The Busy Family's Guide to Estate Planning PDF Download

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: Sebastian V. Grassi, Jr.
Publisher: ALI-ABA
ISBN: 0831899840
Category : Law
Languages : en
Pages : 373

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Author: Nick Niemann
Publisher:
ISBN: 9781733069946
Category :
Languages : en
Pages : 116

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Book Description
You CAN protect your family and estate on your terms by taking the right steps TODAY. The Next Move for Families provides parents and grandparents the key Estate Planning moves they need to take to protect themselves and their families. It presents an easy-to-read proactive plan on how to best utilize the Estate Planning opportunities available today. It shows you what you need whether you have a small or large estate. The objective is to help protect your net worth, minimize taxes, maintain your control of the process, and help assure your personal, financial and legacy objectives are met. The Next Move for Families provides a straightforward, understandable collection of key Estate Planning actions. These will help you accomplish your mission to successfully protect your Estate. This book shows you how to pass your hard-earned savings and other assets on to your spouse, children and grandchildren in a manner which best protects them as well.

Author: Sandra Block
Publisher: NOLO
ISBN: 9781413308365
Category : Business & Economics
Languages : en
Pages : 288

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Book Description
A guide to handling income offers clear tips and advice for a family with children, including how to save and invest, get tax breaks, find a deal on a mortgage, teach kids how to handle money, and deal with major one-time expenses.

Author: John Farrell
Publisher:
ISBN: 9781793949028
Category :
Languages : en
Pages : 152

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Book Description
A follow-up to John's popular estate planning book for Georgia residents, this book provides a step-by-step guide to estate planning no matter where you live with a special emphasis on the modern family. Imagine the patriarch of the family is in his second marriage. He is retired from a business he currently owns and has several children. Imagine two of his children are grown, married, and from his first marriage. One of his children is a toddler and is from his second marriage. Also, imagine he is the stepfather to a child born to his second wife. Now, imagine his daughter runs the business he created and owns. She is married to a man who is a real estate agent and they have three children together.His son is in a same-sex marriage and he and his partner have adopted a daughter. Imagine from one man you have a second marriage, retiree, raising a toddler, stepson, married daughter, same-sex marriage, adoption, and grandchildren. Sounds like the makings of a good sitcom, doesn't it?Today's families are much more complex than in times past. While your family may not include each of the above circumstance, there's a fair chance your family contains one or more of them. For this reason, estate planning cannot be cookie-cutter and each estate plan needs to be individualized for your particular family, the modern family.

Author: Liza W. Hanks
Publisher: Nolo
ISBN: 1413331467
Category : Law
Languages : en
Pages : 288

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Book Description
Finally, an Estate Planning Guide for Californians Every Californian’s Guide to Estate Planning helps you understand the basics of leaving money and property to loved ones and charities, and naming a guardian for children—with a special focus on issues unique to California, like: how community property rules affect inheritance and taxes how to minimize capital gains for those inheriting high value real estate legal and tax rules that apply to non-citizens and U.S. permanent residents important issues for international guardians, trustees, and executors how to understand the impact of “Prop 19,” and make sure your heirs don’t lose a low (“Prop 13”) property tax rate, and how to avoid California’s slow and expensive probate system through options such as transfer-on-death deeds. With Downloadable Worksheets Includes access to essential worksheets that help you get started on writing a will, preparing a trust, choosing a guardian, leaving money to kids, naming beneficiaries, choosing agents for your health care directive and power of attorney for finances, doing a personal inventory, and more.

Author: Alexis Martin Neely
Publisher: Morgan James Publishing
ISBN: 1600377947
Category : Law
Languages : en
Pages : 175

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Book Description
Now that you are a parent, wearing clean underwear when you leave home simply isn't enough. You've planned birthday parties, playdates and education, but have you adequately planned for what would happen if you were in an accident? What would happen in the first 24 hours while the officials locate your family members and arrange for your children's care? Are your plans sufficient to keep your children in the care of people you know and trust during these critical hours? And what about your money and home? Will your legal documents keep your family together or tear them apart? In an easy-to-read story format, Wear Clean Underwear takes you on a journey to discover in fast, simple-to-understand terms exactly what will happen based on your current plan, and what happens if you don't have a plan. Showing you how to avoid unnecessary taxes and a broken-down court system, the book guides you to transfer your values, love, and support to your children and loved ones with ease.

Author: L. Paul Hood Jr.
Publisher: Bublish, Inc.
ISBN: 1647044650
Category : Business & Economics
Languages : en
Pages : 198

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Book Description

"If you are a member of a blended family, this is the handbook to enable your estate plan to assure that your financial wealth will lead to your family's future well-being. Read it, follow its wisdom and practices, and smile." —James (Jay) E. Hughes Jr, Author of Complete Family Wealth and Family: The Compact Among Generations

As parents, we spend our lives caring and providing for our children. However, many of us lack the foresight to create a plan that will ensure our children are supported even after we are gone. Parents neglect to handle their estates and affairs during their lifetime and leave their grieving children drowning in paperwork and tough decisions. It is even more demanding and grueling for stepchildren and members of blending families to sort through these estates. As a member of a blended family himself, tax attorney Paul Hood has pooled his personal and professional knowledge to create this comprehensive guide to estate planning for blended families. In Yours, Mine & Ours, Hood offers real-world advice while cover crucial topics such as:

• Property Ownership
• Documents for Planning
• Important Payers in Planning
• Challenges One will Face
• Words of Wisdom

When nearly 70% of estate plans yield unfavorable results for the family, the need for a meticulous estate plan cannot be overstated. Hood’s guide to estate planning will allow individuals to rest assured that their families are provided for thoroughly.

Author: Homer Irving Harris
Publisher:
ISBN:
Category : Estate planning
Languages : en
Pages : 812

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Book Description

Author: Randell C. Doane
Publisher:
ISBN: 9780804010115
Category : Business & Economics
Languages : en
Pages : 284

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Book Description
This guide provides all the practical information needed to undertake confidently one of the most important steps of a career, planning for the disposition of your estate. Wills, trusts, probate, life insurance, taxes, and many other estate planning concerns are discussed in detail. Over a hundred of the most commonly asked questions are answered in simple, straightforward terms. Over two hundred examples are included to explain the most important estate planning ideas. Designed for the interested layperson as well as the financial planner, insurance advisor, or attorney who is not an estate planning specialist but who wants to gain a better understanding of the estate planning process, Death and Taxes is a practical reference guide that cuts through the complications, clarifies options, and points the way to achieving your family's objectives.