Pennsylvania Estate Planning, Wills, and Trusts Library PDF Download

Author: Patti S. Spencer
Publisher: Data Trace Media
ISBN: 9781574001174
Category : Estate planning
Languages : en
Pages :

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Author: Aryeh Guttenberg
Publisher: Data Trace Media
ISBN: 9781574000375
Category : Law
Languages : en
Pages : 1088

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Book Description
Renowned Maryland trusts & estates attorney, Aryeh Guttenberg, has drawn from his extensive experience to bring you strategies & forms for virtually every situation you will encounter. His insightful commentary provides a thorough discussion & analysis of sophisticated strategies & many key areas of estate planning, including explanations of The Maryland Law of Wills, Organizational Checklist of Wills, The Unified Gift & Transfer Tax System, Generation-Skipping Transfer Tax, Guide to Selection of Personal Representative, Trustees & Guardians, Formula Clauses for Wills & Trusts, Special Right of Election in Maryland, Q DOTS, Power of Appointment, Types of Joint Ownership, Disclaimers & Uses of Dynasty Trusts. This book gives you instant access to forms for virtually every situation that are adaptable for your clients. From preparing simple wills to complex wills & trusts, you will find forms both in the book & on the companion CD-ROM. The forms are arranged as modular templates so that you can customize your document creation with the easily interchangeable provisions & even create your own library of wills & trusts.

Author: Patti S. Spencer, Esq.
Publisher: Author House
ISBN: 1496935292
Category : Estate planning
Languages : en
Pages : 577

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"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.

Author: Robert F. Cohn
Publisher: Data Trace Media
ISBN: 9781574001068
Category : Estate planning
Languages : en
Pages :

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Author: Deborah S Layton
Publisher: Simon and Schuster
ISBN: 1605507105
Category : Law
Languages : en
Pages : 304

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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

Author: Suzanne P. Land
Publisher: Data Trace Media
ISBN: 9781574001259
Category : Estate planning
Languages : en
Pages :

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Author: Edward M. Segelken
Publisher: Data Trace Media
ISBN: 9781574000955
Category : Law
Languages : en
Pages :

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Author: Linda C. Ashar
Publisher: Atlantic Publishing Company
ISBN: 1601384300
Category : Law
Languages : en
Pages : 336

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

Author: Linda C. Ashar
Publisher: Atlantic Publishing Company
ISBN: 1601384157
Category : Business & Economics
Languages : en
Pages : 290

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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 Pennsylvania Wills, Trusts, & Estates Explained Simply will help you glide through this complicated process. This book has been adapted to offer Pennsylvania residents state-specific advice for estate planning. Author Linda C. Ashar, attorney at law, has crafted an estate-planning primer that allows Pennsylvania residents to become more informed and more involved during the process. Your Pennsylvania 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: Robert Maxwell
Publisher: Independently Published
ISBN:
Category :
Languages : en
Pages : 0

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Book Description
From Davenport Publishing and written by attorneys this book covers "Estate Planning" in Pennsylvania, which is a person doing legal documents now to later control health care, property, money, children, funeral, and more if absent, sick or incapacitated, or dead. There are 11 ready-to-use legal forms for Pennsylvania provided in the book or for free download at www.davenportpublishing.com, which are: Form 1. Last Will And Testament (Standard) - lets person control some things after death especially gifts of property and money, and this Form 1 is the most used Will in this book and suits most people. Form 2. Last Will And Testament (Guardians) - this is Will with parts added to name a "Guardian" or similar to if needed care for minor child under 18, and also person to care for their estate and property. Form 3. Simple Will - this Will is short and simple and some people handwrite it and others use a computer to print it out, and people doing this Form 3 tend to feel a simple Will is all they need. Form 4. Self-Proving Affidavit - done with Will to help later work of showing Will was properly signed. Form 5. Gift List - lets people anytime including after Will has been written easily write out more gifts to occur after death, but this usually is only used for smaller items. - - HEALTH CARE FORMS - - Form 6. Power Of Attorney For Health Care - this form lets person name an Agent to help control health care and write health care instructions. Form 7. Physician Orders For Life-Sustaining Treatment - this form (sometimes called "Living Will") does extreme act of in writing refusing some further health care, usually used inside hospital or similar place. Form 8. Out Of Hospital Do-Not-Resuscitate Order - does extreme act of refusing C.P.R, and does it in short 1 page to be read fast like by paramedics, usually used outside hospital or similar place. - - GIVING POWER FORMS - - Form 9. Durable General Power Of Attorney - lets power over money, property, and other things be shared during life with "Agent" who often is spouse, adult child, or good friend so they can help do things. Form 10. Medical Consent Authorization (Over Child) - lets parent share power over health care of minor child under 18 with person (often family or friend) so they make decisions often in emergencies. Form 11. Statement Of Contrary Intent (Over Remains) - lets person be named to control funeral and related matters, usually done only if person doesn't want closest family to do this. Also provided is Estate Planning Helpful Information form to help person pass on information about property, money, accounts, investments, debts, codes, passwords, documents, tips, and last wishes. See books and forms at www.davenportpublishing.com.