The Complete Guide to Wealth Preservation and Estate Planning PDF Download
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Author: Jonathan G. Blattmachr
Publisher: Regnery Publishing
ISBN: 9780895262547
Category : Business & Economics
Languages : en
Pages : 764
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Book Description
The Complete Guide to Wealth Preservation and Estate Planning is written for everyone from families to financial planners, lawyers, accountants, insurance underwriters, security and investment advisors and business owners.
Author: Jonathan G. Blattmachr
Publisher: Regnery Publishing
ISBN: 9780895262547
Category : Business & Economics
Languages : en
Pages : 764
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Book Description
The Complete Guide to Wealth Preservation and Estate Planning is written for everyone from families to financial planners, lawyers, accountants, insurance underwriters, security and investment advisors and business owners.
Author: Linda C. Ashar
Publisher: Atlantic Publishing Company
ISBN: 1601384351
Category : Law
Languages : en
Pages : 336
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Book Description
What happens to your estate after you are gone is very much within your control. Estate planning is not only for the wealthy; it is for everyone. It is simply the process of deciding where your assets are to be distributed after your death. For those people who wish to preserve their assets for designated purposes — such as family or special charities — it becomes necessary to make special advance preparations. To ensure your assets are protected and final wishes are carried out, there are some common actions that should be taken now. Proper estate planning allows you to plan for yourself and your loved ones without giving up control of your affairs. Your estate plan should also allow for the possibility of your own disability. It should detail what you own and whom you want to leave it to at a time of your choosing and the way you want. Your estate plan should include fully disclosed, controlled costs for you and your loved ones. The last thing you want to worry about is having your estate drained of value through taxes and legal costs. The right plan can protect the value of your estate and spare your loved ones unnecessary hassles and legal conflicts. The Complete Guide to Planning Your Estate in New Jersey will help you glide through this complicated process. This new book has been adapted to offer Ohio residents state-specific advice for estate planning. Co-authors Margo Pierce and Linda C. Ashar, attorneys at law, have crafted an estate planning primer, allowing New Jersey residents to become more informed and more involved during the process. Many books on estate planning indicate you do not need the services of an attorney, but this book highly recommends using an attorney versed in this area: You should not go through the process alone. This book is intended explain the complicated issues, terminology, and planning strategies of estate planning so when you do meet with a qualified attorney, you will be well prepared. You will understand the legal terms and be ready to discuss issues and strategies with familiarity, saving you time and legal fees and ensuring peace of mind. New Jersey -specific information is offered throughout this book, including: New Jersey ‘s probate code; New Jersey rules, regulations, and laws specific to estate planning; elements of a valid New Jersey will; planning your living will in New Jersey; explanations of New Jersey laws regarding durable health care power of attorneys, do not resuscitate (DNR) orders, and directives to withhold CPR. The book’s easy-to-understand context clarifies this complicated and sensitive subject and gives readers the power to take control of their future. This book also offers an overview of abatement rules, settlement costs, guardianship and minor children, executors and trustees, life insurance, potential long-term care needs, marital deductions, types of trusts, gift splitting, survivorship deeds, 529 plans, reducing or eliminating estate taxes, avoiding tax on life insurance, using insurance to pay estate taxes, gift tax issues, generation skipping transfer tax, and tax-deferred accounts. Estate planning should be a positive experience. It involves reviewing your situation and planning for your future. Although few people want to think about the possibility of disability or disease, advance planning is also a way to show your love and to reduce potential distress later. Other books offer a non-state-specific overview of estate planning, causing many readers to be misinformed about rules and regulations particular to their state; but, this new book provides information New Jersey residents need to know. Do not get outdated or wrong information that does not pertain to you specifically. Use this new book to craft an estate plan that is not only legally sound but also fully carries out your last wishes and protects your loved ones.
Author: Alexander A. Bove
Publisher: Macmillan + ORM
ISBN: 1466829001
Category : Law
Languages : en
Pages : 530
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Book Description
The best legal guide to wills and estates—with more than 80,000 copies sold—now updated to cover the current asset protection options and estate laws. Whether grappling with modest or extensive assets, The Complete Book of Wills, Estates, and Trusts has long been the indispensable guide for protecting an estate for loved ones. In this completely revised third edition, updated to cover the latest changes in estate law, attorney Alexander A. Bove, Jr., clearly explains how to use a will to avoid probate and legal complications how trusts work and how to use trusts to save taxes how to contest a will and how to avoid a contest how to settle an estate or make a claim against one how to establish a durable power of attorney how to protect assets from creditors In his straightforward and humorous style, Bove shares easy-to-understand legal definitions, savvy advice on taxes, and pragmatic and simple sample forms, all illustrated with entertaining examples and actual cases. The Complete Book of Wills, Estates, and Trusts is the best guide available for defending your financial legacy.
Author: Kathleen Adams
Publisher: Signet
ISBN: 9780451214034
Category : Business & Economics
Languages : en
Pages : 468
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Book Description
From an experienced financial planner, here is the definitive guide to lowering taxes and accumulating capital. Completely revised and updated, this book offers an insider's look into every aspect of modern estate planning in non-technical language, including: How to calculate and reduce estate taxes, Capital investments, such as stocks, bonds, real estate, insurance, and annuities, An investor risk profile questionnaire, The benefits of divided ownership of property within the family and the maximum gift and estate tax savings possible, Why Long-Term Care Insurance is essential to protecting one's retirement savings, How to select an adviser and more.
Author: Vicki Cook
Publisher: Simon and Schuster
ISBN: 1507216408
Category : Business & Economics
Languages : en
Pages : 272
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Book Description
Discover the ins and outs of planning your own or your loved one’s last wishes with this easy-to-understand guide to estate planning. No one likes to talk about death, but being prepared for any unexpected tragedy can help your loved ones navigate your loss more easily in the long run. From creating your advanced medical directives to designating your beneficiaries, estate planning can ensure that your wishes are carried out when you are no longer around. With Estate Planning 101, you can get your affairs in order before any unfortunate incident occurs. This easy-to-understand guide comes with detailed information on what needs to be done to protect your estate. With information on creating a living will, minimizing estate taxes, choosing an executor, and more, you will be prepared for the future, no matter what it brings. Estate Planning 101 offers you step-by-step instructions and checklists to keep you organized for whatever life throws your way.
Author: Paul J. Lochray
Publisher: Financial Times/Prentice Hall
ISBN: 9780133185027
Category : Estate planning
Languages : en
Pages : 0
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Book Description
For those financial planners who need to effectively manage the estate planning challenge for their clients. Enormous changes in the laws affecting the viability of estate planning have recently been enacted. And to help financial planners meet the challenge, author Paul J. Lochray presents this completely revised and updated third edition.
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: Linda Ashar
Publisher:
ISBN:
Category :
Languages : en
Pages : 359
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Book Description
What happens to your estate after you are gone is very much within your control. Estate planning is not only for the wealthy; it is for everyone. It is simply the process of deciding where your assets are to be distributed after you die.
Author: Liza Hanks
Publisher: NOLO
ISBN: 9781413310719
Category : Law
Languages : en
Pages : 242
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Book Description
Presents a comprehensive guide on understanding and preparing wills and trusts for parents of young children, describing the process of selecting a guardian, buying life insurance, designating powers of attorney, and choosing beneficiaries.
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.
