Your Estate Matters

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Your Estate Matters

Author : Patti S. Spencer, Esq.
Publisher : Author House
ISBN 13 : 1496935292
Total Pages : 577 pages
Book Rating : 4.4/5 (969 download)

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Book Synopsis Your Estate Matters by : Patti S. Spencer, Esq.

Download or read book Your Estate Matters written by Patti S. Spencer, Esq. and published by Author House. This book was released on 2015-01-13 with total page 577 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Patti Spencer has learned everything there is to know on this subject and has written down a good bit of it in this book. This is a tremendous help to individuals as they try to sort out their estate and tax planning needs." - Matthew J. Creme, Jr. Partner at Nikolaus & Hohenadel LLP, Former President of the PA Bar Association "When it comes to estate planning and tax law, there's simply no one better than Patti Spencer. She demystifies estate planning in a way that is accessible for all. Known for her no nonsense style and humor, this book is a must-have for anyone making their estate plans or just trying to understand the process." - Samuel Bressi, President & CEO of Lancaster County Community Foundation "I have read Patti Spencer's newspaper column on a weekly basis for several years now, and never tire of learning more about estate planning and tax law. Patti manages to take complicated issues and reduce them to their simplest form." - David Griffith, Former Business Editor at Intelligencer Journal We don't intend to neglect our estate and financial plans, but it is so easy to be overwhelmed with conflicting financial advice. Your Estate Matters will bring clarity to those pesky, rapidly changing tax laws and will provide you with the accurate information you need to properly manage your estate. Your Estate Matters offers a practical down-to-earth approach that explains the ins and outs of estate planning, tax savings, and other issues that directly affect your family's pocketbook: income tax, living wills, trusts, prenuptial agreements, college savings, and retirement planning. If you want to stay ahead of the curve, are ready to plan your own estate, have aging parents, or have recently retired, this is the book you need to read.

Plan Your Estate

Author : Denis Clifford
Publisher : NOLO
ISBN 13 : 9780873375801
Total Pages : 476 pages
Book Rating : 4.3/5 (758 download)

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Book Synopsis Plan Your Estate by : Denis Clifford

Download or read book Plan Your Estate written by Denis Clifford and published by NOLO. This book was released on 2000 with total page 476 pages. Available in PDF, EPUB and Kindle. Book excerpt: Covers everything from the basics about wills and living trusts to sophisticated tax-saving strategies for all estates, large and small.

Estate Planning for What Matters Most

Author : Jeffrey A. Nirenstein
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.

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.

Nine Steps to Financial Freedom

Author : Suze Orman
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.

Estate Planning 101

Author : Vicki Cook
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.

Your Estate Planning Matters

Author : Paula M. Jones
Publisher :
ISBN 13 : 9781934048061
Total Pages : 226 pages
Book Rating : 4.0/5 (48 download)

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Book Synopsis Your Estate Planning Matters by : Paula M. Jones

Download or read book Your Estate Planning Matters written by Paula M. Jones and published by . This book was released on 2008* with total page 226 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Leading Matters

Author : John L. Hennessy
Publisher : Stanford University Press
ISBN 13 : 1503608026
Total Pages : 221 pages
Book Rating : 4.5/5 (36 download)

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Book Synopsis Leading Matters by : John L. Hennessy

Download or read book Leading Matters written by John L. Hennessy and published by Stanford University Press. This book was released on 2018-09-04 with total page 221 pages. Available in PDF, EPUB and Kindle. Book excerpt: In Leading Matters, current Chairman of Alphabet (Google's parent company), former President of Stanford University, and "Godfather of Silicon Valley," John L. Hennessy shares the core elements of leadership that helped him become a successful tech entrepreneur, esteemed academic, and venerated administrator. Hennessy's approach to leadership is laser-focused on the journey rather than the destination. Each chapter in Leading Matters looks at valuable elements that have shaped Hennessy's career in practice and philosophy. He discusses the pivotal role that humility, authenticity and trust, service, empathy, courage, collaboration, innovation, intellectual curiosity, storytelling, and legacy have all played in his prolific, interdisciplinary career. Hennessy takes these elements and applies them to instructive stories, such as his encounters with other Silicon Valley leaders including Jim Clark, founder of Netscape; Condoleezza Rice, former U.S. Secretary of State and Stanford provost; John Arrillaga, one of the most successful Silicon Valley commercial real estate developers; and Phil Knight, founder of Nike and philanthropist with whom Hennessy cofounded Knight-Hennessy Scholars at Stanford University. Across government, education, commerce, and non-profits, the need for effective leadership could not be more pressing. This book is essential reading for those tasked with leading any complex enterprise in the academic, not-for-profit, or for-profit sector.

Ettinger on Elder Law Estate Planning

Author : Michael Ettinger
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.

Inherit More

Author : Martin M. Shenkman
Publisher : John Wiley & Sons
ISBN 13 : 0471480967
Total Pages : 290 pages
Book Rating : 4.4/5 (714 download)

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Book Synopsis Inherit More by : Martin M. Shenkman

Download or read book Inherit More written by Martin M. Shenkman and published by John Wiley & Sons. This book was released on 2003-07-25 with total page 290 pages. Available in PDF, EPUB and Kindle. Book excerpt: Bestselling author and estate-planning expert Martin Shenkman helps you INHERIT MORE Elderly parents and benefactors need your help, and helping them can also preserve the largest financial windfall of your life-an inheritance. Finally, there's a book that answers all your questions. Inherit More is the straightforward, practical guide to keeping more of what's rightfully yours. It also helps you broach a difficult subject with your loved ones. It provides sensitive advice on talking to parents and practical guidance for dealing with family, financial, and other issues critical to every benefactor and critical to preserving your inheritance. Caring children of any age will find proven, world-class counsel on dealing with every major inheritance problem, including: * Honoring your parents' requests and making them comfortable addressing a plan * Resolving and avoiding issues between heirs * Finding the right insurance to safeguard your parents and their assets * Helping your parents invest properly * How your parents can distribute jewelry without the children fighting * Helping an elderly or ill parent locate missing assets * Dealing with lawyers Estate-planning expert and tax accountant Martin Shenkman also offers six simple steps you can take now to help your parents and safeguard your inheritance for the future. Dealing with issues of inheritance can be a difficult and emotional experience. That's why Inherit More offers the thoughtful, proven advice to help you get through tough times with as little distress as possible.

Suze Orman's Protection Portfolio

Author : Suze Orman
Publisher :
ISBN 13 : 9781401901189
Total Pages : 166 pages
Book Rating : 4.9/5 (11 download)

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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.

Your New York Wills, Trusts, & Estates Explained Simply

Author : Linda C. Ashar
Publisher : Atlantic Publishing Company
ISBN 13 : 1601384122
Total Pages : 290 pages
Book Rating : 4.6/5 (13 download)

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Book Synopsis Your New York Wills, Trusts, & Estates Explained Simply by : Linda C. Ashar

Download or read book Your New York Wills, Trusts, & Estates Explained Simply written by Linda C. Ashar and published by Atlantic Publishing Company. This book was released on 2011 with total page 290 pages. Available in PDF, EPUB and Kindle. Book excerpt: Few people want to think about what would happen to their families if they become disabled or die; however, planning for these occurrences in advance will reduce potential stress on your family later in life. The right plan can protect the value of your estate and spare your loved ones unnecessary hassles and legal conflicts. This book will take the guesswork out of planning your estate and help you finally understand the complex processes. Your New York Wills, Trusts, & Estates Explained Simply will help you glide through this complicated process. This book has been adapted to offer New York residents state-specific advice for estate planning. Author Linda C. Ashar, attorney at law, has crafted an estate-planning primer that allows New York residents to become more informed and more involved during the process. Your New York Wills, Trusts, & Estates Explained Simply will provide all the information you need to choose, set up, and execute a will, trust, or estate. You will learn the legal terminology, including beneficiary, probate, trustor, trustee, assets, guardianship, and executor. You will also learn about trust agreements, trust property, settlement costs, life insurance, durable powers of attorney, marital deductions, gift splitting, survivorship deeds, gift tax issues, generation skipping transfer tax, tax deferred accounts, and advance directives. Atlantic Publishing is a small, independent publishing company based in Ocala, Florida. Founded over twenty years ago in the company presidentâe(tm)s garage, Atlantic Publishing has grown to become a renowned resource for non-fiction books. Today, over 450 titles are in print covering subjects such as small business, healthy living, management, finance, careers, and real estate. Atlantic Publishing prides itself on producing award winning, high-quality manuals that give readers up-to-date, pertinent information, real-world examples, and case studies with expert advice. Every book has resources, contact information, and web sites of the products or companies discussed.

