Wealthcounsel(r) Estate Planning Strategies

Wealthcounsel(r) Estate Planning Strategies PDF Author: Randy Gardner
Publisher:
ISBN: 9780982177907
Category : Estate planning
Languages : en
Pages : 385

Get Book Here

Book Description

Wealthcounsel(r) Estate Planning Strategies

Wealthcounsel(r) Estate Planning Strategies PDF Author: Randy Gardner
Publisher:
ISBN: 9780982177907
Category : Estate planning
Languages : en
Pages : 385

Get Book Here

Book Description


Charitable Gift Planning

Charitable Gift Planning PDF Author: Thomas J. Ray (Jr.)
Publisher: American Bar Association
ISBN: 9781590318782
Category : Business & Economics
Languages : en
Pages : 876

Get Book Here

Book Description
When Congress passed the Pension Protection Act of 2006, they created what may be the most significant reform to charitable planning since the Tax Reform Act of 1969. This practice-focused book is now fully updated to explain the legislation's impact on all aspects of charitable planning. It provides clear and insightful explanations of all relevant tax law, financial considerations, and includes drafting guidelines, and forms to assist with clients' charitable giving needs as part of a comprehensive estate and financial plan. Includes drafting guides and sample forms on CD-ROM.

Understanding Living Trusts

Understanding Living Trusts PDF Author: Vickie Schumacher
Publisher: Schumacher Publishing
ISBN:
Category : Law
Languages : en
Pages : 230

Get Book Here

Book Description
Written in clear, conversational English, this book can help anyone understand how a living trust avoids the complications, expenses, and delays of probate at times of incapacity and death.

Life and Death Planning for Retirement Benefits

Life and Death Planning for Retirement Benefits PDF Author: Natalie B. Choate
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 472

Get Book Here

Book Description


Inheritance Hijackers

Inheritance Hijackers PDF Author: Robert C. Adamski
Publisher: BookPros, LLC
ISBN: 0981453449
Category : Business & Economics
Languages : en
Pages : 214

Get Book Here

Book Description
Inheritance theft is a widespread but hidden phenomenon afflicting every level of society. During the next twenty years, baby boomers and their children will inherit an estimated one hundred trillion dollars, much of which will be hijacked by family members, associates, or strangers. Everyone who might give or receive an inheritance is a potential victim.The legal and practical advice in this book teaches:"Who steals inheritances"Why, When, and How inheritances are stolen"Why we are all potential victims"How to protect yourselfThis book includes Q&As on inheritance law, quizzes to determine the security of your estate, and checklists on how to protect yourself.

Your American Legacy

Your American Legacy PDF Author: Stan Miller
Publisher:
ISBN: 9781949535914
Category : Law
Languages : en
Pages : 232

Get Book Here

Book Description
Your legacy is more than your money and property. In this book, you'll discover powerful strategies to leave future generations the knowledge to build a successful life, including family stories, traditions, heirlooms, life lessons, and your own experiences. This book is the vision of a community of individuals who desire to preserve and pass on their legacy, fusing financial, legal, and legacy planning into a movement of positive cultural transformation.

Ethical Wills

Ethical Wills PDF Author: Barry K. Baines
Publisher: Da Capo Lifelong Books
ISBN: 0786736577
Category : Family & Relationships
Languages : en
Pages : 242

Get Book Here

Book Description
As evidenced in the Terri Schiavo case that made national headlines, having a living will is an essential element in ensuring that the way in which you would like to spend your last days will be respected. It informs both family and doctors of your medical treatment preferences in specific situations. An ethical will is a complementary text that communicates personal values, beliefs, blessings, and advice to relatives and to future generations. It can be more meaningful to friends and family than any material possession you could bequeath to them. Together, living and ethical wills ensure that your wishes and hopes are "on the record," not to be lost, ignored, or forgotten. Offering practical and inspirational advice for people at any stage of life, Ethical and Living Wills includes: --Three recommended writing approaches to capturing our feelings for posterity --Expert information for understanding the legal and practical issues involved in documenting your medical care and treatment preferences in commonly occurring situations --Advice on when to distribute both ethical and living wills -- Tips to protect the legacy you leave in an ethical will-preparing and caring for the document you create

The Canadian Snowbird in America

The Canadian Snowbird in America PDF Author: Terry F. Wruk
Publisher: ECW Press
ISBN: 1550228048
Category : Business & Economics
Languages : en
Pages : 255

Get Book Here

Book Description
A comprehensive overview on financial management, tax filing, real estate investment, cross-border retirement planning, and foreign exchange issues for Canadians adopting a temporary U.S. lifestyle.

ABA Consumer Guide to Asset Protection

ABA Consumer Guide to Asset Protection PDF Author: Jeffrey R. Matsen
Publisher:
ISBN: 9781627227650
Category : Business & Economics
Languages : en
Pages : 0

Get Book Here

Book Description
The proliferation of lawsuits throughout society exposes business owners, physicians, and other professionals to enormous risk if they don't adequately protect their personal and business assets. In The ABA Consumer Guide to Asset Protection, leading asset protection attorney Jeffrey Matsen provides a step-by-step guide to creating a "shield of liability" around personal and business assets through a combination of business and investment entity selections; estate planning techniques; and the creation of appropriate trusts. Matsen's multi-tiered approach is designed to help virtually everyone who has significant assets and to provide a plan appropriate to their particular circumstances. Readers will gain the knowledge to choose the right advisor and actively participate in the creation and management of their own asset protection plan.

Legal Informatics

Legal Informatics PDF Author: Daniel Martin Katz
Publisher: Cambridge University Press
ISBN: 1107142725
Category : Business & Economics
Languages : en
Pages : 525

Get Book Here

Book Description
This cutting-edge volume offers a theoretical and applied introduction to the emerging legal technology and informatics industry.