Wills & Trusts Kit For Dummies PDF Download

Author: Aaron Larson
Publisher: John Wiley & Sons
ISBN: 1119832187
Category : Law
Languages : en
Pages : 422

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Book Description
Enjoy peace of mind knowing that your assets will pass to your family according to your wishes Regardless of your age or income, writing a legal will is one of the greatest gifts you can give your family. But where do you begin? Wills & Trusts Kit For Dummies walks you through the most important considerations to have in mind when you’re deciding what will happen to your estate when you’re gone. Writing a will or setting up a trust isn't as fun as binge watching the latest hot web series, but this book makes the task a little less daunting. Find out who needs a will or trust (spoiler alert: everyone!), when you should create one, and how to take the first steps. Handy online content includes practical worksheets, forms, and templates that simplify and explain the process of estate planning in language that doesn't require a legal education to understand. With the help of Wills & Trusts Kit For Dummies, you'll have a document that details your final wishes before you know it. Navigate probate, tax, and state laws that govern how property is passed to the next generation Avoid the most common estate planning pitfalls and mistakes Choose qualified professionals and specialists to help you make the best decisions for your family Designate a guardian for your children and plan for their financial needs You deserve to know that your loved ones will be properly taken care of when you’re no longer with them. Wills &Trusts Kit For Dummies delivers straightforward guidance and peace of mind on a subject that, sooner or later, we all must face. *Please reference the Introduction to access a webpage where you will find a number of downloadable files and forms to create a will, living trust, living will, durable power of attorney, and healthcare proxy.*

Author: Aaron Larson
Publisher: John Wiley & Sons
ISBN: 0470507713
Category : Law
Languages : en
Pages : 360

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Book Description
Navigate probate, tax issues, and state laws Create an estate plan and protect your family's interests Need a will, but have no idea where to start? This friendly guide shows youhow to prepare a legal will or trust — either on your own or with professional help — and ensure that your wishes are honored. You'll handle everything from planning your bequests and writing and signing a will to selecting a trust and drafting your durable power of attorney. Discover how to: Provide for your children Hire and work with professionals Minimize tax liabilities Amend or revoke a will or trust Avoid common estate planning mistakes Note: CD-ROM/DVD and other supplementary materials are not included as part of eBook file.

Author: Larson
Publisher: John Wiley & Sons
ISBN: 0470283718
Category : Law
Languages : en
Pages : 384

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Book Description
Navigate probate, tax issues, and state laws Create an estate plan and protect your family's interests Need a will, but have no idea where to start? This friendly guide shows youhow to prepare a legal will or trust — either on your own or with professional help — and ensure that your wishes are honored. You'll handle everything from planning your bequests and writing and signing a will to selecting a trust and drafting your durable power of attorney. Discover how to: Provide for your children Hire and work with professionals Minimize tax liabilities Amend or revoke a will or trust Avoid common estate planning mistakes Note: CD-ROM/DVD and other supplementary materials are not included as part of eBook file.

Author: Margaret A. Munro
Publisher: John Wiley & Sons
ISBN: 1119543878
Category : Law
Languages : en
Pages : 432

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Book Description
Estate and Trust Administration For Dummies, 2nd Edition (9781119543879) was previously published as Estate and Trust Administration For Dummies, 2nd Edition (9781118412251). While this version features a new Dummies cover and design, the content is the same as the prior release and should not be considered a new or updated product. Your plain-English guide to administering an estate and/or trust As more and more of the population reach senior ages—including baby boomers, many of whom do not have wills—an increasing number of people are being thrust into the role of executor, administrator, personal representative of an estate, or trustee of a trust after the death of a loved one. This updated edition of Estate & Trust Administration For Dummies guides you through the confusing process of administering an estate and/or trust. Settling an estate and administering a trust can be complicated, messy, and time-consuming for individuals named as executor or trustee, most of whom have no previous experience with such matters. Estate & Trust Administration For Dummies shows you how to make sound decisions for your unique circumstances. Guides you through the confusing process of administering an estate and/or trust Provides expert advice on unfamiliar estate and trust tax law Gives you a practical checklist to follow for all of your estate and trust administration questions and concerns Whether you're looking for guidance on how to navigate the probate process and estate taxes, settle debts and bequests, fund a trust, comply with tax regulations, or anything in between, this hands-on, friendly guide takes away the mystery and provides detailed answers to all of your estate and trust administration questions.

