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Advising Families On Estate Planning
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Book Synopsis Estate Planning for Blended Families by : Richard E. Barnes
Download or read book Estate Planning for Blended Families written by Richard E. Barnes and published by NOLO. This book was released on 2009 with total page 346 pages. Available in PDF, EPUB and Kindle. Book excerpt: Targeting parents in second marriages who want to provide for their current spouse and their children from both marriages, the author provides sample estate plans and covers such topics as estate and gift taxes in a second marriage, choosing executors and trustees, the latest federal and state laws, and much more. 15,000 first printing. Original.
Book Synopsis The Lawyer's Guide to Family Business Succession Planning by : Gregory Monday
Download or read book The Lawyer's Guide to Family Business Succession Planning written by Gregory Monday and published by American Bar Association. This book was released on 2022-05-02 with total page 188 pages. Available in PDF, EPUB and Kindle. Book excerpt: "This book provides lawyers with step-by-step guidance on how to lead family business owners through the succession planning process to produce a result that is tailored to the unique circumstances and objectives of the owners and their successors."--Back cover.
Book Synopsis Estate Planning for the Blended Family by : L. Paul Hood Jr.
Download or read book Estate Planning for the Blended Family written by L. Paul Hood Jr. and published by Self-Counsel Press. This book was released on 2012-06-01 with total page 221 pages. Available in PDF, EPUB and Kindle. Book excerpt: Make plans for the future of your unique family! Every family is different, and blended families -- defined as those with children from previous marriages or couplings included -- can be even more difficult to plan for. When dealing with complicated family situations, cookie-cutter estate plans just don’t work! Estate planning can be difficult as the subject matter can seem complex for non-lawyers, and family members can be hesitant to clearly voice their opinions on touchy matters. However, planning the future of your family’s estate is crucial for the emotional and financial well-being and stability of all family members, and having everything in order will bring invaluable peace of mind. Estate Planning for Blended Families outlines estate planning specifically for blended families, addressing the special concerns and issues that may arise from the process in this very special of circumstances. By providing various examples of different blended families, L. Paul Hood, Jr. gives advices and focuses on techniques of estate planning for blended families in many different situations. Whether you are a member of a blended family looking to plan your estate or an attorney looking for advice, this book can help you move forward with confidence. This book includes a download kit full of supplemental resources and helpful tools to better plan your family’s estate.
Book Synopsis Advising Families on Succession Planning by : Ian M. Hull
Download or read book Advising Families on Succession Planning written by Ian M. Hull and published by Hull & Hull LLP. This book was released on 2005 with total page 124 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Advising Families on Estate Planning by : Lucas W. Goodman
Download or read book Advising Families on Estate Planning written by Lucas W. Goodman and published by . This book was released on 2014 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author :Keon Chee Publisher :Marshall Cavendish International Asia Pte Ltd ISBN 13 :9814928135 Total Pages :246 pages Book Rating :4.8/5 (149 download)
Book Synopsis Planning Your Will, Trust, Lpa & More: Estate Planning for the Modern Family by : Keon Chee
Download or read book Planning Your Will, Trust, Lpa & More: Estate Planning for the Modern Family written by Keon Chee and published by Marshall Cavendish International Asia Pte Ltd. This book was released on 2020-09-24 with total page 246 pages. Available in PDF, EPUB and Kindle. Book excerpt: With society's rising affluence, children and families stand to inherit properties and many thousands and millions of dollars when parents and relatives pass away. The importance of setting out clear instructions about the distribution of your assets or wealth while you are still alive cannot be overstated. This process of estate planning involves making a will and perhaps setting up a trust, depending on your personal circumstances. The rise of the modern family and what such a family is likely to own, add to the diversity of planning required. In addition to the traditional two-parent family, we have families with single parents, partners of different races, nationalities and faiths, and same-sex partners. The modern family is likely to own foreign assets, a business, pets and digital assets, and likely to consider charitable giving in their estate planning. In this book, well-known estate planner Keon Chee takes you through the various aspects of estate planning, including the writing of a will, the setting up of a trust, planning your Lasting Power of Attorney (LPA) and setting out other important final wishes. The author has invited several highly experienced practitioners to share their specialist knowledge throughout the book enhancing the breadth of coverage.
Book Synopsis Estate Planning for the Healthy, Wealthy Family by : Stanley Neeleman
Download or read book Estate Planning for the Healthy, Wealthy Family written by Stanley Neeleman and published by Simon and Schuster. This book was released on 2004-01-01 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.
Download or read book Estate Planning 101 written by Vicki Cook and published by Simon and Schuster. This book was released on 2021-08-03 with total page 272 pages. Available in PDF, EPUB and Kindle. Book excerpt: Discover the ins and outs of planning your own or your loved one’s last wishes with this easy-to-understand guide to estate planning. No one likes to talk about death, but being prepared for any unexpected tragedy can help your loved ones navigate your loss more easily in the long run. From creating your advanced medical directives to designating your beneficiaries, estate planning can ensure that your wishes are carried out when you are no longer around. With Estate Planning 101, you can get your affairs in order before any unfortunate incident occurs. This easy-to-understand guide comes with detailed information on what needs to be done to protect your estate. With information on creating a living will, minimizing estate taxes, choosing an executor, and more, you will be prepared for the future, no matter what it brings. Estate Planning 101 offers you step-by-step instructions and checklists to keep you organized for whatever life throws your way.
