Understanding Living Trusts

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Author :
Publisher : Schumacher Publishing
ISBN 13 :
Total Pages : 230 pages
Book Rating : 4.0/5 ( download)

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Book Synopsis Understanding Living Trusts by : Vickie Schumacher

Download or read book Understanding Living Trusts written by Vickie Schumacher and published by Schumacher Publishing. This book was released on 1990 with total page 230 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written in clear, conversational English, this book can help anyone understand how a living trust avoids the complications, expenses, and delays of probate at times of incapacity and death.

Wills, Trusts, and Estates, Tenth Edition

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Author :
Publisher : Aspen Publishing
ISBN 13 : 1454876425
Total Pages : 1072 pages
Book Rating : 4.4/5 (548 download)

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Book Synopsis Wills, Trusts, and Estates, Tenth Edition by : Robert H. Sitkoff

Download or read book Wills, Trusts, and Estates, Tenth Edition written by Robert H. Sitkoff and published by Aspen Publishing. This book was released on 2017-06-05 with total page 1072 pages. Available in PDF, EPUB and Kindle. Book excerpt: Wills, Trusts, and Estates

The Living Trust

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Author :
Publisher : McGraw-Hill/Contemporary
ISBN 13 : 9780809230310
Total Pages : 388 pages
Book Rating : 4.2/5 (33 download)

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Book Synopsis The Living Trust by : Henry W. Abts

Download or read book The Living Trust written by Henry W. Abts and published by McGraw-Hill/Contemporary. This book was released on 1997 with total page 388 pages. Available in PDF, EPUB and Kindle. Book excerpt: The failproof way to pass along your estate to your heirs without lawyers, courts, or the probate system.

Wills, Trusts, and Estates

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Author :
Publisher : Aspen Publishers
ISBN 13 :
Total Pages : 660 pages
Book Rating : 4.F/5 ( download)

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Book Synopsis Wills, Trusts, and Estates by : Gerry W. Beyer