Author: Ralph R. Roberts
Publisher: John Wiley & Sons
ISBN: 1119910080
Category : Business & Economics
Languages : en
Pages : 391

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Book Description
Organize, declutter, donate—downsize and simplify your life Downsizing For Dummies provides you with strategies to downsize your life by moving to a smaller home, decluttering, simplifying your budget, and saving more money. You’ll find tips to help decrease your cost of living, lower your home maintenance costs, protect and leverage your assets, and decide whether downsizing is right for you and your family. After downsizing your life, you’ll save time on household chores and gain the freedom and flexibility that come with having fewer possessions. What will you do with all the time you save? Downsizing For Dummies will help you understand the benefits of living simply! Discover ways to declutter and simplify every corner of your life Weight the pros and cons of moving to a smaller home Save time and money by cutting down on your chores and home maintenance Experience a reduced stress level when you create space at home and work This book is for anyone who is ready to live clutter-free and to downsize. It’s the perfect Dummies guide for homeowners looking to save money, plus real estate brokers who are working with clients who are downsizing, and designers and builders of new homes who want to stay on top of the downsizing trend.

Author: Robert Doyen
Publisher: John Wiley & Sons
ISBN: 9780470464557
Category : Business & Economics
Languages : en
Pages : 388

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Book Description
The must-have guide to achieving great wealth Making Millions For Dummies lays out in simple, easy-to-understand steps the best ways to achieve wealth. Through a proven methodology of saving, building a successful business, smart investing, and carefully managing assets, this up-front, reliable guide shows readers how to achieve millionaire or multimillionaire status. It provides the lowdown on making wise financial decisions, with guidance on managing investments and inheritances, minimizing taxes, making money grow, and, most important, how to avoid common and costly financial mistakes. Millionaire wannabes will see how to maintain financial security throughout their life with this easy-to-follow road map to financial independence. For individuals who yearn to make millions but don't want to be restricted to owning or running a business, the book features other options, such as inventing and patenting the next big thing, consulting, selling high-value collectibles, and flipping or owning real estate.

Author: Jordan S. Simon
Publisher: John Wiley & Sons
ISBN: 1394158564
Category : Law
Languages : en
Pages : 407

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Book Description
Get your arms around wills, trusts, probate, inheritance taxes, and other important estate planning essentials Estate Planning For Dummies teaches you the ins and outs of estate planning. It’s all about drafting wills, dealing with probate, assigning powers of attorney, establishing living trusts, and beyond. Think you don’t have enough assets to merit estate planning? Think again. This everyone-friendly guide walks you through building a solid estate plan, whatever your current financial situation. In easy-to-understand language, you’ll learn the ins and outs of estate planning, including what happens to your stuff—cash, real estate, businesses, retirement funds, everything—when you pass away. This new edition is updated for the many recent changes in estate taxes and inheritance law. Make sure your assets get into the pockets of your heirs or wherever you want them to go, and learn how to accomplish it the For Dummies way. Understand state and federal estate and inheritance taxes Build an air-tight will and make sure your heirs get as much as they can Protect your estate’s privacy even after you’re gone Plan for the transition of a family business Prevent disagreements and uncertainty among your heirs Figure out how to pass on your digital assets This friendly guide is a must for people of any age in the process of drafting their wills and planning where their assets ultimately end up.

Author: Olubusola Eshiet
Publisher: Optimalpath Publishing
ISBN:
Category : Self-Help
Languages : en
Pages : 123

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Book Description
The thought of losing a loved one evokes fear. Few will admit that they think of it, fewer still want to talk about it. But bereavement is an everyday occurrence and will happen to everyone who lives long enough. Be proactive: Expected Date of Departure encourages you to prepare yourself for loss and to choose your response in advance. Action-based: Expected Date of Departure gives you permission to think about the inevitable death of loved ones, talk about it, and to plan for grief before it happens. Preparing for loss does not bring on bad luck nor does it cause fear; instead, it can make our world a more delightful place to live in. If you thought you might never get to speak to your friend again after your ongoing discussion with her, would it make any difference in the way you carry on with the conversation? Would you be more attentive, more thoughtful of the responses you give? Likely, yes. There will be more loving and caring if we relate to our loved ones with the end in mind. And if we happen to lose them, we will live on with the satisfaction that there were no unfinished businesses in our relationships. Reviews Thank you for being vulnerable and opening your heart in this way. Your book has touched on sensitive places in my heart; reading it has made me come face-to-face with my fear of losing my loved ones – to challenge that fear and begin my healing journey. - ChiChi Nwosu, Sydney, Australia Captivating, needful, and relatable. Most of us do not prepare for the departure of our loved ones if they pre-decease us. Busola has written a book that gives practical tips on how to prepare, using real-life experiences of friends and family and her own experience of losing loved ones. The book discusses death in a way that the subject does not come across as morbid. Instead, it encourages us to break the silence surrounding the issue with sensitivity, understanding, and empathy. - Ibiba Chidi, Houston, Texas This book is brilliant, It made me laugh and cry, it left me pondering many a question. Very important issues raised, and I love how much of the Word of God Busola has included. Really well written. In my head, it was just like she talking to me as I read. Busola has put a lot of herself into this book and I pray that it helps many. - Sarah Macmanus, Newcastle upon Tyne, UK. An unusual slant to everyday reality. It is still a hard reality for me to face, but face it we must. Yes, we mourn the loss of loved ones, but we are not driven to despair, as we will meet again. This book inspires us to take steps to appreciate the people in our lives every day. Thank you Busola, for this push to prepare for the inevitable. - Abimbola Olufemi, Lagos, Nigeria I like Busola's boldness in confronting this matter. It's a subject that Nigerians, even Christians, avoid, with the crisp phrase 'not my portion'. Preparation will help people to set their relationships in order. - Ijeoma Okafor John-Chieme. Abuja, Nigeria I find this book to be a valuable cross-cultural resource for starting conversations around the subjects of life and death. It is rich with personal experiences and scriptural insights. It gave me the rare luxury to pause and shed a few private tears in the loving memory of my dear parents. - Semedeton Ilo, Lethbridge, Canada. Everyone goes through the problem of the fear of bereavement, but no one wants to verbalise it. I must commend Busola for her ability to capture in words those feelings that a lot of people who have experienced loss find difficult to explain. - Sunday Udoh, Abidjan, Cote d’Ivoire The book is weighty but not heavy and it has given me this take home message, which is don’t live with regrets so that when the news comes of a loved one’s death, we will be able to grieve as those who have hope. I loved the cross-continents perspective (Busola is Nigerian-born, now living in the UK) that actually made the subject matter more palatable for me. - Alison Bowie, Newcastle upon Tyne, UK.

