Generations PDF Download
Are you looking for read ebook online? Search for your book and save it on your Kindle device, PC, phones or tablets. Download Generations PDF full book. Access full book title Generations by Robert A. Esperti. Download full books in PDF and EPUB format.
Author: Robert A. Esperti
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 630
Get Book Here
Book Description
Written in a hard-hitting, question-and-answer format, Generations is vitally useful information and techniques for individuals who care about creating their own legacies and providing for their loved ones. Its appeal is heightened by its presentation of complex issues in easy-to-understand language. Some of the issues discussed are disability, retirement, and asset protection planning; and planning for spouses, children, and grandchildren. It also contains information on planning tools such as revocable living trusts, irrevocable living trusts, irrevocable life insurance trusts,offshore asset protection trusts, and charitable trusts; and family limited partnerships. Generations is designed to educate and motivate you to take action. Good planning is planning that is well thought out, fashioned, and honed by knowledgeable professionals; implemented in a thorough and comprehensive manner; and monitored over time by understanding and compassionate advisors. Planning is more of a journey than a destination; it must survive the generations and be able to change with changing circumstances. For many of us, just knowing the questions to ask our attorneys will greatly help us to become involved in the planning process. Armed with the information in this book, you will be able to enter into estate planning with more confidence. Packaged with Generations is a free, 24-page supplement, "What the New Tax Law Means to You," that briefly explains the many changes resulting from the 1001 tax act.
Author: Robert A. Esperti
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 630
Get Book Here
Book Description
Written in a hard-hitting, question-and-answer format, Generations is vitally useful information and techniques for individuals who care about creating their own legacies and providing for their loved ones. Its appeal is heightened by its presentation of complex issues in easy-to-understand language. Some of the issues discussed are disability, retirement, and asset protection planning; and planning for spouses, children, and grandchildren. It also contains information on planning tools such as revocable living trusts, irrevocable living trusts, irrevocable life insurance trusts,offshore asset protection trusts, and charitable trusts; and family limited partnerships. Generations is designed to educate and motivate you to take action. Good planning is planning that is well thought out, fashioned, and honed by knowledgeable professionals; implemented in a thorough and comprehensive manner; and monitored over time by understanding and compassionate advisors. Planning is more of a journey than a destination; it must survive the generations and be able to change with changing circumstances. For many of us, just knowing the questions to ask our attorneys will greatly help us to become involved in the planning process. Armed with the information in this book, you will be able to enter into estate planning with more confidence. Packaged with Generations is a free, 24-page supplement, "What the New Tax Law Means to You," that briefly explains the many changes resulting from the 1001 tax act.
Author: N. Brian Caverly
Publisher: John Wiley & Sons
ISBN: 1118053958
Category : Business & Economics
Languages : en
Pages : 397
Get Book Here
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: Richard J. Shapiro J.D.
Publisher: Archway Publishing
ISBN: 1480844950
Category : Law
Languages : en
Pages : 203
Get Book Here
Book Description
Imagine building a new home without a set of blueprintssounds absurd, doesnt it? Its no different than creating an estate plan without establishing planning goals, but far too often people engage in estate planning without thinking about what they want to accomplish. In Secure Your Legacy, attorney Richard J. Shapiro tackles the daunting aspects of estate planning and elder law. He answers questions such as: How do you determine if you need a will or a trust (or both)? Whats the difference between a revocable and irrevocable trust? How do you protect assets if you need long-term care? How do you reduce your exposure to estate taxes? He also shares tips on planning for a child with special needs, transferring a business, and ensuring a beloved pet is taken care of if you die or become incapacitated. He also explains why you should never create an estate plan online. Filled with real-world examples, this guide gives you the critical information you need to work with an attorney to create an estate plan that protects you and your loved ones.
Author: Michael T. Palermo
Publisher: Sterling Publishing Company, Inc.
ISBN: 140275860X
Category : Estate planning
Languages : en
Pages : 276
Get Book Here
Book Description
Lawyer and financial planner Michael T. Palermo explains everything you need to know about wills, trusts, and more.
Author: Scott C. Fithian
Publisher: Wiley
ISBN: 9780471380405
Category : Business & Economics
Languages : en
Pages : 0
Get Book Here
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: Carolyn J. Friend
Publisher:
ISBN: 9781595981004
Category :
Languages : en
Pages : 0
Get Book Here
Book Description
Author: Marni Jameson
Publisher: The Experiment, LLC
ISBN: 1615197877
Category : Self-Help
Languages : en
Pages : 199
Get Book Here
Book Description
You can’t take it with you, but you can ensure that what you leave behind has value and meaning. Whether you want the fruits of your life’s work to benefit your family, the environment, science, human rights, the arts, your church, or another cause dear to you, one thing is certain: It won’t happen unless you plan. What to Do with Everything You Own to Leave the Legacy You Want is a step-by-step, DIY guide to turning your money and “stuff” into something meaningful that will outlast you—whether you are in the prime of life or your later years, single or partnered, have kids or not, are well-off or of modest means. With her trademark practical wisdom, downsizing expert Marni Jameson offers plenty of comfort (and even some laughs) as she guides you through the following: Identifying whom you want to benefit from your legacy Navigating wills, trusts, and other paths to your goals Heading off potential family conflicts Making the best plan for your material assets This book will encourage and inspire you through every step of your final downsizing project, helping you make a positive impact on the people and causes closest to your heart.
Author: Henry W. Abts
Publisher: McGraw-Hill/Contemporary
ISBN: 9780809230310
Category : Business & Economics
Languages : en
Pages : 388
Get Book Here
Book Description
The failproof way to pass along your estate to your heirs without lawyers, courts, or the probate system.
Author: Angela Crocker
Publisher: Self-Counsel Press
ISBN: 1770405003
Category : Computers
Languages : en
Pages : 152
Get Book Here
Book Description
When you die, what will your digital legacy be? What will be left about you online? How will your online accounts be accessed and handled and how will you be remembered for posterity (given that there’s no real erasing of the Internet)? Angela Crocker and Vicki Mcleod team up to give us ideas and tips on how to handle our digital legacies. Vicki focuses on the personal aspects of legacy, while Angela brings it down to earth with the practical, how-to aspects. One hundred years from now, there will be one billion dead people on Facebook. That’s a sobering thought for each of us as we consider our own mortality. And while it can be uncomfortable to talk about death, it’s important to prepare the personal and practical elements of your digital life before death. In this guide, co-authors Angela Crocker and Vicki McLeod offer solutions for the practical, social, emotional, and technical aspects of your digital legacy. They include best practices for online memorials, social media and mourning, and digital etiquette in death. Tools and resources are included throughout the book to help your digital estate planning and empower your estate’s executor. From online banking to decades worth of digital family photos, copious creative or intellectual property, or personal history documented on social media, everyone has a widespread digital footprint that tells the story of our lives. How much of that story remains online after we’re gone? Who has access to banking, passwords, and important digital records? What about painful or deeply personal elements of your personal or professional legacy? In life, you have the opportunity to make choices about your digital legacy. If you don’t, you risk your legacy being misinterpreted, lost, or simply becoming digital litter. It’s time for a digital legacy plan.
Author: Justin T. Crain
Publisher: The Law Office of Justin T. Crain, PLLC
ISBN: 0578655586
Category : Law
Languages : en
Pages :
Get Book Here
Book Description
This book will provide you the direction and knowledge you will need to confidently take the appropriate steps toward an estate plan that fits your current and future needs. Inside you will find information regarding wills and trusts, powers of attorney, living wills and medical directives, Medicaid, nursing home planning, probate, taxes, and international planning considerations.
