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Estate Planning For The Savvy Client
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Book Synopsis Estate Planning for the Savvy Client by : Mary L. Barrow
Download or read book Estate Planning for the Savvy Client written by Mary L. Barrow and published by . This book was released on 2017 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Do you want to make sure that the money you spend on estate planning is money well spent?Do you have questions about estate planning, probate, wills and trusts but don't know where to start?Or do you have an estate plan but still have unanswered questions?Would you like to be well-informed and confident before you consult a prospective attorney, or before you meet with your current attorney?With this book you'll discover:what you need to know to eliminate confusion about estate planning and give you a clear path to achieving your goalshow to decide if you really need a will, revocable living trust, power of attorney, or any of the other options availablehow to choose the right attorney to help you plan your estatehow to make the most of the time spent with your attorney by having the knowledge and confidence to ask the right questionsSit down with this guide from an experienced, ivy-league-educated estate planning attorney as she answers these and other questions for you in a practical, easy-to-understand way, just as she has done for her clients and students. This book will tell you what you need to know before you meet with your attorney or prospective attorney.The Savvy Client is you!
Book Synopsis The Savvy Client's Guide to Trusts by : Mary L. Barrow
Download or read book The Savvy Client's Guide to Trusts written by Mary L. Barrow and published by . This book was released on 2018-01-05 with total page 134 pages. Available in PDF, EPUB and Kindle. Book excerpt: Should you have a trust as part of your estate plan? Would you like to be well-informed and confident before you meet with your attorney? In this second volume of the Savvy Client Series, attorney Mary L. Barrow answers your questions about trusts in a practical, easy-to-understand way. The Savvy Client is you!
Book Synopsis Estate Planning for the Savvy Client by : Mary Barrow
Download or read book Estate Planning for the Savvy Client written by Mary Barrow and published by . This book was released on 2017-02-15 with total page 108 pages. Available in PDF, EPUB and Kindle. Book excerpt: Do you want to make sure that the money you spend on estate planning is money well spent? Do you have questions about estate planning, probate, wills and trusts but don't know where to start? Or do you have an estate plan but still have unanswered questions? Would you like to be well-informed and confident before you consult a prospective attorney, or before you meet with your current attorney? With this book you'll discover: what you need to know to eliminate confusion about estate planning and give you a clear path to achieving your goals how to decide if you really need a will, revocable living trust, power of attorney, or any of the other options available how to choose the right attorney to help you plan your estate how to make the most of the time spent with your attorney by having the knowledge and confidence to ask the right questions Sit down with this guide from an experienced, ivy-league-educated estate planning attorney as she answers these and other questions for you in a practical, easy-to-understnad way, just as she has done for her clients and students. This book will tell you what you need to know before you meet with your attorney or prospective attorney. The Savvy Client is You!
Book Synopsis Savvy Estate Planning by : James L. Cunningham Jr.
Download or read book Savvy Estate Planning written by James L. Cunningham Jr. and published by . This book was released on 2017-09-19 with total page 314 pages. Available in PDF, EPUB and Kindle. Book excerpt: Too many people make the wrong choices when it comes to estate planning. If it's not done properly, you could leave your loved ones facing trouble when you pass away or become incapacitated. Fortunately, you can learn from others' mistakes and be prepared before speaking to a lawyer about your future. In this no-nonsense guide, attorney James L. Cunningham, Jr. shows how to avoid the top-ten mistakes that could damage your financial succession, family, heirs, and legacy. You'll get the unvarnished picture on probate, living trusts, living wills, powers of attorney, conservators, and guardians, as well as disability and incapacity planning and how to find the right attorney for you. There's even a checklist to guide you on what issues to discuss with them. Savvy Estate Planning provides the essentials you need to know about estate planning. The only mistake you could make now would be to ignore it.
Book Synopsis The Effective Estate Planning Practice by : Colleen Cowles
Download or read book The Effective Estate Planning Practice written by Colleen Cowles and published by Section of General Practice. This book was released on 2001 with total page 326 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Estate Planning by : William P. Streng
Download or read book Estate Planning written by William P. Streng and published by John Wiley & Sons. This book was released on 2016-02-08 with total page 736 pages. Available in PDF, EPUB and Kindle. Book excerpt: Plan ahead: estate planning to secure your wishes Estate Planning is your overview of the estate planning concepts that are necessary to consider when advising your clients about the different facets of wealth transfer planning. This fundamental reference presents the basic estate, gift, and trust planning ideas in a descriptive and accessible manner—allowing you to easily and conveniently access the information you need when you need it. This essential text covers the development of estate planning strategies for your clients, the fundamentals of the federal transfer tax system, relevant federal income tax rules, lifetime donative asset transfers, gratuitous property transfers at death, generation-skipping transfers, special property transfer planning considerations, and post-mortem planning. When done effectively, estate planning enables your clients to make both lifetime and testamentary transfers of assets to beneficiaries of their choice. In the process, strategic, successful estate planning strategies conserve wealth for these beneficiaries, who are often family members of the client. Leveraging the right methods of estate planning can ensure that you achieve your client's objectives. Explore the fundamentals of estate planning as they relate to wealth transfer planning Dive into special property transfer planning considerations, including community property, life insurance, charitable transfers, closely held corporations, etc. Better serve your clients by having access to relevant, easy to navigate information on estate planning best practices Reinforce these new ideas with a comprehensive test bank Estate Planning is your guide to estate planning concepts that help you protect your assets during wealth transfer—and prepare for your assets to change hands as smoothly as possible.