Book Synopsis Family Wealth Transition Planning by : Bonnie Brown Hartley
Download or read book Family Wealth Transition Planning written by Bonnie Brown Hartley and published by John Wiley & Sons. This book was released on 2010-05-21 with total page 367 pages. Available in PDF, EPUB and Kindle. Book excerpt: Managing the transition of family wealth from generation to generation is a daunting task. Families with businesses require inheritance plans that are even more complicated because wealth and worth are often intricately woven into the business. And many transition plans focus only on financial capital and ignore a family’s less tangible assets. Other plans detail the intrinsic elements of an inheritance without satisfying the practical issues. In Family Wealth Transition Planning, Bonnie Brown Hartley and Gwendolyn Griffith guide advisers to families with small businesses through the intricate process of preparing and transferring wealth to heirs. The authors take a holistic view of transition planning, focusing on the assets that fall under the umbrella of financial capital, as well as the other key sources of family wealth: human and social capital. Advisers learn the essentials to achieving successful wealth continuity: Healthy family relationships Responsible stewardship of wealth, in all forms Creation and preservation of the family legacy Throughout the book, three fictionalized business families, based on Hartley's experience as an adviser, tell their personal stories as they navigate the estate planning process. In this way, Hartley and Griffith demonstrate how to develop wealth transition plans that are wide enough in scope to encompass all forms of wealth yet customized to manage each family's different needs.
Book Synopsis The Financial Advisor's Estate Planning Desk Reference: How to deepen your relationships with your clients, provide even better service to them, and increase their whole family’s loyalty towards you by : Daniel E. McKenzie Esq
Download or read book The Financial Advisor's Estate Planning Desk Reference: How to deepen your relationships with your clients, provide even better service to them, and increase their whole family’s loyalty towards you written by Daniel E. McKenzie Esq and published by Lulu.com. This book was released on 2019-07-03 with total page 90 pages. Available in PDF, EPUB and Kindle. Book excerpt: Despite what your compliance department may tell you about being forbidden from giving your clients legal advice, the service you provide to them requires you to advise your clients on critical estate planning decisions all the time. Because your financial advice will significantly impact the eventual administration and distribution of your clients? estates, it is crucial that you understand how that advice works together and fits in with their wills, trusts, and powers of attorney. This book will help you separate yourself from your competitors by giving you a sophisticated understanding of this important part of helping your clients grow and protect their wealth.
Book Synopsis Advising the Family Business Owner about Succession and Estate Planning Issues by :
Download or read book Advising the Family Business Owner about Succession and Estate Planning Issues written by and published by . This book was released on 2007 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis The Complete Guide to Wealth Preservation and Estate Planning by : Jonathan G. Blattmachr
Download or read book The Complete Guide to Wealth Preservation and Estate Planning written by Jonathan G. Blattmachr and published by Regnery Publishing. This book was released on 1999-11-01 with total page 764 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Complete Guide to Wealth Preservation and Estate Planning is written for everyone from families to financial planners, lawyers, accountants, insurance underwriters, security and investment advisors and business owners.
Book Synopsis A Practical Guide to Estate Planning for a Family with a Special Needs Child by : Sebastian V. Grassi
Download or read book A Practical Guide to Estate Planning for a Family with a Special Needs Child written by Sebastian V. Grassi and published by Ali ABA. This book was released on 2009 with total page 206 pages. Available in PDF, EPUB and Kindle. Book excerpt: "This book is a general overview of issues an estate planning advisor may need to address when preparing an estate plan for a family with a special need[s] child ...--Intro.
Book Synopsis Yours, Mine & Ours by : L. Paul Hood Jr.
Download or read book Yours, Mine & Ours written by L. Paul Hood Jr. and published by Bublish, Inc.. This book was released on 2022-02-08 with total page 198 pages. Available in PDF, EPUB and Kindle. Book excerpt:
"If you are a member of a blended family, this is the handbook to enable your estate plan to assure that your financial wealth will lead to your family's future well-being. Read it, follow its wisdom and practices, and smile." —James (Jay) E. Hughes Jr, Author of Complete Family Wealth and Family: The Compact Among Generations
As parents, we spend our lives caring and providing for our children. However, many of us lack the foresight to create a plan that will ensure our children are supported even after we are gone. Parents neglect to handle their estates and affairs during their lifetime and leave their grieving children drowning in paperwork and tough decisions. It is even more demanding and grueling for stepchildren and members of blending families to sort through these estates. As a member of a blended family himself, tax attorney Paul Hood has pooled his personal and professional knowledge to create this comprehensive guide to estate planning for blended families. In Yours, Mine & Ours, Hood offers real-world advice while cover crucial topics such as:
Property Ownership
Documents for Planning
Important Payers in Planning
Challenges One will Face
Words of Wisdom
When nearly 70% of estate plans yield unfavorable results for the family, the need for a meticulous estate plan cannot be overstated. Hood’s guide to estate planning will allow individuals to rest assured that their families are provided for thoroughly.