Author: Naomi R. Cahn
Publisher: Aspen Publishing
ISBN: 1543807089
Category : Law
Languages : en
Pages : 802

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Book Description
In a typical Wills, Trusts, and Estates (WTE) class there are both students who want to practice in WTE (either exclusively, or as part of a general practice), and those who need only to master the general concepts in order to pass the bar exam. Wills, Trusts, and Estates in Focus by Naomi R. Cahn, Alyssa DiRusso, and Susan Gary attends to the needs of both sets of students. For those who will practice in WTE, the concepts are presented in an engaging way and exemplified by realistic hypothetical scenarios that mirror practice and support the development of lawyering skills. For those who need only to pass the bar, the organization of the text is keyed to multi-state essay examination topics as presented on the multi-state bar exam. The well-crafted pedagogy of the Focus Series makes WTE concepts and procedure clear and accessible for all students. Case Previews shed light on each succinctly-edited case, provide legal context, and direct students to the issue at hand. Post-Case Follow-Ups review the decision and prepare students to apply the relevant legal principles to the set of exercises that follow, called Real Life Applications. Professors will appreciate the accessible approach of Wills, Trusts, and Estates in Focus, which combines straightforward narrative explanations with real-world examples, and problems designed to engage students in active learning. Features of Wills, Trusts, and Estates in Focus: Insightful authorship: The author team consists of three well-known academics with expertise in WTE and complementary areas such as family law, charities, elder law, and tax. All are elected Fellows of the American College of Trust and Estate Counsel (ACTEC), the leading professional organization of trust and estates attorneys. Conscious modernization of the WTE casebook that balances major landmark cases and 21st century authorities, including recent case decisions and developments in the law (such as the 2017 Tax Cuts and Jobs Act) Thorough coverage of core topics, combined with the Focus Series pedagogy Manageable problem sets that allow students to apply doctrine to realistic fact scenarios Research and drafting exercises that support the development of practice-based skills Professors and students will benefit from: Clear writing that promotes the learning outcomes of student competencies in knowledge and understanding of both the substantive and procedural law of WTE legal analysis and reasoning problem-solving how to exercise proper professional and ethical responsibilities with regard to clients and the legal system A balanced emphasis on practice readiness and bar-exam readiness An author team with experience writing for students, practitioners, and lay people A clear and logical book structure and chapter organization, with cross-references to related coverage in other chapters Appendices that provide examples of how doctrine maps on to practice, as in will contest pleadings and probate filings Teaching materials include: Teacher’s Manual with straightforward case summaries and answers to all problems Sample 3-credit syllabus

Author: Stan Craig
Publisher: Greenleaf Book Group
ISBN: 0985335661
Category : Business & Economics
Languages : en
Pages : 168

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Book Description
Foretalk is about life affirmation, taking control of and directing your future. There are a number of significant events in life that you know will occur. You can simply drift without direction, or you can discuss, prepare and plan for their arrival by taking care of tomorrow today. The goal of ForeTalk is to make you aware of the decisions you need to make now or help someone else make by writing a will, completing a Durable Power of Attorney for Health Care, a Durable Power of Attorney for Finances, perhaps a Living Will. • Discover 7 ways to start the important conversations regarding end of life planning. • Identify financial strategies to create lifetime income for you and your heirs. • Decide on the right attorney for your family. • Create a well-written will to withstand possible challenges. • Choose the right person as your executor, powers of attorney for finances and health care. • Plan a funeral or memorial service that tells your own story. • Find funeral or memorial expense saving ideas to save thousands of dollars for your family & loved ones.