Estate Planning for Mom and Pop PDF Download

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Category : Estate planning
Languages : en
Pages : 0

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Author: Liza Hanks
Publisher: NOLO
ISBN: 9781413310719
Category : Law
Languages : en
Pages : 242

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Book Description
Presents a comprehensive guide on understanding and preparing wills and trusts for parents of young children, describing the process of selecting a guardian, buying life insurance, designating powers of attorney, and choosing beneficiaries.

Author: Liza Hanks
Publisher: Nolo
ISBN: 1413328377
Category : Law
Languages : en
Pages : 417

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Book Description
You're the trustee. Now what? Living trusts are popular estate planning tools, but when you’re chosen to serve as a trustee, you might wonder where to begin. The Trustee’s Legal Companion has everything you need to get organized, get started, and get the job done. You’ll learn how to: decide whether to take on the job of trustee set up ongoing trusts for surviving spouses, children, or beneficiaries with special needs invest trust assets get help from lawyers, financial planners, and other experts handle taxes and prepare accountings, and work effectively with beneficiaries, and distribute trust property. The authors—attorneys who have helped many a bewildered trustee—show you, step by step, how to administer a living trust with confidence.

Author: Liza W. Hanks
Publisher: Nolo
ISBN: 1413329373
Category : Law
Languages : en
Pages : 369

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Book Description
You can find estate planning books that focus on reducing taxes, and basic books that explain the necessary documents in simple terms, but no book deals with the complex issues that many Californians face when putting their estate plans together: Prop 13: keeping low property tax rates in the family Understanding community property and how it affects your plan Trump’s tax law: What’s effect on estate planning? international issues (such as people who want to make gifts to family members living abroad, non-citizen spouses, or naming international guardians) and blended and non-traditional families.

Author: Liza W. Hanks
Publisher: Nolo
ISBN: 1413331459
Category : Business & Economics
Languages : en
Pages : 369

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Book Description
This one-of-a-kind guide covers everything from wills and living trusts to tax-saving strategies and issues that are unique to people who call California home.

Author: Thomas J. Ray (Jr.)
Publisher: American Bar Association
ISBN: 9781590318782
Category : Business & Economics
Languages : en
Pages : 876

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Book Description
When Congress passed the Pension Protection Act of 2006, they created what may be the most significant reform to charitable planning since the Tax Reform Act of 1969. This practice-focused book is now fully updated to explain the legislation's impact on all aspects of charitable planning. It provides clear and insightful explanations of all relevant tax law, financial considerations, and includes drafting guidelines, and forms to assist with clients' charitable giving needs as part of a comprehensive estate and financial plan. Includes drafting guides and sample forms on CD-ROM.

Author: Michael T. Palermo
Publisher: Sterling Publishing Company, Inc.
ISBN: 9781402718380
Category : Law
Languages : en
Pages : 276

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Book Description
The Essential Guide to Wills, Trusts, and you personal legacy. What you need to know before consulting you attorney.

Author: Myrna Arroyo
Publisher: Lulu.com
ISBN: 143571539X
Category : Law
Languages : en
Pages : 72

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Book Description
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.

Author: Liza Weiman Hanks
Publisher: NOLO
ISBN: 9781413306347
Category : Business & Economics
Languages : en
Pages : 228

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Book Description
Protect your family in 10 simple steps!

Author: David Thomas Phillips
Publisher: CreateSpace
ISBN: 9781507604601
Category :
Languages : en
Pages : 202

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Book Description
In his newest book, David Phillips explains 17 positive features of The Family Bank Strategy and lists 10 factors that have come together to make it one of the premium safe money strategies today. For many of you, The Family Bank Strategy is a way to lock in the value of your estate for loved ones, earn a solid tax-free return on your cash value, and have tax-free access to the capital when you need it. It can play an important role in increasing your family's after-tax wealth.