Book Synopsis The Living Trust Advisor by : Jeffrey L. Condon
Download or read book The Living Trust Advisor written by Jeffrey L. Condon and published by John Wiley & Sons. This book was released on 2011-01-06 with total page 299 pages. Available in PDF, EPUB and Kindle. Book excerpt: Praise for The Living Trust Advisor "The Living Trust Advisor is a necessary survival guide in the inheritance arena for every American in these turbulent economic times." --Congressman Thaddeus McCotter "Living trusts can be the most important part of an estate plan-saving time and money by reducing or eliminating estate taxes and by avoiding probate. For all those who have or are considering a living trust, The Living Trust Advisor is an invaluable source and an essential tool for any estate plan. Your beneficiaries will thank you." --Angelique M. Neal, former attorney with the IRS, Office of Chief Counsel, Los Angeles "In The Living Trust Advisor Jeffrey Condon not only shows how to make the baffling world of trusts work for the average person, but gives invaluable advice on navigating the complex web of family emotions that inevitably come to the surface in estate planning. His expert advice and guidance should be on the bookshelf of anyone who needs more than just a basic will." --Brian J. O'Connor, Personal Finance Editor, The Detroit News "Jeffrey Condon bonds with the reader on a level that encourages our complete trust in his trust instructions. In this book, he wisely walks readers through all of the pitfalls, tax implications, changes that may occur, and subsequent legal implications. The Living Trust Advisor is a fine and entertaining read as well as an indispensable resource for everyone in need of advice and compassion in making a will or a trust." --Grady Harp, Reviewer for Amazon, Barnes and Noble, Powells, Reuters, USA Today, and Blogging Authors, Author of War Songs, and contributor of essays to museum catalogues
Book Synopsis Values-Based Estate Planning by : Scott C. Fithian
Download or read book Values-Based Estate Planning written by Scott C. Fithian and published by Wiley. This book was released on 2000-04-13 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Estate planning has more procrastination, indecision, and inertia associated with it than any other area of planning. Affluent baby boomers, in particular, as the beneficiaries of the largest intergenerational transfer of wealth in history, have a daunting set of financial concerns with which to contend. Here at last is a step-by-step approach to estate planning that equips planners and financial advisors to help clients tackle this important process once and for all. Most clients understandably find planning concepts and strategies confusing, but most also have a fairly sound understanding of who and what is most important to them. These are the priorities from which to build the foundation of a successful estate plan. The seven principles explored in this book use personal values as a basis to form The Legacy Planning System. With this approach, advisors can: * Help clients discover and solidify their deepest values, convictions, and objectives relative to their money * Help clients express those values and objectives in a clearly written Family Financial Philosophy mission statement * Serve as the team leader in advising clients and clients other advisors on how to use the mission statement to direct the planning process Clarifying your clients priorities and personal goals will enable you, as a trusted advisor, to simplify the planning process for clients, ensure their lifetime financial independence, and help them control their ultimate family and social capital legacies. Confronting issues of family dynamics, taxes, and financial situations not to mention accepting one s own mortality is difficult for many people. In addition, since estate planning often requires a shift in ownership of assets, clients feel an unsettling loss of privacy and control over their financial resources. Help your clients to overcome these obstacles and achieve their highest financial and philanthropic aspirations. They ll thank you for generations to come. Praise for Values-Based Estate Planning "Scott Fithian s book provides planning professionals with new insights into the estate planning process. Most importantly, he stresses the individual and family benefits of philanthropy through the concept of social capital which should be a key element to the planner s inventory of client questions."--Charles W. Collier, Senior Philanthropic Advisor, Harvard University "This exceptional book empowers planners with a well- organized roadmap to lead wealthy clients to implementation of an estate plan expressing the clients own values. Scott Fithian s Legacy Planning System focuses the advisor on the critical importance to the estate planning process of helping clients identify and articulate their values and objectives. This useful volume makes those ideas available to a much broader audience, while broadening the subject with illustrations of effective employment of the methodology he has developed."--David Wheeler Newman, JD, LLM, Mitchell, Silberberg & Knupp LLP "Fithian s view of the complete person helps the advanced advisor avoid the typical limitations (hazards) of planning for wealthy families. The easy-to-understand and easy-to-follow methods help determine in-depth values of the client s total financial goals. His methods result in cementing valuable relationships with the most prized clients. Critical reading for CPAs, attorneys, insurance agents, or other advisors." & mdash;Jessica M. Bibliowicz, President and CEO, National Financial Partners "Scott s wealth optimization system is truly revolutionary. For the first time, affluent clients and their advisors can rely on a fully integrated system that spans all phases of wealth accumulation, management, and transfer over time. An outstanding reference!"--Robert Keys, The Private Client Group
Book Synopsis Advising the Family-Owned Business by : Insight Information Inc
Download or read book Advising the Family-Owned Business written by Insight Information Inc and published by . This book was released on 1997 with total page 271 pages. Available in PDF, EPUB and Kindle. Book excerpt:
