Why Wills Won't Work (If You Want to Protect Your Assets)

Why Wills Won't Work (If You Want to Protect Your Assets) PDF Author: Armond Budish
Publisher: Penguin
ISBN: 1440639442
Category : Business & Economics
Languages : en
Pages : 255

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Book Description
For most people drawing up a will, making sure their inheritance is secure for their spouse, children, grandchildren, or other family members is a top priority. And though they may think they're taking care of their loved ones' future with the traditional planning a will offers, the reality is that down the line their designated heirs may never see a dime. As attorney and estate-planning expert Armond Budish explains in Why Wills Won't Work, good estate planning in the twenty-first century requires more than the old "one size fits all" approach of filling out a few legal documents. In this book, he illustrates his customized SAFE method—the only solution that will Safeguard Assets for your Family Exclusively. Beginning with an assessment quiz that helps readers determine their particular needs, risks, and goals, along with the options available, Why Wills Won't Work addresses: - how to protect a child's inheritance in a divorce; - the steps to take now to avoid death taxes later; - how to safeguard an inheritance for grandchildren; - how to keep probate court, creditors, and potential lawsuits from depleting an inheritance; - how to plan in advance for a disabled child or one who can't manage money; and - what documents you really need, and how to choose a lawyer. Easy to follow and reader-friendly, with illuminating real-life stories throughout, Why Wills Won't Work is the essential guide for readers who want to be sure now that their family's future inheritance is airtight.

Why Wills Won't Work (If You Want to Protect Your Assets)

Why Wills Won't Work (If You Want to Protect Your Assets) PDF Author: Armond Budish
Publisher: Penguin
ISBN: 1440639442
Category : Business & Economics
Languages : en
Pages : 255

Get Book Here

Book Description
For most people drawing up a will, making sure their inheritance is secure for their spouse, children, grandchildren, or other family members is a top priority. And though they may think they're taking care of their loved ones' future with the traditional planning a will offers, the reality is that down the line their designated heirs may never see a dime. As attorney and estate-planning expert Armond Budish explains in Why Wills Won't Work, good estate planning in the twenty-first century requires more than the old "one size fits all" approach of filling out a few legal documents. In this book, he illustrates his customized SAFE method—the only solution that will Safeguard Assets for your Family Exclusively. Beginning with an assessment quiz that helps readers determine their particular needs, risks, and goals, along with the options available, Why Wills Won't Work addresses: - how to protect a child's inheritance in a divorce; - the steps to take now to avoid death taxes later; - how to safeguard an inheritance for grandchildren; - how to keep probate court, creditors, and potential lawsuits from depleting an inheritance; - how to plan in advance for a disabled child or one who can't manage money; and - what documents you really need, and how to choose a lawyer. Easy to follow and reader-friendly, with illuminating real-life stories throughout, Why Wills Won't Work is the essential guide for readers who want to be sure now that their family's future inheritance is airtight.

Why Wills Won't Work (if You Want to Protect Your Assets)

Why Wills Won't Work (if You Want to Protect Your Assets) PDF Author:
Publisher:
ISBN: 9781436240567
Category : Estate planning
Languages : en
Pages : 220

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Book Description
A customized resource to twenty-first-century estate planning cites the flaws in typical will processes while making key recommendations on such topics as protecting a child's inheritance in the event of a divorce and avoiding death taxes.

Invest Successfully and Protect Your Assets

Invest Successfully and Protect Your Assets PDF Author: Richard Allison Johnson
Publisher: iUniverse
ISBN: 0595334881
Category : Self-Help
Languages : en
Pages : 131

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Book Description
In this witty, eye-opening guide, Certified Financial Planner and Chartered Mutual Fund Counselor Rick Johnson shares his no-holds-barred approach to investing. Drawing on more than twenty years of experience in financial services, he shows hard-working Americans how to design successful investment portfolios and build financial strategies that are fully aligned with their personal values and life goals. Johnson debunks commonly held myths, exposes misconceptions, and delivers plenty of practical advice and relevant, real-world techniques and secrets for: Avoiding the usual--and costly--mistakes that even professionals make Determining how much risk you can tolerate Setting reasonable, achievable expectations (and then meeting or exceeding them) Designing a custom portfolio centered on your individual values, needs, and goals and accounting for future contributions, expenditures, and withdrawal needs Simultaneously investing for good markets and bad markets Selecting and hiring a financial professional And, ultimately, making more money by investing less aggressively With Johnson's grounded advice, you'll not only keep your assets--you'll multiply them. With vigilance, dedication, and discipline, you will live more richly, fulfill your goals and dreams, and achieve the financial security you need.

A Will Is Not Enough in Texas

A Will Is Not Enough in Texas PDF Author: Amelia E. Pohl
Publisher:
ISBN: 9781932464009
Category : Law
Languages : en
Pages : 298

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Book Description
If I Become Incapacitated, How Can I - pay for my health care? - avoid having a Guardian appointed? -appoint someone to make my decisions? WHAT IS REQUIRED TO QUALIFY FOR MEDICAID IN TEXAS. How Can I - avoid probate? provide for the transfer of my business? provide for the care of my minor child? protect my assets?

You Can't Take It with You

You Can't Take It with You PDF Author: Matthew Mitchell
Publisher:
ISBN: 9781979009898
Category :
Languages : en
Pages : 58

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Book Description
Written as a guide, You Can't Take It With You explains the importance of having a Will, takes you through the process of making one and talks about what life could be like for those left behind if you don't have one. This book is for anyone who is thinking about writing a Will, setting up Trusts or establishing Powers Of Attorney. It will outline:- Why it's important to write a Will and how to go about doing it- What a Will can do for you and your family- How Trusts and Power Of Attorney work- Where you can go for help and adviceRead on to learn how you can protect your assets for many generations, not just one lifetime.

Understanding Living Trusts

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

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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.

How to Protect Your Assets and Preserve Your Hard Earned Capital

How to Protect Your Assets and Preserve Your Hard Earned Capital PDF Author: Antonio TJ Hines
Publisher: eBookIt.com
ISBN: 1456628127
Category : Education
Languages : en
Pages : 48

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Book Description
This book is written for the everyday individual as an eye opener what is currently going on in the financial markets. The author reveals and discloses what your broker, banker and or mutual fund manager is not telling you. Secrets! We’ve all been duped into thinking the traditional model of investing is the way to go. It’s called psychological influence. There is a serious issue right now in our society. 72% of Americans born between the years of 1946-1964, are going back into the work force. You see it everyday. Grandma’s and Grandpa’s working at the cash registers in your local grocery store. How could this be? This is the result of not having the right financial education to assist in proper planning for protecting, growing and preserving their nest eggs. 53% of American households will not have enough for retirement. It’s true. That’s over half of the American population. The Securites & Exchange Commission conducted a study saying half of investors didn’t understand or realize the different levels of care that were provided between brokers, mutual fund managers, bankers and fidiciuaries. That’s a huge problem. The objective of this book is to get the reader to understand what they may not know now, as well as the many options available for you to ride your life right off into the sunset by lowering your risk and increasing your yields in half the time it would in a traditional model. The author reveals the ultimate solution to sustaining your same lifestyle, a healthy lifestyle for years to come. The author understands the value of the family name and the legacy most people want to leave behind. Let the truth be told, most investors are losing more than their making, simply by not being aware. After reading this short impactful book, the reader will be equipped with knowledge on how to protect, grow and preserve their assets for years to come, with a unique investing model that has been around for decades upon decades.

Business Week

Business Week PDF Author:
Publisher:
ISBN:
Category : Business
Languages : en
Pages : 900

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Book Description


How to Protect Your Family's Assets from Devastating Nursing Home Costs

How to Protect Your Family's Assets from Devastating Nursing Home Costs PDF Author: K. Gabriel Heiser
Publisher: MedicaidSecrets.com
ISBN: 0979080118
Category : Family & Relationships
Languages : en
Pages : 256

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Book Description
Written by an elder law attorney with over 23 years experience, this book will help anyone with a family member faced with a long-term stay in a nursing home who wishes to preserve at least some of their assets by qualifying for the Medicaid program. You dont have to be broke to qualify! For the first time ever, the inside secrets of high-priced estate planning and elder law attorneys are revealed. Includes a summary of all income and asset rules for both married and single individuals, together with numerous examples and several case studies, which take the reader through the same thought processes that an experienced elder law attorney would go through when analyzing a real-life clients situation. The book includes tips on: how to title your home so you do not lose it to the state; how to make transfers to family members that wont disqualify you from Medicaid; how annuities make assets disappear; smart tricks for spending down your assets; what to change in your will to save thousands of dollars if your spouse ever needs nursing home care; avoiding the states reimbursement claim following the nursing home residents death; and much more. Completely up-to-date, the book includes the massive changes made by the Deficit Reduction Act of 2005 as well as the December 2006 Tax Relief and Health Care Act amendments.

Make Your Own Living Trust

Make Your Own Living Trust PDF Author: Denis Clifford
Publisher: Nolo
ISBN: 1413328407
Category : Business & Economics
Languages : en
Pages : 312

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Book Description
A do-it-yourself manual for making your own living trust, with checklists, step-by-step procedures, worksheets, and forms.