Read Books Online and Download eBooks, EPub, PDF, Mobi, Kindle, Text Full Free.
Excerpts From Materials On Estate Planning
Download Excerpts From Materials On Estate Planning full books in PDF, epub, and Kindle. Read online Excerpts From Materials On Estate Planning ebook anywhere anytime directly on your device. Fast Download speed and no annoying ads. We cannot guarantee that every ebooks is available!
Book Synopsis Estate Planning and Drafting by : JEFFREY N. PENNELL
Download or read book Estate Planning and Drafting written by JEFFREY N. PENNELL and published by West Academic Publishing. This book was released on 2020-10-22 with total page 817 pages. Available in PDF, EPUB and Kindle. Book excerpt: Updated through August 1, 2020, the third edition of Pennell's Estate Planning and Drafting focuses on every-day planning for "middle-rich" clients. For example: Traditional planning for couples who may not have as much wealth as double the basic exclusion amount but who anticipate that the exclusion amount may decline in the future. They must consider whether to qualify 100% of the estate of the first to die for the marital deduction (and defer all taxes), or instead to shelter the unified credit of the first to die in a nonmarital trust. In either case they also need to decide whether to elect portability for any unused exclusion amount. A sharper focus on family trust planning for clients with enough wealth to worry about protecting their beneficiaries (and wealth) but for whom sophisticated tax-minimization techniques are not needed. A new brief explanation of Code Chapter 14 illustrates its application but notes that most middle-rich clients will not stumble into estate freezing techniques. The coverage of retirement benefits is updated to reflect the SECURE Act changes to the required-minimum-distribution rules, and elimination of most stretch-payout planning. The chapter on charitable giving is streamlined and simplified in recognition that most middle-rich clients do not make extensive use of private foundations or split-interest trusts. Information about postmortem planning and fiduciary administration stresses state and federal income taxation and state death taxation in situations that do not trigger federal wealth transfer taxation. The text explains essential tax fundamentals that inform traditional techniques (e.g. Crummey powers), without overemphasis on the tax-oriented practices that led to their original adoption. There are over 100 pages of annotated forms illustrating basic planning documents, including a pour over will, self-trusteed declaration of trust, irrevocable life insurance trust, family and marital deduction trusts, and a third-party special needs trust.
Book Synopsis Texas Estate Planning by : Dianne Reis
Download or read book Texas Estate Planning written by Dianne Reis and published by . This book was released on 2005-02 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Texas Estate Planning.
Book Synopsis Estate Planning For Dummies by : N. Brian Caverly
Download or read book Estate Planning For Dummies written by N. Brian Caverly and published by John Wiley & Sons. This book was released on 2003-03-07 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.
Book Synopsis The Complete Book of Wills, Estates, and Trusts by : Alexander A. Bove
Download or read book The Complete Book of Wills, Estates, and Trusts written by Alexander A. Bove and published by Macmillan + ORM. This book was released on 2005-12-27 with total page 530 pages. Available in PDF, EPUB and Kindle. Book excerpt: The best legal guide to wills and estates—with more than 80,000 copies sold—now updated to cover the current asset protection options and estate laws. Whether grappling with modest or extensive assets, The Complete Book of Wills, Estates, and Trusts has long been the indispensable guide for protecting an estate for loved ones. In this completely revised third edition, updated to cover the latest changes in estate law, attorney Alexander A. Bove, Jr., clearly explains how to use a will to avoid probate and legal complications how trusts work and how to use trusts to save taxes how to contest a will and how to avoid a contest how to settle an estate or make a claim against one how to establish a durable power of attorney how to protect assets from creditors In his straightforward and humorous style, Bove shares easy-to-understand legal definitions, savvy advice on taxes, and pragmatic and simple sample forms, all illustrated with entertaining examples and actual cases. The Complete Book of Wills, Estates, and Trusts is the best guide available for defending your financial legacy.
Author :Martin M. Shenkman, CPA, MBA, JD Publisher :Demos Medical Publishing ISBN 13 :1935281070 Total Pages :227 pages Book Rating :4.9/5 (352 download)
Book Synopsis Estate Planning for People with a Chronic Condition or Disability by : Martin M. Shenkman, CPA, MBA, JD
Download or read book Estate Planning for People with a Chronic Condition or Disability written by Martin M. Shenkman, CPA, MBA, JD and published by Demos Medical Publishing. This book was released on 2009-03-26 with total page 227 pages. Available in PDF, EPUB and Kindle. Book excerpt: This is the first comprehensive estate-planning guide for those living with a chronic disease or disability. This book is targeted at those planning for the disbursement of their estates, no matter their size. Estate-planning is crucial for those living with a chronic disease or disability: individuals must express their preferences whether to receive long-term care at home rather than in a nursing home in the event that they become more disabled, and it is more important for one who has a chronic illness to name a power of attorney. Estate Planning for People with a Chronic Condition or Disability covers all of those topics plus: How to write your will How to determine how much life insurance your family needs How to figure out whether you need a living trust Learn about powers of attorney When to work with a lawyer, if you need to The book also includes downloadable sample forms for: Power of Attorney Living Will Designation of Proxy for Financial and Health Decisions
Book Synopsis Estate Planning for What Matters Most by : Jeffrey A. Nirenstein
Download or read book Estate Planning for What Matters Most written by Jeffrey A. Nirenstein and published by . This book was released on 2018-08 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: You will be introduced to these new approaches in our informative and comprehensive new book Estate Planning for What Matters Most: Pass on Your Wisdom and Priceless Moments. This book goes far deeper than most guides to estate planning, while still introducing new ways of thinking about your legacy in an easy-to-understand and readable fashion.If you are not 100% sure you have put the right plans in place to fully protect your assets and autonomy while addressing the needs of your modern family, this book is for you.
Book Synopsis What to Do with Everything You Own to Leave the Legacy You Want: From-the-Heart Estate Planning for Everyone, Whatever Your Financial Situation by : Marni Jameson
Download or read book What to Do with Everything You Own to Leave the Legacy You Want: From-the-Heart Estate Planning for Everyone, Whatever Your Financial Situation written by Marni Jameson and published by The Experiment, LLC. This book was released on 2021-06-22 with total page 199 pages. Available in PDF, EPUB and Kindle. Book excerpt: You can’t take it with you, but you can ensure that what you leave behind has value and meaning. Whether you want the fruits of your life’s work to benefit your family, the environment, science, human rights, the arts, your church, or another cause dear to you, one thing is certain: It won’t happen unless you plan. What to Do with Everything You Own to Leave the Legacy You Want is a step-by-step, DIY guide to turning your money and “stuff” into something meaningful that will outlast you—whether you are in the prime of life or your later years, single or partnered, have kids or not, are well-off or of modest means. With her trademark practical wisdom, downsizing expert Marni Jameson offers plenty of comfort (and even some laughs) as she guides you through the following: Identifying whom you want to benefit from your legacy Navigating wills, trusts, and other paths to your goals Heading off potential family conflicts Making the best plan for your material assets This book will encourage and inspire you through every step of your final downsizing project, helping you make a positive impact on the people and causes closest to your heart.
Book Synopsis Estate Planning and Drafting by : Regis W. Campfield
Download or read book Estate Planning and Drafting written by Regis W. Campfield and published by West Academic Publishing. This book was released on 2007 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: This is a problems-driven book, meaning that cases and rulings are included as resource materials for use in solving the problems. The materials are arranged in the fashion that individuals think about wealth transmission, beginning with wills, going on to trusts for non-tax reasons, then to tax planning at death and, finally, to lifetime tax planning. The materials are arranged so that each chapter can be used independently of the chapters which follow or precede it. In each case, the issues are approached transactionally. It is expected that users will customize the materials by selecting those portions of interest to them, utilizing the convenient paragraph numbering system.
Book Synopsis Florida Wills, Trusts, and Estates by : Elena Maria Marty-Nelson
Download or read book Florida Wills, Trusts, and Estates written by Elena Maria Marty-Nelson and published by . This book was released on 2020-07-22 with total page 996 pages. Available in PDF, EPUB and Kindle. Book excerpt:
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 Estates and Trusts by : Stewart E. Sterk
Download or read book Estates and Trusts written by Stewart E. Sterk and published by . This book was released on 2011 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: This casebook presents a functional approach to Trusts and Estates. In addition to a focus on recent cases, the book uses questions and problems to focus student attention on issues that face estate planners, litigators and policy makers. In each chapter, it integrates discussion of drafting and planning issues with its treatment of doctrine and policy.In addition, this casebook is accompanied by power point slides to use in explaining concepts for which diagrams are useful, such as intestate succession, the elective share, anti-lapse statutes, abatement and future interests. The unusually helpful teacher's manual includes not only case summaries and detailed legal analysis, but detailed lesson plans and discussion questions for those new to law teaching. For more information and additional teaching materials, visit the companion site.
Download or read book Not Dead Yet written by Eric Matlin and published by . This book was released on 2016-03-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: The text of not dead yet is as detailed as it needsto be and as concise as it can be. In order to minimize the boredom factor inherent in any book ever written on estate planning, the 24 chapters are interwovenwith a graphic novel story featuring a hero, estate planning nightmares, a disruption of the time-spacecontinuum, the hero's estate planning epiphany and a happily-ever-after ending.
Book Synopsis A Practical Guide to Estate Planning in Vermont by : Jeanne C. Blackmore
Download or read book A Practical Guide to Estate Planning in Vermont written by Jeanne C. Blackmore and published by . This book was released on 2015-05-29 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis The Fundamentals of Estate Planning by : Angela M. Vallario
Download or read book The Fundamentals of Estate Planning written by Angela M. Vallario and published by . This book was released on 2013 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written specifically for those in the state of Maryland (or studying Maryland estate planning), The Fundamentals of Estate Planning provides a unique opportunity to bring the practical aspect of estate planning into the classroom. The casebook provides text, relevant Maryland and Federal Statutes, forms and checklists used to interview and draft estate planning documents. Major topics include drafting of wills, testamentary trusts, inter vivos trusts, powers of attorney and advance medical directives for tax sensitive and non-tax sensitive client scenarios. Additionally, the casebook provides an overview of the ancillary issues including elder law, Medicaid, guardianship, estate administration and will caveats. The book is accompanied by a CD which contains sample forms.
