Strategies for Trusts and Estates in Florida 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 Strategies for Trusts and Estates in Florida PDF full book. Access full book title Strategies for Trusts and Estates in Florida by Aspatore Books. Download full books in PDF and EPUB format.
Author: Aspatore Books
Publisher: Aspatore Books
ISBN: 9780314228628
Category : Law
Languages : en
Pages : 143
Get Book Here
Book Description
Strategies for Trusts and Estates in Florida is an authoritative, insiders perspective on best practices for handling the estate planning process in the state of Florida. Featuring partners and shareholders from some of the states leading law firms, these experts guide the reader through the process of gathering important information from the client, including the clients family situation, ownership of assets, business and professional interests, and inheritance rights. From keeping up to date on relevant decisions in the area of estate planning to understanding the common issues and concerns that face Florida residents, these authors emphasize what is needed to determine the best estate planning strategy for your client. Additionally, these leaders offer advice on the common mistakes and pitfalls in this practice area and emphasize the consequences of a poorly drafted trust. The different niches represented and the breadth of perspective presented enable readers to get inside some of the great legal minds of today, as these experienced lawyers offer up their thoughts around the keys to navigating this ever-evolving area of law.
Author: Aspatore Books
Publisher: Aspatore Books
ISBN: 9780314228628
Category : Law
Languages : en
Pages : 143
Get Book Here
Book Description
Strategies for Trusts and Estates in Florida is an authoritative, insiders perspective on best practices for handling the estate planning process in the state of Florida. Featuring partners and shareholders from some of the states leading law firms, these experts guide the reader through the process of gathering important information from the client, including the clients family situation, ownership of assets, business and professional interests, and inheritance rights. From keeping up to date on relevant decisions in the area of estate planning to understanding the common issues and concerns that face Florida residents, these authors emphasize what is needed to determine the best estate planning strategy for your client. Additionally, these leaders offer advice on the common mistakes and pitfalls in this practice area and emphasize the consequences of a poorly drafted trust. The different niches represented and the breadth of perspective presented enable readers to get inside some of the great legal minds of today, as these experienced lawyers offer up their thoughts around the keys to navigating this ever-evolving area of law.
Author:
Publisher: Aspatore Books
ISBN: 9780314272003
Category : Estate planning
Languages : en
Pages : 0
Get Book Here
Book Description
Strategies for Trusts and Estates in Florida provides an authoritative, insiders perspective on key strategies for advising trust and estate clients in Florida in todays social and economic environment. Featuring partners from some of the states leading law firms, these experts guide the reader through the various elements of estate planning and the key issues to be considered during each stage of the process. These leaders reveal their advice on choosing the right trust for a specific client, protecting assets and retirement accounts for beneficiaries, and navigating the restrictions unique to Florida trust and estate law. From misunderstandings and miscommunications with clients to errors made while drafting documents, these authors discuss how to overcome common mistakes and pitfalls that some attorneys might face. Additionally, these top lawyers offer tips on educating clients about estate tax. The different niches represented and the breadth of perspectives presented enable readers to get inside some of the great legal minds of today, as these experienced lawyers offer up their thoughts around the keys to navigating this ever-evolving area of law.
Author:
Publisher: Aspatore Books
ISBN: 9780314292100
Category : Law
Languages : en
Pages : 92
Get Book Here
Book Description
Strategies for Trusts and Estates in Florida provides an authoritative, insiders perspective
Author: WEST GROUP
Publisher:
ISBN: 9780314287465
Category : Law
Languages : en
Pages : 112
Get Book Here
Book Description
Author: Michaela Falls
Publisher:
ISBN: 9780314280527
Category :
Languages : en
Pages : 104
Get Book Here
Book Description
Strategies for Trusts and Estates in Florida provides an authoritative, insiders perspective on key strategies for aiding clients in Florida on developing flexible estate plans. Featuring partners from some of the nations leading law firms, these experts guide the reader through the process of getting to know the client and gathering the necessary information before outlining a plan. These top lawyers offer their advice for conducting preliminary interviews, reviewing existing documents, drafting new documents, and creating various trusts. From changing tax laws to second marriage issues, these authors discuss the steps for identifying and overcoming challenges in the estate planning process. Additional topics include the importance of educating the client and staying up-to-date on changes in the trusts and estates arena. The different niches represented and the breadth of perspectives presented enable readers to get inside some of the great legal minds of today, as these experienced lawyers offer up their thoughts around the keys to success within this ever-evolving field.
Author:
Publisher:
ISBN: 9780314293763
Category :
Languages : en
Pages : 168
Get Book Here
Book Description
Author: Craig R. Hersch
Publisher: Createspace Independent Publishing Platform
ISBN: 9781508555155
Category : Estate planning
Languages : en
Pages : 146
Get Book Here
Book Description
Whether to claim Florida residency and how that affects your estate plan are two significant questions on many people's minds. This book addresses whether your will, revocable living trust, durable power of attorney, health care surrogate and living will documents from up north remain valid, the important issues you should consider when updating your documents to Florida law, and whether you can achieve tax savings by becoming a Florida resident.Craig R. Hersch is a Florida board certified wills, trusts & estates attorney and CPA who has three decades of experience helping families achieve their estate planning goals. He has developed a Unique Process(TM), The Family Estate & Legacy Program(TM), geared to provide clients with confidence and clarity through the often confusing legal, tax and financial world.
Author: Linda C. Ashar
Publisher: Atlantic Publishing Company
ISBN: 1601384130
Category : Business & Economics
Languages : en
Pages : 224
Get Book Here
Book Description
Few people want to think about what would happen to their families if they become disabled or die; however, planning for these occurrences in advance will reduce potential stress on your family later in life. The right plan can protect the value of your estate and spare your loved ones unnecessary hassles and legal conflicts. This book will take the guesswork out of planning your estate and help you finally understand the complex processes. Your Florida Wills, Trusts, & Estates Explained Simply will help you glide through this complicated process. This book has been adapted to offer Florida residents state-specific advice for estate planning. Author Linda C. Ashar, attorney at law, has crafted an estate-planning primer that allows Florida residents to become more informed and more involved during the process. Your Florida Wills, Trusts, & Estates Explained Simply will provide all the information you need to choose, set up, and execute a will, trust, or estate. You will learn the legal terminology, including beneficiary, probate, trustor, trustee, assets, guardianship, and executor. You will also learn about trust agreements, trust property, settlement costs, life insurance, durable powers of attorney, marital deductions, gift splitting, survivorship deeds, gift tax issues, generation skipping transfer tax, tax deferred accounts, and advance directives. Atlantic Publishing is a small, independent publishing company based in Ocala, Florida. Founded over twenty years ago in the company presidentâe(tm)s garage, Atlantic Publishing has grown to become a renowned resource for non-fiction books. Today, over 450 titles are in print covering subjects such as small business, healthy living, management, finance, careers, and real estate. Atlantic Publishing prides itself on producing award winning, high-quality manuals that give readers up-to-date, pertinent information, real-world examples, and case studies with expert advice. Every book has resources, contact information, and web sites of the products or companies discussed.
Author: Nikollasa Achli
Publisher: Independently Published
ISBN:
Category : Law
Languages : en
Pages : 0
Get Book Here
Book Description
Unlock the power of asset protection and tax optimization with the Triple LLC Trustee Strategy for Florida Trusts. In this comprehensive guide, trustees and beneficiaries will discover proven strategies and best practices for managing trusts effectively while maximizing wealth preservation and tax efficiency. From establishing open communication channels between trustees and stakeholders to educating beneficiaries on trust terms and concepts, this book provides a step-by-step approach to trust governance and beneficiary empowerment. Readers will learn how to navigate complex legal and financial concepts, clarify roles and responsibilities, and promote transparency and accountability in trust administration. With insights into establishing trust objectives, implementing tax optimization strategies, and promoting collaboration among trustees and beneficiaries, this book equips readers with the knowledge and tools needed to succeed in trust management. Practical examples, case studies, and actionable advice ensure readers can apply the Triple LLC Trustee Strategy with confidence and competence. Whether you're a trustee seeking guidance on trust administration or a beneficiary looking to understand your rights and responsibilities, "Maximizing Asset Protection and Tax Efficiency" offers invaluable insights and practical solutions for managing Florida trusts effectively. Empower yourself with the knowledge and strategies needed to protect and preserve wealth for generations to come.
Author: Alan S. Gassman
Publisher:
ISBN: 9781522754923
Category :
Languages : en
Pages : 202
Get Book Here
Book Description
