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Author: Richard J. Shapiro J.D. Publisher: Archway Publishing ISBN: 1480844950 Category : Law Languages : en Pages : 200
Book Description
Imagine building a new home without a set of blueprintssounds absurd, doesnt it? Its no different than creating an estate plan without establishing planning goals, but far too often people engage in estate planning without thinking about what they want to accomplish. In Secure Your Legacy, attorney Richard J. Shapiro tackles the daunting aspects of estate planning and elder law. He answers questions such as: How do you determine if you need a will or a trust (or both)? Whats the difference between a revocable and irrevocable trust? How do you protect assets if you need long-term care? How do you reduce your exposure to estate taxes? He also shares tips on planning for a child with special needs, transferring a business, and ensuring a beloved pet is taken care of if you die or become incapacitated. He also explains why you should never create an estate plan online. Filled with real-world examples, this guide gives you the critical information you need to work with an attorney to create an estate plan that protects you and your loved ones.
Author: Richard J. Shapiro J.D. Publisher: Archway Publishing ISBN: 1480844950 Category : Law Languages : en Pages : 200
Book Description
Imagine building a new home without a set of blueprintssounds absurd, doesnt it? Its no different than creating an estate plan without establishing planning goals, but far too often people engage in estate planning without thinking about what they want to accomplish. In Secure Your Legacy, attorney Richard J. Shapiro tackles the daunting aspects of estate planning and elder law. He answers questions such as: How do you determine if you need a will or a trust (or both)? Whats the difference between a revocable and irrevocable trust? How do you protect assets if you need long-term care? How do you reduce your exposure to estate taxes? He also shares tips on planning for a child with special needs, transferring a business, and ensuring a beloved pet is taken care of if you die or become incapacitated. He also explains why you should never create an estate plan online. Filled with real-world examples, this guide gives you the critical information you need to work with an attorney to create an estate plan that protects you and your loved ones.
Author: Joanne Florino Publisher: ISBN: 9780997852639 Category : Languages : en Pages :
Book Description
The importance of respecting donor intent is frequently mentioned in discussions of philanthropic practice, but often misinterpreted or given only lip service. Wise donors, though, know that energetically guarding their gifts and their mission is the only way to ensure the integrity and effectiveness of personal giving.This comprehensive, easy-to-read book outlines-with a clarity and authority never before achieved-all of the vital steps need to protect your giving legacy. It carefully avoids one-size-fits-all solutions, addresses the central matters in depth, and incorporates the wisdom of scores of donors, foundation leaders, and consultants who generously share their experiences, from horror stories to triumphs. No matter where you are in your philanthropic journey, you can take steps to avoid losing control of your charitable gifts. And you must. As this thorough and practical book demonstrates, there is a high likelihood of bitter disappointment if you don't act to enshrine your philathropic principles in careful codes, staff choices, governance rules, and management procedures. Study this guide to make sure the fruits of your hard work and generosity actually go to the causes you hold dear.
Author: Bob Crosetto Publisher: Advantage Media Group ISBN: 1599326906 Category : Business & Economics Languages : en Pages : 1
Book Description
When it comes to legacy planning, you have two choices: 1. The default plan the government currently has in place for you 2. The Plan you design Orchestrate Your Legacy will show you how a fine-tuned team of professionals can give you the clarity to: • Reduce your income and estate taxes • Safeguard and control your assets now and into the future • Protect your family, business and heirs for generations to come • Pass on your values and vision to your surviving family This book is a comprehensive resource to understand the key financial strategies and how the components work together to secure your future wealth and lifestyle.
Author: Rikin Shah Publisher: Rikin Shah ISBN: Category : Business & Economics Languages : en Pages : 47
Book Description
As we age, the question of how to protect our loved ones and ensure our legacies often weighs heavily on our minds. "Securing Your Legacy: Life Insurance Solutions for Seniors" is the essential guide to navigating the complex world of life insurance for individuals in their golden years. Are you a senior wondering how to provide for your family after you're gone? Are you concerned about leaving behind debts or funeral expenses? Do you want to pass on a financial gift to your heirs or a cherished cause? If you've answered "yes" to any of these questions, this book is for you. Rikin Shah, Founder and CEO of GetSure.org and a 15-year life insurance industry veteran, offers a compassionate and comprehensive approach to understanding life insurance options available for seniors. In this enlightening read, you will discover: + The Importance of Life Insurance for Seniors: Learn why life insurance remains vital even as you enter your later years, providing peace of mind for you and your family. + Types of Life Insurance Policies: Grasp the differences between term life, whole life, universal life, and other insurance products tailored to senior needs. + Assessing Your Coverage Needs: Get help determining the right amount of coverage to meet your financial goals, whether it's covering end-of-life expenses, leaving an inheritance, or contributing to charity. + Overcoming Common Challenges: Uncover the solutions to typical obstacles seniors face, such as age restrictions, health conditions, and fixed incomes, when seeking life insurance. + Comparison Shopping: Learn insider tips for shopping around and comparing offers to ensure you're getting the best deal from reputable providers. + Planning for the Future: Find practical advice on integrating your life insurance into your broader estate planning, ensuring a seamless transition for your beneficiaries. "Securing Your Legacy" is filled with real-life examples, straightforward advice, and practical checklists. It simplifies the often intimidating process of finding and purchasing the right life insurance for seniors. Whether you're in excellent health or managing chronic conditions, this book provides the insights you need to make informed decisions about your legacy. Don't leave your family's financial future to chance. Embrace the solutions within these pages and take the first step towards a secure legacy today.
