Author: Julie A. CalligaroPublisher: Demery Publishing
ISBN: 9781890117092
Category : Business & Economics
Languages : en
Pages : 68
Book Description
A step-by-step to getting financial and legal affairs in order. Worksheets and forms included.
Estae Planning in A Nutshell for Married Couples
Author: Julie A. CalligaroPublisher: Demery Publishing
ISBN: 9781890117092
Category : Business & Economics
Languages : en
Pages : 68
Book Description
A step-by-step to getting financial and legal affairs in order. Worksheets and forms included.
Estate Planning for Blended Families
Author: Richard E. BarnesPublisher: NOLO
ISBN: 9781413310184
Category : Business & Economics
Languages : en
Pages : 346
Book Description
Targeting parents in second marriages who want to provide for their current spouse and their children from both marriages, the author provides sample estate plans and covers such topics as estate and gift taxes in a second marriage, choosing executors and trustees, the latest federal and state laws, and much more. 15,000 first printing. Original.
Estate Planning for Married Couples
Author: Julie A. CalligaroPublisher: Createspace Independent Publishing Platform
ISBN: 9781484135679
Category : Estate planning
Languages : en
Pages : 0
Book Description
This book is a step-by-step estate planning guide for married couples. There are individual chapters about estate plans for married couples with minor children; married couples with adult children; married couples without children and married couples with blended families. If you already have an estate plan, use the book to evaluate if your plan is up-to-date or if changes are necessary. Some of the topics included are: wills don't avoid probate; beneficiary designations supersede wills; a power of attorney terminates at your death; always name an alternate power of attorney; estate taxes (updated to reflect 2013 estate tax changes); a properly funded living trust will avoid probate; how to pick an estate planning attorney; and how a living trust differs from living wills. Forms There are no do-it-yourself legal forms, but there are 10 forms and checklists you can download (included in the price of the book) which make estate planning comprehensive, efficient and easy. A Personal Note from the Author "Although I've been an estate planning and probate attorney for 30 years, I'm really in the peace of mind business. Once your affairs are in order, you and your spouse will have made things as easy as possible for your family and you will achieve peace of mind. But there's an even better reason - when you have your affairs in order, you've also made things as easy as possible for your spouse."
Estate Planning for Same-sex Couples
Author: Joan M. BurdaPublisher: American Bar Association
ISBN: 9781590313824
Category : Business & Economics
Languages : en
Pages : 220
Book Description
The legal landscape concerning same-sex relationships is changing. It is vital for lawyers to stay on top of these changes. Attorneys who represent lesbian and gay clients must provide creative estate planning that protects both parties to the relationship, their children and their future. This new book provides estate planning lawyers with an introduction to the issues faced by lesbian and gay clients. Also provided are forms and documents on CD-ROM that lesbian and gay clients need to prepare as part of a complete estate plan.
Estate Planning Knowledge and Actions of Married Couples in Oregon
Author: Dorothy Mae ThomasPublisher:
ISBN:
Category : Estate planning
Languages : en
Pages : 214
Book Description
This exploratory study examined the estate planning knowledge and actions of married couples in Oregon. The specific objectives of the study were: (1) to determine couples' estate planning knowledge and their estate planning actions, (2) to determine if a relationship existed between couples' estate planning knowledge and their estate planning actions, (3) to determine if couples' estate planning knowledge and their estate planning actions were influenced by selected demographic and situational variables, and (4) to determine if couples' estate planning knowledge and their estate planning actions were greater for those couples in which both spouses attended an estate planning meeting, than for those couples in which only one spouse, or neither spouse attended an estate planning meeting. The analyses of the data were based on the responses of 158 married couples in which both spouses completed and returned a twenty question, mail survey. This mail survey was used to collect data for the "Estate Planning Survey" project sponsored by the Oregon State University Extension Service in 1983 and 1984. The data were analyzed on a conjoint basis. The statistical analyses used were matched pair t-tests, Pearson's Product-Moment Correlation Coefficient, and One-way Analysis of Variance. Ten null hypotheses with sub-parts were tested at the .05 level of significance. Couples' estate planning knowledge was significantly related to the variables of income, and the number of children under age 18. The variables of age, income, combined estate size, the number of children under age 18, and the number of children over age 18, were significantly related to couples' estate planning actions. Over one-half of the sample was between the ages of 30 and 59, with a reported annual income between $20,000 and $49,999. Over one-third (37.9 percent) of the respondents had a combined husband/wife estate valued between $100,000 and $499,999; one-third (33.8 percent) of the couples were city residents. Two-thirds (65.7 percent) of the married couples indicated that they had no minor children; 40.6 percent reported that they had two or three adult children. Almost 50 percent of the couples indicated that both spouses had attended an estate planning meeting. The couples' mean estate planning knowledge score was 11.01 (55 percent); the couples' mean estate planning action score (the number of possible actions completed) was 3.37 (24 percent). The findings of this exploratory study should benefit family financial management educators, financial institution professionals, attorneys, and family life and other social science researchers by helping them to understand the estate planning needs of married couples, and to assist these professionals in the design, development, and delivery of effective estate planning programs.
Estate Planning for Married Couples
Author: Julie A. CalligaroPublisher:
ISBN: 9781890117009
Category :
Languages : en
Pages : 60
Book Description
Fundamental Estate Planning for Married Couples, 1990
Author: Estate Planning for Married Couples
Author: Eric A. ManterfieldPublisher:
ISBN:
Category : Estate planning
Languages : en
Pages : 62
Book Description
The Generous Prenup
Author: Laurie IsraelPublisher: Integrity Registry Press, LLC
ISBN: 0999828711
Category : Law
Languages : en
Pages : 384
Book Description
Estate Planning
Author: Wayne M. GazurPublisher: Aspen Publishing
ISBN: 1454869003
Category : Law
Languages : en
Pages : 576
Book Description
This casebook introduces students to the principles of estate planning and challenges them to analyze simulated client scenarios. Featuring a case-study and problems approach in which the principles of estate planning are first introduced and then demonstrated through student analysis of short exercises and simulated client situations. A forms supplement on a CD is an additional tool for giving students practice with drafting exercises.