Tax, Estate & Financial Planning for the Elderly

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Publisher :
ISBN 13 : 9781579111427
Total Pages : pages
Book Rating : 4.1/5 (114 download)

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Book Synopsis Tax, Estate & Financial Planning for the Elderly by : Michael Gilfix

Download or read book Tax, Estate & Financial Planning for the Elderly written by Michael Gilfix and published by . This book was released on 2019 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Estate Planning

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Publisher :
ISBN 13 : 9780409325416
Total Pages : 542 pages
Book Rating : 4.3/5 (254 download)

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Book Synopsis Estate Planning by : Michael John Perkins

Download or read book Estate Planning written by Michael John Perkins and published by . This book was released on 2008 with total page 542 pages. Available in PDF, EPUB and Kindle. Book excerpt: Trusts and estates practice is being increasingly recognised as an occupation within the legal, accounting, tax and financial services professions. Estate planning remains the strategic advisory component within this practice. An essential resource for practitioners and students involved in trusts and estates practice, this easy-to-use, practical and comprehensive guide will enable you to understand and deliver effective estate planning services using the principles, precedents, practice points, case notes and discussion questions contained in this book. Included in this edition are the legislative changes enacted since the first edition, such as changes to wills and estate law arising from the commencement of the Succession Act 2006 (NSW) on 1 March 2008 as well as changes to income tax and superannuation laws since 2005.

Nine Steps to Financial Freedom

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Publisher : Three Rivers Press (CA)
ISBN 13 : 0609801864
Total Pages : 349 pages
Book Rating : 4.6/5 (98 download)

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Book Synopsis Nine Steps to Financial Freedom by : Suze Orman

Download or read book Nine Steps to Financial Freedom written by Suze Orman and published by Three Rivers Press (CA). This book was released on 2000 with total page 349 pages. Available in PDF, EPUB and Kindle. Book excerpt: Suze Orman has transformed the concept of personal finance for millions by teaching us how to gain control of our money -- so that money does not control us. She goes beyond the nuts and bolts of managing money to explore the psychological, even spiritual power money has in our lives. The 9 Steps to Financial Freedom is the first personal finance book that gives you not only the knowledge of how to handle money, but also the will to break through all the barriers that hold you back. Combining real-life recommendations with the motivation to overcome financial anxieties, Suze Orman offers the keys to providing for yourself and your family, including: * seeing how your past holds the key to your financial future * facing your fears and creating new truths * trusting yourself more than you trust others * being open to receiving all that you are meant to have * understanding the lessons of the money cycle The 9 Steps to Financial Freedom is useful advice and inspiration from the leading voice in personal finance. As Orman shows, managing money is far more than a matter of balancing your checkbook or picking the right investments. It's about redefining financial freedom -- and realizing that you are worth far more than your money.

Ettinger on Elder Law Estate Planning

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Publisher : CreateSpace
ISBN 13 : 9781453832059
Total Pages : 134 pages
Book Rating : 4.8/5 (32 download)

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Book Synopsis Ettinger on Elder Law Estate Planning by : Michael Ettinger

Download or read book Ettinger on Elder Law Estate Planning written by Michael Ettinger and published by CreateSpace. This book was released on 2010 with total page 134 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Elder Law Estate Planning" is a niche area of law which combines the features of elder law and estate planning that pertain most to the needs of the middle class. In 1991, AARP published a "Consumer Report on Probate" concluding that probate was a process to be avoided. That marked the end of traditional will planning and started the "living trust revolution." Since then, millions of people have set up trusts to: * Save time and money in settling the estate * Avoid legal guardianship if they become disabled * Avoid having their personal and financial matters made public * Reduce the chance of a "will contest" * Keep control in the family and out of the court system By 1990, the field of elder law also emerged to help people navigate the increased complexity of state Medicaid rules and regulations, the soaring costs of nursing home stays, and the fact that people were living considerably longer. Elder law and estate planning continue to grow independently of each other, sometimes to the detriment of clients. Estate planning lawyers are of little value when the estate plan to avoid probate fails to prevent a nursing home stay consuming all of the assets, because the lawyer is unfamiliar with elder law. On the other hand, elder law attorneys often protect assets but overlook basic estate planning issues such as saving taxes and keeping assets in the blood. The practice of Elder Law Estate Planning means: * Getting your assets to your heirs, in the best possible way, with least amount of taxes and legal fees * Keeping those assets in the blood for your grandchildren, and * Protecting your assets from the costs of long-term care and qualifying for government benefits available to pay for care. Middle class clients today need an "elder law estate planning attorney" to address their estate planning needs as well as to help with long-term care, disability and Medicaid issues as they arise.