Download or read book Wills, Trusts, and Estates written by Gerry W. Beyer and published by Aspen Publishers. This book was released on 1999 with total page 660 pages. Available in PDF, EPUB and Kindle. Book excerpt: This new addition To The popular Examples & Explanations Series brings a new degree of clarity to Will, Trusts, and Estates. Noted author Gerry Beyer helps students work through troublesome topics to get a firm grasp of the underlying concepts of the subject. WILLS, TRUSTS, AND ESTATES: Examples & Explanations is equally well suited for class use or independent study. This lively and engaging text lead students to enlightenment through the careful use of: -sample wills and trusts -clear and lucid explanations -effective practice problems -a no-intimidating, conversational tone Instructors will appreciate the book's flexible an adaptable structure that complements a wide range of teaching approaches. Beyer's comprehensive text explores: -non-probate assets -estate administration -disability and death planning -malpractice and professional responsibility -wealth transfer taxation For extra help with an especially difficult concept or a solid review of the entire subject, WILLS, TRUSTS, AND ESTATES: Examples and Explanations is an excellent choice. Table of Contents Chapter 1: Introduction and Overview 1.1 Brief History of Property Transference When Owner Dies 1.2 Basic Terminology Used in This Book 1.3 Determination of Applicable Law 1.4 the 'Big Picture' PART ONE - INTESTATE SUCCESSION Chapter 2: Descent and Distribution 2.1 Reasons Most Individuals Die Intestate 2.2 Historical Development of Descent and Distribution 2.3 Surviving Spouse 2.4 Descendants 2.5 Ancestors and Collaterals 2.6 Escheat Chapter 3: Treatment of Certain Categories of Potential Heirs 3.1 Posthumous or Afterborn Heirs 3.2 Adopted Individuals 3.3 Non-Marital Children 3.4 Children from Alternative Reproduction Technologies 3.5 Stepchildren 3.6 Half-Blooded Collateral Heirs 3.7 Non-United States Citizens 3.8 Unworthy Heirs Chapter 4: Other Intestate Succession Issues 4.1 Ancestral Property 4.2 Advancements 4.3 Survival 4.4 Disclaimers 4.5 Assignment or Release of Expectancy to Inherit 4.6 Equitable Conversion 4.7 Liability for Debts of Predeceased Intermediary 4.8 Heir Designation 4.9 Choice of Law PART TWO - WILLS Chapter 5: Requirements for a Valid Will 5.1 Legal Capacity 5.2 Testamentary Capacity (Sound Mind) 5.3 Testamentary Intent 5.4 Formalities Chapter 6: Changing Circumstances After Will Execution - Property 6.1 Classification of Testamentary Gifts 6.2 Ademption by Extinction 6.3 Ademption by Satisfaction 6.4 Changes in Value 6.5 Exoneration 6.6 Abatement 6.7 Tax Apportionment Chapter 7: Changing Circumstances After Will Execution - Persons 7.1 Marriage of a Testator 7.2 Divorce of Testator 7.3 Pretermitted Heirs 7.4 Death of Beneficiary - Lapse 7.5 Failure of Charitable Gift - Cy Pres 7.6 Survival Chapter 8: Revocation of Wills 8.1 Revocation by Operation of Law 8.2 Revocation by Physical Act 8.3 Revocation by Subsequent Writing 8.4 Presumptions 8.5 Revival 8.6 Conditional Revocation 8.7 Multiple Originals Chapter 9: Interpretation and Construction 9.1 Ambiguity 9.2 Integration 9.3 Incorporation by Reference 9.4 Facts of Independent Significance 9.5 Tangible Personal Property Document 9.6 Pour-Over Provisions 9.7 Precatory Language 9.8 Class Gifts 9.9 Dead Person's Statute Chapter 10: Will Contests 10.1 Failure to Satisfy Requirements of a Valid Will 10.2 Insane Delusions 10.3 Undue Influence 10.4 Duress 10.5 Fraud 10.6 Mistake 10.7 Remedies 10.8 Preventing Will Contests Chapter 11: Other Will Issues 11.1 Conditional Wills

Wills, Trusts, and Estates

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Author :
Publisher : Foundation Press
ISBN 13 : 9781642421118
Total Pages : 1050 pages
Book Rating : 4.4/5 (211 download)

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Book Synopsis Wills, Trusts, and Estates by : DANAYA C. WRIGHT

Download or read book Wills, Trusts, and Estates written by DANAYA C. WRIGHT and published by Foundation Press. This book was released on 2021-03-19 with total page 1050 pages. Available in PDF, EPUB and Kindle. Book excerpt: CasebookPlus Hardbound - New, hardbound print book includes lifetime digital access to an eBook, with the ability to highlight and take notes, and 12-month access to a digital Learning Library that includes self-assessment quizzes tied to this book, leading study aids, an outline starter, and Gilbert Law Dictionary.

Death, Deeds, and Descendents

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Author :
Publisher : Routledge
ISBN 13 : 1351523449
Total Pages : 256 pages
Book Rating : 4.3/5 (515 download)

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Book Synopsis Death, Deeds, and Descendents by : Remi Clignet

Download or read book Death, Deeds, and Descendents written by Remi Clignet and published by Routledge. This book was released on 2018-02-06 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt: Clignet's analysis of inheritance patterns in modern America is the first sustained treatment of the subject by a sociologist. Clignet shows that even today inheritance serves to perpetuate both familial wealth and familial relations. He examines what leads decedents to chose particular legal instruments (wills, trusts, insurance policies, gifts inter vivos) and how, in turn, the instrument chosen helps explain the extent and the form of inequalities in bequests, of a result of the gender or matrimonial status of the beneficiaries. The author's major is to identify and explain the most significant sources of variations in the amount and the direction of transfers of wealth after death in the United States. He uses two kinds of primary data: estate tax returns filed by a sample of male and female beneficiaries to estates in 1920 and 1944, representing two successive generations of estate transfers, and publicly recorded legal instruments such as wills and trusts. In addition, Clignet draws widely on secondary sources in the fields of anthropology, economics, and history. His findings reflect substantive and methodological concerns. The analysis underlines the need to rethink the sociology of generational bonds, as it is informed by age and gender. Death, Deeds, and Descendants underscores the variety of forms of inequality that bequests take and highlights the complexity of interrelations between the cultures of the decedents' nationalities and issues like occupation and gender. Inheritance is viewed as a way of illuminating the subtle tensions between continuity and change in American society. This book is an important contribution to the study of the relationship between sociology of the family and sociology of social stratification.

