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Author: Ted DeLong
Publisher: Estate Protection Service
ISBN: 9781885661005
Category : Law
Languages : en
Pages : 240
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Book Description
From the beginner to the professional, this book covers the benefits of proper estate planning in detail. Topics include paradigm, pillars and total quality management.
Author: D. Larry Crumbley
Publisher: Barron's Educational Series
ISBN:
Category : Business & Economics
Languages : en
Pages : 166
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Book Description
Author: Ted DeLong
Publisher: Estate Protection Service
ISBN: 9781885661005
Category : Law
Languages : en
Pages : 240
Get Book Here
Book Description
From the beginner to the professional, this book covers the benefits of proper estate planning in detail. Topics include paradigm, pillars and total quality management.
Author: Denis Clifford
Publisher: NOLO
ISBN: 9781413316216
Category : Estate planning
Languages : en
Pages : 0
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Book Description
"Covers the basics of estate planning, including wills, trusts, and health care directives. It prepares readers to start planning their estate, with or without an attorney. The 6th edition is updated with the latest laws and tax information"--Provided by publisher.
Author: Brian M. Douglas
Publisher:
ISBN: 9781540358776
Category :
Languages : en
Pages : 126
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Book Description
About the author: Brian M. Douglas, Esq has always been committed to the belief that a person's legal needs are personal and not just business. This is a cornerstone in hia approach to law and how he serves his clients. In 2003, when Douglas founded his law firm, his vision was to create an entire culture that embraced this same powerful concept. And he has.Born and raised in Wisconsin, he received a Bachelor of Science degree from Marquette University in Milwaukee, where he studied Mechanical Engineering while working full time as a manufacturing supervisor for Fortune 100 Corporation. Upon graduation, he moved to Atlanta to attend John Marshall Law School, where he graduated cum laude and as class valedictorian. he was initially drawn from engineering to law because of his gifts for reasoning and logic-two qualities that are essential for a successful attorney.Establishing his own practice has given him the freedom to take on very diverse cases over the years, working with bankruptcy, real estate, civil/business litigation, foreclosure, criminal law, and what we are highly acclaimed for-estate planning and asset protection. Working in these various areas of law fits his diverse range of interests and benefits the clients his practice serves.He has been a legal commentator on Fox, ABC, CBS, and NBC, as well as a contributor for Star Tribune, Small Business Trendsetters, Worth, and The Miami Herald.Douglas and his wife Tess have two small children who make life a daily adventure, and are passionate about animal rescue and fostering, along with all causes that help promote it. Now three Chihuahuas are also a part of the Douglas family.
Author: Michael T. Palermo
Publisher: Sterling Publishing Company, Inc.
ISBN: 140275860X
Category : Estate planning
Languages : en
Pages : 276
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Book Description
Lawyer and financial planner Michael T. Palermo explains everything you need to know about wills, trusts, and more.
Author: Jeffrey A. Helewitz
Publisher: Aspen Publishing
ISBN: 1543847641
Category : Law
Languages : en
Pages : 568
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Book Description
Helewitz's Basic Wills, Trusts, and Estates for Paralegals is a concise and practical guide to the planning and administration of wills, trusts, and estates. This succinct, simple, and straightforward introduction to all the basics of wills, trusts, and estates law was specifically designed for paralegal students. Continuing examples describing four different families provide an accessible structure and helpful point of reference for students learning the intricacies of estate planning. Highlights include: A straightforward introduction that provides a student-friendly orientation to the subject Clear and concise coverage of key topics A review of the sources of property law, trusts, and taxes A helpful guide to drafting documents related to wills and trusts Step-by-step instruction for completing the entire federal estate tax return State-by-state analysis of trust and estate law Four families/clients threaded through the text exemplify the intricacies of estate planning Chapter overviews, key terms, review questions, sample clauses, edited cases, chapter summaries, and end-of-chapter exercises Sample forms in the appendix New to the Ninth Edition: General and state-specific sections concerning admissibility and restrictions for electronic wills Updated codes and case law for the comparison of estate law in the different jurisdictions Updated tax thresholds and rules Updated federal and state documents and forms New case studies in each chapter cover such issues as: QTIP trusts The impact of Covid on the execution of wills Claims against an escheated estate Wrongful prolongation of life Professors and students will benefit from: Comprehensive coverage of the key topics includes a review of the sources of property law, trusts, and taxes, topics not thoroughly covered in other texts. Clearly written text and lively examples help students understand the law. A straightforward introduction that provides a student-friendly orientation to the subject Clear and concise coverage of key topics A helpful guide to drafting documents related to wills and trusts Step-by-step instructions for completing the entire federal estate tax return State-by-state analysis and comparison of trust and estate law Four families/clients threaded through the text exemplify the intricacies of estate planning Chapter overviews, key terms, review questions, sample clauses, edited cases, chapter summaries, and end-of-chapter exercises Sample forms in the appendix Examples and explanations pedagogy engages students with the material. Practical approach appeals to programs with shorter, less theoretical courses.
Author: D Larry Crumbley, CPA, Cr.FA
Publisher: Barron's Educational Series
ISBN: 9780764109584
Category : Law
Languages : en
Pages : 208
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Book Description
Barron's Business Keys offer advice to nonprofessionals on financial planning, investing, and money management. Updated to account for new federal tax law and set in a new larger format, this title presents 52 key ideas to preserve an estate's value. They include advice on making a will, establishing a trust fund, granting powers of attorney, avoiding probate, and more.
Author: Scott C. Fithian
Publisher: Wiley
ISBN: 9780471380405
Category : Business & Economics
Languages : en
Pages : 0
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Book Description
Estate planning has more procrastination, indecision, and inertia associated with it than any other area of planning. Affluent baby boomers, in particular, as the beneficiaries of the largest intergenerational transfer of wealth in history, have a daunting set of financial concerns with which to contend. Here at last is a step-by-step approach to estate planning that equips planners and financial advisors to help clients tackle this important process once and for all. Most clients understandably find planning concepts and strategies confusing, but most also have a fairly sound understanding of who and what is most important to them. These are the priorities from which to build the foundation of a successful estate plan. The seven principles explored in this book use personal values as a basis to form The Legacy Planning System. With this approach, advisors can: * Help clients discover and solidify their deepest values, convictions, and objectives relative to their money * Help clients express those values and objectives in a clearly written Family Financial Philosophy mission statement * Serve as the team leader in advising clients and clients other advisors on how to use the mission statement to direct the planning process Clarifying your clients priorities and personal goals will enable you, as a trusted advisor, to simplify the planning process for clients, ensure their lifetime financial independence, and help them control their ultimate family and social capital legacies. Confronting issues of family dynamics, taxes, and financial situations not to mention accepting one s own mortality is difficult for many people. In addition, since estate planning often requires a shift in ownership of assets, clients feel an unsettling loss of privacy and control over their financial resources. Help your clients to overcome these obstacles and achieve their highest financial and philanthropic aspirations. They ll thank you for generations to come. Praise for Values-Based Estate Planning "Scott Fithian s book provides planning professionals with new insights into the estate planning process. Most importantly, he stresses the individual and family benefits of philanthropy through the concept of social capital which should be a key element to the planner s inventory of client questions."