Estate Planning for the Savvy Client

Estate Planning for the Savvy Client PDF Author: Mary L. Barrow
Publisher:
ISBN: 9781370814817
Category :
Languages : en
Pages :

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Book Description
Do you want to make sure that the money you spend on estate planning is money well spent?Do you have questions about estate planning, probate, wills and trusts but don't know where to start?Or do you have an estate plan but still have unanswered questions?Would you like to be well-informed and confident before you consult a prospective attorney, or before you meet with your current attorney?With this book you'll discover:what you need to know to eliminate confusion about estate planning and give you a clear path to achieving your goalshow to decide if you really need a will, revocable living trust, power of attorney, or any of the other options availablehow to choose the right attorney to help you plan your estatehow to make the most of the time spent with your attorney by having the knowledge and confidence to ask the right questionsSit down with this guide from an experienced, ivy-league-educated estate planning attorney as she answers these and other questions for you in a practical, easy-to-understand way, just as she has done for her clients and students. This book will tell you what you need to know before you meet with your attorney or prospective attorney.The Savvy Client is you!

Estate Planning for the Savvy Client

Estate Planning for the Savvy Client PDF Author: Mary L. Barrow
Publisher:
ISBN: 9781370814817
Category :
Languages : en
Pages :

Get Book Here

Book Description
Do you want to make sure that the money you spend on estate planning is money well spent?Do you have questions about estate planning, probate, wills and trusts but don't know where to start?Or do you have an estate plan but still have unanswered questions?Would you like to be well-informed and confident before you consult a prospective attorney, or before you meet with your current attorney?With this book you'll discover:what you need to know to eliminate confusion about estate planning and give you a clear path to achieving your goalshow to decide if you really need a will, revocable living trust, power of attorney, or any of the other options availablehow to choose the right attorney to help you plan your estatehow to make the most of the time spent with your attorney by having the knowledge and confidence to ask the right questionsSit down with this guide from an experienced, ivy-league-educated estate planning attorney as she answers these and other questions for you in a practical, easy-to-understand way, just as she has done for her clients and students. This book will tell you what you need to know before you meet with your attorney or prospective attorney.The Savvy Client is you!

Estate Planning for the Savvy Client

Estate Planning for the Savvy Client PDF Author: Mary Barrow
Publisher:
ISBN: 9781542922364
Category :
Languages : en
Pages : 108

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Book Description
Do you want to make sure that the money you spend on estate planning is money well spent? Do you have questions about estate planning, probate, wills and trusts but don't know where to start? Or do you have an estate plan but still have unanswered questions? Would you like to be well-informed and confident before you consult a prospective attorney, or before you meet with your current attorney? With this book you'll discover: what you need to know to eliminate confusion about estate planning and give you a clear path to achieving your goals how to decide if you really need a will, revocable living trust, power of attorney, or any of the other options available how to choose the right attorney to help you plan your estate how to make the most of the time spent with your attorney by having the knowledge and confidence to ask the right questions Sit down with this guide from an experienced, ivy-league-educated estate planning attorney as she answers these and other questions for you in a practical, easy-to-understnad way, just as she has done for her clients and students. This book will tell you what you need to know before you meet with your attorney or prospective attorney. The Savvy Client is You!

The Savvy Client's Guide to Trusts

The Savvy Client's Guide to Trusts PDF Author: Mary L. Barrow
Publisher:
ISBN: 9780692976159
Category : Business
Languages : en
Pages : 134

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Book Description
Should you have a trust as part of your estate plan? Would you like to be well-informed and confident before you meet with your attorney? In this second volume of the Savvy Client Series, attorney Mary L. Barrow answers your questions about trusts in a practical, easy-to-understand way. The Savvy Client is you!

Savvy Estate Planning

Savvy Estate Planning PDF Author: James L. Cunningham Jr.
Publisher:
ISBN: 9781619616400
Category : Law
Languages : en
Pages : 314

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Book Description
Too many people make the wrong choices when it comes to estate planning. If it's not done properly, you could leave your loved ones facing trouble when you pass away or become incapacitated. Fortunately, you can learn from others' mistakes and be prepared before speaking to a lawyer about your future. In this no-nonsense guide, attorney James L. Cunningham, Jr. shows how to avoid the top-ten mistakes that could damage your financial succession, family, heirs, and legacy. You'll get the unvarnished picture on probate, living trusts, living wills, powers of attorney, conservators, and guardians, as well as disability and incapacity planning and how to find the right attorney for you. There's even a checklist to guide you on what issues to discuss with them. Savvy Estate Planning provides the essentials you need to know about estate planning. The only mistake you could make now would be to ignore it.

