Basic Estate Planning in Florida PDF Download

Author:
Publisher:
ISBN: 9781663346346
Category : Estate planning
Languages : en
Pages : 0

View

Book Description

Author: Linda C. Ashar
Publisher: Atlantic Publishing Company
ISBN: 1601384289
Category : Business & Economics
Languages : en
Pages : 338

View

Book Description
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 Florida will help you glide through this complicated process. This new book has been adapted to offer Florida residents state-specific advice for estate planning. Author Linda C. Ashar, Attorney at Law, has crafted an estate planning primer, allowing Florida 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. Florida-specific information is offered throughout this book, including: Florida''s probate code; Florida rules, regulations, and laws specific to estate planning; elements of a valid Florida will; planning your living will in Florida; explanations of Florida 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 Florida 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. Atlantic Publishing is a small, independent publishing company based in Ocala, Florida. Founded over twenty years ago in the company presidentâe(tm)s garage, Atlantic Publishing has grown to become a renowned resource for non-fiction books. Today, over 450 titles are in print covering subjects such as small business, healthy living, management, finance, careers, and real estate. Atlantic Publishing prides itself on producing award winning, high-quality manuals that give readers up-to-date, pertinent information, real-world examples, and case studies with expert advice. Every book has resources, contact information, and web sites of the products or companies discussed.

Author: Brian V. McAvoy
Publisher: West Publishing Company
ISBN: 9780314119193
Category : Estate planning
Languages : en
Pages :

View

Book Description

Author: Gadiel Espinoza
Publisher:
ISBN: 9781096346265
Category :
Languages : en
Pages : 44

View

Book Description
This book is meant to give you the basics on what Florida Estate Planning entails, which are the end-of-life documents that everyone needs in order to provide instructions about how to handle your health care and financial decisions, and how to transfer your personal and real property in case of your incapacitation or death.

Author: Craig R. Hersch
Publisher: Createspace Independent Publishing Platform
ISBN: 9781508555155
Category : Estate planning
Languages : en
Pages : 146

View

Book Description
Whether to claim Florida residency and how that affects your estate plan are two significant questions on many people's minds. This book addresses whether your will, revocable living trust, durable power of attorney, health care surrogate and living will documents from up north remain valid, the important issues you should consider when updating your documents to Florida law, and whether you can achieve tax savings by becoming a Florida resident.Craig R. Hersch is a Florida board certified wills, trusts & estates attorney and CPA who has three decades of experience helping families achieve their estate planning goals. He has developed a Unique Process(TM), The Family Estate & Legacy Program(TM), geared to provide clients with confidence and clarity through the often confusing legal, tax and financial world.

Author: Walter S. Kane
Publisher:
ISBN: 9780820587547
Category : Estate planning
Languages : en
Pages :

View

Book Description

Author: Linda C. Ashar
Publisher: Atlantic Publishing Company
ISBN: 1601384130
Category : Business & Economics
Languages : en
Pages : 224

View

Book Description
Few people want to think about what would happen to their families if they become disabled or die; however, planning for these occurrences in advance will reduce potential stress on your family later in life. The right plan can protect the value of your estate and spare your loved ones unnecessary hassles and legal conflicts. This book will take the guesswork out of planning your estate and help you finally understand the complex processes. Your Florida Wills, Trusts, & Estates Explained Simply will help you glide through this complicated process. This book has been adapted to offer Florida residents state-specific advice for estate planning. Author Linda C. Ashar, attorney at law, has crafted an estate-planning primer that allows Florida residents to become more informed and more involved during the process. Your Florida Wills, Trusts, & Estates Explained Simply will provide all the information you need to choose, set up, and execute a will, trust, or estate. You will learn the legal terminology, including beneficiary, probate, trustor, trustee, assets, guardianship, and executor. You will also learn about trust agreements, trust property, settlement costs, life insurance, durable powers of attorney, marital deductions, gift splitting, survivorship deeds, gift tax issues, generation skipping transfer tax, tax deferred accounts, and advance directives. Atlantic Publishing is a small, independent publishing company based in Ocala, Florida. Founded over twenty years ago in the company presidentâe(tm)s garage, Atlantic Publishing has grown to become a renowned resource for non-fiction books. Today, over 450 titles are in print covering subjects such as small business, healthy living, management, finance, careers, and real estate. Atlantic Publishing prides itself on producing award winning, high-quality manuals that give readers up-to-date, pertinent information, real-world examples, and case studies with expert advice. Every book has resources, contact information, and web sites of the products or companies discussed.

Author: Florida Bar. Continuing Legal Education
Publisher:
ISBN:
Category : Estate planning
Languages : en
Pages : 0

View

Book Description

Author: John T. Berteau
Publisher:
ISBN: 9780910923972
Category : Business & Economics
Languages : en
Pages : 248

View

Book Description
* For everyone with even modest assets in Florida to ensure financial security & peace of mind. * Wills, trusts, giving to charity, living wills & other medical decisions, estate taxes, insurance, & probate. * Written in clear, nontechnical language. JOHN T. BERTEAU has been practicing estate planning law in Sarasota for 15 years. ANNE M. MCKINNEY is an attorney in Knoxville who practices taxation, estate planning, & probate law.

Author: Horacio Sosa
Publisher: Bookbaby
ISBN: 9781098300586
Category : Law
Languages : en
Pages : 0

View

Book Description
This book provides a comprehensive overview of what Florida residents should consider when thinking about "estate planning." The concept, "estate planning," is typically thought as death planning or tax planning. This approach may have been useful many years ago when life expectancy was short or the estate tax exemption was low. Today we live longer and estate taxes rarely affect 99% of the population. Therefore, when we talk about estate planning today the focus is more on control of our assets, incapacity planning, accessing to government benefits that may help with long term care planning, ensuring that our money will help us have a decent lifestyle, and eventually plan to leave a legacy to our children. This book covers the basic concepts such as wills, trusts, power of attorney, etc., how to prepare for an estate planning consultation, what you need to know about costs, and then explains concepts such as probate, guardianships, special needs trusts, Medicaid and Veterans Administration benefits that may help pay for long term care costs. The book is an essential reading to prepare to effectively discuss your plan of action with your trusted advisors. We hope you enjoy reading as we did preparing it.