Estate Planning Through Family Meetings
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Estate Planning Through Family Meetings
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Author : Lynne Butler
language : en
Publisher: Self-Counsel Press
Release Date : 2019-02-01
Estate Planning Through Family Meetings written by Lynne Butler and has been published by Self-Counsel Press this book supported file pdf, txt, epub, kindle and other format this book has been release on 2019-02-01 with Law categories.
This book presents an easier way to handle estate planning, which the author calls the family meeting way. holding a family meeting to plan an estate is usually the easiest method because it allows the family to talk openly about the issues, ask questions, and work together. Ensure your family plans for the future without fighting! Use the steps in this book to plan ahead, hold meetings with your family, learn how to document the plan, and make it legal.
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.
Advising Families On Succession Planning
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Author : Ian M. Hull
language : en
Publisher: Hull & Hull LLP
Release Date : 2005
Advising Families On Succession Planning written by Ian M. Hull and has been published by Hull & Hull LLP this book supported file pdf, txt, epub, kindle and other format this book has been release on 2005 with Estate planning categories.
How Executors Avoid Personal Liability
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Author : Lynne Butler
language : en
Publisher: Self-Counsel Press
Release Date : 2015-03-15
How Executors Avoid Personal Liability written by Lynne Butler and has been published by Self-Counsel Press this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-03-15 with Law categories.
Popular author and Senior Wills and Estate Planner Lynne Butler offers her latest in an ongoing series of estate planning advice. In this title, Ms. Butler tackles the rarely discussed personal liability of appointed executors. Personal liability is the biggest risk that estate executors and administrators can face, sometimes resulting in long drawn out dissolution of estates that can even trump the value of the initial estate. Understanding how to avoid the pitfalls through this process means that you can enjoy the benefits of being a benefactor exactly as intended in the will. Beneficiaries will also find this book useful, when they want to understand better what an executor can and cannot do.
The Procrastinator S Guide To Wills And Estate Planning
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Author : Eric Matlin
language : en
Publisher:
Release Date : 2020-05
The Procrastinator S Guide To Wills And Estate Planning written by Eric Matlin and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2020-05 with categories.
The Procrastinator's Guide to Wills and Estate Planning is written for the millions of Americans who know they need estate planning but, using one excuse or another, never quite get around to starting or finishing it. This book will help you defeat the procrastination that's kept you from completing a critical responsibility to your family, friends, favorite causes and charities-as well as to yourself.In The Procrastinator's Guide, attorney Eric G. Matlin cuts through legalese with step-by-step paths that overcome obstacles preventing you from obtaining the peace of mind you will find by planning your estate. Learn how ?To gather the records you'll need?You can benefit from a revocable living trust?Everyone over the age 18 benefits from powers of attorney for health care and a HIPAA authorization?To follow through and finish a necessary task that you avoidJust follow the straightforward Action Plans that will ultimately protect your assets, both after you're gone and while you're still around to enjoy them. The sooner you start, the sooner you'll have the tranquility you're searching for. Discover a painless way to plan your estate?with The Procrastinator's Guide to Wills and Estate Planning. ERIC G. MATLIN, ATTORNEY-AT-LAW, is founding partner of Matlin Law Group, P.C. in Northbrook, Illinois. For more than 25 years, he has concentrated his law practice on estate planning, helping thousands of families achieve their planning goals by delivering quality representation with an emphasis on transparent process and pricing. For more information, visit www.matlinlawgroup.com.
Family Security Through Estate Planning
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Author : Arnold D. Kahn
language : en
Publisher: McGraw-Hill Companies
Release Date : 1983-01-01
Family Security Through Estate Planning written by Arnold D. Kahn and has been published by McGraw-Hill Companies this book supported file pdf, txt, epub, kindle and other format this book has been release on 1983-01-01 with Estate planning categories.
Family Capital
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Author : Gregory Curtis
language : en
Publisher: John Wiley & Sons
Release Date : 2016-01-08
Family Capital written by Gregory Curtis 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 2016-01-08 with Business & Economics categories.
