Estate And Trust Planning
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Planning Your Will Trust Lpa More Estate Planning For The Modern Family
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Author : Keon Chee
language : en
Publisher: Marshall Cavendish International Asia Pte Ltd
Release Date : 2020-09-24
Planning Your Will Trust Lpa More Estate Planning For The Modern Family written by Keon Chee and has been published by Marshall Cavendish International Asia Pte Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on 2020-09-24 with Business & Economics categories.
With society's rising affluence, children and families stand to inherit properties and many thousands and millions of dollars when parents and relatives pass away. The importance of setting out clear instructions about the distribution of your assets or wealth while you are still alive cannot be overstated. This process of estate planning involves making a will and perhaps setting up a trust, depending on your personal circumstances. The rise of the modern family and what such a family is likely to own, add to the diversity of planning required. In addition to the traditional two-parent family, we have families with single parents, partners of different races, nationalities and faiths, and same-sex partners. The modern family is likely to own foreign assets, a business, pets and digital assets, and likely to consider charitable giving in their estate planning. In this book, well-known estate planner Keon Chee takes you through the various aspects of estate planning, including the writing of a will, the setting up of a trust, planning your Lasting Power of Attorney (LPA) and setting out other important final wishes. The author has invited several highly experienced practitioners to share their specialist knowledge throughout the book enhancing the breadth of coverage.
Estate And Trust Planning
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Author : Jeffrey N. Pennell
language : en
Publisher: American Bar Association
Release Date : 2005
Estate And Trust Planning written by Jeffrey N. Pennell and has been published by American Bar Association this book supported file pdf, txt, epub, kindle and other format this book has been release on 2005 with Business & Economics categories.
This practical guide to the law of donative transfers is a guide through the maze of terminology, rules, and policies raised by wealth transfers.
The Tools And Techniques Of Estate Planning 20th Edition
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Author : Stephan Leimberg
language : en
Publisher:
Release Date : 2021-04-27
The Tools And Techniques Of Estate Planning 20th Edition written by Stephan Leimberg and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2021-04-27 with categories.
The Tools & Techniques of Estate Planning covers all aspects of estate planning, from behavioral and ethical issues to estate and gift tax planning, to planning for nontraditional couples and the risk of health issues for aging clients. With topics that are applicable for both large and small estates, this title enables estate planners to: Help clients plan every aspect of their estate, including tax, investment, insurance, and estate administration decisions; Help clients effectively preserve their assets under current law; Handle a wide variety of estates and specific circumstances; and Save significant amounts of time with exclusive estate planning tools. This book features easy-to-understand, real-world examples from expert authors on which techniques are best suited for a wide variety of circumstances, and equally important advice on how to avoid future problems. New in the 20th Edition: There have been several updates in tax legislation since the release of the prior edition, many of which affect estate planning. When rules change, every estate planner must stay completely up-to-date with all the opportunities--and pitfalls--arising from the new legislation. This edition features: Updates resulting from the SECURE Act, affecting qualified retirement plans; New information on COVID-19 related tax changes for employee benefit plans; Employee retention credit under the CARES Act; Coverage of new IRS valuation tables in addition to the prior valuation tables; Updated ERISA compliance and reporting requirements; and Updated tax information, including the new 2021 COVID-19 stimulus and CAA bills. Topics Covered: Practice of estate planning Choosing the right professionals for estate planning Ownership and transfer of property Estate, gift, GST, and income tax considerations for estate planning The use of revocable and irrevocable trusts in estate planning The use of life insurance in estate planning Planning for incapacity and special needs Valuations issues Charitable giving Using employee benefits to meet estate planning goals Intra-family wealth transfers and business succession planning And more! See the "Table of Contents" section for a full list of topics As with all of the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples you can use to help your clients successfully navigate the complex course of estate planning and confidently meet their needs.
Drafting Wills Trusts And Other Estate Planning Documents
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Author : Kevin D. Millard
language : en
Publisher: Bradford Publishing Company
Release Date : 2006
Drafting Wills Trusts And Other Estate Planning Documents written by Kevin D. Millard and has been published by Bradford Publishing Company this book supported file pdf, txt, epub, kindle and other format this book has been release on 2006 with Business & Economics categories.
Estate Planning
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Author : Wayne M. Gazur
language : en
Publisher: Aspen Publishing
Release Date : 2015-04-27
Estate Planning written by Wayne M. Gazur and has been published by Aspen Publishing this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-04-27 with Law categories.
This casebook introduces students to the principles of estate planning and challenges them to analyze simulated client scenarios. Featuring a case-study and problems approach in which the principles of estate planning are first introduced and then demonstrated through student analysis of short exercises and simulated client situations. A forms supplement on a CD is an additional tool for giving students practice with drafting exercises.
Estate Planning Forms
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Author : L. Rush Hunt
language : en
Publisher:
Release Date : 2009
Estate Planning Forms written by L. Rush Hunt and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2009 with Business & Economics categories.
An estate plan can have several elements--a will; an assignment of power of attorney; a living will or healthcare proxy; and in some cases, a trust. As an estate planner, you must be mindful of both federal and state laws governing estates when assembling plans for clients. Estate Planning Forms, by L. Rush Hunt, covers all elements of estate planning in detail with easy-to-follow, time-saving forms. This book empowers attorneys to establish trusts to reduce estate and gift taxes and to distribute assets to the heirs without the costs, delays, and publicity of probate court. The primary purpose of Estate Planning Forms is to ensure that the greatest amount of the estate passes to the estate owner's intended beneficiaries. With the guidance in this book, you will be able to offer greater protection of your client's assets from creditors and lawsuits. CD-ROM Included!Includes the following forms: Letters of engagement Privacy notices Powers of attorney Wills Pre and post-marital agreements Trusts
The Planning And Drafting Of Wills And Trusts
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Author : Thomas L. Shaffer
language : en
Publisher:
Release Date : 2007
The Planning And Drafting Of Wills And Trusts written by Thomas L. Shaffer and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2007 with Business & Economics categories.
