future of your family’s estate is crucial for the emotional and financial well-being and stability of all family members, and having everything in order will bring invaluable peace of mind. Estate Planning for Blended Families outlines estate planning specifically for blended families, addressing the special concerns and issues that may arise from the process in this very special of circumstances. By providing various examples of different blended families, L. Paul Hood, Jr. gives advices and focuses on techniques of estate planning for blended families in many different situations. Whether you are a member of a blended family looking to plan your estate or an attorney looking for advice, this book can help you move forward with confidence. This book includes a download kit full of supplemental resources and helpful tools to better plan your family’s estate.

Wills and Trusts Kit For Dummies

Wills and Trusts Kit For Dummies
Author: Aaron Larson
Release: 2009-03-09
Editor: John Wiley & Sons
Pages: 360
ISBN: 9780470507711
Language: en
Available for:

DESCRIPTION BOOK:

Navigate probate, tax issues, and state laws Create an estate plan and protect your family's interests Need a will, but have no idea where to start? This friendly guide shows youhow to prepare a legal will or trust — either on your own or with professional help — and ensure that your wishes are honored. You'll handle everything from planning your bequests and writing and signing a will to selecting a trust and drafting your durable power of attorney. Discover how to: Provide for your children Hire and work with professionals Minimize tax liabilities Amend or revoke a will or trust Avoid common estate planning mistakes Note: CD-ROM/DVD and other supplementary materials are not included as part of eBook file.

Your Living Trust and Estate Plan

Your Living Trust and Estate Plan
Author: Harvey J. Platt
Release: 2002
Editor: Skyhorse Publishing Inc.
Pages: 321
ISBN: 1581152175
Language: en
Available for:

DESCRIPTION BOOK:

This revised fourth edition from estate-planning expert Harvey J. Plattdetails the most up-to-date strategies for using a living trust to create a?exible estate plan. With explanations of the latest tax laws, includingthe new Tax Relief Act, changes to the gift and generation skipping taxlaws, and the new uni?ed tax schedule rate. This book maps out themost effective techniques for saving money and property and providesthe essential details of successful estate planning. Your Living Trust and Estate Plan 2011-2012 covers vital subjects notfound in other books and discusses the components of and variationsin living trusts, how to select beneficiaries, understanding the probateprocess, contributing to charities, life insurance, retirement benefits,ethical wills, dynasty trusts, postmortem planning, trust decanting,income tax planning, and offshore trusts.

You Can t Take It With You

You Can t Take It With You
Author: Andrew Simpson
Release: 2011-10-31
Editor: John Wiley & Sons
Pages: 320
ISBN: 9780730377962
Language: en
Available for:

DESCRIPTION BOOK:

We all face an inescapable truth: whether we like it or not, we will one day die -- and we can't take anything with us when we do. Many Australians spend a great deal of their lives actively creating wealth, but pay little attention to how to distribute that wealth after death. Andrew Simpson's You Can't Take it With You is a practical and informative guide to estate planning. Inside you will discover how to: understand and distribute your assets plan your will and protect it from challenges use trusts to safeguard your assets minimise the tax liabilities on your future beneficiaries plan your personal and financial affairs for retirement. With helpful case studies that highlight key points in each chapter, You Can't Take it With You makes the estate-planning process easy. This book is your first step to ensuring peace of mind for you and those you leave behind.

Estate Planning Forms

Estate Planning Forms
Author: Anonim
Release: 1996
Editor: Unknown
Pages: 329
ISBN: OCLC:34296355
Language: en
Available for:

DESCRIPTION BOOK:

The Complete Guide to Planning Your Estate in New Jersey

The Complete Guide to Planning Your Estate in New Jersey
Author: Linda C. Ashar,Sandy Baker
Release: 2010
Editor: Atlantic Publishing Company
Pages: 336
ISBN: 9781601384355
Language: en
Available for:

DESCRIPTION BOOK:

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 New Jersey 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 New Jersey 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. New Jersey -specific information is offered throughout this book, including: New Jersey ‘s probate code; New Jersey rules, regulations, and laws specific to estate planning; elements of a valid New Jersey will; planning your living will in New Jersey; explanations of New Jersey 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 New Jersey 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.