Savvy Estate Planning: What You Need to Know Before You Talk to the Right Lawyer

Savvy Estate Planning: What You Need to Know Before You Talk to the Right Lawyer PDF Author: James L. Cunningham
Publisher: Lioncrest Publishing
ISBN: 9781544527895
Category : Law
Languages : en
Pages : 344

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Book Description
Too many people make the wrong choices when it comes to estate planning. If it's not done properly, you could leave your loved ones facing trouble when you pass away or become incapacitated. Fortunately, you can learn from others' mistakes and be prepared before speaking to a lawyer about your future. In this no-nonsense guide, attorney James L. Cunningham, Jr. shows how to avoid the top-ten mistakes that could damage your financial succession, family, heirs, and legacy. You'll get the unvarnished picture on probate, living trusts, living wills, powers of attorney, conservators, and guardians, as well as disability and incapacity planning and how to find the right attorney for you. There's even a checklist to guide you on what issues to discuss with them. Savvy Estate Planning provides the essentials you need to know about estate planning. The only mistake you could make now would be to ignore it.

Estate Planning Client Strategies

Estate Planning Client Strategies PDF Author:
Publisher:
ISBN: 9780314207371
Category : Estate planning
Languages : en
Pages : 0

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Book Description
Estate Planning Client Strategies is an authoritative, insiders perspective on key strategies for establishing and updating estate plans in our changing economic environment. Featuring partners from law firms around the nation, these experts guide the reader through the different phases of the estate planning process and offer strategies on how to best work with clients at each stage. These top lawyers reveal their advice on understanding clients goals, managing documentation, and addressing common misconceptions. From Irrevocable Life Insurance Trusts (ILIT) to Grantor Retained Annuity Trusts (GRAT), these authors also discuss some of the most common trust types and the circumstances under which to use each type of trust. Additionally, these leaders describe best practices for responding to ongoing challenges in estate planning, including tax developments, relocation issues, and the changing economic climate. 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 this ever-evolving area of law.

Estate Planning Client Strategies

Estate Planning Client Strategies PDF Author: Mario Santilli, Jr
Publisher: Aspatore Books
ISBN: 9780314267757
Category : Law
Languages : en
Pages : 285

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Book Description
Estate Planning Client Strategies provides an authoritative, insiders perspective on best practices for working with clients on estate planning during todays economic and political environment. Featuring experienced partners from law firms across the nation, these experts guide the reader through the challenges currently affecting trusts and estates practitioners, including recent legislation, the growing baby boomer generation, the economic crisis, and the federal estate tax. These top lawyers give tips on developing a successful estate plan, with advice on preventing common mistakes, using the correct language, selecting the appropriate trusts, and avoiding litigation. From understanding client wishes and addressing concerns to working with unique family situations and integrating family counseling techniques, these experts reveal proven strategies for advising clients on the intricacies of estate planning. Additionally, these leaders discuss the rapidly growing areas of estate planning and how to take advantage of them. 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 on the keys to success within this dynamic field.

Estate Planning Checklists for Clients

Estate Planning Checklists for Clients PDF Author: Julie A. Calligaro
Publisher: Createspace Independent Publishing Platform
ISBN: 9781536914030
Category :
Languages : en
Pages : 40

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Book Description
Most of us avoid estate planning, which in plain English means getting our affairs in order, until we face a life-changing event such as: The birth or adoption of a child; the diagnosis of an illness that threatens disability or death; a family member or close friend dies unexpectedly; a new marriage with one or both spouses having children from a previous marriage. And sometimes it's just because we're about to take a trip. I congratulate you because you've decided to take action rather than wait for a crisis or emergency. If you've made an appointment with an estate planning attorney or are about to make that appointment, this book will help you get the estate plan that meets your needs and objectives, not your attorney's needs and objectives. How do I know, because I've been an estate planning and probate attorney for 30 years. This book does NOT include fill-in-the-blank Wills, Trusts, Powers of Attorney or Guardianship forms. If you want a do-it-yourself estate plan this is not the book for you. In 30 years as an estate planning and probate attorney, I've seen only heartache and regret from the use of do-it-yourself legal forms. It almost always turns out to be the proverbial penny-wise and pound-foolish. My objective is to guide you, the Client, to an excellent Client experience and the estate plan that's best for you.

Estate Planning Client Strategies

Estate Planning Client Strategies PDF Author:
Publisher: Aspatore Books
ISBN: 9780314277985
Category : Estate planning
Languages : en
Pages : 0

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Book Description
Estate Planning Client Strategies provides an authoritative, insiders perspective on key tips for developing estate plans to best meet client needs. Featuring experienced partners from law firms across the nation, these experts guide the reader through some of the common challenges facing trusts and estates lawyers in todays legal climate. These top lawyers offer advice on creating business succession plans, utilizing trusts to protect client assets, and navigating the uncertainty surrounding the federal estate tax. From shifting family dynamics to recent developments in the law, these experts reveal proven strategies for drafting estate plans that are flexible enough to provide for the possibility of unanticipated changes in the future. Additionally, these leaders discuss issues that commonly arise in probate and comment on how probate can be a useful device to resolve various legal issues. 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 on the keys to success within this ever-evolving area of law.

Estate Planning for the Middle Market Client

Estate Planning for the Middle Market Client PDF Author:
Publisher:
ISBN:
Category : Estate planning
Languages : en
Pages : 126

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Book Description