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Author : Keith Schiller
Publisher :
ISBN 13 : 9781617466007
Total Pages : 0 pages
Book Rating : 4.4/5 (66 download)
Download or read book Estate Planning at the Movies written by Keith Schiller and published by . This book was released on 2014 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : N. Brian Caverly
Publisher : John Wiley & Sons
ISBN 13 : 1118053958
Total Pages : 397 pages
Book Rating : 4.1/5 (18 download)
Download or read book Estate Planning For Dummies written by N. Brian Caverly and published by John Wiley & Sons. This book was released on 2011-03-08 with total page 397 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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 : John P. Farrell
Publisher : Independently Published
ISBN 13 : 9781717749154
Total Pages : 162 pages
Book Rating : 4.7/5 (491 download)
Download or read book Estate Planning for the Modern Family: A Georgian's Guide to Wills, Trusts, and Powers of Attorney written by John P. Farrell and published by Independently Published. This book was released on 2018-07-16 with total page 162 pages. Available in PDF, EPUB and Kindle. Book excerpt: Imagine the patriarch of the family is in his second marriage. He is retired from a business he currently owns and has several children. Imagine two of his children are grown, married, and from his first marriage. One of his children is a toddler and is from his second marriage. Also, imagine he is the stepfather to a child born to his second wife. Now, imagine his daughter runs the business he created and owns. She is married to a man who is a real estate agent and they have three children together. His son is in a same-sex marriage and he and his partner have adopted a daughter. Imagine from one man you have a second marriage, retiree, raising a toddler, stepson, married daughter, same-sex marriage, adoption, and grandchildren. Sounds like the makings of a good sitcom, doesn
Author : Michael T. Palermo
Publisher : Sterling Publishing Company, Inc.
ISBN 13 : 9781402718380
Total Pages : 276 pages
Book Rating : 4.7/5 (183 download)
Download or read book AARP Crash Course in Estate Planning written by Michael T. Palermo and published by Sterling Publishing Company, Inc.. This book was released on 2004-12-11 with total page 276 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Essential Guide to Wills, Trusts, and you personal legacy. What you need to know before consulting you attorney.
Author : Vicki Cook
Publisher : Simon and Schuster
ISBN 13 : 1507216408
Total Pages : 272 pages
Book Rating : 4.5/5 (72 download)
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.
Author : Gerry W. Beyer
Publisher : West Academic Publishing
ISBN 13 : 9780314154071
Total Pages : 0 pages
Book Rating : 4.1/5 (54 download)
Download or read book Teaching Materials on Estate Planning written by Gerry W. Beyer and published by West Academic Publishing. This book was released on 2005 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: This law school casebook provides a comprehensive review of the estate planning process. Part One focuses on estate planning, beginning with a review of an introductory estates, wills, and trusts course. Chapters include probate avoidance techniques, estate and gift tax concepts, disability planning, and physical aspects of death. Part Two concentrates on estate planning practice, including client contact, ethical considerations, malpractice concerns, will contest avoidance techniques, concerns when a client has a special circumstance, and document preparation. The book concludes with a discussion of how the at-death portion of the estate plan is put into action after the client dies.
Author : Scott C. Fithian
Publisher : Wiley
ISBN 13 : 9780471380405
Total Pages : 0 pages
Book Rating : 4.3/5 (84 download)
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
Author : James M. Dahle
Publisher : White Coat Investor LLC the
ISBN 13 : 9780991433100
Total Pages : 160 pages
Book Rating : 4.4/5 (331 download)
Download or read book The White Coat Investor written by James M. Dahle and published by White Coat Investor LLC the. This book was released on 2014-01 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a "Backdoor Roth IRA" and "Stealth IRA" to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor "Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place." - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street "Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research." - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books "This book should be in every career counselor's office and delivered with every medical degree." - Rick Van Ness, Author of Common Sense Investing "The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk." - Joe Jones, DO "Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis." - Dennis Bethel, MD "An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust." - Greg E Wilde, M.D Scroll up, click the buy button, and get started today!
Author : Deborah L. Jacobs
Publisher : Djworking Unlimited
ISBN 13 : 9780615297545
Total Pages : 0 pages
Book Rating : 4.2/5 (975 download)
Download or read book Estate Planning Smarts written by Deborah L. Jacobs and published by Djworking Unlimited. This book was released on 2009 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Designed to raise people?s awareness of the need to plan for themselves and those they love. Whether they are tackling the subject for the first time or revising an existing plan, this book is an essential guide. Includes tax law changes effective in 2010 and how they apply to readers.
Author : Denis Clifford
Publisher : Nolo
ISBN 13 : 1413328407
Total Pages : 312 pages
Book Rating : 4.4/5 (133 download)
Download or read book Make Your Own Living Trust written by Denis Clifford and published by Nolo. This book was released on 2021-03-30 with total page 312 pages. Available in PDF, EPUB and Kindle. Book excerpt: A do-it-yourself manual for making your own living trust, with checklists, step-by-step procedures, worksheets, and forms.