Estates, Taxes, and Professional Ethics

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Author :
Publisher : Kluwer Law International B.V.
ISBN 13 : 9041122230
Total Pages : 246 pages
Book Rating : 4.0/5 (411 download)

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Book Synopsis Estates, Taxes, and Professional Ethics by : International Academy of Estate and Trust Law. Conference

Download or read book Estates, Taxes, and Professional Ethics written by International Academy of Estate and Trust Law. Conference and published by Kluwer Law International B.V.. This book was released on 2003-01-01 with total page 246 pages. Available in PDF, EPUB and Kindle. Book excerpt: Part 1. Trusts and taxes Italian style. Introduction: Trusts--some observations from a civil law perspective / Maurizio Lupoi ; Trusts and company law--the Italian experience / Edoardo Andreoli ; Trusts and income taxes in Italy / Guglielmo Maisto ; Analysis of indirect taxation on transfers of trust property in Italy / Paolo Gaeta -- pt. 2. Death and gift taxes, including cross-border issues. Introduction: Overview and comparative reflections / Ian V. Gzell ; Special considerations in US-Canada estate planning / Wolfe D. Goodman ; Inheritance and gift taxes--France / Laurent G. Chambaz ; Death and gift taxes : a view from Switzerland / Richard F.G. Pease ; Death and gift taxes--United States / Erik J. Stapper -- pt. 3. Debate: Should Utopia introduce an inheritance tax? Introduction: To tax or not to tax : that was the debate / Barbara R. Hauser ; Estate tax : an argument in favor of working toward equality, justice and common sense through a system of estate taxation / Joseph Kartiganer and Michael Sedlaczek ; Death taxes : unfair and inefficient / Timothy G. Youdan ; Death taxes for Utopia? : a case in the negative / Jürgen Killius -- pt. 4. Ethical issues in estate planning. Introduction / Bruce S. Ross ; Ethical guidelines for the estates and trusts lawyer : the ACTEC commentaries on the Model Rules of Professional Conduct and notes on ethics 2000 / Bruce S. Ross ; Conflict of interest and professional obligations in estate and trust law : an English perspective / Michael Jacobs ; Conflict of interest and professional obligations in probate actions in Germany / Andreas Frieser ; Rules of conduct for estate planners and ethical issues in estate planning in The Netherlands / Hendrik M. Sasse.

Wills, Trusts, and Estates

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Author :
Publisher :
ISBN 13 : 9781628101843
Total Pages : 0 pages
Book Rating : 4.1/5 (18 download)

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Book Synopsis Wills, Trusts, and Estates by : William M. McGovern

Download or read book Wills, Trusts, and Estates written by William M. McGovern and published by . This book was released on 2017 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: "[The] authors provide an analysis of the law of trusts and estates. Among the topics covered are intestate succession, wills, trusts, estates and future interests, nonprobate mechanisms, the construction of donative documents, and planning for incapacity. The book incorporates the latest provisions of the Uniform Probate Code, the Uniform Trust Code, and the other uniform laws relating to the donative transfer of wealth. The book also includes an overview of the federal transfer tax laws."--

How to Settle a Simple Estate Without a Lawyer

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Author :
Publisher : Atlantic Publishing Company
ISBN 13 : 1601386141
Total Pages : 290 pages
Book Rating : 4.6/5 (13 download)