This text provides a comprehensive guide to the planning of wills and estates. It discusses the subject matter in a functional, real-world context.
The Canadian Guide To Will And Estate Planning Everything You Need To Know Today To Protect Your Wealth And Your Family Tomorrow 3e
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Author : Douglas Gray
language : en
Publisher: McGraw Hill Professional
Release Date : 2011-01-07
The Canadian Guide To Will And Estate Planning Everything You Need To Know Today To Protect Your Wealth And Your Family Tomorrow 3e written by Douglas Gray and has been published by McGraw Hill Professional this book supported file pdf, txt, epub, kindle and other format this book has been release on 2011-01-07 with Business & Economics categories.
We all know we need a will, one that is current and reflects our wishes and changing life events. So why do two-thirds of Canadians still die without a will - without a plan for passing on their assets the way they want? Why do Canadians still risk losing everything to creditors or the government, or certain relatives being awarded assets by provincial government formulas, none of which were the deceased’s intention? Approximately one out of four Canadians die suddenly, so advance will and estate planning is critical. In this third edition of the bestselling The Canadian Guide to Will and Estate Planning, Canada’s foremost author team of experts in estate planning provide you with insights and options, practical suggestions, and authoritative guidance. You can then discuss your customized and evolving needs and wishes with your professional advisors in an informed fashion, to ensure your assets are protected and your family and beneficiary needs are met with strategic tax and estate planning. This approach will save you time, money, tax, stress, and anxiety. Using practical checklists, real-life examples, and answers to frequently asked questions, Douglas Gray, LL.B, and John Budd, F.C.A., provide helpful guidance on many important topics, including guardianship, powers of attorney, trusts, probate, special options for small and family businesses, passing on the family cottage, charitable giving, tax planning, estate planning, insurance and much more. Also includes an extensive glossary and appendix, and invaluable resource information and websites. Completely updated to reflect the latest changes in relevant legislation and taxation, and with a new chapter on preserving and increasing your net worth, The Canadian Guide to Will and Estate Planning explains how to: Obtain expert legal advice to prepare a will to protect your interests and assets Ensure that your assets will pass to the intended beneficiaries without hassle Use special legal and estate planning strategies to protect your business Avoid family feuds and spousal disputes Minimize or avoid income taxes and capital gains taxes through strategic tax and estate planning Use the latest tax laws to maximize the benefits of charitable giving Don’t let the government be your principal beneficiary – take the time to plan ahead!
Estate Planning For Dummies
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Author : Jordan S. Simon
language : en
Publisher: John Wiley & Sons
Release Date : 2023-03-06
Estate Planning For Dummies written by Jordan S. Simon and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2023-03-06 with Law categories.
Get your arms around wills, trusts, probate, inheritance taxes, and other important estate planning essentials Estate Planning For Dummies teaches you the ins and outs of estate planning. It’s all about drafting wills, dealing with probate, assigning powers of attorney, establishing living trusts, and beyond. Think you don’t have enough assets to merit estate planning? Think again. This everyone-friendly guide walks you through building a solid estate plan, whatever your current financial situation. In easy-to-understand language, you’ll learn the ins and outs of estate planning, including what happens to your stuff—cash, real estate, businesses, retirement funds, everything—when you pass away. This new edition is updated for the many recent changes in estate taxes and inheritance law. Make sure your assets get into the pockets of your heirs or wherever you want them to go, and learn how to accomplish it the For Dummies way. Understand state and federal estate and inheritance taxes Build an air-tight will and make sure your heirs get as much as they can Protect your estate’s privacy even after you’re gone Plan for the transition of a family business Prevent disagreements and uncertainty among your heirs Figure out how to pass on your digital assets This friendly guide is a must for people of any age in the process of drafting their wills and planning where their assets ultimately end up.
The Australian Guide To Wills And Estate Planning
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Author : Andrew Simpson
language : en
Publisher: John Wiley & Sons
Release Date : 2019-07-16
The Australian Guide To Wills And Estate Planning written by Andrew Simpson and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2019-07-16 with Business & Economics categories.
Where will your wealth go when you go? Get peace of mind for you and your family with current and valid estate planning. The Australian Guide to Wills and Estate Planning helps you leave your wealth to your selected beneficiaries, avoid family disagreements and protect your financial legacy. This plain-English guide makes estate planning easy — providing exactly what you need to know to get started. You have spent substantial amounts of time and energy creating your wealth. However, planning how your wealth is to be distributed after your death likely receives little attention. It is common for people to consider preparing a will only when a personal life event brings the topic to the fore – the death of a family member or close friend, a personal health issue or overseas travel. The emotional stress and time constraints associated with such circumstances are avoidable if you plan your estate today. Wills and estates expert Andrew Simpson shares his extensive knowledge to help answer your questions and prepare for the future today. From planning your retirement, to writing a will, to distributing your assets, each aspect of estate planning is highlighted by informative case studies, practical examples and easy-to-read explanations. This clear, jargon-free guide answers your estate planning questions and enables you to understand the fundamentals of the estate planning process. Designed specifically for readers with little to no experience with wills and estate planning, this book will help you: understand the vital aspects of the estate planning process know what to look for when choosing a professional estate planner minimise tax burdens for yourself and your family use trusts to safeguard your assets protect your will from legal challenges. With the latest financial and tax guidelines, this is a must-have resource for anyone seeking to confidently pass on their wealth to future generations. The Australian Guide to Wills and Estate Planning is for anyone wishing an easy, stress-free way to sort their affairs and enjoy peace of mind.