The lifelong guide to effective family wealth management strategy Family Capital provides a unique and practical lesson on wealth management. Instead of lectures and dry discussion, this engaging book follows an archetypal wealthy family through several generations and collateral family units to show you what effective family capital management looks like long-term. You will actually listen in on meetings between the family and its wealth advisor as they grapple with the many challenges family investors face. Expert wealth advisor Gregory Curtis provides advice and insight along the way, explaining why each strategy is effective, and how you can put it to work for you. You'll learn how to find an advisor you can trust, how to evaluate their performance, and how you can take the lead role in managing your wealth with the right advisor by your side. Estate planning and portfolio design are explored thoroughly to help you understand what makes sense for your family, and the companion website provides important forms and additional resources that help you put your plan into action. You've worked hard and done well, but the work isn't over. It's important to protect your wealth and make the right decisions to ensure that your family capital remains strong enough to benefit future generations. This book gives you a lifelong guide to effective wealth management, with expert insight to answer your most pressing questions. Find your ideal wealth advisor Design and build your investment portfolio Monitor your investments and your advisor's performance Utilize trusts and other estate planning vehicles to your fullest benefit The best way to learn something new is to hear lived experiences alongside expert commentary. Family Capital provides real-world perspective balanced by professional context, so you can tailor your next move to best suit your own situation.
The New Law Business Model
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Author : Ali Katz
language : en
Publisher: Lioncrest Publishing
Release Date : 2021-01-12
The New Law Business Model written by Ali Katz and has been published by Lioncrest Publishing this book supported file pdf, txt, epub, kindle and other format this book has been release on 2021-01-12 with categories.
You became a lawyer to help people and have a great life. Instead, you're working insane hours, not making the money you had hoped, and are not fulfilled by your life as a lawyer. Ali Katz was struggling with the same issues while also being a single mom who needed control of her calendar. When she saw major flaws in the way lawyers, like herself, were taught to serve families and small business owners, she decided to do something about it. Ali developed a new way to practice law-one that puts relationships before transactions. And while that made her happy, the icing on the cake was that she started generating over $1 million annually in just three years, all while going to her office just three days a week. Now, Ali brings this knowledge and experience to bear in The New Law Business Model. If you're a lawyer, there's no need to abandon your dreams. In this book, Ali shows how to use your most valuable asset-your law degree-for the good of families, small businesses, and most importantly, your well-being. Pulling from her own journey, Ali shares the roadmap she followed and insights she found that made her success possible. The old law business model is broken. It's time to replace it with one that works for you, your family, and your clients. It's time to take back your time, your income, and your humanity. The New Law Business Model was created to guide inspired lawyers like you into a new era.
Death Taxes
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Author : Randell C. Doane
language : en
Publisher:
Release Date : 1998
Death Taxes written by Randell C. Doane and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1998 with Business & Economics categories.
This guide provides all the practical information needed to undertake confidently one of the most important steps of a career, planning for the disposition of your estate. Wills, trusts, probate, life insurance, taxes, and many other estate planning concerns are discussed in detail. Over a hundred of the most commonly asked questions are answered in simple, straightforward terms. Over two hundred examples are included to explain the most important estate planning ideas. Designed for the interested layperson as well as the financial planner, insurance advisor, or attorney who is not an estate planning specialist but who wants to gain a better understanding of the estate planning process, Death and Taxes is a practical reference guide that cuts through the complications, clarifies options, and points the way to achieving your family's objectives.
Ultimate Guide To Estate Planning
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Author : Jeff Kikel
language : en
Publisher:
Release Date : 2020-01-20
Ultimate Guide To Estate Planning written by Jeff Kikel and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2020-01-20 with categories.
We get it. You know that you need an Estate Plan. However, it is a scary, expensive, and confusing process. You don't know where to start, whom to go to, and what needs to be done. What have you done up to the point? Nothing correct? You are not alone. A survey done by internet law firm Rocket Lawyer found that 51% of Americans age 35-50 do not even have a simple will. The scarier statistic is that 65% of baby boomers do not have a basic Estate Plan. So where do you start? If you look at some of the other books available that are written by lawyers and legal services, look more like a legal textbook than a helpful guide. That is where this book differs. Written by veteran Financial Planner and author Jeff Kikel, this book takes you through the Estate Planning process in a simple and direct way that you can understand and implement. Jeff shares stories from his past clients, the mistakes that were made and how you can implement strategies to avoid these mistakes on your own. In this book you will learn: *What an Estate Plan is so you can implement this without confusion, which means your family will be protected.*The Five Components of an Estate Plan that you need to have which means you will be protected from most of the legal risks that you can encounter.* How to find an Attorney that will help you correctly complete this plan which means you can trust that the documents and estate plan process are done correctly the first time. * How to prepare for your appointment so that you are prepared for your appointment and will not feel stupid.* How to have a meeting with your family so that you can communicate your plan with them, avoiding hard feelings and miscommunication. If you are looking for a book to guide you through the process of estate planning, this is the Ultimate Guide to help you through the process