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The Estate Planning Checklist
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Book Synopsis Suze Orman's Protection Portfolio by : Suze Orman
Download or read book Suze Orman's Protection Portfolio written by Suze Orman and published by . This book was released on 2002 with total page 166 pages. Available in PDF, EPUB and Kindle. Book excerpt: Suze Orman's Financial Package is a systematic approach for organising your essential documents. The Financial Package is very different from any other product of this type, because Suze has included three CDs that actually include the forms and instructions to create your own advanced directive with durable power of attorney for health care, financial power of attorney, will, and a trust.
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.
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.
Author :Michael T. Palermo Publisher :Sterling Publishing Company, Inc. ISBN 13 :9781402718380 Total Pages :276 pages Book Rating :4.7/5 (183 download)
Book Synopsis AARP Crash Course in Estate Planning by : Michael T. Palermo
Download or read book AARP Crash Course in Estate Planning written by Michael T. Palermo and published by Sterling Publishing Company, Inc.. This book was released on 2004-12-11 with total page 276 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Essential Guide to Wills, Trusts, and you personal legacy. What you need to know before consulting you attorney.
Book Synopsis The Mom's Guide to Wills & Estate Planning by : Liza Hanks
Download or read book The Mom's Guide to Wills & Estate Planning written by Liza Hanks and published by NOLO. This book was released on 2009 with total page 242 pages. Available in PDF, EPUB and Kindle. Book excerpt: Presents a comprehensive guide on understanding and preparing wills and trusts for parents of young children, describing the process of selecting a guardian, buying life insurance, designating powers of attorney, and choosing beneficiaries.
Book Synopsis A Visual Artist's Guide to Estate Planning by : Barbara Hoffman (J.D.)
Download or read book A Visual Artist's Guide to Estate Planning written by Barbara Hoffman (J.D.) and published by . This book was released on 1998 with total page 292 pages. Available in PDF, EPUB and Kindle. Book excerpt: "A visual Artist's Guide to Estate Planning is a comprehensive handbook designed to assist artists in planning their estates. The book has two main parts and an appendix. Part I introduces general estate planning concepts and offers practical advice and general legal discussion on issues raised by artists at an estate planning conference. Part II consists of an in-depth discussion of policy and law on selected issues of estate planning and administration for visual artists. This section was written by the Committee on Art Law of the Association of the Bar of the City of New York. The appendix contains additional information, resources, and sample forms."--Back cover
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.
Book Synopsis Complete Guide to Planning Your Estate in New Jersey by : Linda Ashar
Download or read book Complete Guide to Planning Your Estate in New Jersey written by Linda Ashar and published by . This book was released on 2014 with total page 361 pages. Available in PDF, EPUB and Kindle. Book excerpt: What happens to your estate after you are gone is very much within your control. Estate planning is not only for the wealthy; it is for everyone. It is simply the process of deciding where your assets are to be distributed after you die.
Book Synopsis The ABA Practical Guide to Estate Planning by : Jay A. Soled
Download or read book The ABA Practical Guide to Estate Planning written by Jay A. Soled and published by Amer Bar Assn. This book was released on 2011 with total page 523 pages. Available in PDF, EPUB and Kindle. Book excerpt: The ABA Practical Guide to Estate Planning will help guide clients to an effective estate plan to fit their needs. For both the novice and experienced estate planning practitioner, this practical guide offers sound advice from leading estate planners around the country who share their knowledge and expertise so that you don't miss a step in the process.
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!
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.
Book Synopsis A Practical Guide to Estate Planning in Massachusetts by : Jon E. Steffensen
Download or read book A Practical Guide to Estate Planning in Massachusetts written by Jon E. Steffensen and published by . This book was released on 2000 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Estate Planning Smarts by : Deborah L. Jacobs
Download or read book Estate Planning Smarts written by Deborah L. Jacobs and published by Djworking Unlimited. This book was released on 2009 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Designed to raise people?s awareness of the need to plan for themselves and those they love. Whether they are tackling the subject for the first time or revising an existing plan, this book is an essential guide. Includes tax law changes effective in 2010 and how they apply to readers.
Book Synopsis Estate Planning for the Modern Family: A Georgian's Guide to Wills, Trusts, and Powers of Attorney by : John P. Farrell
Download or read book Estate Planning for the Modern Family: A Georgian's Guide to Wills, Trusts, and Powers of Attorney written by John P. Farrell and published by Independently Published. This book was released on 2018-07-16 with total page 162 pages. Available in PDF, EPUB and Kindle. Book excerpt: Imagine the patriarch of the family is in his second marriage. He is retired from a business he currently owns and has several children. Imagine two of his children are grown, married, and from his first marriage. One of his children is a toddler and is from his second marriage. Also, imagine he is the stepfather to a child born to his second wife. Now, imagine his daughter runs the business he created and owns. She is married to a man who is a real estate agent and they have three children together. His son is in a same-sex marriage and he and his partner have adopted a daughter. Imagine from one man you have a second marriage, retiree, raising a toddler, stepson, married daughter, same-sex marriage, adoption, and grandchildren. Sounds like the makings of a good sitcom, doesn
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 Basic Estate Planning in Florida by : Florida Bar. Continuing Legal Education
Download or read book Basic Estate Planning in Florida written by Florida Bar. Continuing Legal Education and published by . This book was released on 1980 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis The Estate Planning Companion - A Practical Guide to Your Estate Plan by : Mark Coulter
Download or read book The Estate Planning Companion - A Practical Guide to Your Estate Plan written by Mark Coulter and published by Lulu.com. This book was released on 2009 with total page 294 pages. Available in PDF, EPUB and Kindle. Book excerpt: Taking the complexity of the law of Estate Planning and making it understandable to the rest of us, in The Estate Planning Companion, attorney Mark T. Coulter shows you a method to approach estate planning in order to manage your assets in life and thereafter, while bringing peace of mind to you and your family. Intended to bridge the communication gap between lawyers and their clients, The Estate Planning Companion explains in straightforward language a full range of topics every responsible adult should consider about their life, assets and affairs. Includes Living Trusts, Powers of Attorney, Letters of Instruction, Wills, Trusts, Life Insurance, Living Wills, Long Term Care Insurance, Medicaid nursing home planning, Probate and Asset Inventories for you and your family. Learn why you can't rely on fill-in-the blank forms or internet-only lawyers. Whether you are just starting out, mid-career, or in retirement now, this information will help you make the best planning decisions.
