Plan Your Estate Download Ebook PDF Epub Online

Author : Denis Clifford
Publisher : NOLO
Release : 1992
Page : 416
Category : Estate planning
ISBN 13 : 9780873371421
Description :


A true self-help book that shows, in plain English, how to prepare an estate plan without the expensive services of a lawyer. Attorney Denis Clifford provides all the up-to-date forms and step-by-step instructions needed to let individuals with estates under $600,000 do the job themselves. "Instills in the reader a sense of self-confidence for handling delicate legal issues".--Library Journal.


Author : Denis Clifford
Cora Jordan
Publisher : NOLO
Release : 2000
Page : 490
Category : Business & Economics
ISBN 13 : 9780873375801
Description :


The most comprehensive estate planning book available, Plan Your Estate covers everything from basic estate planning to sophisticated tax-saving strategies for people with estates worth up to $1,200,000 or more. The bestseller demystifies: -- probate avoidance -- living wills -- estate tax saving trusts -- funerals and burials -- federal estate and gift taxes -- charitable remainder trusts -- durable powers of attorneyThe 5th edition includes investment standards for trustees, further discussions of AB trusts, and receiving foreign gifts. Plan Your Estate also features expanded coverage of individual retirement accounts, estate-planning for people in second marriages, the types of property one can leave -- including intellectual property and frequent flyer airline miles -- and much more.Good in all states except Louisiana.


Author : Denis Clifford
Cora Jordan
Publisher : NOLO
Release : 2006
Page : 455
Category : Business & Economics
ISBN 13 : 1413304060
Description :


The most comprehensive estate planning book available, Plan Your Estate covers everything from basic estate planning to sophisticated tax-saving strategies for people with estates worth up to $1,200,000 or more. It demystifies: § probate avoidance § living wills § estate tax saving trusts § funerals and burials § federal estate and gift taxes § charitable remainder trusts § durable powers of attorney.This useful book includes valuable information about estate-tax savings and family "pot trusts." Good in all states except Louisiana.


Author : Linda C. Ashar
Publisher : Atlantic Publishing Company
Release : 2011
Page : 336
Category : Law
ISBN 13 : 1601384262
Description :


What happens to your estate after you are gone is very much within your control. Estate planning is not only for the wealthy; it is for everyone. It is simply the process of deciding where your assets are to be distributed after your death. For those people who wish to preserve their assets for designated purposes — such as family or special charities — it becomes necessary to make special advance preparations. To ensure your assets are protected and final wishes are carried out, there are some common actions that should be taken now. Proper estate planning allows you to plan for yourself and your loved ones without giving up control of your affairs. Your estate plan should also allow for the possibility of your own disability. It should detail what you own and whom you want to leave it to at a time of your choosing and the way you want. Your estate plan should include fully disclosed, controlled costs for you and your loved ones. The last thing you want to worry about is having your estate drained of value through taxes and legal costs. The right plan can protect the value of your estate and spare your loved ones unnecessary hassles and legal conflicts. The Complete Guide to Planning Your Estate in Texas will help you glide through this complicated process. This new book has been adapted to offer Texas residents state-specific advice for estate planning. Author Linda C. Ashar, Attorney at Law, has crafted an estate planning primer, allowing Texas residents to become more informed and more involved during the process. Many books on estate planning indicate you do not need the services of an attorney, but this book highly recommends using an attorney versed in this area: You should not go through the process alone. This book is intended explain the complicated issues, terminology, and planning strategies of estate planning so when you do meet with a qualified attorney, you will be well prepared. You will understand the legal terms and be ready to discuss issues and strategies with familiarity, saving you time and legal fees and ensuring peace of mind. Texas -specific information is offered throughout this book, including: Texas’s probate code; Texas rules, regulations, and laws specific to estate planning; elements of a valid Texas will; planning your living will in Texas; explanations of Texas laws regarding durable health care power of attorneys, do not resuscitate (DNR) orders, and directives to withhold CPR. The book’s easy-to-understand context clarifies this complicated and sensitive subject and gives readers the power to take control of their future. This book also offers an overview of abatement rules, settlement costs, guardianship and minor children, executors and trustees, life insurance, potential long-term care needs, marital deductions, types of trusts, gift splitting, survivorship deeds, 529 plans, reducing or eliminating estate taxes, avoiding tax on life insurance, using insurance to pay estate taxes, gift tax issues, generation skipping transfer tax, and tax-deferred accounts. Estate planning should be a positive experience. It involves reviewing your situation and planning for your future. Although few people want to think about the possibility of disability or disease, advance planning is also a way to show your love and to reduce potential distress later. Other books offer a non-state-specific overview of estate planning, causing many readers to be misinformed about rules and regulations particular to their state; but, this new book provides information Texas residents need to know. Do not get outdated or wrong information that does not pertain to you specifically. Use this new book to craft an estate plan that is not only legally sound but also fully carries out your last wishes and protects your loved ones.


