Estate Planning Secrets of the Affluent PDF Download

Author: Brenda L. Geiger
Publisher:
ISBN: 9781633850897
Category : Estate planning
Languages : en
Pages : 0

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Author: Christopher R. Jarvis
Publisher: John Wiley & Sons
ISBN: 0470282177
Category : Business & Economics
Languages : en
Pages : 401

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Book Description
Wealth Secrets of the Affluent reveals the ten "keys" to financial success that affluent families have used for decades. This is a must read for anyone who earns over $150,000 per year or any family that is worth over $2,000,000, as well as any advisor who makes a living assisting wealthy clients or would like to attract wealthy clients with more appropriate--and more effective--advice. There are specific strategies used to achieve unparalleled wealth, and this book puts them in perspective.

Author: Stanley Neeleman
Publisher: Simon and Schuster
ISBN: 1621531376
Category : Business & Economics
Languages : en
Pages : 256

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Book Description
Filled with real-life case examples, Estate Planning for the Healthy, Wealthy Family combines a positive attitude, deep psychological insight, and “hard” financial know-how for passing on money between family members while keeping relationships and values intact. With competence and empathy, the authors discuss such important moral issues as the role money plays in a happy family; how parents model their children’s values; and ways to build happy families where there is unequal wealth.

Author: Robert A. Esperti
Publisher: McGraw Hill Professional
ISBN: 0071787909
Category : Business & Economics
Languages : en
Pages : 369

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Book Description
“Our #1 choice in estate planning books.” –Ken & Daria Dolan The bestselling guide to securing a sound financial future for you and your loved ones—updated for uncertain times In our time of political, social, and economic upheaval, taking steps to protect your estate isn’t enough to provide peace of mind for you or financial security for your loved ones. Given these new levels of uncertainty, you need to reduce risk by using life insurance and other financial products to fund estate planning. This new, fully updated edition of the estate planning classic helps you take your estate planning to the next level. In addition to all the basics on wills, jointly held property, taxation, and philanthropy, Protect and Enhance Your Estate covers the latest developments regarding: Disability planning Living trusts Asset protection Family limited partnerships Proper use of life and long-term care insurance

Author: Brenda Geiger
Publisher:
ISBN: 9781633851320
Category :
Languages : en
Pages : 0

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Author: Brenda Geiger
Publisher: Word Association Publishers
ISBN: 9781633855168
Category : Law
Languages : en
Pages : 0

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This fifth edition of Secrets of Great Estate Planning covers not only the basic things you'll need to know to set up and maintain your estate plan, but also more advanced planning strategies such as Retirement Plan Trusts and Irrevocable Gifting Trusts for children and grandchildren. In this easy-to-read book you'll discover: - What the probate process is in California and why it should be avoided - How to "fund" (transfer assets to) your revocable trust and which assets cannot be owned by your revocable trust - How you can protect your children's inheritance from creditors, predators and their future divorcing spouses - How you can protect your spouse with the right Marital Trust provisions in your revocable trust - The best way to ensure your retirement accounts are protected in the right way for your children to inherit them with asset protection - How to protect yourself if you own rental real estate with an LLC - The top 25 mistakes people make in their estate plans, and how to avoid them Brenda Geiger is a skilled and experienced Estate and Business Planning attorney in Carlsbad, California. Her practice focuses on protecting clients from the probate process, helping them avoid future litigation and on forward thinking asset protection for her clients and their heirs.

Author: Ira Distenfield
Publisher: John Wiley & Sons
ISBN: 0471730912
Category : Business & Economics
Languages : en
Pages : 322

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Book Description
WE THE PEOPLE No lawyers. Save money. We The People is America's largest legal document services company. Dedicated to helping every American avoid the high cost of legal fees, We The People gives you the information you need to handle your own legal filings quickly, easily, and inexpensively. Hundreds of thousands of Americans have already liberated themselves from the tyranny of attorneys' fees--and now you can too! We The People's Guide to Estate Planning makes planning for your future as painless as possible--all without the added hassle of hiring a lawyer. This practical, nuts-and-bolts guide covers all the basics of do-it-yourself estate planning, and covers everything you need to know about living trusts, wills, probate, and estate taxes. Extra resources--a glossary of estate planning terminology; a section on frequently asked questions; samples of effective living trusts and a last will and testament; as well as worksheets and essential information on how to settle an estate--make this the best resource available for this important step in planning for the future. You'll have all the information you need to understand the legal language of a will or living trust and learn how to seek state-specific laws and customs so you can tailor your plans accordingly. In addition, you can download sample documents from which you can create your own. Inside, you'll learn all the basics and more: * Whether you need a living trust, a will, or both * Creating a valid last will and testament * Designating a successor trustee or executor to an estate * Deciding who gets what--and making sure they do * Setting up a living trust and funding it with assets * Understanding durable power of attorney documents and living wills * Tax-saving tips that help you leave more for your beneficiaries * Getting to know (in plain English) the legal language of your will or living trust * Where to download sample documents * Settling an estate with or without a valid will or living trust It's important to take care of the ones you love after you're gone. But if your estate planning isn't done clearly, precisely, and legally, you could end up creating more problems for your survivors than you solve. Do it right, do it inexpensively, and do it yourself--with We The People's Guide to Estate Planning.

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.

Author: William D. Zabel
Publisher: Wiley
ISBN: 9780471155324
Category : Business & Economics
Languages : en
Pages : 322

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Praise for The Rich Die Richer and You Can Too "As a satisfied client I recommend that you read Bill Zabel’s book because it has useful tax advice no matter what your net worth may be." —George Soros "For most of us, the subject of estate planning has a number of things working against it: it’s complicated, unexciting, and even off-putting (‘I can’t take it with me and I’d rather not go’). Yet this is a subject of huge importance and potential for anyone who has worked hard and has something to show for his or her effort. Kudos, then, for Bill Zabel’s trenchant, readable, and relevant book." — Irvine O. Hockaday, Jr. President and CEO, Hallmark Cards, Inc. "Bill Zabel has managed to turn his how-to on writing a will into a crackling book about the wills and estates of celebrities such as Picasso, Doris Duke, Jackie Kennedy, Pamela Harriman, and Howard Hughes! Here’s a book you can’t put down because it’s so much fun … and you learn something important at the same time. What more could anyone want?" —Lesley Stahl " This is an eminently practical guide to questions that are enormously important — for individuals, their families, and the causes that they care about. Wise planning should be seen as an inescapable responsibility, not as an option. As Mr. Zabel’s witty and well-written book makes clear, confronting these life-and-death issues with sophistication as well as compassion can also be highly satisfying." —William G. Bowen, President, The Andrew W. Mellon Foundation; former President, Princeton University "Bill Zabel is brilliant, ingenious, funny, and humane. This valuable book—which is so much like its author—will entertain and benefit all who read it." —S. Daniel Abraham, founder, Slim-Fast Foods; President and CEO, Thompson Medical Company, Inc.

Author: Linda Sherfey
Publisher: Bookbaby
ISBN: 9781483560021
Category : Law
Languages : en
Pages : 0

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Book Description
The five estate planning secrets are described in plain English in a non-boring format. Wills, trusts, and powers of attorney are explained and compared in a easy to understand way. Hidden family issues and their possible solutions are described in real client stories. Valuable information for seniors, parents with adult children with problems, blended families, families with minor children, families with members having special needs, parents of pets and unmarried partners is included. After reading this book anyone will be prepared to talk to an attorney about creating their estate plan or understand the estate planning documents that they already have.