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Author: Jeffrey A. Nirenstein
Publisher:
ISBN: 9781732425309
Category :
Languages : en
Pages :
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Book Description
You will be introduced to these new approaches in our informative and comprehensive new book Estate Planning for What Matters Most: Pass on Your Wisdom and Priceless Moments. This book goes far deeper than most guides to estate planning, while still introducing new ways of thinking about your legacy in an easy-to-understand and readable fashion.If you are not 100% sure you have put the right plans in place to fully protect your assets and autonomy while addressing the needs of your modern family, this book is for you.
Author: Jeffrey A. Nirenstein
Publisher:
ISBN: 9781732425309
Category :
Languages : en
Pages :
Get Book Here
Book Description
You will be introduced to these new approaches in our informative and comprehensive new book Estate Planning for What Matters Most: Pass on Your Wisdom and Priceless Moments. This book goes far deeper than most guides to estate planning, while still introducing new ways of thinking about your legacy in an easy-to-understand and readable fashion.If you are not 100% sure you have put the right plans in place to fully protect your assets and autonomy while addressing the needs of your modern family, this book is for you.
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: 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: 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: Coventry House Publishing
Publisher: Coventry House Publishing
ISBN:
Category : Business & Economics
Languages : en
Pages : 125
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Book Description
Author: Walsh Publishing
Publisher: Independently Published
ISBN: 9781728613765
Category :
Languages : en
Pages : 120
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Book Description
I'm Dead, Now What? Great notebook to keep your mind free of worry. Keep very important information about your contacts, legal matters, health, financial affairs, instructions, and more. Keep it in a secure location, and have peace of mind about your important information.Awesome gift for your family and personal representatives. The I'm Dead, Now What? Planner will help you keep notes of:My PetsWhat to Pay, Close, and CancelEmail and Social MediaMy Medical InformationKey Contact InformationAt the Time of My PassingMy DependentsImportant DocumentsFinancial InformationCommercial/Business InformationWhat Beneficiaries Can ExpectPersonal Property InsuranceMiscellaneous InformationMy Personal WishesLast WordsMy Personal InformationNote: This planner is not a legal document and does not replace a valid will.
Author: Florida Bar. Continuing Legal Education
Publisher:
ISBN:
Category : Estate planning
Languages : en
Pages : 0
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Book Description
Author: Robert A. Esperti
Publisher: Penguin Books
ISBN:
Category : Business & Economics
Languages : en
Pages : 356
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Book Description
How you and your legal advisors can design, fund, and maintain your living trust plan and secure your family's future.
Author: Natalie B. Choate
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 472
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Book Description
Author: Karen Purze
Publisher:
ISBN: 9780999160404
Category :
Languages : en
Pages : 0
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Book Description
Life in Motion is a guided end-of-life planning workbook to help you organize your personal information. It has all the forms, checklists, and inventory sheets you need to quickly record your most important information. The book walks you through the process of creating a complete picture of your health, household, finances, and final wishes so you and your trusted advisors have ready access in times of transition, emergency, or death. The custom, hardcover binder has eight tab-separated sections to document emergency plans, personal health information, property and financial information, final wishes, estate settlement details, and important document locations.
