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Author : Colleen Cowles
Publisher : Section of General Practice
ISBN 13 :
Total Pages : 326 pages
Book Rating : 4.F/5 ( download)
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:
Author : Ali Katz
Publisher : Lioncrest Publishing
ISBN 13 : 9781544504650
Total Pages : 250 pages
Book Rating : 4.5/5 (46 download)
Download or read book The New Law Business Model written by Ali Katz and published by Lioncrest Publishing. This book was released on 2021-01-12 with total page 250 pages. Available in PDF, EPUB and Kindle. Book excerpt: You became a lawyer to help people and have a great life. Instead, you're working insane hours, not making the money you had hoped, and are not fulfilled by your life as a lawyer. Ali Katz was struggling with the same issues while also being a single mom who needed control of her calendar. When she saw major flaws in the way lawyers, like herself, were taught to serve families and small business owners, she decided to do something about it. Ali developed a new way to practice law-one that puts relationships before transactions. And while that made her happy, the icing on the cake was that she started generating over $1 million annually in just three years, all while going to her office just three days a week. Now, Ali brings this knowledge and experience to bear in The New Law Business Model. If you're a lawyer, there's no need to abandon your dreams. In this book, Ali shows how to use your most valuable asset-your law degree-for the good of families, small businesses, and most importantly, your well-being. Pulling from her own journey, Ali shares the roadmap she followed and insights she found that made her success possible. The old law business model is broken. It's time to replace it with one that works for you, your family, and your clients. It's time to take back your time, your income, and your humanity. The New Law Business Model was created to guide inspired lawyers like you into a new era.
Author :
Publisher :
ISBN 13 : 9780881242027
Total Pages : 750 pages
Book Rating : 4.2/5 (42 download)
Download or read book Estate Planning Practice written by and published by . This book was released on 1987-01-01 with total page 750 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : William P. Streng
Publisher : John Wiley & Sons
ISBN 13 : 1119157129
Total Pages : 736 pages
Book Rating : 4.1/5 (191 download)
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.
Author : Doug H. Moy
Publisher : Wiley
ISBN 13 : 9780471122593
Total Pages : 0 pages
Book Rating : 4.1/5 (225 download)
Download or read book Wealth Preservation written by Doug H. Moy and published by Wiley. This book was released on 1998-06-22 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Once the exclusive domain of specialist attorneys, estate planning is now a highly lucrative part of many accountants' and tax professionals' practices nationwide. If you are an accountant who would like to take advantage of this national trend as a way to diversify your services and significantly increase your profit base, this book is for you. Based on author Doug H. Moy's more than twenty-five years as a successful estate planning professional, it tells you everything you need to know about planning, building, managing, and marketing a thriving estate planning practice. Writing in a straightforward, jargon-free style, Moy deftly guides you step-by-step through the entire estate planning process. He shows you how to work with attorneys and clients to develop a solid, legally structured estate plan for maximum asset protection, estate preservation, and privacy. What's more, he shares the original wealth preservation and transfer strategies that helped make him one of today's most respected estate planning specialists. But that's not all. The fruit of Moy's two and a half decades as head of a national estate planning business, Wealth Preservation also provides you with a complete blueprint for starting and running your own successful estate planning practice, from fee-setting and billing to drawing up a consulting agreement and staying on top of the latest changes in the tax laws. An indispensable resource for PAs, EAs, CPAs, CFPs, insurance professionals, and banking service providers, Wealth Preservation contains a gold mine of proven business tools and techniques, including: * Methods for developing estate planning business among established clients * Prospecting how-to's for finding and qualifying new clients * All of the documentation you'll need in ready-to-use format * n original client financial information checklist that helps you get all of the crucial facts necessary to develop and prepare written plans and avoid malpractice suits * Worksheets that let you calculate estate taxes quickly and effortlessly--without expensive computer hardware and software * An original information storage and retrieval system A total guide to planning, building, managing, and marketing a thriving estate planning practice In this highly accessible guide to estate planning, expert Doug Moy shares everything he knows about establishing and managing a successful estate planning practice. Drawing on more than twenty-five years as head of his own successful national estate planning practice, Moy: * Clearly explains how to start your own estate planning practice * Guides you step-by-step through the entire estate planning process * Shows you how to work with attorneys and clients to develop a solid estate plan * Describes techniques for selling estate planning services to old and new clients * Covers all the important basic business issues, including fee-setting, billing, consulting agreements, working with attorneys, and more * Supplies all of the crucial documentation you'll need in your practice * Offers an original checklist that helps you guarantee that you get all of the important facts you need about clients' personal finances * Includes worksheets that make calculating estate taxes quicker and easier than ever * Provides a complete client fact-finding form for gathering personal and financial information Read Wealth Preservation and find out how to broaden your professional horizons and increase your revenues by making estate planning a part of your practice.
Author : David Westfall
Publisher : Warren Gorham & Lamont
ISBN 13 : 9780791341094
Total Pages : pages
Book Rating : 4.3/5 (41 download)
Download or read book Estate Planning Law and Taxation written by David Westfall and published by Warren Gorham & Lamont. This book was released on 2001 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Irving Kellogg
Publisher :
ISBN 13 :
Total Pages : 574 pages
Book Rating : 4.F/5 ( download)
Download or read book Managing an Estate Planning Practice written by Irving Kellogg and published by . This book was released on 1992 with total page 574 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author :
Publisher : Aspatore Books
ISBN 13 : 9780314272034
Total Pages : 0 pages
Book Rating : 4.2/5 (72 download)
Download or read book Strategies for Trusts and Estates in New York written by and published by Aspatore Books. This book was released on 2011 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Strategies for Trusts and Estates in New York provides an authoritative, insiders perspective on the current estate planning practice in New York State. Featuring experienced partners from law firms across the state, this book guides the reader through the latest developments that affect trusts and estates practitioners, including ongoing changes to powers of attorney, malpractice issues, asset protection, and state and federal estate taxes. From meeting with clients and determining goals to developing trusts and protecting business interests, the authors detail the step-by-step process of creating an effective and customized client strategy. These top lawyers also discuss new trends in trusts, how to match the right trust to the right client, and tactics for contesting a trust or estate. Additionally, these leaders analyze recent significant cases, the challenges of working with high net worth clients, and the impact of todays economy on the practice area. The different niches represented and the breadth of perspectives presented enable readers to get inside some of the great legal minds of today, as these skilled lawyers offer up their thoughts on the keys to success within this ever-evolving field.
Author : Irving Kellogg
Publisher :
ISBN 13 :
Total Pages : 384 pages
Book Rating : 4.F/5 ( download)
Download or read book Managing an Estate Planning Practice written by Irving Kellogg and published by . This book was released on 1982 with total page 384 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Brenda Geiger
Publisher : Word Association Publishers
ISBN 13 : 9781633855168
Total Pages : 0 pages
Book Rating : 4.8/5 (551 download)
Download or read book Secrets of Great Estate Planning written by Brenda Geiger and published by Word Association Publishers. This book was released on 2024-03-07 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: This fifth edition of Secrets of Great Estate Planning covers not only the basic things you'll need to know to set up and maintain your estate plan, but also more advanced planning strategies such as Retirement Plan Trusts and Irrevocable Gifting Trusts for children and grandchildren. In this easy-to-read book you'll discover: - What the probate process is in California and why it should be avoided - How to "fund" (transfer assets to) your revocable trust and which assets cannot be owned by your revocable trust - How you can protect your children's inheritance from creditors, predators and their future divorcing spouses - How you can protect your spouse with the right Marital Trust provisions in your revocable trust - The best way to ensure your retirement accounts are protected in the right way for your children to inherit them with asset protection - How to protect yourself if you own rental real estate with an LLC - The top 25 mistakes people make in their estate plans, and how to avoid them Brenda Geiger is a skilled and experienced Estate and Business Planning attorney in Carlsbad, California. Her practice focuses on protecting clients from the probate process, helping them avoid future litigation and on forward thinking asset protection for her clients and their heirs.
Author : Michael John Perkins
Publisher :
ISBN 13 : 9780409328264
Total Pages : 649 pages
Book Rating : 4.3/5 (282 download)
Download or read book Estate Planning written by Michael John Perkins and published by . This book was released on 2011 with total page 649 pages. Available in PDF, EPUB and Kindle. Book excerpt: Trusts and estates practice has become 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.
Author : Wayne M. Gazur
Publisher : Aspen Publishers
ISBN 13 :
Total Pages : 500 pages
Book Rating : 4.F/5 ( download)
Download or read book Estate Planning written by Wayne M. Gazur and published by Aspen Publishers. This book was released on 2008 with total page 500 pages. Available in PDF, EPUB and Kindle. Book excerpt: Using a case-study and problems approach, Estate Planning: Principles and Problems, Second Edition, introduces students To The principles of estate planning - progressing from fundamental to complex issues - and then encourages application of those principles by asking students to analyze short problems and exercises using real life client situations. This comprehensive and straightforward Coursebook Series paperback includes a CD containing a broad assortment of common and necessary forms employed in an estate planning practice that can be used to provide students with the drafting experience they will need as practicing attorneys. This hands-on coursebook is organized for maximum effect: fundamental issues are discussed first, then the authors move on to more complex issues, providing the student with the building blocks necessary to master the topics each chapter begins with an overview of topics covered, followed by a more detailed discussion of legal doctrines and principles case studies and exercises emphasize problems and solutions that arise in the actual estate planning process exercises and case studies explore a broad variety of issues and allow flexibility in teaching adaptable organization presents a life-cycle progression reflecting the changing needs of clients from youth through old age, and modest wealth to significant wealth an electronic forms supplement in CD effectively supports a drafting component To The course, essential to master the techniques coverage of federal tax issues is provided for those who wish to teach it, but the topic can be taught or omitted at the instructor's discretion a bibliography at the end of each chapter provides extensive reference sources Completely revamped with a new cover and a new title that better reflects its scholarly nature and comprehensive scope, The Second Edition offers further refinements: updated text to reflect developments in particular subject matters such as the Health Insurance Portability and Accountability Act of 1996, Circular 230 opinion letters, Rule Against Perpetuities, same-gender relationships, asset protection and Medicaid planning revised forms to reflect changes in the law since the First Edition Chapter 16 has been expanded into two chapters: one providing a comprehensive overview of the wealth transfer tax and planning techniques, and the other dealing with probate administration and preparation of the federal estate tax return now includes full texts of crucial cases and rulings, As well as teachable cases, such as: People v. Berge (attorney conflict of interest ethical discipline case) in Re Marriage of Guinn (marital property division case) Estate of Maria Cristofani (Crummey trusts) Revenue Ruling 2004-64 (defective grantor trusts) Revenue Ruling 95-58 (settlor's power to choose trustees) Audrey J. Walton (zeroed-out GRATs) Revenue Ruling 93-12 and Technical Advice Memorandum 9436005 (minority interest discounts) Revenue Ruling 66-167 (waiver of personal representative fees) Revenue Ruling 2006-26 (QTIP IRA trusts) Give your students the best preparation possible For The issues they will face in estate planning. Estate Planning: Principles and Problems, Second Edition , provides the opportunity for students not only to analyze realistic case studies but to experience the hands-on preparation of the appropriate forms and documents.
Author : L. Rush Hunt
Publisher : American Bar Association
ISBN 13 : 9781590313664
Total Pages : 242 pages
Book Rating : 4.3/5 (136 download)
Download or read book A Lawyer's Guide to Estate Planning written by L. Rush Hunt and published by American Bar Association. This book was released on 2004 with total page 242 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book provides an introduction to the basics of estate planning and will make this area of the law more accessible to the nonspecialist.
Author : Liza W. Hanks
Publisher : Nolo
ISBN 13 : 1413331467
Total Pages : 288 pages
Book Rating : 4.4/5 (133 download)
Download or read book Every Californian's Guide To Estate Planning written by Liza W. Hanks and published by Nolo. This book was released on 2024-01-30 with total page 288 pages. Available in PDF, EPUB and Kindle. Book excerpt: Finally, an Estate Planning Guide for Californians Every Californian’s Guide to Estate Planning helps you understand the basics of leaving money and property to loved ones and charities, and naming a guardian for children—with a special focus on issues unique to California, like: how community property rules affect inheritance and taxes how to minimize capital gains for those inheriting high value real estate legal and tax rules that apply to non-citizens and U.S. permanent residents important issues for international guardians, trustees, and executors how to understand the impact of “Prop 19,” and make sure your heirs don’t lose a low (“Prop 13”) property tax rate, and how to avoid California’s slow and expensive probate system through options such as transfer-on-death deeds. With Downloadable Worksheets Includes access to essential worksheets that help you get started on writing a will, preparing a trust, choosing a guardian, leaving money to kids, naming beneficiaries, choosing agents for your health care directive and power of attorney for finances, doing a personal inventory, and more.
Author : Suze Orman
Publisher : Three Rivers Press (CA)
ISBN 13 : 0609801864
Total Pages : 349 pages
Book Rating : 4.6/5 (98 download)
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.
Author : John O. Hargrove
Publisher :
ISBN 13 : 9780762602568
Total Pages : 506 pages
Book Rating : 4.6/5 (25 download)
Download or read book Estate Planning Practice written by John O. Hargrove and published by . This book was released on 1998-09-01 with total page 506 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Jerome A. Manning
Publisher : Practising Law Inst
ISBN 13 : 9781402404634
Total Pages : 815 pages
Book Rating : 4.4/5 (46 download)
Download or read book Manning on Estate Planning written by Jerome A. Manning and published by Practising Law Inst. This book was released on 2004 with total page 815 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by practitioners with more than 75 years of combined planning experience, Manning on Estate Planning has long been the planning tool of choice for seasoned professionals who want sound advice on how to craft flexible, individualized estate plans that help clients reach tax and non-tax goals.