Author : Keith Schiller
Publisher :
ISBN 13 : 9780984436187
Total Pages : 0 pages
Book Rating : 4.4/5 (361 download)
Download or read book Estate Planning at the Movies written by Keith Schiller and published by . This book was released on 2010 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: " ... provides in-depth tax analysis and strategic counsel while offering the ultimate in enjoyment of readability. Over 100 references to motion pictures bridge the gap between tax law and your experiences at the movies. You'll find yourself enthralled in cinematic connections as you take in strategic analysis for preparation and presentation of the estate tax return, all of which are designed to save your clients money and enhance your practice."--Publisher description
Author : Stephan Leimberg
Publisher :
ISBN 13 : 9781954096080
Total Pages : 1074 pages
Book Rating : 4.0/5 (96 download)
Download or read book The Tools and Techniques of Estate Planning, 20th Edition written by Stephan Leimberg and published by . This book was released on 2021-04-27 with total page 1074 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Tools & Techniques of Estate Planning covers all aspects of estate planning, from behavioral and ethical issues to estate and gift tax planning, to planning for nontraditional couples and the risk of health issues for aging clients. With topics that are applicable for both large and small estates, this title enables estate planners to: Help clients plan every aspect of their estate, including tax, investment, insurance, and estate administration decisions; Help clients effectively preserve their assets under current law; Handle a wide variety of estates and specific circumstances; and Save significant amounts of time with exclusive estate planning tools. This book features easy-to-understand, real-world examples from expert authors on which techniques are best suited for a wide variety of circumstances, and equally important advice on how to avoid future problems. New in the 20th Edition: There have been several updates in tax legislation since the release of the prior edition, many of which affect estate planning. When rules change, every estate planner must stay completely up-to-date with all the opportunities--and pitfalls--arising from the new legislation. This edition features: Updates resulting from the SECURE Act, affecting qualified retirement plans; New information on COVID-19 related tax changes for employee benefit plans; Employee retention credit under the CARES Act; Coverage of new IRS valuation tables in addition to the prior valuation tables; Updated ERISA compliance and reporting requirements; and Updated tax information, including the new 2021 COVID-19 stimulus and CAA bills. Topics Covered: Practice of estate planning Choosing the right professionals for estate planning Ownership and transfer of property Estate, gift, GST, and income tax considerations for estate planning The use of revocable and irrevocable trusts in estate planning The use of life insurance in estate planning Planning for incapacity and special needs Valuations issues Charitable giving Using employee benefits to meet estate planning goals Intra-family wealth transfers and business succession planning And more! See the "Table of Contents" section for a full list of topics As with all of the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples you can use to help your clients successfully navigate the complex course of estate planning and confidently meet their needs.
Author : Ray D. Madoff
Publisher :
ISBN 13 : 9780808056348
Total Pages : pages
Book Rating : 4.0/5 (563 download)
Download or read book Practical Guide to Estate Planning (2022) written by Ray D. Madoff and published by . This book was released on 2021-07-28 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Practical Guide to Estate Planning provides an overview of estate planning, offering the widest discussion on planning principles and tools from the simple to the sophisticated. This book is not lacking in detail, as witnessed by its well-annotated collection of forms that will appeal to many experienced estate planners. The layout of this book reflects its emphasis on simplicity and clarity. Its scope includes a general overview of the estate planning process. It then addresses the rules involved in estate planning and the various ways in which estates may be structured to achieve desired tax effects. It goes on to discuss gifts, and some of the more specialized areas of estate planning, including generation-skipping transfer tax rules and charitable planning, which encompass the use of private foundations and split-interest trusts. Finally, Practical Guide to Estate Planning contains a set of estate planning forms. Included are a living trust, an irrevocable life insurance trust, an annual exclusion trust, a pour-over will, a will with outright dispositions, a codicil, a living will, a charitable remainder unitrust, a durable power of attorney, a health care proxy, a qualified personal residence trust (QPRT) and a Grantor Retained Annuity Trust (GRAT). The authors provide alternative drafting options as well as comprehensive annotations that can be used as quick references that explain why and how these devices operate.
Author : Virginia B. Morris, Kenneth M. Morris
Publisher : Lightbulb Press, Inc.
ISBN 13 : 0976474948
Total Pages : 35 pages
Book Rating : 4.9/5 (764 download)
Download or read book Guide To Estate Planning written by Virginia B. Morris, Kenneth M. Morris and published by Lightbulb Press, Inc.. This book was released on with total page 35 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Brenda Geiger
Publisher :
ISBN 13 : 9781633851320
Total Pages : 0 pages
Book Rating : 4.8/5 (513 download)
Download or read book Secrets of Great Estate Planning written by Brenda Geiger and published by . This book was released on 2016-04 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Denis Clifford
Publisher : Nolo
ISBN 13 : 1413329462
Total Pages : 257 pages
Book Rating : 4.4/5 (133 download)
Download or read book Estate Planning Basics written by Denis Clifford and published by Nolo. This book was released on 2022-02-11 with total page 257 pages. Available in PDF, EPUB and Kindle. Book excerpt: Estate planning, in plain English This book provides concise, straightforward, and easy to read information about the major components of estate planning – without going into endless detail about arcane options that apply only to the wealthy. Topics include: Wills. Why you need one, how to make one, and when having just a will is enough. Living Trusts. When they’re useful, how they work, and whether you need a lawyer to make one. Young Beneficiaries. How to protect gifts you leave to young people to young people, by naming a responsible adult to manage the property until they come of age. Avoiding Probate. What is probate, why you might want to avoid it, and how to do it. Planning for Incapacity. Why you should make powers of attorney and health care directives to plan for a time when you cannot make decisions about your finances or your medical care. The 11th edition is completely updated to reflect the latest information about estate planning. Best-selling Nolo author Denis Clifford uses plain English to make these estate planning issues easy to understand, and he lets you know which tasks you can handle yourself and when you’ll need a lawyer’s help.
Author : Ronald Farrington Sharp
Publisher : Skyhorse Publishing Inc.
ISBN 13 : 158115674X
Total Pages : 147 pages
Book Rating : 4.5/5 (811 download)
Download or read book Living Trusts for Everyone written by Ronald Farrington Sharp and published by Skyhorse Publishing Inc.. This book was released on 2010 with total page 147 pages. Available in PDF, EPUB and Kindle. Book excerpt: Explains how living trusts work, discusses the different types of trusts, compares living trusts with wills, and offers advice on selecting an attorney.
