The Beneficiary Workbook

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The Beneficiary

Author : Janny Scott
Publisher : Penguin
ISBN 13 : 0399185038
Total Pages : 290 pages
Book Rating : 4.3/5 (991 download)

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Book Synopsis The Beneficiary by : Janny Scott

Download or read book The Beneficiary written by Janny Scott and published by Penguin. This book was released on 2020-04-14 with total page 290 pages. Available in PDF, EPUB and Kindle. Book excerpt: A NEW YORK TIMES NOTABLE BOOK OF THE YEAR "[A] poignant addition to the literature of moneyed glamour and its inevitable tarnish and decay…like something out of Fitzgerald or Waugh."—The New Yorker A parable for the new age of inequality: part family history, part detective story, part history of a vanishing class, and a vividly compelling exploration of the degree to which an inheritance—financial, cultural, genetic—conspired in one person's self-destruction. Land, houses, and money tumbled from one generation to the next on the eight-hundred-acre estate built by Scott's investment banker great-grandfather on Philadelphia's Main Line. There was an obligation to protect it, a license to enjoy it, a duty to pass it on—but it was impossible to know in advance how all that extraordinary good fortune might influence the choices made over a lifetime. In this warmly felt tale of an American family's fortunes, journalist Janny Scott excavates the rarefied world that shaped her charming, unknowable father, Robert Montgomery Scott, and provides an incisive look at the weight of inheritance, the tenacity of addiction, and the power of buried secrets. Some beneficiaries flourished, like Scott's grandmother, Helen Hope Scott, a socialite and celebrated horsewoman said to have inspired Katherine Hepburn's character in the play and Academy Award-winning film The Philadelphia Story. For others, including the author's father, she concludes, the impact was more complex. Bringing her journalistic talents, light touch, and crystalline prose to this powerful story of a child's search to understand a parent's puzzling end, Scott also raises questions about our new Gilded Age. New fortunes are being amassed, new estates are being born. Does anyone wonder how it will all play out, one hundred years hence?

The Beneficiary Workbook

Author : Martin M. Shenkman
Publisher : Wiley
ISBN 13 : 9780471172116
Total Pages : 0 pages
Book Rating : 4.1/5 (721 download)

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Book Synopsis The Beneficiary Workbook by : Martin M. Shenkman

Download or read book The Beneficiary Workbook written by Martin M. Shenkman and published by Wiley. This book was released on 1998-03-09 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Properly organizing and accurately recording your assets are keys to ensuring financial security for yourself and your beneficiaries. This indispensable new guide shows you step by step how to get your affairs in order. Covering everything from bank accounts and real estate to insurance and retirement funds, The Beneficiary Workbook helps you arrange critical legal, financial, personal, and estate information into a system tailored to suit your individual goals. Far more than just an organizer, The Beneficiary Workbook provides essential details on correcting and improving documented data, as well as invaluable advice on maintaining your records to safeguard against legal claims, maximize investment returns, assure adequate protection in case of disability, and be prepared for any circumstance --both expected and unexpected. A fully loaded resource, it contains all the organizational tools you'll need: practical guidelines, useful checklists, and easy-to-read charts, along with an IBM-compatible disk that includes all sample forms that you can easily customize for your personal use.

The Beneficiary Book

Author : Martin Kuritz
Publisher :
ISBN 13 : 9780963722805
Total Pages : 122 pages
Book Rating : 4.7/5 (228 download)

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Book Synopsis The Beneficiary Book by : Martin Kuritz

Download or read book The Beneficiary Book written by Martin Kuritz and published by . This book was released on 1992-10-01 with total page 122 pages. Available in PDF, EPUB and Kindle. Book excerpt:

A Singular Woman

Author : Janny Scott
Publisher : Penguin
ISBN 13 : 110151390X
Total Pages : 309 pages
Book Rating : 4.1/5 (15 download)

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Book Synopsis A Singular Woman by : Janny Scott

Download or read book A Singular Woman written by Janny Scott and published by Penguin. This book was released on 2011-05-03 with total page 309 pages. Available in PDF, EPUB and Kindle. Book excerpt: From the author of The Beneficiary: Fortune, Misfortune and the Story of My Father comes a major publishing event: an unprecedented look into the life of the woman who most singularly shaped Barack Obama-his mother. Barack Obama has written extensively about his father, but little is known about Stanley Ann Dunham, the fiercely independent woman who raised him, the person he credits for, as he says, "what is best in me." Here is the missing piece of the story. Award-winning reporter Janny Scott interviewed nearly two hundred of Dunham's friends, colleagues, and relatives (including both her children), and combed through boxes of personal and professional papers, letters to friends, and photo albums, to uncover the full breadth of this woman's inspiring and untraditional life, and to show the remarkable extent to which she shaped the man Obama is today. Dunham's story moves from Kansas and Washington state to Hawaii and Indonesia. It begins in a time when interracial marriage was still a felony in much of the United States, and culminates in the present, with her son as our president- something she never got to see. It is a poignant look at how character is passed from parent to child, and offers insight into how Obama's destiny was created early, by his mother's extraordinary faith in his gifts, and by her unconventional mothering. Finally, it is a heartbreaking story of a woman who died at age fifty-two, before her son would go on to his greatest accomplishments and reflections of what she taught him.

The Beneficiary

Author : Bruce Robbins
Publisher : Duke University Press
ISBN 13 : 0822372177
Total Pages : 182 pages
Book Rating : 4.8/5 (223 download)

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Book Synopsis The Beneficiary by : Bruce Robbins

Download or read book The Beneficiary written by Bruce Robbins and published by Duke University Press. This book was released on 2017-11-16 with total page 182 pages. Available in PDF, EPUB and Kindle. Book excerpt: From iPhones and clothing to jewelry and food, the products those of us in the developed world consume and enjoy exist only through the labor and suffering of countless others. In his new book Bruce Robbins examines the implications of this dynamic for humanitarianism and social justice. He locates the figure of the "beneficiary" in the history of humanitarian thought, which asks the prosperous to help the poor without requiring them to recognize their causal role in the creation of the abhorrent conditions they seek to remedy. Tracing how the beneficiary has manifested itself in the work of George Orwell, Virginia Woolf, Jamaica Kincaid, Naomi Klein, and others, Robbins uncovers a hidden tradition of economic cosmopolitanism. There are no easy answers to the question of how to confront systematic inequality on a global scale. But the first step, Robbins suggests, is to acknowledge that we are, in fact, beneficiaries.

The Beneficiary Primer

Author : Patricia M Angus Esq
Publisher :
ISBN 13 :
Total Pages : 106 pages
Book Rating : 4.5/5 (678 download)

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Book Synopsis The Beneficiary Primer by : Patricia M Angus Esq

Download or read book The Beneficiary Primer written by Patricia M Angus Esq and published by . This book was released on 2020-12-17 with total page 106 pages. Available in PDF, EPUB and Kindle. Book excerpt: Have you been named as beneficiary of a family trust? Does it feel overwhelming? Are you looking for some practical information to get up to speed fast? Here's an essential guidebook for you. Written by an expert who has more than 25 years' experience working with families to create, administer, and benefit from trusts, this primer is a "go to" resource for anyone who has been named as a beneficiary. The text incorporates a worksheet throughout that can help you organize information, thoughts, and questions, to set you up for a positive, productive experience. Key concepts are distilled to their essential elements. The tone is encouraging and easy to read while maintaining a sense of the seriousness, and importance, of the beneficiary's role. Also helpful for anyone setting up a trust as part of an estate plan or for a trustee of a family trust.

Family Trusts

Author : Hartley Goldstone
Publisher : John Wiley & Sons
ISBN 13 : 1119118263
Total Pages : 324 pages
Book Rating : 4.1/5 (191 download)

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Book Synopsis Family Trusts by : Hartley Goldstone

Download or read book Family Trusts written by Hartley Goldstone and published by John Wiley & Sons. This book was released on 2015-10-05 with total page 324 pages. Available in PDF, EPUB and Kindle. Book excerpt: An insightful and practical guide to family trusts Family Trusts is a step-by-step guide for anyone involved in family trusts: trust creators, trustees, beneficiaries, and advisors. It will help families create and administer a culture that recognizes trusts as a gift of love. Marrying the practical and emotional aspects of family wealth, this book provides a hands-on primer that focuses on fostering positive relationships, and structuring the trust appropriately for the situation and the people involved. It tackles difficult topics with frank and honest discussion, from the first beneficiary meeting to working with addictions, and more. Written by a team of experts in family wealth, this information is becoming increasingly crucial to the successful execution of a trust; you'll learn what type of person makes the best trustee, how to be an excellent beneficiary, and the technical aspects that help you build a better trust from the very beginning. There's been a staggering increase in trustee/beneficiary litigation and hostility, but that doesn't mean it's inevitable. Plenty of trusts are running smoothly, with positive experiences on all sides. This book shows you how to set up your trust to succeed from the start, with step-by-step guidance and expert insight. Express clear and thoughtful intent for the trust Create a healthy and supportive culture Select the right trustee, trust protector, and trust advisor Take the time to prepare before initially meeting the beneficiary Conduct a productive first meeting to set a tone for the relationship Historically, there has been little consideration given to the culture of trusts, and this oversight may be a key driver of the behavior that's becoming more prevalent. Family Trusts explores the nature of these relationships, and shows you how to build a trust that retains the nature and spirit with which it was intended.