Estate Planning and Wealth Preservation

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Publisher :
ISBN 13 : 9780791334263
Total Pages : pages
Book Rating : 4.3/5 (342 download)

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Book Synopsis Estate Planning and Wealth Preservation by : Kathryn G. Henkel

Download or read book Estate Planning and Wealth Preservation written by Kathryn G. Henkel and published by . This book was released on 2003 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Estate Planning 101

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Publisher : Simon and Schuster
ISBN 13 : 1507216408
Total Pages : 272 pages
Book Rating : 4.5/5 (72 download)

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Book Synopsis Estate Planning 101 by : Vicki Cook

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.

Estate Planning For Dummies

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Publisher : John Wiley & Sons
ISBN 13 : 0764555014
Total Pages : 397 pages
Book Rating : 4.7/5 (645 download)

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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.

Tax, Estate and Financial Planning for the Elderly

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Publisher : International Institute of Technology, Incorporated
ISBN 13 : 9780820512891
Total Pages : pages
Book Rating : 4.5/5 (128 download)

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Book Synopsis Tax, Estate and Financial Planning for the Elderly by : John J. Regan

Download or read book Tax, Estate and Financial Planning for the Elderly written by John J. Regan and published by International Institute of Technology, Incorporated. This book was released on 1997-03-06 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Also available on Authority Tax & Estate Planning Law Library CD-ROM & Authority Elder Law Library CD-ROM. In addition, you can increase your library with Tax, Estate & Financial P

Tax, Estate & Financial Planning for the Elderly

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Publisher :
ISBN 13 :
Total Pages : 1264 pages
Book Rating : 4.F/5 ( download)

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Book Synopsis Tax, Estate & Financial Planning for the Elderly by : John J. Regan

Download or read book Tax, Estate & Financial Planning for the Elderly written by John J. Regan and published by . This book was released on 1985 with total page 1264 pages. Available in PDF, EPUB and Kindle. Book excerpt:

California Guide to Tax, Estate & Financial Planning for the Elderly

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Publisher :
ISBN 13 : 9780820550688
Total Pages : 0 pages
Book Rating : 4.5/5 (56 download)

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Book Synopsis California Guide to Tax, Estate & Financial Planning for the Elderly by : Stuart D. Zimring

Download or read book California Guide to Tax, Estate & Financial Planning for the Elderly written by Stuart D. Zimring and published by . This book was released on 2001 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Savvy Estate Planning

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Publisher :
ISBN 13 : 9781619616400
Total Pages : 314 pages
Book Rating : 4.6/5 (164 download)

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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.

Estate Planning for What Matters Most

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Publisher :
ISBN 13 : 9781732425309
Total Pages : pages
Book Rating : 4.4/5 (253 download)

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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.

Estate Planning for Blended Families

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Publisher : NOLO
ISBN 13 : 9781413310184
Total Pages : 346 pages
Book Rating : 4.3/5 (11 download)

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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.

The Living Trust

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Publisher : McGraw-Hill/Contemporary
ISBN 13 : 9780809230310
Total Pages : 388 pages
Book Rating : 4.2/5 (33 download)

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Book Synopsis The Living Trust by : Henry W. Abts

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.

The White Coat Investor

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Publisher : White Coat Investor LLC the
ISBN 13 : 9780991433100
Total Pages : 160 pages
Book Rating : 4.4/5 (331 download)

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Book Synopsis The White Coat Investor by : James M. Dahle

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!

Planning for Disability

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Publisher :
ISBN 13 : 9781633594401
Total Pages : 0 pages
Book Rating : 4.5/5 (944 download)

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Book Synopsis Planning for Disability by : Robert B. Fleming

Download or read book Planning for Disability written by Robert B. Fleming and published by . This book was released on 2024 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: " ... addresses planning for disability from two perspectives: when the client is planning for the client's own disability or incapacity, and when the client is planning for the disability or incapacity of a family member. The Detailed Analysis discusses the various planning options available, based on whether the client is planning for the client's own disability or incapacity or for that of a family member"--Portfolio description (Page (iii)).

Tax Estate and Financial Planning for the Elderly

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Publisher : McGraw-Hill/Irwin
ISBN 13 : 9780256163018
Total Pages : pages
Book Rating : 4.1/5 (63 download)

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Book Synopsis Tax Estate and Financial Planning for the Elderly by : John Regan

Download or read book Tax Estate and Financial Planning for the Elderly written by John Regan and published by McGraw-Hill/Irwin. This book was released on 1995-11 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: