Keys to Estate Planning PDF Download

Author: D. Larry Crumbley
Publisher: Barron's Educational Series
ISBN:
Category : Business & Economics
Languages : en
Pages : 166

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Book Description

Author: D Larry Crumbley, CPA, Cr.FA
Publisher: Barron's Educational Series
ISBN: 9780764109584
Category : Law
Languages : en
Pages : 208

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Book Description
Barron's Business Keys offer advice to nonprofessionals on financial planning, investing, and money management. Updated to account for new federal tax law and set in a new larger format, this title presents 52 key ideas to preserve an estate's value. They include advice on making a will, establishing a trust fund, granting powers of attorney, avoiding probate, and more.

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: Harvey J. Platt
Publisher: Simon and Schuster
ISBN: 1621533913
Category : Business & Economics
Languages : en
Pages : 352

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Book Description
This revised fifth edition from estate-planning expert Harvey J. Platt details the most up-to-date strategies for using a living trust to create a flexible estate plan. Platt explains the latest tax laws, including the American Taxpayer Relief Act of 2012, the broadening of statutes for amending trusts, and the rule against perpetuities (RAP). Platt also addresses updates on many existing topics, including lifetime exemptions; the estate, gift, and generation-skipping tax; charitable deductions; state estate tax savings; and private annuities. Your Living Trust & Estate Plan maps out the most effective techniques for saving money and property and covers the essentials of successful estate planning. Other resources frequently overlook vital areas such as unlocking the benefits of living trusts, protecting beneficiaries, using life insurance, handling retirement benefits properly, and fixing inadequate estate planning postmortem, but Your Living Trust is the complete guide. This invaluable resource will teach you how to maximize your family’s assets, plan your estate, and provide for your loved ones well into the future.

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: Jordan S. Simon
Publisher: John Wiley & Sons
ISBN: 1394158564
Category : Law
Languages : en
Pages : 407

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Book Description
Get your arms around wills, trusts, probate, inheritance taxes, and other important estate planning essentials Estate Planning For Dummies teaches you the ins and outs of estate planning. It’s all about drafting wills, dealing with probate, assigning powers of attorney, establishing living trusts, and beyond. Think you don’t have enough assets to merit estate planning? Think again. This everyone-friendly guide walks you through building a solid estate plan, whatever your current financial situation. In easy-to-understand language, you’ll learn the ins and outs of estate planning, including what happens to your stuff—cash, real estate, businesses, retirement funds, everything—when you pass away. This new edition is updated for the many recent changes in estate taxes and inheritance law. Make sure your assets get into the pockets of your heirs or wherever you want them to go, and learn how to accomplish it the For Dummies way. Understand state and federal estate and inheritance taxes Build an air-tight will and make sure your heirs get as much as they can Protect your estate’s privacy even after you’re gone Plan for the transition of a family business Prevent disagreements and uncertainty among your heirs Figure out how to pass on your digital assets This friendly guide is a must for people of any age in the process of drafting their wills and planning where their assets ultimately end up.

Author:
Publisher: Aspatore Books
ISBN: 9780314272003
Category : Estate planning
Languages : en
Pages : 0

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Book Description
Strategies for Trusts and Estates in Florida provides an authoritative, insiders perspective on key strategies for advising trust and estate clients in Florida in todays social and economic environment. Featuring partners from some of the states leading law firms, these experts guide the reader through the various elements of estate planning and the key issues to be considered during each stage of the process. These leaders reveal their advice on choosing the right trust for a specific client, protecting assets and retirement accounts for beneficiaries, and navigating the restrictions unique to Florida trust and estate law. From misunderstandings and miscommunications with clients to errors made while drafting documents, these authors discuss how to overcome common mistakes and pitfalls that some attorneys might face. Additionally, these top lawyers offer tips on educating clients about estate tax. The different niches represented and the breadth of perspectives presented enable readers to get inside some of the great legal minds of today, as these experienced lawyers offer up their thoughts around the keys to navigating this ever-evolving area of law.

Author: Diana L. Anderson
Publisher: Aspen Publishing
ISBN: 1454860049
Category : Law
Languages : en
Pages : 524

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Book Description
New text for the paralegal course on Wills, Trusts, and Estates that provides a general overview of Wills and Trusts. Covers the use of wills and trusts in creating an estate plan, as well as an overview of estate litigation and estate administration. This text teaches paralegals the necessary skills to assist with the preparation of wills and trusts and with the administration of estates. Key Features Begins with an understanding of the history and development of estate planning laws, continues through the preparation of the documents needed to create an estate plan, and ends with how to administer an estate. Practical, step-by-step examples throughout the book apply the concepts to realistic situations. Examples break down each document into individual elements. At each step, alternatives are provided and options are discussed. Practice Tips help students understand real-life applications and situations. Drafting exercises in the text offer opportunities to apply what the students have learned. Ethical considerations that all attorneys and paralegals must follow are included throughout the text. More complex concepts are introduced for general understanding only, so that students have an understanding of the concepts and language used in practice. The text emphasizes the vocabulary of estate planning so that students know the meaning of different terms and to use the terms correctly. Key terms are defined in the margins.

Author:
Publisher: Aspatore Books
ISBN: 9780314270801
Category : Law
Languages : en
Pages : 211

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Book Description
Best Practices for Structuring Trusts and Estates provides an authoritative, insiders perspective on key strategies for structuring trusts and developing estate plans to meet client needs. Featuring partners from law firms across the nation, these experts guide the reader through the different phases of the estate planning process and the key considerations for each phase. These top lawyers reveal their advice for understanding the unique concerns facing todays clients, as they discuss how best to manage estate planning when there is uncertainty about the federal estate tax, continuous changes in family dynamics, and an increasing number of clients who travel frequently or are non-citizens. From evaluating structures for a new trust to modifying an existing trust, these authors stress the importance of structuring a trust to meet specific client goals. Additionally, these leaders comment on ways to mitigate the threat of online estate planning options available to clients. The different niches represented and the breadth of perspectives presented enable readers to get inside some of the great legal minds of today, as these experienced lawyers offer up their thoughts around the keys to navigating this ever-evolving area of law.

Author: WEST GROUP
Publisher: Aspatore Books
ISBN: 9780314264251
Category : Law
Languages : en
Pages : 84

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Book Description
Strategies for Trusts and Estates in California provides an authoritative, insiders perspective on best practices for handling the estate planning process in the state of California. Featuring partners from some of the states leading law firms, these experts guide the reader through the different phases of creating an estate plan, including evaluating a new client, choosing the right type of trust, updating an estate plan, and understanding the consequences of a poorly drafted trust. From keeping up-to-date on relevant decisions in this area of law to understanding the common issues and concerns that face California residents, these authors emphasize what is needed to determine the best estate planning strategy for your client. Additionally, these leaders discuss the key concerns of surviving family members and beneficiaries and offer advice on the common mistakes and pitfalls in this practice area. The different niches represented and the breadth of perspectives presented enable readers to get inside some of the great legal minds of today, as these experienced lawyers offer up their thoughts around the keys to navigating this ever-evolving area of law.