Download or read book The Living Trust written by Henry W. Abts and published by McGraw-Hill/Contemporary. This book was released on 1997 with total page 388 pages. Available in PDF, EPUB and Kindle. Book excerpt: The failproof way to pass along your estate to your heirs without lawyers, courts, or the probate system.
Book Synopsis Wills, Trusts, and Estates by : Gerry W. Beyer
Download or read book Wills, Trusts, and Estates written by Gerry W. Beyer and published by Aspen Publishers. This book was released on 1999 with total page 660 pages. Available in PDF, EPUB and Kindle. Book excerpt: This new addition To The popular Examples & Explanations Series brings a new degree of clarity to Will, Trusts, and Estates. Noted author Gerry Beyer helps students work through troublesome topics to get a firm grasp of the underlying concepts of the subject. WILLS, TRUSTS, AND ESTATES: Examples & Explanations is equally well suited for class use or independent study. This lively and engaging text lead students to enlightenment through the careful use of: -sample wills and trusts -clear and lucid explanations -effective practice problems -a no-intimidating, conversational tone Instructors will appreciate the book's flexible an adaptable structure that complements a wide range of teaching approaches. Beyer's comprehensive text explores: -non-probate assets -estate administration -disability and death planning -malpractice and professional responsibility -wealth transfer taxation For extra help with an especially difficult concept or a solid review of the entire subject, WILLS, TRUSTS, AND ESTATES: Examples and Explanations is an excellent choice. Table of Contents Chapter 1: Introduction and Overview 1.1 Brief History of Property Transference When Owner Dies 1.2 Basic Terminology Used in This Book 1.3 Determination of Applicable Law 1.4 the 'Big Picture' PART ONE - INTESTATE SUCCESSION Chapter 2: Descent and Distribution 2.1 Reasons Most Individuals Die Intestate 2.2 Historical Development of Descent and Distribution 2.3 Surviving Spouse 2.4 Descendants 2.5 Ancestors and Collaterals 2.6 Escheat Chapter 3: Treatment of Certain Categories of Potential Heirs 3.1 Posthumous or Afterborn Heirs 3.2 Adopted Individuals 3.3 Non-Marital Children 3.4 Children from Alternative Reproduction Technologies 3.5 Stepchildren 3.6 Half-Blooded Collateral Heirs 3.7 Non-United States Citizens 3.8 Unworthy Heirs Chapter 4: Other Intestate Succession Issues 4.1 Ancestral Property 4.2 Advancements 4.3 Survival 4.4 Disclaimers 4.5 Assignment or Release of Expectancy to Inherit 4.6 Equitable Conversion 4.7 Liability for Debts of Predeceased Intermediary 4.8 Heir Designation 4.9 Choice of Law PART TWO - WILLS Chapter 5: Requirements for a Valid Will 5.1 Legal Capacity 5.2 Testamentary Capacity (Sound Mind) 5.3 Testamentary Intent 5.4 Formalities Chapter 6: Changing Circumstances After Will Execution - Property 6.1 Classification of Testamentary Gifts 6.2 Ademption by Extinction 6.3 Ademption by Satisfaction 6.4 Changes in Value 6.5 Exoneration 6.6 Abatement 6.7 Tax Apportionment Chapter 7: Changing Circumstances After Will Execution - Persons 7.1 Marriage of a Testator 7.2 Divorce of Testator 7.3 Pretermitted Heirs 7.4 Death of Beneficiary - Lapse 7.5 Failure of Charitable Gift - Cy Pres 7.6 Survival Chapter 8: Revocation of Wills 8.1 Revocation by Operation of Law 8.2 Revocation by Physical Act 8.3 Revocation by Subsequent Writing 8.4 Presumptions 8.5 Revival 8.6 Conditional Revocation 8.7 Multiple Originals Chapter 9: Interpretation and Construction 9.1 Ambiguity 9.2 Integration 9.3 Incorporation by Reference 9.4 Facts of Independent Significance 9.5 Tangible Personal Property Document 9.6 Pour-Over Provisions 9.7 Precatory Language 9.8 Class Gifts 9.9 Dead Person's Statute Chapter 10: Will Contests 10.1 Failure to Satisfy Requirements of a Valid Will 10.2 Insane Delusions 10.3 Undue Influence 10.4 Duress 10.5 Fraud 10.6 Mistake 10.7 Remedies 10.8 Preventing Will Contests Chapter 11: Other Will Issues 11.1 Conditional Wills
Book Synopsis Estate Planning Basics by : Denis Clifford
Download or read book Estate Planning Basics written by Denis Clifford and published by NOLO. This book was released on 2011 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Covers the basics of estate planning, including wills, trusts, and health care directives. It prepares readers to start planning their estate, with or without an attorney. The 6th edition is updated with the latest laws and tax information"--Provided by publisher.
