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Author: Patti S. Spencer, Esq. Publisher: Author House ISBN: 1496935292 Category : Estate planning Languages : en Pages : 577
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: Patti S. Spencer, Esq. Publisher: Author House ISBN: 1496935292 Category : Estate planning Languages : en Pages : 577
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: Jeffrey A. Nirenstein Publisher: ISBN: 9781732425309 Category : Languages : en Pages :
Book Description
You will be introduced to these new approaches in our informative and comprehensive new book Estate Planning for What Matters Most: Pass on Your Wisdom and Priceless Moments. This book goes far deeper than most guides to estate planning, while still introducing new ways of thinking about your legacy in an easy-to-understand and readable fashion.If you are not 100% sure you have put the right plans in place to fully protect your assets and autonomy while addressing the needs of your modern family, this book is for you.
Author: Keon Chee Publisher: Marshall Cavendish International Asia Pte Ltd ISBN: 9814928135 Category : Business & Economics Languages : en Pages : 246
Book Description
With society's rising affluence, children and families stand to inherit properties and many thousands and millions of dollars when parents and relatives pass away. The importance of setting out clear instructions about the distribution of your assets or wealth while you are still alive cannot be overstated. This process of estate planning involves making a will and perhaps setting up a trust, depending on your personal circumstances. The rise of the modern family and what such a family is likely to own, add to the diversity of planning required. In addition to the traditional two-parent family, we have families with single parents, partners of different races, nationalities and faiths, and same-sex partners. The modern family is likely to own foreign assets, a business, pets and digital assets, and likely to consider charitable giving in their estate planning. In this book, well-known estate planner Keon Chee takes you through the various aspects of estate planning, including the writing of a will, the setting up of a trust, planning your Lasting Power of Attorney (LPA) and setting out other important final wishes. The author has invited several highly experienced practitioners to share their specialist knowledge throughout the book enhancing the breadth of coverage.
Author: Elain Andrews JD LTC USAR (Ret.) Publisher: Xlibris Corporation ISBN: 1514472953 Category : Business & Economics Languages : en Pages : 109
Book Description
If you don't want a stranger to get control over you and all of your assets then this book about the 50 most common excuses for not doing bullet proof estate planning is for you. This is not the kind of estate planning that you can get just anywhere. This is expert planning that is specifically designed to keep your life out of the practically insurmountable control of the court. However, if you are like most people, you don't have this kind of estate plan - even if you think you have one already. Your justifications for this unwitting mistake just might cost you everything.
Author: William P. Streng Publisher: John Wiley & Sons ISBN: 1119157129 Category : Business & Economics Languages : en Pages : 736
Book Description
Plan ahead: estate planning to secure your wishes Estate Planning is your overview of the estate planning concepts that are necessary to consider when advising your clients about the different facets of wealth transfer planning. This fundamental reference presents the basic estate, gift, and trust planning ideas in a descriptive and accessible manner—allowing you to easily and conveniently access the information you need when you need it. This essential text covers the development of estate planning strategies for your clients, the fundamentals of the federal transfer tax system, relevant federal income tax rules, lifetime donative asset transfers, gratuitous property transfers at death, generation-skipping transfers, special property transfer planning considerations, and post-mortem planning. When done effectively, estate planning enables your clients to make both lifetime and testamentary transfers of assets to beneficiaries of their choice. In the process, strategic, successful estate planning strategies conserve wealth for these beneficiaries, who are often family members of the client. Leveraging the right methods of estate planning can ensure that you achieve your client's objectives. Explore the fundamentals of estate planning as they relate to wealth transfer planning Dive into special property transfer planning considerations, including community property, life insurance, charitable transfers, closely held corporations, etc. Better serve your clients by having access to relevant, easy to navigate information on estate planning best practices Reinforce these new ideas with a comprehensive test bank Estate Planning is your guide to estate planning concepts that help you protect your assets during wealth transfer—and prepare for your assets to change hands as smoothly as possible.
Author: N. Brian Caverly Publisher: John Wiley & Sons ISBN: 1118053958 Category : Business & Economics Languages : en Pages : 384
Book Description
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.
Author: Virginia C. Antipolo-Utt Publisher: WestBow Press ISBN: 1490841873 Category : Law Languages : en Pages : 740
Book Description
This is a wonderful gift to parents, children, and estate planning practitioners. It offers a helpful reference on many items they need to consider when selecting a guardian for minor children and provides a souvenir to cherish forever. Lorraine del Prado, Vice President, Principal Gifts & Philanthropic Initiatives at Seattle Children’s In this remarkable book, Virginia, a deeply caring and professionally accomplished person, brings what she shares with family, friends, and clients in her everyday life: compassion, wisdom, expertise, and a profound commitment to making our world a better place through the wellbeing of children and families. Al Boren, CEO of the Shasta Family YMCA I highly endorse this book! It as a valuable tool for parents . . . and the best legacy we can leave our children. Brenda Baltrusch, Career Trust Officer at Large National Bank Every parent faces the often gut-wrenching question: “Who will raise my child in the event of a disaster?” As difficult as it is to focus on dire possibilities, selecting a guardian for one’s minor child is an essential part of every parent’s will. Parents who fail to act leave their child’s guardian unprepared and may leave their child’s future, routines, and traditions up to strangers to decide. If you could spend a few moments now that would make it possible to dramatically help your child navigate a profoundly difficult time later, would you? Letters to My Child’s Guardian offers: • Many parent-attorney insights about child guardianship decisions • Identifies critical legal issues and practical choices to consider in wills and trusts • Demystifies this process for each family and provides great insight Letters creates a unique “catastrophe” resource, jumpstarts vital discussions, and guides parents to share an enduring family legacy that will captivate future generations. Through Letters parents can supplement their estate plans in a non-legally binding fashion and reveal and preserve profoundly meaningful advice. Families can use this inspirational resource to create powerful letters of encouragement, advice, and wisdom for their children. For over thirty years attorney Virginia Antipolo-Utt has provided sophisticated and compassionate estate planning counsel to her clients about wills, trusts, and guardianships. Virginia graduated from Duke University Law School, enjoys writing and cooking, and since elementary school has enjoyed serving in many diverse volunteer capacities. Virginia lives with her husband, daughter, and fur-faced friends near Seattle, Washington.
Author: Denis Clifford Publisher: Nolo ISBN: 1413329829 Category : Law Languages : en Pages : 545
Book Description
Protect your family with solid estate planning Estate planning sounds difficult—but most people just need a few basic documents. Let Plan Your Estate show you how to protect your loved ones from legal hassles and financial uncertainty after your death. Learn about: wills and living trusts avoiding probate bypass (AB) trusts naming guardians for children leaving property to children estate, gift, and inheritance taxes strategies for business owners leaving property to charity health care directives, and financial powers of attorney. The 16th edition of Plan Your Estate is completely updated to reflect the latest state and federal laws. Applies in all U.S. states except Louisiana.
Author: Patti S. Spencer, Esq.
Author: Patti S. Spencer, Esq.
Author: Paula M. Jones
Author: Jeffrey A. Nirenstein
Author: Keon Chee
Author: Robert Armstrong
Author: Elain Andrews JD LTC USAR (Ret.)
Author: William P. Streng
Author: N. Brian Caverly
Author: Virginia C. Antipolo-Utt
Author: Denis Clifford