Drafting Wills, Trusts, and Other Estate Planning Documents PDF Download

Author: Kevin D. Millard
Publisher: Bradford Publishing Company
ISBN: 1932779418
Category : Estate planning
Languages : en
Pages : 184

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Book Description

Author: Michael T. Palermo
Publisher: Sterling Publishing Company, Inc.
ISBN: 140275860X
Category : Estate planning
Languages : en
Pages : 276

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Book Description
Lawyer and financial planner Michael T. Palermo explains everything you need to know about wills, trusts, and more.

Author: Thomas L. Shaffer
Publisher: West Group Publishing
ISBN:
Category : Estate planning
Languages : en
Pages : 476

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Book Description
Planning Together; Rebuilding Together; Will Interview with Dr. and Mrs. Kennedy; Wills; Trusts; Death Taxes and "Estate Planning; " Rule Against Perpetuities; Language; Justified Simplicity; Non-Estate Planning; Planning for Disability.

Author: Diana L. Anderson
Publisher: Aspen Publishing
ISBN: 1454860049
Category : Law
Languages : en
Pages : 524

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Book Description
New text for the paralegal course on Wills, Trusts, and Estates that provides a general overview of Wills and Trusts. Covers the use of wills and trusts in creating an estate plan, as well as an overview of estate litigation and estate administration. This text teaches paralegals the necessary skills to assist with the preparation of wills and trusts and with the administration of estates. Key Features Begins with an understanding of the history and development of estate planning laws, continues through the preparation of the documents needed to create an estate plan, and ends with how to administer an estate. Practical, step-by-step examples throughout the book apply the concepts to realistic situations. Examples break down each document into individual elements. At each step, alternatives are provided and options are discussed. Practice Tips help students understand real-life applications and situations. Drafting exercises in the text offer opportunities to apply what the students have learned. Ethical considerations that all attorneys and paralegals must follow are included throughout the text. More complex concepts are introduced for general understanding only, so that students have an understanding of the concepts and language used in practice. The text emphasizes the vocabulary of estate planning so that students know the meaning of different terms and to use the terms correctly. Key terms are defined in the margins.

Author:
Publisher:
ISBN: 9781905391493
Category : Inheritance and succession
Languages : en
Pages :

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Book Description

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

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Book Description
"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: King
Publisher:
ISBN: 9781913226909
Category :
Languages : en
Pages : 394

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Book Description

Author: HELEN. KING COUSAL (PROFESSOR LESLEY.)
Publisher: CLP Legal Practice Guides
ISBN: 9781912363186
Category :
Languages : en
Pages : 354

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Book Description

Author: Gerry W. Beyer
Publisher: Aspen Publishers
ISBN:
Category : Estate planning
Languages : en
Pages : 676

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Book Description
In addition to the wide range of quality textbooks specially created for paralegal programs, Aspen Law & Business also offers a number of law school resources that you may find suitable for use in your course area.Each book in this popular series offers a winning combination of text, examples, and explanations as it guides students to a more thorough understanding of the subject at hand.

Author: Liza W. Hanks
Publisher: Nolo
ISBN: 1413329381
Category : Law
Languages : en
Pages : 369

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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. details inside.