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Book Synopsis How to Settle a Simple Estate Without a Lawyer by : Linda C. Ashar

Download or read book How to Settle a Simple Estate Without a Lawyer written by Linda C. Ashar and published by Atlantic Publishing Company. This book was released on 2012-12-30 with total page 290 pages. Available in PDF, EPUB and Kindle. Book excerpt: On everything you need to know about wills, trusts, probate, taxes, and much more. This book will help you assess whether the estate under your control can be settled without an attorney. Estates that involve guardianship of a child and complex trusts may require the assistance of a lawyer. Before paying expensive attorney fees to settle a rather straightforward estate, allow this book to explain all the basics you need to know to tackle this project on your own, saving you thousands in the process. In this book, you will learn about identifying the different types of trusts -- such as charitable trusts, generation-skipping transfer trusts, living trusts, and totten trusts.

Model Rules of Professional Conduct

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Author :
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.

The Law of Succession

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Author :
Publisher :
ISBN 13 : 9781609302344
Total Pages : 0 pages
Book Rating : 4.3/5 (23 download)

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Book Synopsis The Law of Succession by : Danaya C. Wright

Download or read book The Law of Succession written by Danaya C. Wright and published by . This book was released on 2013 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: This is a completely new trusts and estates casebook and takes a new approach in its material and structure. The book includes a toolbox section, introducing students early on to the basics of wills, trusts, powers, joint tenancies, life insurance, and miscellaneous other forms. Thus, this book organizes material around planning properly, rather than around litigation. The book also covers barriers to succession, such as the rule against perpetuities, slayer statutes, revocation, and litigation (mental capacity, no-contest clauses, and the like). Rather than including long and lightly edited cases, this book utilizes several case squibs that illustrate different factual scenarios for each legal issue followed by the court's decision and reasoning. The book also includes many statutes with lengthy analyses of the different types of statutes using the UPC as the primary model. The author also includes practice points, tax tips, and technology traps throughout the entire book. There are numerous problems throughout the materials, with the answers located at the back of the book.

Louisiana Successions

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Publisher :
ISBN 13 : 9780327101710
Total Pages : 914 pages
Book Rating : 4.1/5 (17 download)

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Book Synopsis Louisiana Successions by : Joseph A. Prokop (Jr.)

Download or read book Louisiana Successions written by Joseph A. Prokop (Jr.) and published by . This book was released on 2007-01-01 with total page 914 pages. Available in PDF, EPUB and Kindle. Book excerpt:

An Introduction to Trusts and Estates

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Author :
Publisher : West Academic Publishing
ISBN 13 :
Total Pages : 1256 pages
Book Rating : 4.3/5 ( download)

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Book Synopsis An Introduction to Trusts and Estates by : Valerie J. Vollmar

Download or read book An Introduction to Trusts and Estates written by Valerie J. Vollmar and published by West Academic Publishing. This book was released on 2003 with total page 1256 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Your Estate Matters

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Author :
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.

Wills, Trusts, and Estates for Legal Assistants

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Author :
Publisher : Aspen Publishing
ISBN 13 : 1543815103
Total Pages : 876 pages
Book Rating : 4.5/5 (438 download)

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Book Synopsis Wills, Trusts, and Estates for Legal Assistants by : Gerry W. Beyer