Author : Margaret Kerr
JoAnn Kurtz
Publisher : John Wiley & Sons
Release : 2010-02-18
Page : 384
Category : Law
ISBN 13 : 0470677546
Description :


Wills & Estate Planning For Canadians For Dummies walks you through the steps of planning your estate. This friendly guide will help you Reduce the tax you or your estate will pay Plan for your children's future Leave a charitable legacy Decipher the legal lingo in wills Prepare a living will to ensure you get the treatment you want Hire an estate planning team that will meet your needs Through practical advice from expert authors, this book helps you ensure that your affairs are in order, and your loved ones will be looked after.


Author : N. Brian Caverly
Jordan S. Simon
Publisher : John Wiley & Sons
Release : 2011-03-08
Page : 384
Category : Business & Economics
ISBN 13 : 1118053958
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 : Andrew Simpson
Publisher : John Wiley & Sons
Release : 2019-08-05
Page : 302
Category : Business & Economics
ISBN 13 : 0730373185
Description :


Where will your wealth go when you go? Get peace of mind for you and your family with current and valid estate planning. The Australian Guide to Wills and Estate Planning helps you leave your wealth to your selected beneficiaries, avoid family disagreements and protect your financial legacy. This plain-English guide makes estate planning easy — providing exactly what you need to know to get started. You have spent substantial amounts of time and energy creating your wealth. However, planning how your wealth is to be distributed after your death likely receives little attention. It is common for people to consider preparing a will only when a personal life event brings the topic to the fore – the death of a family member or close friend, a personal health issue or overseas travel. The emotional stress and time constraints associated with such circumstances are avoidable if you plan your estate today. Wills and estates expert Andrew Simpson shares his extensive knowledge to help answer your questions and prepare for the future today. From planning your retirement, to writing a will, to distributing your assets, each aspect of estate planning is highlighted by informative case studies, practical examples and easy-to-read explanations. This clear, jargon-free guide answers your estate planning questions and enables you to understand the fundamentals of the estate planning process. Designed specifically for readers with little to no experience with wills and estate planning, this book will help you: understand the vital aspects of the estate planning process know what to look for when choosing a professional estate planner minimise tax burdens for yourself and your family use trusts to safeguard your assets protect your will from legal challenges. With the latest financial and tax guidelines, this is a must-have resource for anyone seeking to confidently pass on their wealth to future generations. The Australian Guide to Wills and Estate Planning is for anyone wishing an easy, stress-free way to sort their affairs and enjoy peace of mind.


Author : Deborah S Layton
Publisher : Simon and Schuster
Release : 2009-05-18
Page : 304
Category : Law
ISBN 13 : 1605507105
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


Author : Denis Clifford
Publisher : Nolo
Release : 2016-04-18
Page : 544
Category : Business & Economics
ISBN 13 : 1413322859
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. For more than 20 years, this book has explained estate planning in plain English, including: wills avoiding probate living trusts 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 13th edition of Plan Your Estate is completely updated to reflect the latest federal and state laws. Applies in all U.S. states except Louisiana.


Author : Deirdre R. Wheatley-Liss
Publisher : Apress
Release : 2014-03-01
Page : 348
Category : Business & Economics
ISBN 13 : 143024495X
Description :