Beneficiary Directory

Author : Mark H. Kaizerman
Publisher :
ISBN 13 : 9780974983035
Total Pages : 55 pages
Book Rating : 4.9/5 (83 download)

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Book Synopsis Beneficiary Directory by : Mark H. Kaizerman

Download or read book Beneficiary Directory written by Mark H. Kaizerman and published by . This book was released on 2004 with total page 55 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Model Rules of Professional Conduct

Author : American Bar Association. House of Delegates
Publisher : American Bar Association
ISBN 13 : 9781590318737
Total Pages : 216 pages
Book Rating : 4.3/5 (187 download)

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Book Synopsis Model Rules of Professional Conduct by : American Bar Association. House of Delegates

Download or read book Model Rules of Professional Conduct written by American Bar Association. House of Delegates and published by American Bar Association. This book was released on 2007 with total page 216 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Model Rules of Professional Conduct provides an up-to-date resource for information on legal ethics. Federal, state and local courts in all jurisdictions look to the Rules for guidance in solving lawyer malpractice cases, disciplinary actions, disqualification issues, sanctions questions and much more. In this volume, black-letter Rules of Professional Conduct are followed by numbered Comments that explain each Rule's purpose and provide suggestions for its practical application. The Rules will help you identify proper conduct in a variety of given situations, review those instances where discretionary action is possible, and define the nature of the relationship between you and your clients, colleagues and the courts.

Make Your Own Living Trust

Author : Denis Clifford
Publisher : Nolo
ISBN 13 : 1413328407
Total Pages : 312 pages
Book Rating : 4.4/5 (133 download)

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Book Synopsis Make Your Own Living Trust by : Denis Clifford

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.

The Financial Planning Workbook

Author : Coventry House Publishing
Publisher : Coventry House Publishing
ISBN 13 :
Total Pages : 125 pages
Book Rating : 4./5 ( download)

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Book Synopsis The Financial Planning Workbook by : Coventry House Publishing

Download or read book The Financial Planning Workbook written by Coventry House Publishing and published by Coventry House Publishing. This book was released on 2024-07-19 with total page 125 pages. Available in PDF, EPUB and Kindle. Book excerpt:

For My Beneficiary Planner Book

Author : Zenwerkz
Publisher :
ISBN 13 : 9781080070695
Total Pages : 78 pages
Book Rating : 4.0/5 (76 download)

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Book Synopsis For My Beneficiary Planner Book by : Zenwerkz

Download or read book For My Beneficiary Planner Book written by Zenwerkz and published by . This book was released on 2019-07-12 with total page 78 pages. Available in PDF, EPUB and Kindle. Book excerpt: For My Beneficiary Planner Book Record Book & Organizer Of The Details That Family Members & Close Friends Should Know When I Die; Preparing For Death

The Trustee Primer

Author : Patricia Angus
Publisher :
ISBN 13 : 9780997068009
Total Pages : 72 pages
Book Rating : 4.0/5 (68 download)

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Book Synopsis The Trustee Primer by : Patricia Angus

Download or read book The Trustee Primer written by Patricia Angus and published by . This book was released on 2015-12-21 with total page 72 pages. Available in PDF, EPUB and Kindle. Book excerpt: An essential guidebook for individuals who have been named as trustee of personal trusts for family members or friends. Written by an expert who has more than two decades experience working with families to create, administer, and benefit from trusts, this primer is a "go to" resource for anyone who has been named as a trustee. The text incorporates a worksheet throughout that can help a trustee organize information, thoughts and questions to best serve as trustee. Key concepts are distilled to their essential elements. The tone is encouraging and easy to read while maintaining a sense of the seriousness, and importance, of the trustee's role. Also helpful for anyone setting up a trust as part of an estate plan or who is already a trust beneficiary.

The S Corporation Answer Book

Author : Sydney S. Traum
Publisher : Wolters Kluwer
ISBN 13 : 0735581517
Total Pages : 824 pages
Book Rating : 4.7/5 (355 download)

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Book Synopsis The S Corporation Answer Book by : Sydney S. Traum

Download or read book The S Corporation Answer Book written by Sydney S. Traum and published by Wolters Kluwer. This book was released on 2008-12-17 with total page 824 pages. Available in PDF, EPUB and Kindle. Book excerpt: This quick-reference manual lets you help clients take full advantage of their S corporation status and minimize their taxes. it leads you directly to authoritative information on every aspect of the S corporation, enabling you to: Arm the S corporation against the potential tax traps hidden in the Small Business Tax Protection Act. Maximize the tax benefits of S corporation status. Make a qualified Subchapter S Subsidiary (QSub) election. Identify dispositions that will trigger the built-in gains tax. Avoid added tax liability or loss of S corporation status from passive investment income. Capitalize on the permissible differences in stock rights to facilitate estate planning and ownership transfers. Determine allocation of income, losses, and deductions in the termination year of the S corporation . Plus, there are citations To The controlling rules, regulations, and court decisions that will save you hours of research.