Splitting Heirs

Author : Ron Blue
Publisher : Moody Publishers
ISBN 13 : 9780802480781
Total Pages : 224 pages
Book Rating : 4.4/5 (87 download)

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Book Synopsis Splitting Heirs by : Ron Blue

Download or read book Splitting Heirs written by Ron Blue and published by Moody Publishers. This book was released on 2008-01-01 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt: Finish well. That is what we are called to do in Scripture, but where will our money and possessions finish? The Bible has the principles that provide answers to the challenge of parenting and passing along an in heritage. Within the next decade, over ONE TRILLION DOLLARS will change hands from one generation to the next. Individuals with adult children will need to transfer that wealth without ruining their heirs' lives. Ron Blue, an authority on personal and business finance, will help: ~Identify exactly how much money would be transferred were the reader to die today ~Identify the need for creating a will ~Identify tax-wise financial planning ~Teach the way to leave money without creating an unhealthy dependence

Family Matters

Author : Rohinton Mistry
Publisher : Emblem Editions
ISBN 13 : 1551994364
Total Pages : 482 pages
Book Rating : 4.5/5 (519 download)

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Book Synopsis Family Matters by : Rohinton Mistry

Download or read book Family Matters written by Rohinton Mistry and published by Emblem Editions. This book was released on 2011-02-18 with total page 482 pages. Available in PDF, EPUB and Kindle. Book excerpt: Set in Bombay in the mid-1990s, Family Matters tells a story of familial love and obligation, of personal and political corruption, of the demands of tradition and the possibilities for compassion. Nariman Vakeel, the patriarch of a small discordant family, is beset by Parkinson’s and haunted by memories of his past. He lives with his two middle-aged stepchildren, Coomy, bitter and domineering, and her brother, Jal, mild-mannered and acquiescent. But the burden of the illness worsens the already strained family relationships. Soon, their sweet-tempered half-sister, Roxana, is forced to assume sole responsibility for her bedridden father. And Roxana’s husband, besieged by financial worries, devises a scheme of deception involving his eccentric employer at a sporting goods store, setting in motion a series of events that leads to the narrative’s moving outcome. Family Matters has all the richness, the gentle humour, and the narrative sweep that have earned Mistry the highest of accolades around the world.

Estate Planning for People with a Chronic Condition or Disability

Author : Martin M. Shenkman, CPA, MBA, JD
Publisher : Demos Medical Publishing
ISBN 13 : 9781935281078
Total Pages : 1120 pages
Book Rating : 4.2/5 (81 download)

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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 1120 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

Getting your affairs in order

Author :
Publisher :
ISBN 13 :
Total Pages : 12 pages
Book Rating : 4.:/5 (319 download)

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Book Synopsis Getting your affairs in order by :

Download or read book Getting your affairs in order written by and published by . This book was released on 2004 with total page 12 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Legal Will Kit

Author : Enodare
Publisher : Enodare Limited
ISBN 13 : 1906144397
Total Pages : 156 pages
Book Rating : 4.9/5 (61 download)

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Book Synopsis Legal Will Kit by : Enodare

Download or read book Legal Will Kit written by Enodare and published by Enodare Limited. This book was released on 2011-04 with total page 156 pages. Available in PDF, EPUB and Kindle. Book excerpt: Create Your Will in Minutes If you die without making a valid last will and testament, you will have died intestate. You will then have no control over who your property is distributed to or even who takes care of your children following your death. Both of these matters will be determined by state laws which are often decades old. There is also the added risk that your estate could be substantially depleted due to the high levels of legal and professional fees associated with dying intestate. Making a last will and testament is the only way to ensure that you have control over these matters and that you can properly provide for the needs of your family. This self-help kit provides you with step-by-step instructions, detailed information and all the legal forms necessary to make a will and to ensure that your property passes to your loved ones after your death. Make cash and specific property gifts to your loved ones Appoint guardians to care for your minor children Appoint executors to wind up your estate Create trusts for minor beneficiaries Make funeral arrangements