Estate Planning Workbook
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Estate Planning Workbook
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Author : Sandra E. Foster
language : en
Publisher: Wiley
Release Date : 2002-01-22
Estate Planning Workbook written by Sandra E. Foster and has been published by Wiley this book supported file pdf, txt, epub, kindle and other format this book has been release on 2002-01-22 with Business & Economics categories.
The Estate Planning Workbook is a hands-on companion to Canada's definitive guide to estate planning, You Can't Take It With You. Full of checklists, worksheets, and sample documents, the Estate Planning Workbook makes your estate planning even easier by helping you record and organize all your documents, plans, and wishes. Remember, you don't do estate planning for yourself— you do it for those you leave behind. If you own a house, RRSPs, life insurance, or even just have some savings stashed away, then you have an estate, and you need to plan for it to ensure the financial security of those you love. The Estate Planning Workbook will help you work through all the concepts discussed in-depth in You Can't Take It With You, and apply them to your own personal situation. The information in this Workbook can help you: Determine your estate planning objectives and priorities and develop your personal estate plan. Understand the language of estate planning and the choices available to you. Take a snapshot of your current financial situation and estimate the value of your estate. Identify key questions for your lawyer, financial advisor, accountant, or other professionals. Minimize how much you pay in professional fees and taxes. Organize all your estate planning documents and records in one place. Ensure that your beneficiaries benefit the way you want and your estate is distributed as quickly as possible. Once your Workbook is complete, it will be easier for your executor, representatives, and powers of attorney to locate all your personal and financial documents, carry out your instructions, and make decisions on your behalf.
Are You Ready To Put Your Life In Order
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Author : Donna Stifter
language : en
Publisher: Xlibris Corporation
Release Date : 2012-08
Are You Ready To Put Your Life In Order written by Donna Stifter and has been published by Xlibris Corporation this book supported file pdf, txt, epub, kindle and other format this book has been release on 2012-08 with Law categories.
This book is written in loving memory of Edward and Mary Grant. The inspiration for this book stemmed from dealing with their care and final estate after they became ill and then passed away. It brought to light how difficult the process is and how many people are unprepared and do not know where to turn for help or what information is needed to be compiled in order to have clear, precise and informed plan in place if something were to happen. These decisions should be made long before the emotions of dealing with life s difficult moments come in to focus. Our hope is that this book will help all that read it be prepared for any and all of life s twist and turns. When you have your life in order, it helps ease the frustrations when dealing with either your or your loved ones personal, financial and/or estate planning information. Most importantly it allows you to make your wishes clearly known so those given the daunting task of dealing with those life altering decisions can make them knowing these are your express wishes as outlined and the burden is not on their shoulders alone. It is an easy and informative book offering tools that will aid in compiling your personal information which can be taken with you to your attorney, hospital, estate planner or any other professional that is helping make your future plans concise and clear.
Clearing The Way Forward Personal Estate Planning Workbook
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Author : Gustin D Fox-Smith
language : en
Publisher:
Release Date : 2021-05-23
Clearing The Way Forward Personal Estate Planning Workbook written by Gustin D Fox-Smith and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2021-05-23 with categories.
It is said that the only certainties in life are death and taxes. This workbook will help you plan for one and reduce the impact of the other on your loved ones after you are gone. Lessening your family's burden in their time of grief is a priceless gift. Over 70% of people in the U.S. die without even a basic will, leaving a mess for their loved ones to sort through in the courts. There are thousands of excuses for not planning, but one of the most common is that we tend to avoid things we do not understand. Designing an estate plan has become one of the most complex challenges anyone can take on. But that does not change the fact that each of us must have a plan. The consequences of not planning are too great and none of us will get out of here alive. This workbook will help you gain a basic understanding of core Estate Planning concepts so that the subject will become less intimidating. Then the workbook section will take you through the process of building your own plan, step by step. After completing this book, you will have a document that can be given to your estate attorney that clearly lays out all of your planning needs. By significantly reducing the time necessary to complete the intake interviews, your legal bill should be much easier to swallow.
The Estate Plan Workbook
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Author : Paul Lambe CFP FMA
language : en
Publisher:
Release Date : 2021-11-25
The Estate Plan Workbook written by Paul Lambe CFP FMA and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2021-11-25 with categories.
The Estate Plan Workbook is a tool you can use to establish your wishes to be included in your Will, your wishes related to your personal care, healthcare, and how your property is to be managed while alive. This book does not provide legal advice but provides information from lawyers and the public domain on getting your estate planning completed.
Estate Planning
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Author : Alice F. Brod
language : en
Publisher: Panel Pub
Release Date : 1984
Estate Planning written by Alice F. Brod and has been published by Panel Pub this book supported file pdf, txt, epub, kindle and other format this book has been release on 1984 with Law categories.
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.
Side By Side Planner
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Author : Lauren Pitman
language : en
Publisher:
Release Date : 2020-07-28
Side By Side Planner written by Lauren Pitman and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2020-07-28 with categories.
Side by Side Planner is a workbook that feels like sitting down with a good friend who just happens to know everything about estate planning. Lauren Pitman is an estate planning attorney with more than fifteen years of experience, and she knows how many families make mistakes when it comes to estate planning, mistakes that cost their loved ones time, energy, and money. So, she designed the Side by Side Planner as a way to give good advice about estate planning to more people. The workbook contains much of the same information that Lauren would share in an appointment with an estate planning client.This comprehensive workbook covers estate planning concerns with extensive detail in a way you can easily understand. As you fill in the workbook, you'll learn:* The vocabulary to understand estate planning like a professional (glossary included)* The difference between a Last Will and Revocable Living Trust* Key concepts about which documents you need to protect your assets* How to protect your will against contests* The necessary documents for creating an emergency plan* Compassionate guidance to help you understand and make important decisionsLauren Pitman created the Side by Side Planner for busy people who care about protecting the lives they've worked to build. She writes with empathy and thoughtfulness for people, their families, their time, and energy. The Side by Side Planner is the authoritative estate planning workbook for anyone who has a legacy they want to protect.
The Estate Plan Workbook
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Author : Paul Lambe Cfp Fma
language : en
Publisher: Paul Lambe
Release Date : 2018-06-23
The Estate Plan Workbook written by Paul Lambe Cfp Fma and has been published by Paul Lambe this book supported file pdf, txt, epub, kindle and other format this book has been release on 2018-06-23 with categories.
The Estate Plan Workbook is a tool you can use to establish your wishes to be included in your Will. Your wishes related to your personal care, healthcare, and how your property is to be managed while alive.
The Financial Planning Workbook
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Author : Coventry House Publishing
language : en
Publisher: Coventry House Publishing
Release Date : 2023-06-15
The Financial Planning Workbook written by Coventry House Publishing and has been published by Coventry House Publishing this book supported file pdf, txt, epub, kindle and other format this book has been release on 2023-06-15 with Business & Economics categories.
Estate Planning
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Author : Michael John Perkins
language : en
Publisher:
Release Date : 2011
Estate Planning written by Michael John Perkins and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2011 with Estate planning categories.
Trusts and estates practice has become increasingly recognised as an occupation within the legal, accounting, tax and financial services professions. Estate planning remains the strategic advisory component within this practice. An essential resource for practitioners and students involved in trusts and estates practice, this easy-to-use, practical and comprehensive guide will enable you to understand and deliver effective estate planning services using the principles, precedents, practice points, case notes and discussion questions contained in this book.