Workbook for Spiritual Development of All People

Author : Hua Ching Ni
Publisher : Sevenstar Communications, U.S.
ISBN 13 : 9780937064542
Total Pages : 0 pages
Book Rating : 4.0/5 (645 download)

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Book Synopsis Workbook for Spiritual Development of All People by : Hua Ching Ni

Download or read book Workbook for Spiritual Development of All People written by Hua Ching Ni and published by Sevenstar Communications, U.S.. This book was released on 1992 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: "People of self-awareness know they should cultivate themselves spiritually, but many do not know how. The Workbook for Spiritual Development provides a practical foundation for those who are ready to achieve themselves. In addition to guidance for daily life, there are also diagrams and practices for purifying and protecting your spirit. There is all you will need to begin the never-ending journey of self-fulfillment."--Publisher's description.

Get Good with Money

Author : Tiffany the Budgetnista Aliche
Publisher : Rodale Books
ISBN 13 : 0593232755
Total Pages : 370 pages
Book Rating : 4.5/5 (932 download)

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Book Synopsis Get Good with Money by : Tiffany the Budgetnista Aliche

Download or read book Get Good with Money written by Tiffany the Budgetnista Aliche and published by Rodale Books. This book was released on 2021-03-30 with total page 370 pages. Available in PDF, EPUB and Kindle. Book excerpt: NEW YORK TIMES, WALL STREET JOURNAL, AND USA TODAY BESTSELLER • A ten-step plan for finding peace, safety, and harmony with your money—no matter how big or small your goals and no matter how rocky the market might be—by the inspiring and savvy “Budgetnista.” “No matter where you stand in your money journey, Get Good with Money has a lesson or two for you!”—Erin Lowry, bestselling author of the Broke Millennial series Tiffany Aliche was a successful pre-school teacher with a healthy nest egg when a recession and advice from a shady advisor put her out of a job and into a huge financial hole. As she began to chart the path to her own financial rescue, the outline of her ten-step formula for attaining both financial security and peace of mind began to take shape. These principles have now helped more than one million women worldwide save and pay off millions in debt, and begin planning for a richer life. Revealing this practical ten-step process for the first time in its entirety, Get Good with Money introduces the powerful concept of building wealth through financial wholeness: a realistic, achievable, and energizing alternative to get-rich-quick and over-complicated money management systems. With helpful checklists, worksheets, a tool kit of resources, and advanced advice from experts who Tiffany herself relies on (her “Budgetnista Boosters”), Get Good with Money gets crystal clear on the short-term actions that lead to long-term goals, including: • A simple technique to determine your baseline or “noodle budget,” examine and systemize your expenses, and lay out a plan that allows you to say yes to your dreams. • An assessment tool that helps you understand whether you have a “don't make enough” problem or a “spend too much” issue—as well as ways to fix both. • Best practices for saving for a rainy day (aka job loss), a big-ticket item (a house, a trip, a car), and money that can be invested for your future. • Detailed advice and action steps for taking charge of your credit score, maximizing bill-paying automation, savings and investing, and calculating your life, disability, and property insurance needs. • Ways to protect your beneficiaries' future, and ensure that your financial wishes will stand the test of time. An invaluable guide to cultivating good financial habits and making your money work for you, Get Good with Money will help you build a solid foundation for your life (and legacy) that’s rich in every way.

The Complete Book of Trusts

Author : Martin M. Shenkman
Publisher : John Wiley & Sons
ISBN 13 :
Total Pages : 320 pages
Book Rating : 4.F/5 ( download)

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Book Synopsis The Complete Book of Trusts by : Martin M. Shenkman

Download or read book The Complete Book of Trusts written by Martin M. Shenkman and published by John Wiley & Sons. This book was released on 2002-04-18 with total page 320 pages. Available in PDF, EPUB and Kindle. Book excerpt: A new, updated edition of the ultimate guide to trusts Trusts are powerful and flexible financial planning tools, and this new edition of The Complete Book of Trusts covers everything you need to know to protect your hard-earned assets from taxes, creditors, and more. This updated Third Edition provides all the latest information on trusts, addressing recent changes due to economic growth and the Tax Relief Reconciliation Act of 2001 in such areas as transferring assets, distribution of income, gift and estate tax rules, and many others. Along with in-depth examinations of sixty different types of trusts, this book also shows you how to: Set up a trust to manage assets in the event of disability or death Avoid probate Minimize or eliminate estate and other transfer taxes Financially protect loved ones And more The Complete Book of Trusts, Third Edition is an invaluable resource for anyone with significant assets to protect.