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Author : Daniel Stuenzi
Publisher :
ISBN 13 : 9781792302800
Total Pages : pages
Book Rating : 4.3/5 (28 download)
Download or read book The Family Estate Planning and Elder Law Guide written by Daniel Stuenzi and published by . This book was released on 2019-02-05 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Stuart D. Zimring
Publisher :
ISBN 13 : 9780820550688
Total Pages : 0 pages
Book Rating : 4.5/5 (56 download)
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:
Author : John R. Frazier
Publisher :
ISBN 13 : 9780990794004
Total Pages : 98 pages
Book Rating : 4.7/5 (94 download)
Download or read book Florida Elder Law, Medicaid Planning and Estate Planning written by John R. Frazier and published by . This book was released on 2016-09-16 with total page 98 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Right Advice and a Trustworthy Guide Too often, seniors and their families struggle with planning for elder care. Many are simply overwhelmed by the amount of information available, both online and in print. This book serves as a starting point to help you understand what is involved to legally protect assets, life savings, your spouse and your future as you age¿and to pass your legacy on to your loved ones. Included in Florida Elder Law, Medicaid Planning and Estate Planning: Introduction to Elder Law, Medicaid Planning and Estate Planning The Importance of Long-Term Care Planning and Estate Planning Florida Elder Law Florida Medicaid Planning Florida Estate Planning Veterans Benefits Selection of an Assisted Living Facility (ALF) or Nursing Home The Unlicensed Practice of Law in Florida
Author : Michael Ettinger
Publisher : CreateSpace
ISBN 13 : 9781453832059
Total Pages : 134 pages
Book Rating : 4.8/5 (32 download)
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.
Author : Steve Weisman
Publisher : FT Press
ISBN 13 : 0133092003
Total Pages : 501 pages
Book Rating : 4.1/5 (33 download)
Download or read book A Guide to Elder Planning written by Steve Weisman and published by FT Press. This book was released on 2013-01-03 with total page 501 pages. Available in PDF, EPUB and Kindle. Book excerpt: For millions of families, elder planning has become life's most important financial challenge. To plan successfully for aging, coordinated and knowledgeable action is indispensable. Whether you're concerned about your own future, your loved ones, or both, Steve Weisman's A Guide to Elder Planning, Second Edition brings together all the up-to-date knowledge and practical insights you'll need. Thorough, realistic, friendly, and easy to read, it covers all the financial, legal, and personal issues faced by seniors and their families. Weisman is one of the nation's most respected eldercare attorneys: through his nationally syndicated radio show A Touch of Grey and his books, he's already helped millions of seniors and their families. Now, he brings together practical insights and specific, innovative solutions for estate planning, investment planning, long term care planning, housing, Medicare, Medicaid, retirement planning, Social Security, veterans' benefits, asset protection, substitute decision making, income tax planning, age discrimination, protection from abuse and scams, end of life issues, and much more. From navigating fast-changing benefits programs to preparing healthcare directives, this trustworthy book explains it all -- in plain, crystal-clear English!
Author : Richard J. Shapiro J.D.
Publisher : Archway Publishing
ISBN 13 : 1480844950
Total Pages : 203 pages
Book Rating : 4.4/5 (88 download)
Download or read book Secure Your Legacy written by Richard J. Shapiro J.D. and published by Archway Publishing. This book was released on 2017-03-29 with total page 203 pages. Available in PDF, EPUB and Kindle. Book excerpt: Imagine building a new home without a set of blueprintssounds absurd, doesnt it? Its no different than creating an estate plan without establishing planning goals, but far too often people engage in estate planning without thinking about what they want to accomplish. In Secure Your Legacy, attorney Richard J. Shapiro tackles the daunting aspects of estate planning and elder law. He answers questions such as: How do you determine if you need a will or a trust (or both)? Whats the difference between a revocable and irrevocable trust? How do you protect assets if you need long-term care? How do you reduce your exposure to estate taxes? He also shares tips on planning for a child with special needs, transferring a business, and ensuring a beloved pet is taken care of if you die or become incapacitated. He also explains why you should never create an estate plan online. Filled with real-world examples, this guide gives you the critical information you need to work with an attorney to create an estate plan that protects you and your loved ones.