Download or read book Estate Planning written by Wayne M. Gazur and published by Aspen Publishing. This book was released on 2015-04-27 with total page 576 pages. Available in PDF, EPUB and Kindle. Book excerpt: This casebook introduces students to the principles of estate planning and challenges them to analyze simulated client scenarios. Featuring a case-study and problems approach in which the principles of estate planning are first introduced and then demonstrated through student analysis of short exercises and simulated client situations. A forms supplement on a CD is an additional tool for giving students practice with drafting exercises.
Download or read book Private Client written by and published by . This book was released on 2008 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Private Client written by Helen Cousal and published by . This book was released on 2016 with total page 323 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Private Client written by Robin Riddett and published by Jordans Pub. This book was released on 2002 with total page 287 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book is a comprehensive introduction to the legal and taxation implications arising from estate planning work within the private client department of a solicitor's firm. It covers everything from tax and financial planning to consideration of overseas issues, such as domicile and residence. Throughout the text worked examples illustrate how to calculate the tax position of the client. The book also includes invaluable precedents and tips on drafting settlements and trusts.
Book Synopsis Estate Planning Checklists for Clients by : Julie A. Calligaro
Download or read book Estate Planning Checklists for Clients written by Julie A. Calligaro and published by Createspace Independent Publishing Platform. This book was released on 2016-08-04 with total page 40 pages. Available in PDF, EPUB and Kindle. Book excerpt: Most of us avoid estate planning, which in plain English means getting our affairs in order, until we face a life-changing event such as: The birth or adoption of a child; the diagnosis of an illness that threatens disability or death; a family member or close friend dies unexpectedly; a new marriage with one or both spouses having children from a previous marriage. And sometimes it's just because we're about to take a trip. I congratulate you because you've decided to take action rather than wait for a crisis or emergency. If you've made an appointment with an estate planning attorney or are about to make that appointment, this book will help you get the estate plan that meets your needs and objectives, not your attorney's needs and objectives. How do I know, because I've been an estate planning and probate attorney for 30 years. This book does NOT include fill-in-the-blank Wills, Trusts, Powers of Attorney or Guardianship forms. If you want a do-it-yourself estate plan this is not the book for you. In 30 years as an estate planning and probate attorney, I've seen only heartache and regret from the use of do-it-yourself legal forms. It almost always turns out to be the proverbial penny-wise and pound-foolish. My objective is to guide you, the Client, to an excellent Client experience and the estate plan that's best for you.
Book Synopsis Estate Planning for the Savvy Client by : Mary L. Barrow
Download or read book Estate Planning for the Savvy Client written by Mary L. Barrow and published by Savvy Client. This book was released on 2017-03-17 with total page 110 pages. Available in PDF, EPUB and Kindle. Book excerpt: With this book you'll discover: what you need to know to eliminate confusion about estate planning and give you a clear path to achieving your goals, how to decide if you really need a will, revocable living trust, power of attorney, or any of the other options available, how to choose the right attorney to help you plan your estate. It will tell you what you need to know before you meet with your attorney or prospective attorney.
Author :HELEN. KING COUSAL (PROFESSOR LESLEY.) Publisher :CLP Legal Practice Guides ISBN 13 :9781912363186 Total Pages :354 pages Book Rating :4.3/5 (631 download)
Book Synopsis Private Client: Wills, Trusts and Estate Planning 2018 by : HELEN. KING COUSAL (PROFESSOR LESLEY.)
Download or read book Private Client: Wills, Trusts and Estate Planning 2018 written by HELEN. KING COUSAL (PROFESSOR LESLEY.) and published by CLP Legal Practice Guides. This book was released on 2018-02 with total page 354 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Private Client written by L. C. King and published by . This book was released on 2019 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Estate Planning for the Aging Or Incapacitated Client in Massachusetts by : Donald N. Freedman
Download or read book Estate Planning for the Aging Or Incapacitated Client in Massachusetts written by Donald N. Freedman and published by . This book was released on 2015-11-30 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Living Trusts for Everyone by : Ronald Farrington Sharp
Download or read book Living Trusts for Everyone written by Ronald Farrington Sharp and published by Simon and Schuster. This book was released on 2017-03-21 with total page 193 pages. Available in PDF, EPUB and Kindle. Book excerpt: Readers say it best: "Very informative." "Saved me a lot of money and headaches!" "Recommend it for everyone who has to plan estates for their elderly parents" Living Trusts for Everyone is the best resource for setting up a living trust. Explaining in specific terms what benefits a trust will have, Ronald Farrington Sharp gives the tools necessary to set up a loved one’s trust with no lawyers and no expense. Wills benefit lawyers. Trusts benefit the clients. Too often lawyers sell wills to clients only to sit back and wait to sell their probate services to their clients’ heirs. Ronald Farrington Sharp describes the best way to handle modern estate planning and details the many advantages trusts have over wills in not only eliminating probate but in also protecting your assets for your heirs. Sharp explains why legal services are not needed to do the clerical work in settling a trust after death. This updated edition includes new information on an array of subjects, including: Elimination of the federal estate tax for most estates due to increased exemption amounts Online assets The use of passwords, usernames, and websites Keeping trustees honest and the process of removing trustees for malfeasance Forms for simplifying the planning process Strategies to lower attorneys’ fees With no legal jargon, just step-by-step instructions and sample form letters, Living Trusts for Everyone takes the mystery out of the process of setting up a trust.
Book Synopsis Wealthcounsel(r) Estate Planning Strategies by : Randy Gardner
Download or read book Wealthcounsel(r) Estate Planning Strategies written by Randy Gardner and published by . This book was released on 2009 with total page 385 pages. Available in PDF, EPUB and Kindle. Book excerpt:
