The ABA Checklist for Family Heirs PDF Download
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Author: Sally Balch Hurme
Publisher: American Bar Association
ISBN: 9781616328528
Category : Estate planning
Languages : en
Pages : 0
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Book Description
The ABA Checklist for Family Heirs is a wonderful tool for anyone needing assistance in organizing information for heirs. The book, which comes complete with a CD of documents that can be modified according to one's needs, includes the following checklists: personal history; family history; insurance; benefits for survivors; banking and savings; investments; real estate; debts; wills and trusts; and final wishes.
Author: Sally Balch Hurme
Publisher: American Bar Association
ISBN: 9781616328528
Category : Estate planning
Languages : en
Pages : 0
Get Book Here
Book Description
The ABA Checklist for Family Heirs is a wonderful tool for anyone needing assistance in organizing information for heirs. The book, which comes complete with a CD of documents that can be modified according to one's needs, includes the following checklists: personal history; family history; insurance; benefits for survivors; banking and savings; investments; real estate; debts; wills and trusts; and final wishes.
Author: Sally Balch Hurme
Publisher:
ISBN: 9781627229821
Category : Estate planning
Languages : en
Pages : 0
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Book Description
This book guides the reader through the process of gathering in one place your finances, legal documents, online accounts, wishes about medical care, and more. With this one-of-a-kind guide, you'll stay in control of your life and feel satisfied in knowing that if anything happens to you, you--and your family--will be well prepared.
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:
Publisher: ALI-ABA
ISBN: 9780831814076
Category : Business & Economics
Languages : en
Pages : 354
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Book Description
Disk contains forms and checklists from the printed text.
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:
Publisher:
ISBN:
Category : Advance directives (Medical care)
Languages : en
Pages : 6
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Book Description
Author: Sally Balch Hurme
Publisher:
ISBN: 9781639050154
Category :
Languages : en
Pages : 275
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Book Description
Author:
Publisher:
ISBN:
Category : Liability for environmental damages
Languages : en
Pages : 176
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Book Description
Author: N. Brian Caverly
Publisher: John Wiley & Sons
ISBN: 1118053958
Category : Business & Economics
Languages : en
Pages : 397
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Book Description
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:
Publisher: American Bar Association
ISBN:
Category : Psychology
Languages : en
Pages : 152
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Book Description