Author : Frederick K. Hoops
Publisher :
ISBN 13 :
Total Pages : pages
Book Rating : 4.:/5 (94 download)
Download or read book Family Estate Planning Guide written by Frederick K. Hoops and published by . This book was released on 1994 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Harry S. Margolis
Publisher :
ISBN 13 : 9781733931090
Total Pages : 0 pages
Book Rating : 4.9/5 (31 download)
Download or read book Get Your Ducks in a Row written by Harry S. Margolis and published by . This book was released on 2023-04-14 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: NEWLY UPDATED 2023 EDITION If you're over 55, you probably know you need an estate plan. What you might not know is how to create one. Questions about cost, confusion about options, and difficulty talking about subjects like disability and death can make the process of preparing for the future seem overwhelming. That's probably why most people put it off-even though the results of doing nothing can sometimes be devastating. What you need is a guide that explains the process clearly and comprehensively, in terms you can understand and actually use. Get Your Ducks in a Row: The Baby Boomers Guide to Estate Planning tells you everything you ever wanted (or perhaps never wanted) about estate planning. Written by elder law and estate planning expert Attorney Harry S. Margolis, Get Your Ducks in a Row: The Baby Boomers Guide to Estate Planning takes you through the estate planning process step by step. Whether you're currently creating a plan, getting ready to start, or looking for an explanation of documents you've already signed, this book will provide the information you need, including: Answers to the most common estate planning questions Common estate planning terms demystified The five (or six or seven) essential documents everyone over 55 needs (and how to fill them out) An overview of more complex estate planning scenarios Help deciding when it's time to consult an attorney And more... Featuring practical advice and easy-to-follow examples gleaned from the author's 30-plus years of experience in elder law and estate planning, Get Your Ducks in a Row: The Baby Boomers Guide to Estate Planning will help you take control, make a plan, and ensure your family-and yourself-a secure and comfortable future.
Author : Kenney F. Hegland
Publisher : West Academic Publishing
ISBN 13 : 9780314283818
Total Pages : 0 pages
Book Rating : 4.2/5 (838 download)
Download or read book A Short and Happy Guide to Elder Law written by Kenney F. Hegland and published by West Academic Publishing. This book was released on 2013 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Softbound - New, softbound print book.
Author :
Publisher :
ISBN 13 :
Total Pages : 1050 pages
Book Rating : 4.3/5 (91 download)
Download or read book Trusts and Miscellaneous written by and published by . This book was released on 1900 with total page 1050 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author :
Publisher :
ISBN 13 : 9780314195609
Total Pages : 0 pages
Book Rating : 4.1/5 (956 download)
Download or read book Elder Law Trusts and Estates written by and published by . This book was released on 2008 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Elder Law Trusts and Estates is an authoritative, insider's perspective on best practices for working with clients and their families during the estate planning process. Featuring partners and chairs from law firms around the nation, these experts guide the reader step-by-step through the estate planning process when working with elderly clients and offer advice on overcoming common challenges in asset protection by ensuring appropriate documentation, managing timing, and avoiding tax problems. These top lawyers discuss the importance of understanding the client's goals by obtaining key information, developing a good attorney-client relationship, and managing interactions with family members who may be involved in the estate planning process. Additionally, these leaders outline important jurisdictional considerations and offer their thoughts on recent regulatory developments and trends that will have an impact on estate planning. 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 experienced lawyers offer up their thoughts around the keys to navigating an ever-evolving area of law. Book jacket.
Author : N. Brian Caverly
Publisher : John Wiley & Sons
ISBN 13 : 1118053958
Total Pages : 397 pages
Book Rating : 4.1/5 (18 download)
Download or read book Estate Planning For Dummies written by N. Brian Caverly and published by John Wiley & Sons. This book was released on 2011-03-08 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 : Harry Margolis
Publisher :
ISBN 13 : 9781733931069
Total Pages : 262 pages
Book Rating : 4.9/5 (31 download)
Download or read book Baby Boomers Guide to Trusts written by Harry Margolis and published by . This book was released on 2021-10 with total page 262 pages. Available in PDF, EPUB and Kindle. Book excerpt: Trusts are the Swiss army knife of estate planning-they are versatile tools that can be used to achieve many different goals. But few non-professionals understand how they work. Written by elder law and estate planning expert Harry S. Margolis, The Baby Boomers Guide to Trusts: Your All-Purpose Estate Planning Tool answers the many questions trust grantors, beneficiaries and trustees have, including: - What distributions can you or must you make? - How is the trust taxed? - What fees may the trustee charge? - Who has a right to accounts? - How can a trust help you meet your tax, asset protection, and long-term care planning goals? Featuring practical advice and easy-to-follow examples gleaned from the author's 30-plus years of experience in elder law and estate planning and questions posed by consumers on his website, AskHarry.info, The Baby Boomers Guide to Trusts: Your All-Purpose Estate Planning Tool will help you know when to use a trust in your estate planning, how to manage it as trustees, and your rights as a beneficiary.