Download or read book Wills, Trusts, and Estates for Legal Assistants written by Gerry W. Beyer and published by Aspen Publishing. This book was released on 2019-09-13 with total page 876 pages. Available in PDF, EPUB and Kindle. Book excerpt: Using an effective “learn by doing” approach, Wills, Trusts, and Estates for Legal Assistants emphasizes examples and applications, and includes hundreds of real life situations with detailed explanations. Students understand what the rules of law mean and how they apply in a real world context. The complete topic coverage introduces wills and trusts, intestate succession, estate administration, nonprobate transfers, and other estate planning issues such as taxes and malpractice. A balanced, experienced author team skillfully blends theory with practice and extensive pedagogy reinforces the text, with marginal terms and a glossary, ethical points, checklists, practice tips, and sample forms. The instructor's manual provides a summary of chapters, a model course outline, exam questions, assignment ideas, exercises, and a research guide for wills, trusts, and estates. New to the Sixth Edition: The impact of the Tax Cuts and Jobs Act on federal income, gift, estate, and generation-skipping transfer taxes Rights and liabilities of same-sex spouses Electronic wills and access to a decedent’s digital assets Techniques for demonstrating testamentary capacity Directed trusts and trusts authorizing trustees to consider environmental, social, and governance factors in making investment decisions Modifying the terms of an irrevocable trust by “decanting” Professors and students will benefit from: lively, lucid, and conversational style grabs and holds students’ interest learning-by-doing approach gives students a concrete grasp of abstract concepts Practice Tips guide students through the critical process of preparing and managing files flexible structure allows professors to follow the presentation of concepts in the book or organize the chapters to fit their syllabus

Succession and Tax Planning Through Trusts and Wills

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Author :
Publisher : Vision Books
ISBN 13 : 8170949386
Total Pages : 271 pages
Book Rating : 4.1/5 (79 download)

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Book Synopsis Succession and Tax Planning Through Trusts and Wills by : R. N. Lakhotia

Download or read book Succession and Tax Planning Through Trusts and Wills written by R. N. Lakhotia and published by Vision Books. This book was released on 2014-12-20 with total page 271 pages. Available in PDF, EPUB and Kindle. Book excerpt: How to bequeath your wealth to your successors — and save taxes Trusts and Wills are two ways of legally distributing your wealth to your intended successors or other beneficiaries. Intelligently planned, these two methods can also help you save tax for yourself and your successors. While Wills are better known, tax and succession planning through private or family trusts is also a tried and tested way of transferring assets and creating income for your successors, including unborn persons. In fact, private trusts have several great advantages over a Will. While a Will is often challenged in the courts — and the resultant dispute can take years to be settled — a properly created trust can help you pre-empt any such family strife. Secondly, by creating the right trust you can pass on your wealth even during your lifetime. This book offers expert guidance on how to bequeath your wealth as you want, whether by means of trusts or through a valid Will, in a tax-efficient manner: ● The various types of private and family trusts you can set up. ● Principles and procedure for creating a valid private trust. ● Advantages and tax planning aspects of private trusts. ● The concept and advantages of a living trust. ● How to transfer wealth to your family members, including minor children, during your lifetime through a trust. ● How to draft, execute and register your Will. ● What you can bequeath through your Will — and what you can't. ● How to create a new HUF through a Will. ● Ready-to-use drafts of typical Wills.

The Individual's Guidebook to Wills and Estates

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Author :
Publisher : Atlantic Publishing Group, Inc.
ISBN 13 : 1620235099
Total Pages : 266 pages
Book Rating : 4.6/5 (22 download)

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Book Synopsis The Individual's Guidebook to Wills and Estates by : Edward M. Melillo

Download or read book The Individual's Guidebook to Wills and Estates written by Edward M. Melillo and published by Atlantic Publishing Group, Inc.. This book was released on 2019-09-20 with total page 266 pages. Available in PDF, EPUB and Kindle. Book excerpt: What would happen to your money if you died without a Last Will and Testament? What about your stocks, your family business, your home? What would become of your loved ones? Without a final Will, the fate of your life’s work is in the hands of the court. Dying without having legally laid out your wishes is a recipe for uncertainty, ill will, financial turmoil, and heartache. You have the power to determine what will happen to your assets after your death. The process of planning your estate can seem daunting, but with the proper information in hand and an experienced attorney on your side, you can ensure that your final wishes are met and your family taken care of. “The Individual’s Guidebook to Wills and Estates” will help you understand the steps necessary to complete your legal plan. Written in understandable and accessible language with real-life examples and filled with sample documents and reference material, this book will give you the tools you need to protect your estate and your loved ones.