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Author: Jack Veale
Publisher:
ISBN: 9780974766324
Category :
Languages : en
Pages :
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Book Description
A workbook for Business Owners, their family and advisors to prepare the company and family for their sudden death or severe disability
Author: Jack Veale
Publisher:
ISBN: 9780974766324
Category :
Languages : en
Pages :
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Book Description
A workbook for Business Owners, their family and advisors to prepare the company and family for their sudden death or severe disability
Author: Alvin C. Martin
Publisher:
ISBN: 9780327131724
Category :
Languages : en
Pages :
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Book Description
Author: William P. Streng
Publisher: John Wiley & Sons
ISBN: 1119157129
Category : Business & Economics
Languages : en
Pages : 736
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Book Description
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: Dianne Reis
Publisher:
ISBN: 9781580120999
Category : Estate planning
Languages : en
Pages :
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Book Description
Texas Estate Planning.
Author: Martin M. Shenkman, CPA, MBA, JD
Publisher: Demos Medical Publishing
ISBN: 1935281070
Category : Law
Languages : en
Pages : 227
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Book Description
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
Author: Gerald S. Susman
Publisher: Law Journal Press
ISBN: 9781588520029
Category : Law
Languages : en
Pages : 486
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Book Description
This book provides the practitioner with a model succession plan to assist the next generation in receiving both business and nonbusiness assets with the lowest possible tax cost.
Author: Bernard Resnick
Publisher: Createspace Independent Publishing Platform
ISBN: 9781985575219
Category :
Languages : en
Pages : 78
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Book Description
Nothing in life is certain except uncertainty, so the best course of action is to take some prudent steps to minimize the potential damage to your life in case a natural disaster, sudden illness, or other unforeseen emergency might occur. In "The Big List," author and attorney Bernard Max Resnick, Esq., provides a detailed questionnaire to help you provide key information to a trusted family member or a close friend, so they can easily provide assistance during an urgent time. Designed to supplement other estate planning documents, this essential resource helps you prepare for the future by providing your loved ones with vital confidential material required to help you achieve a full and speedy recovery from an unexpected disaster. With detailed questions about your assets, liabilities, and much more, Resnick provides a quick and easy way to catalog all of your most important details to better empower a trustworthy relative or confidant should a catastrophic need ever arise. For the young and old alike, this powerful tool enables you to plan things in advance so you can more easily navigate troubling and unexpected bumps on the road of life. Use it yourself or give it to a loved one, so you will be prepared to help them in their time of need.
Author: Daniel B. Evans
Publisher: Section of Law Practice Management
ISBN:
Category : Business & Economics
Languages : en
Pages : 236
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Book Description
This guide is logically organized to lead the attorney through the essential stages of developing a specilaty practices such as an Estate Practice. It includes everything an attorney needs to know including how to manage workload and staff and much more.
Author: Angela M. Vallario
Publisher:
ISBN: 9781611635157
Category : Estate planning
Languages : en
Pages : 0
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Book Description
Written specifically for those in the state of Maryland (or studying Maryland estate planning), The Fundamentals of Estate Planning provides a unique opportunity to bring the practical aspect of estate planning into the classroom. The casebook provides text, relevant Maryland and Federal Statutes, forms and checklists used to interview and draft estate planning documents. Major topics include drafting of wills, testamentary trusts, inter vivos trusts, powers of attorney and advance medical directives for tax sensitive and non-tax sensitive client scenarios. Additionally, the casebook provides an overview of the ancillary issues including elder law, Medicaid, guardianship, estate administration and will caveats. The book is accompanied by a CD which contains sample forms.
Author: L. Rush Hunt
Publisher: American Bar Association
ISBN: 9781590313664
Category : Business & Economics
Languages : en
Pages : 242
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Book Description
This book provides an introduction to the basics of estate planning and will make this area of the law more accessible to the nonspecialist.