--Charles W. Collier, Senior Philanthropic Advisor, Harvard University "This exceptional book empowers planners with a well- organized roadmap to lead wealthy clients to implementation of an estate plan expressing the clients own values. Scott Fithian s Legacy Planning System focuses the advisor on the critical importance to the estate planning process of helping clients identify and articulate their values and objectives. This useful volume makes those ideas available to a much broader audience, while broadening the subject with illustrations of effective employment of the methodology he has developed."--David Wheeler Newman, JD, LLM, Mitchell, Silberberg & Knupp LLP "Fithian s view of the complete person helps the advanced advisor avoid the typical limitations (hazards) of planning for wealthy families. The easy-to-understand and easy-to-follow methods help determine in-depth values of the client s total financial goals. His methods result in cementing valuable relationships with the most prized clients. Critical reading for CPAs, attorneys, insurance agents, or other advisors." & mdash;Jessica M. Bibliowicz, President and CEO, National Financial Partners "Scott s wealth optimization system is truly revolutionary. For the first time, affluent clients and their advisors can rely on a fully integrated system that spans all phases of wealth accumulation, management, and transfer over time. An outstanding reference!"--Robert Keys, The Private Client Group
Author: Rachel Emma Silverman
Publisher: Currency
ISBN: 0307461289
Category : Business & Economics
Languages : en
Pages : 210
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Book Description
Let’s face it: you can't avoid death or taxes. But you can create an estate plan that will make both a whole lot easier for your loved ones and put you in control of how your assets will get passed to your heirs. Here, Wall Street Journal personal-finance reporter Rachel Emma Silverman walks you step-by-step through the process. Chock-full of clear and solid advice on how to get the most out of the main estate planning tools - including wills, trusts, life insurance, guardianship papers, and powers-of-attorney documents - the Wall Street Journal Complete Estate-Planning Guidebook will help make your estate-planning process as simple, smooth, and unintimidating as possible. This book will help you: · Clarify your estate-planning goals, such as dividing up property for heirs, reducing taxes or leaving money for charity · Understand the key estate-planning documents you’ll need, including wills, beneficiary-designation forms, powers-of-attorney and health-care advance directives · Decode the technical jargon that estate planners often use, so you feel comfortable discussing QTIPs and QPRTs when you sit down with your lawyer. · Reduce possible estate, gift or generation-skipping taxes and legal and probate fees – decreasing what goes to the tax man and increasing what goes to your heirs · Learn strategies to divide money and personal property among your heirs, and reduce the possibility of family fights · Discuss sensitive estate-planning issues with your family · Maintain your estate-plan over time, including how to store and when to update your documents With completely up-to-date information on how to navigate the new 2011 estate tax legislation, and thoughtful advice on how to handle your estate in complicated situations – like if you’re single, in a same-sex relationship, or wish to provide for children with special needs - this is the estae-planning guide for today’s messy and complicated world. One of the biggest estate planning mistakes people make, says Silverman, is waiting too long to start. Which is why the Wall Street Journal Complete Estate-Planning Guidebook isn’t just for those planning for retirement or their golden years. It’s for anyone, of any age, who wants the peace of mind of knowing that your wishes will be respected and your hard-earned money will get passed on as you would like.
Author: Jean Blacklock
Publisher: John Wiley & Sons
ISBN: 1118010450
Category : Business & Economics
Languages : en
Pages : 288
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Book Description
Stepping Lightly Around the Pitfalls of Estate Planning... Estate planning is one of those unpleasant but really important tasks. Unfortunately, the process is not only hard to get started, it is then easy to make mistakes. Even the most careful and well-intentioned person can slip up along the way. Avoid the pitfalls! The 50 Biggest Estate Planning Mistakes outlines the major mistakes and their consequences in an entertaining way-and then proceeds to tell you exactly how to avoid these mistakes. Delivering practical and helpful information in a light tone, the authors help to make these sometimes difficult conversations a little easier. The book's fifty concise chapters are filled with real-life examples, organized under four key areas of mistakes: The biggest mistake of not planning at all Failing to plan for the possibility of mental incompetency Mistakes made during the estate planning process itself And common mistakes made by executors Written by personal finance and estate planning experts, Jean Blacklock and Sarah Kruger, The 50 Biggest Estate Planning Mistakes and How To Avoid Them is an essential guide for Canadians interested in planning their estates effectively, with minimal stress on their loved ones.