Author : Victor Medina
Publisher : Createspace Independent Publishing Platform
ISBN 13 : 9781727853742
Total Pages : 106 pages
Book Rating : 4.8/5 (537 download)
Download or read book Make It Last written by Victor Medina and published by Createspace Independent Publishing Platform. This book was released on 2018-10-12 with total page 106 pages. Available in PDF, EPUB and Kindle. Book excerpt: A new practical planning guide from acclaimed author and estate planning attorney, Victor J. Medina. The newest addition to the Make It Last series focuses on protecting your assets should you or a loved one have a need for long term care. This book is the ultimate guide for yourself, loved ones, or your clients, on how to plan, every step of the way, once you realize there will be a need for long term care, whether it is in the near future or awhile down the road.
Author : Jeanne C. Blackmore
Publisher :
ISBN 13 : 9781575898650
Total Pages : pages
Book Rating : 4.8/5 (986 download)
Download or read book A Practical Guide to Estate Planning in Vermont written by Jeanne C. Blackmore and published by . This book was released on 2015-05-29 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Liza Weiman Hanks
Publisher : NOLO
ISBN 13 : 9781413306347
Total Pages : 228 pages
Book Rating : 4.3/5 (63 download)
Download or read book The Busy Family's Guide to Estate Planning written by Liza Weiman Hanks and published by NOLO. This book was released on 2007 with total page 228 pages. Available in PDF, EPUB and Kindle. Book excerpt: Protect your family in 10 simple steps!
Author : Deirdre R. Wheatley-Liss
Publisher : Apress
ISBN 13 : 143024495X
Total Pages : 330 pages
Book Rating : 4.4/5 (32 download)
Download or read book Plan Your Own Estate written by Deirdre R. Wheatley-Liss and published by Apress. This book was released on 2014-03-01 with total page 330 pages. Available in PDF, EPUB and Kindle. Book excerpt: Plan Your Own Estate: Passing on Your Assets and Your Values Legally and Efficiently takes a straightforward and engaging “you”-oriented approach to dealing with one of life’s certainties--death. While you "can’t take it with you," this book empowers you to decide how your assets can best help your family when you are gone. Experienced attorney Deirdre R. Wheatley-Liss concentrates into this book the experience she's had helping hundreds of families work through their estate plans. Whether you have modest or extensive assets, Plan Your Own Estate provides the knowledge you need to design your plan and the tools you need to move forward. The starting place is your goals. Part 1 of the book asks, "What do you want to accomplish for yourself and your family?" The next step depends on you. Are you looking to educate yourself about how a will or trust is structured, or how tax law works? Part 2, Resource Guides, breaks down tough topics like these and delivers actionable information. Have questions about what your estate plan should say? Part 3, Planning Guides, goes through an attorney’s analysis in considering the most frequently asked estate planning questions. Thinking about creating your own estate plan, or hiring an attorney? Part 4, Action Guides, helps you start your estate plan and make sure it’s complete, or review any plan you may already have in place. Nobody likes talking about death, taxes, or disability--but not thinking about them will not make them go away. Plan Your Own Estate will help you make a plan, put it in place, and take control of how your money and your values are being passed to your family. This book includes: Comprehensive “plain English” coverage of every aspect of planning your estate Methods to protect your loved ones' inheritance from taxes, immaturity, lack of financial knowledge, incapacity, creditors, and predators Planning guides for families with children, singles, second marriages, business owners, unmarried or same-sex couples, and more Up-to-date information regarding changing laws and best practices