Author: Ronald L Baranski Esq Publisher: Independently Published ISBN: Category : Languages : en Pages : 0
Book Description
Title: "Secure Your Legacy: A Comprehensive Guide to Texas Estate Planning Navigating the labyrinth of estate planning can be overwhelming, especially when laws and regulations differ from state to state. "Secure Your Legacy: A Comprehensive Guide to Texas Estate Planning" is your essential roadmap, tailored specifically for Texans. This accessible guide aims to demystify complex legal jargon and lay out clear, actionable steps to secure your family's financial future. Whether you're a first-time planner or updating an existing estate plan, this book walks you through the key components, specifically addressing the unique estate laws in Texas. Discover the practical applications of crucial documents such as: Wills: Learn why everyone needs one, and what happens in Texas if you don't have one. Durable Power of Attorney: Understand how to designate someone to manage your finances when you cannot. Medical Power of Attorney: Make sure someone trusted can make healthcare decisions for you in times of incapacity. Healthcare Directive: Know your options and formalize your wishes regarding life-sustaining treatment. Revocable Living Trust: Explore the ins and outs of this tool for more complex estates, and how it can help you avoid probate. Supplemental Needs Trust: Find out how this specialized trust can secure the future of a loved one with special needs. The book also delves into advanced strategies like bypassing probate through joint ownership and setting up Payable on Death (POD) or Transfer on Death (TOD) accounts. Highlights - Tailored specifically for Texas residents - Simplifies complex terms into understandable language - Comprehensive coverage of all essential documents - Advanced strategies for probate avoidance - User-friendly format with checklists and FAQs Invest in your peace of mind and ensure your loved ones are taken care of. "Secure Your Legacy" is your indispensable guide to making informed decisions about estate planning in Texas. Secure your future, and your legacy, with this all-encompassing guide. Grab your copy now!
Author: Dave Ramsey Publisher: Ramsey Press ISBN: 1937077713 Category : Business & Economics Languages : en Pages : 240
Book Description
What does the Bible really say about money? About wealth? How much does God expect you to give to others? How does wealth affect your friendships, marriage, and children? How much is “enough”? There’s a lot of bad information in our culture today about wealth―and the wealthy. Worse, there’s a growing backlash in America against our most successful citizens, but why? To many, wealth is seen as the natural result of hard work and wise money management. To others, wealth is viewed as the ultimate, inexcusable sin. This has left many godly men and women confused about what to do with the resources God’s put in their care. They were able to build wealth using God’s ways of handling money, but then they are left feeling guilty about it. Is this what God had in mind?
Author: Daniel Sieberg Publisher: ISBN: 9781736205945 Category : Languages : en Pages : 120
Book Description
Do you know what will happen to your digital "stuff" when you die?No? Rest assured, you are not alone. This increasingly important but relatively unknown subject involves what happens to all of your accounts, social media, emails, photos, and documents and how you will be remembered in your online afterlife.This book will let you take control of your online afterlife and ensure that your important digital assets are treated according to your wishes. Given that the average person spends close to seven hours per day online it's a must-read for everyone.Death: of course it's not an easy subject for any of us. Indeed, there are few subjects more difficult to discuss or imagine than death. It's like we'd rather talk about anything else than the one universal experience we all share. But it's now one that also needs to be addressed in the digital age. Digital Legacy: Take Control Of Your Online Afterlife provides both the context of how we got here but also the right guidance to move forward with your planning today. Authored by two tech executives (also former Googlers) and founders of the digital-legacy platform GoodTrust -- Daniel Sieberg and Rikard Steiber, CEO and founder of GoodTrust -- the book outlines the pitfalls, challenges and opportunities that are important for all of us to tackle.
Author: Richard J. Shapiro Publisher: ISBN: 9781480844940 Category : Languages : en Pages : 200
Book Description
Imagine building a new home without a set of blueprints--sounds absurd, doesn't it? It's no different than creating an estate plan without establishing planning goals, but far too often people engage in estate planning without thinking about what they want to accomplish. In Secure Your Legacy, attorney Richard J. Shapiro tackles the daunting aspects of estate planning and elder law. He answers questions such as: - How do you determine if you need a will or a trust (or both)? - What's the difference between a revocable and irrevocable trust? - How do you protect assets if you need long-term care? - How do you reduce your exposure to estate taxes? He also shares tips on planning for a child with special needs, transferring a business, and ensuring a beloved pet is taken care of if you die or become incapacitated. He also explains why you should never create an estate plan online. Filled with real-world examples, this guide gives you the critical information you need to work with an attorney to create an estate plan that protects you and your loved ones.
Author: Richard J Shapiro Publisher: ISBN: Category : Languages : en Pages : 228
Book Description
Just like the construction of a building requires a well-designed blueprint, creating a successful estate plan requires a thorough exploration of your planning goals and needs. In this updated second edition of Secure Your Legacy, Certified Elder Law Attorney Richard J. Shapiro uses real world examples from his three decades of practicing law to provide the reader with a thorough understanding of key estate planning and elder law concepts including: How to know if you need a will or trust (or both) The difference between revocable and irrevocable trusts Ways to protect your assets from being wiped out due to the high costs of long-term care Planning techniques to reduce estate, gift, and capital gains taxes How to protect your children's inheritances from their creditors and divorcing spouses How to protect your assets from the reach of "creditors and predators" Why you should never create an estate plan online Shapiro also shares tips on planning for a child with special needs, planning for the transfer of a family business, and providing for the needs of a beloved pet upon your death.
Author: Richard J. Shapiro J.D.
Author: Richard J. Shapiro J.D.
Author: Joanne Florino
Author: Bob Crosetto
Author: Rikin Shah
Author: Ronald L Baranski Esq
Author: Dave Ramsey
Author: Daniel Sieberg
Author: Richard J. Shapiro
Author: Legacy Educational Publishing Members
Author: Richard J Shapiro