Quicken Willmaker & Trust 2021: Book & Software Kit PDF Download

Author:
Publisher: NOLO
ISBN: 9781413329001
Category : Law
Languages : en
Pages :

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Author: Estatebee
Publisher:
ISBN: 9781913889074
Category :
Languages : en
Pages : 132

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Book Description
A living trust is a trust used for the purpose of avoiding the delays and costs associated with probate. They are easy to set up and simply involve completing and signing a trust agreement in which you name yourself as both grantor (creator of the trust) and trustee (manager of the trust assets). Once set up, you transfer some or all your assets to the trust. As trustee, you then take over management of the trust assets. When you die, the assets are distributed to the beneficiaries named in the trust agreement. However, as the assets are held in the trust's name rather than in your personal name, they will not need to go through probate. This allows for the assets to be distributed quickly after your death, and without the probate fees. This self-help kit provides you with step-by-step instructions, detailed information and all the legal forms necessary to help you create your own revocable living trust and avoid probate. ✔ Prepare a living trust quickly and easily. ✔ Avoid the costs and delays of probate. ✔ Protect yourself and your assets during incapacity. ✔ Make gifts to your loved ones. ✔ Create trusts for young beneficiaries.

Author: Denis Clifford
Publisher: Nolo
ISBN: 1413328407
Category : Business & Economics
Languages : en
Pages : 312

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Book Description
A do-it-yourself manual for making your own living trust, with checklists, step-by-step procedures, worksheets, and forms.

Author: Editors of Nolo
Publisher:
ISBN: 9781413327991
Category : Law
Languages : en
Pages : 488

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Book Description
Quicken Willmaker & Trust 2021 is the absolute easiest way to create your own legally valid estate plan. It is the most respected estate planning software on the market. It provides every basic estate planning document, tailored to the laws of your state.

Author: Estatebee
Publisher: Estatebee Limited
ISBN: 9781913889005
Category :
Languages : en
Pages : 192

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Book Description
A last will and testament allows you to specify who your assets will pass to following your death, make property management arrangements for young beneficiaries, appoint guardians, forgive debts, and more. This self-help legal kit includes step-by-step instructions, detailed information and all the legal forms necessary to prepare your own last will and testament without the need or expense of hiring a lawyer. ✔ Prepare a legal will in minutes. ✔ Step-by-step instructions. ✔ Lawyer approved legal kit. ✔ Valid in all states (except Louisiana). ✔ See below for a full product description. Create Your Will in Minutes. If you die without making a valid last will and testament, you will have died intestate. You will then have no control over who your property is distributed to or even who takes care of your children following your death. Both of these matters will be determined by state laws which are often decades old. There is also the added risk that your estate could be substantially depleted due to the high levels of legal and professional fees associated with dying intestate. Making a last will and testament is the only way to ensure that you have control over these matters and that you can properly provide for the needs of your family. This self-help kit provides you with step-by-step instructions, detailed information and all the legal forms necessary to make a will and to ensure that your property passes to your loved ones after your death. ✔ Make cash and specific property gifts to your loved ones. ✔ Appoint guardians to care for your minor children. ✔ Appoint executors to wind up your estate. ✔ Create trusts for minor beneficiaries. ✔ Make funeral arrangements.

Author: Denis Clifford
Publisher: NOLO
ISBN: 9780873379489
Category : Law
Languages : en
Pages : 0

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Book Description
- Choose an executor.

Author: Jan Cullinane
Publisher: John Wiley & Sons
ISBN: 1119838169
Category : Business & Economics
Languages : en
Pages : 253

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Book Description
Craft your complete retirement plan with help from this straightforward and robust blueprint In the newly revised Third Edition of The New Retirement: The Ultimate Guide to the Rest of Your Life, best-selling and award-winning retirement author Jan Cullinane delivers an organized, engaging, and holistic treatment of retirement planning. With extensive updates and additions throughout, the book includes surveys, questionnaires, and worksheets to help readers understand and apply the critical steps affecting retirement planning. In this book, you’ll also find: Fresh and informative examples from real people about all aspects of their retirement journey, from savings and tax issues to location selection to second careers/remote work, and leaving a legacy Thorough explorations of niche retirement lifestyles, established locations, and new retirement communities Discussions of critical issues affecting potential and current retirees, including health, relationships, politics, climate, demographics, and working Perfect for anyone contemplating full or phased retirement, as well as for those who are already retired, The New Retirement, 3rd edition, is an invaluable handbook for planning the penultimate chapter of your life.

Author: John K. De Groot
Publisher:
ISBN: 9780409345339
Category : Decedents' family maintenance
Languages : en
Pages : 0

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Book Description
It is difficult to imagine a body of law more sensitive to changes in our society than the law of family provision. This highly anticipated Fifth Edition has been completely reviewed and updated with a further 250 cases considered. The existing concise case tables have been expanded to include new tables covering small estates, De Facto widowers, foster children and same sex partners. This edition also includes new sections dealing with special disability trusts, summary dismissal and Crisp orders. Essential reading for all practitioners, teachers and students involved in this challenging area of the law. Features Authoritative and detailed National application Concise case tables for multiple topics Related Titles Perkins & Monahan, Estate Planning: A Practical Guide for Estate and Financial Service Professionals, 4th ed, 2015 Sundar, Rowland & Bailey, Testamentary Trust, Strategies and Precedents, 2nd ed 2016 Birtles & Neal, Hutley's Australian Wills Precedents, 9th ed 2016 Book Review - The Law Society of Tasmania

Author: Bobbi Sandberg
Publisher: McGraw Hill Professional
ISBN: 1260117294
Category : Computers
Languages : en
Pages : 577

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Book Description
The Only Official Guide to the #1 Personal Finance SoftwareTake control of your personal finances using the best practices and time-saving tips in Quicken® 2018 for Windows The Official Guide! Find out the most effective methods for tracking your income, expenses, savings, transactions, investments, and so much more.Endorsed by the makers of Quicken, this practical resource shows you, step by step, how to take full advantage of the software’s powerful features, including the Quicken mobile app. You’ll also get professional advice to help you reduce debt, stay on budget, save money, invest wisely, and plan for a secure financial future.•Customize Quicken for your preferences•Track income and expenses•Automate transactions and tasks•Record bank and credit card transactions•Use online banking features•Reconcile checking, savings, and credit card accounts•Track investments and optimize your portfolio•Monitor your assets, loans, and net worth•Evaluate your financial position•Reduce debt, save money, and plan for retirement•Simplify tax preparation and maximize deductions•Create Quicken reports