Plan Your Own Estate: Passing on Your Assets and Your Values Legally and Efficiently takes a straightforward and engaging “you”-oriented approach to dealing with one of life’s certainties--death. While you "can’t take it with you," this book empowers you to decide how your assets can best help your family when you are gone. Experienced attorney Deirdre R. Wheatley-Liss concentrates into this book the experience she's had helping hundreds of families work through their estate plans. Whether you have modest or extensive assets, Plan Your Own Estate provides the knowledge you need to design your plan and the tools you need to move forward. The starting place is your goals. Part 1 of the book asks, "What do you want to accomplish for yourself and your family?" The next step depends on you. Are you looking to educate yourself about how a will or trust is structured, or how tax law works? Part 2, Resource Guides, breaks down tough topics like these and delivers actionable information. Have questions about what your estate plan should say? Part 3, Planning Guides, goes through an attorney’s analysis in considering the most frequently asked estate planning questions. Thinking about creating your own estate plan, or hiring an attorney? Part 4, Action Guides, helps you start your estate plan and make sure it’s complete, or review any plan you may already have in place. Nobody likes talking about death, taxes, or disability--but not thinking about them will not make them go away. Plan Your Own Estate will help you make a plan, put it in place, and take control of how your money and your values are being passed to your family. This book includes: Comprehensive “plain English” coverage of every aspect of planning your estate Methods to protect your loved ones' inheritance from taxes, immaturity, lack of financial knowledge, incapacity, creditors, and predators Planning guides for families with children, singles, second marriages, business owners, unmarried or same-sex couples, and more Up-to-date information regarding changing laws and best practices


Author : Eric Matlin
Publisher :
Release : 2016-03-01
Page :
Category :
ISBN 13 : 9780991246229
Description :


The text of not dead yet is as detailed as it needsto be and as concise as it can be. In order to minimize the boredom factor inherent in any book ever written on estate planning, the 24 chapters are interwovenwith a graphic novel story featuring a hero, estate planning nightmares, a disruption of the time-spacecontinuum, the hero's estate planning epiphany and a happily-ever-after ending.


Author : Patti S. Spencer, Esq.
Publisher : Author House
Release : 2015-01-13
Page : 574
Category : Law
ISBN 13 : 1496935292
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 : Brian M. Douglas
Publisher :
Release : 2016-02-14
Page : 126
Category :
ISBN 13 : 9781540358776
Description :


About the author: Brian M. Douglas, Esq has always been committed to the belief that a person's legal needs are personal and not just business. This is a cornerstone in hia approach to law and how he serves his clients. In 2003, when Douglas founded his law firm, his vision was to create an entire culture that embraced this same powerful concept. And he has.Born and raised in Wisconsin, he received a Bachelor of Science degree from Marquette University in Milwaukee, where he studied Mechanical Engineering while working full time as a manufacturing supervisor for Fortune 100 Corporation. Upon graduation, he moved to Atlanta to attend John Marshall Law School, where he graduated cum laude and as class valedictorian. he was initially drawn from engineering to law because of his gifts for reasoning and logic-two qualities that are essential for a successful attorney.Establishing his own practice has given him the freedom to take on very diverse cases over the years, working with bankruptcy, real estate, civil/business litigation, foreclosure, criminal law, and what we are highly acclaimed for-estate planning and asset protection. Working in these various areas of law fits his diverse range of interests and benefits the clients his practice serves.He has been a legal commentator on Fox, ABC, CBS, and NBC, as well as a contributor for Star Tribune, Small Business Trendsetters, Worth, and The Miami Herald.Douglas and his wife Tess have two small children who make life a daily adventure, and are passionate about animal rescue and fostering, along with all causes that help promote it. Now three Chihuahuas are also a part of the Douglas family.


Author : Douglas Gray
John Budd
Publisher : McGraw Hill Professional
Release : 2017-09-15
Page :
Category : Business & Economics
ISBN 13 : 1259863425
Description :


An essential resource to help you plan your estate and protect your assets Praise for previous editions of The Canadian Guide to Will and Estate Planning: “The authors have done a masterful job....This is a shelf reference every Canadian taxpayer and every Canadian family should have.” –THE GLOBE AND MAIL “An informative, practical guide....The authors...cover all the bases.” –THE NATIONAL POST Established as the go-to source of expert guidance, The Canadian Guide to Will and Estate Planning will save you money, taxes, risk, stress, and maintain peace of mind and family harmony. Completely updated to reflect the latest tax changes and with new information on charitable giving, including the donation of certain kinds of life insurance policies, this new edition explains practical strategies to: • Avoid classic pitfalls, family feuds, and spousal disputes • Minimize or avoid income, probate, and capital gains taxes • Protect your digital assets • Astutely deal with vacation properties, U.S. assets, and privately-owned businesses


Author : Douglas A. Gray
John Simpson Budd
Publisher : McGraw-Hill Ryerson
Release : 2002
Page : 360
Category : Estate planning
ISBN 13 : 9780070894396
Description :



Author : Denis Clifford
Cora Jordan
Publisher : NOLO
Release : 1998
Page : 496
Category : Estate planning
ISBN 13 : 9780873373906
Description :


This comprehensive estate planning guide covers everything from basic estate planning to sophisticated tax saving strategies for people with estates worth up to $1.2 million. Information is provided on probate avoidance, federal estate and gift taxes, trusts, durable powers of attorney, and more.


Author : Linda C. Ashar
Sandy Baker
Publisher : Atlantic Publishing Company
Release : 2010
Page : 336
Category : Law
ISBN 13 : 1601384351
Description :


What happens to your estate after you are gone is very much within your control. Estate planning is not only for the wealthy; it is for everyone. It is simply the process of deciding where your assets are to be distributed after your death. For those people who wish to preserve their assets for designated purposes — such as family or special charities — it becomes necessary to make special advance preparations. To ensure your assets are protected and final wishes are carried out, there are some common actions that should be taken now. Proper estate planning allows you to plan for yourself and your loved ones without giving up control of your affairs. Your estate plan should also allow for the possibility of your own disability. It should detail what you own and whom you want to leave it to at a time of your choosing and the way you want. Your estate plan should include fully disclosed, controlled costs for you and your loved ones. The last thing you want to worry about is having your estate drained of value through taxes and legal costs. The right plan can protect the value of your estate and spare your loved ones unnecessary hassles and legal conflicts. The Complete Guide to Planning Your Estate in New Jersey will help you glide through this complicated process. This new book has been adapted to offer Ohio residents state-specific advice for estate planning. Co-authors Margo Pierce and Linda C. Ashar, attorneys at law, have crafted an estate planning primer, allowing New Jersey residents to become more informed and more involved during the process. Many books on estate planning indicate you do not need the services of an attorney, but this book highly recommends using an attorney versed in this area: You should not go through the process alone. This book is intended explain the complicated issues, terminology, and planning strategies of estate planning so when you do meet with a qualified attorney, you will be well prepared. You will understand the legal terms and be ready to discuss issues and strategies with familiarity, saving you time and legal fees and ensuring peace of mind. New Jersey -specific information is offered throughout this book, including: New Jersey ‘s probate code; New Jersey rules, regulations, and laws specific to estate planning; elements of a valid New Jersey will; planning your living will in New Jersey; explanations of New Jersey laws regarding durable health care power of attorneys, do not resuscitate (DNR) orders, and directives to withhold CPR. The book’s easy-to-understand context clarifies this complicated and sensitive subject and gives readers the power to take control of their future. This book also offers an overview of abatement rules, settlement costs, guardianship and minor children, executors and trustees, life insurance, potential long-term care needs, marital deductions, types of trusts, gift splitting, survivorship deeds, 529 plans, reducing or eliminating estate taxes, avoiding tax on life insurance, using insurance to pay estate taxes, gift tax issues, generation skipping transfer tax, and tax-deferred accounts. Estate planning should be a positive experience. It involves reviewing your situation and planning for your future. Although few people want to think about the possibility of disability or disease, advance planning is also a way to show your love and to reduce potential distress later. Other books offer a non-state-specific overview of estate planning, causing many readers to be misinformed about rules and regulations particular to their state; but, this new book provides information New Jersey residents need to know. Do not get outdated or wrong information that does not pertain to you specifically. Use this new book to craft an estate plan that is not only legally sound but also fully carries out your last wishes and protects your loved ones.


Author : Aaron Larson
Publisher : John Wiley & Sons
Release : 2009-03-09
Page : 384
Category : Law
ISBN 13 : 0470507713
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 : Liza W. Hanks
Publisher :
Release : 2020
Page : 360
Category : Business & Economics
ISBN 13 : 9781413327151
Description :


Estate planning books often fall into two categories: Those that are overwhelming and full of jargon, focusing on strategies to avoid taxes, or those that provide a general overview of wills, trusts, and estate planning tools and issues at a basic level. Every Californian's Guide to Estate Planning is different: It focuses on estate planning issues that are unique to people who call California home.


Author : Denis Clifford
Publisher :
Release : 1983-07-01
Page : 242
Category : Estate planning
ISBN 13 : 9780917316661
Description :