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Private Client

Private Client PDF Author: Lesley King
Publisher: CLP
ISBN: 9781914219764
Category :
Languages : en
Pages : 0

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Book Description


Private Client

Private Client PDF Author: Lesley King
Publisher: CLP
ISBN: 9781914219764
Category :
Languages : en
Pages : 0

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Book Description


The Everything Wills & Estate Planning Book

The Everything Wills & Estate Planning Book PDF Author: Deborah S Layton
Publisher: Simon and Schuster
ISBN: 1605507105
Category : Law
Languages : en
Pages : 304

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Book Description
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

AARP Crash Course in Estate Planning

AARP Crash Course in Estate Planning PDF Author: Michael T. Palermo
Publisher: Sterling Publishing Company, Inc.
ISBN: 140275860X
Category : Business & Economics
Languages : en
Pages : 276

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Book Description
A guide to estate planning discusses such topics as wills, the probate process, selecting an executor, living trusts, naming a guardian for young children, living wills, and setting up a power of attorney.

Wills, Trusts, and Estate Administration

Wills, Trusts, and Estate Administration PDF Author: Dennis R. Hower
Publisher: Cengage Learning
ISBN: 1305856414
Category : Law
Languages : en
Pages : 720

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Book Description
Succeed in your course and your paralegal career with WILLS, TRUSTS, AND ESTATE ADMINISTRATION, 8th Edition. This easy-to-understand text introduces the basics of estate planning and bequeathing property to others through wills and trusts, along with the laws and procedures involved, including the Uniform Probate Code. Packed with engaging, highly visual content enhanced by detailed exhibits and a writing style free of confusing legalese, the 8th Edition provides up-to-date coverage of relevant laws, court procedures, cases, tax implications, ethical considerations, and the roles paralegals and other professionals play in the process. Throughout the text, user-friendly case summaries, state-specific examples, practical assignments, detailed documents, and real-life contemporary issues prepare you for success as a paralegal in this important area of law. Important Notice: Media content referenced within the product description or the product text may not be available in the ebook version.

Estate Planning For Dummies

Estate Planning For Dummies PDF Author: N. Brian Caverly
Publisher: John Wiley & Sons
ISBN: 0764555014
Category : Business & Economics
Languages : en
Pages : 397

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Book Description
Planning for your family's future made easy! If you’re like most people, you want to be sure that, once you’ve passed on, no more of your property and money will be lost to the government than is absolutely necessary. You want to know that you’ll be leaving your heirs your assets and not your debts. You want to be absolutely certain that your will is ship-shape, your insurance policies are structured properly, and that every conceivable hole in your estate plan has been filled. And most of all, you’d like to do all of this without driving yourself crazy trying to make sense of the complicated jargon, jumble of paperwork, and welter of state and federal laws involved in the estate planning process. Written by two estate planning pros, this simple, easy-to-use guide takes the pain out of planning for your ultimate financial future. In plain English, the authors walk you step-by-step through everything you need to know to: Put your estate into order Minimize estate taxes Write a proper will Deal with probate Set up trusts Make sure your insurance policies are structured properly Plan for special situations, like becoming incompetent and pet care Craft a solid estate plan and keep it up-to-date Don’t leave the final disposition of your estate up to chance and the whims of bureaucrats. Estate Planning For Dummies gives you the complete lowdown on: Figuring out what you're really worth Mastering the basics of wills and probate Using will substitutes and dodging probate taxes Setting up protective trusts, charitable trusts, living trusts and more Making sense of state and federal inheritance taxes Avoiding the generation skipping transfer tax Minimizing all your estate-related taxes Estate planning for family businesses Creating a comprehensive estate plan Straightforward, reader-friendly, easy-to-use, Estate Planning For Dummies is the ultimate guide to planning your family’s future.

Drafting Wills, Trusts, and Other Estate Planning Documents

Drafting Wills, Trusts, and Other Estate Planning Documents PDF Author: Kevin D. Millard
Publisher: Bradford Publishing Company
ISBN: 1932779418
Category : Estate planning
Languages : en
Pages : 184

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Georgia Wills, Trusts, and Estate Administration

Georgia Wills, Trusts, and Estate Administration PDF Author: Antoinette France-Harris
Publisher: Carolina Academic Press LLC
ISBN: 9781611637274
Category : Estate planning
Languages : en
Pages : 296

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Book Description


Wills, Trusts, and Estate Administration

Wills, Trusts, and Estate Administration PDF Author: Janis Walter
Publisher: Cengage Learning
ISBN: 0357452305
Category : Law
Languages : en
Pages : 648

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Book Description
Master the basics of estate planning and bequeathing property to others through wills and trusts with Walter/Wright's market-leading WILLS, TRUSTS, AND ESTATE ADMINISTRATION, 9E. This reader-friendly approach, designed specifically for paralegals, familiarizes you with the latest laws and procedures, including the Uniform Probate Code, the new Uniform Electronic Wills Act and the Uniform Partition of Heirs' Property Act. Packed with engaging, visually driven content and enhanced by detailed exhibits and a writing style free of confusing legalese, this edition introduces the important role that paralegals and other legal professionals play in this critical area of law. You examine the latest relevant laws, review court procedures and learn about tax implications and ethical choices. Throughout the text user-friendly case summaries, state-specific examples, practical assignments and detailed documents guide your learning while actual contemporary examples of issues prepare you for success as a paralegal. Important Notice: Media content referenced within the product description or the product text may not be available in the ebook version.

Plan Your Estate

Plan Your Estate PDF Author: Denis Clifford
Publisher: Nolo
ISBN: 1413329810
Category : Business & Economics
Languages : en
Pages : 528

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Book Description
This book provides the information and encouragement you need to create security for your property, your children, and your health. In plain English, it covers every standard estate planning topic in detail. The information in this book will help you formulate your plan and will save you time and money, whether you create your own estate plan or go to a lawyer for assistance.

The Wall Street Journal Complete Estate-Planning Guidebook

The Wall Street Journal Complete Estate-Planning Guidebook PDF Author: Rachel Emma Silverman
Publisher: National Geographic Books
ISBN: 0307461270
Category : Business & Economics
Languages : en
Pages : 0

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Book Description
Let’s face it: you can't avoid death or taxes. But you can create an estate plan that will make both a whole lot easier for your loved ones and put you in control of how your assets will get passed to your heirs. Here, Wall Street Journal personal-finance reporter Rachel Emma Silverman walks you step-by-step through the process. Chock-full of clear and solid advice on how to get the most out of the main estate planning tools - including wills, trusts, life insurance, guardianship papers, and powers-of-attorney documents - the Wall Street Journal Complete Estate-Planning Guidebook will help make your estate-planning process as simple, smooth, and unintimidating as possible. This book will help you: · Clarify your estate-planning goals, such as dividing up property for heirs, reducing taxes or leaving money for charity · Understand the key estate-planning documents you’ll need, including wills, beneficiary-designation forms, powers-of-attorney and health-care advance directives · Decode the technical jargon that estate planners often use, so you feel comfortable discussing QTIPs and QPRTs when you sit down with your lawyer. · Reduce possible estate, gift or generation-skipping taxes and legal and probate fees – decreasing what goes to the tax man and increasing what goes to your heirs · Learn strategies to divide money and personal property among your heirs, and reduce the possibility of family fights · Discuss sensitive estate-planning issues with your family · Maintain your estate-plan over time, including how to store and when to update your documents With completely up-to-date information on how to navigate the new 2011 estate tax legislation, and thoughtful advice on how to handle your estate in complicated situations – like if you’re single, in a same-sex relationship, or wish to provide for children with special needs - this is the estae-planning guide for today’s messy and complicated world. One of the biggest estate planning mistakes people make, says Silverman, is waiting too long to start. Which is why the Wall Street Journal Complete Estate-Planning Guidebook isn’t just for those planning for retirement or their golden years. It’s for anyone, of any age, who wants the peace of mind of knowing that your wishes will be respected and your hard-earned money will get passed on as you would like.