Personal Estate Planning
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Personal Estate Planning
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Author : Marcos E. Kinevan
language : en
Publisher: Prentice Hall
Release Date : 1980-01-01
Personal Estate Planning written by Marcos E. Kinevan and has been published by Prentice Hall this book supported file pdf, txt, epub, kindle and other format this book has been release on 1980-01-01 with Estate planning categories.
Personal Estate Planning
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Author : Marcos E. Kinevan
language : en
Publisher:
Release Date : 1984
Personal Estate Planning written by Marcos E. Kinevan and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1984 with Estate planning categories.
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 50 Biggest Estate Planning Mistakes And How To Avoid Them
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Author : Jean Blacklock
language : en
Publisher: John Wiley & Sons
Release Date : 2011-02-07
The 50 Biggest Estate Planning Mistakes And How To Avoid Them written by Jean Blacklock 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 2011-02-07 with Business & Economics categories.
Stepping Lightly Around the Pitfalls of Estate Planning... Estate planning is one of those unpleasant but really important tasks. Unfortunately, the process is not only hard to get started, it is then easy to make mistakes. Even the most careful and well-intentioned person can slip up along the way. Avoid the pitfalls! The 50 Biggest Estate Planning Mistakes outlines the major mistakes and their consequences in an entertaining way-and then proceeds to tell you exactly how to avoid these mistakes. Delivering practical and helpful information in a light tone, the authors help to make these sometimes difficult conversations a little easier. The book's fifty concise chapters are filled with real-life examples, organized under four key areas of mistakes: The biggest mistake of not planning at all Failing to plan for the possibility of mental incompetency Mistakes made during the estate planning process itself And common mistakes made by executors Written by personal finance and estate planning experts, Jean Blacklock and Sarah Kruger, The 50 Biggest Estate Planning Mistakes and How To Avoid Them is an essential guide for Canadians interested in planning their estates effectively, with minimal stress on their loved ones.
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.
Personal Estate Planning In A Changing World
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Author : René Albert Wormser
language : en
Publisher:
Release Date : 1942
Personal Estate Planning In A Changing World written by René Albert Wormser and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1942 with Estate planning categories.
The Wall Street Journal Complete Estate Planning Guidebook
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Author : Rachel Emma Silverman
language : en
Publisher: Currency
Release Date : 2011-09-06
The Wall Street Journal Complete Estate Planning Guidebook written by Rachel Emma Silverman and has been published by Currency this book supported file pdf, txt, epub, kindle and other format this book has been release on 2011-09-06 with Business & Economics categories.
Let’s face it: you can't avoid death or taxes. But you can create an estate plan that will make both a whole lot easier for your loved ones and put you in control of how your assets will get passed to your heirs. Here, Wall Street Journal personal-finance reporter Rachel Emma Silverman walks you step-by-step through the process. Chock-full of clear and solid advice on how to get the most out of the main estate planning tools - including wills, trusts, life insurance, guardianship papers, and powers-of-attorney documents - the Wall Street Journal Complete Estate-Planning Guidebook will help make your estate-planning process as simple, smooth, and unintimidating as possible. This book will help you: · Clarify your estate-planning goals, such as dividing up property for heirs, reducing taxes or leaving money for charity · Understand the key estate-planning documents you’ll need, including wills, beneficiary-designation forms, powers-of-attorney and health-care advance directives · Decode the technical jargon that estate planners often use, so you feel comfortable discussing QTIPs and QPRTs when you sit down with your lawyer. · Reduce possible estate, gift or generation-skipping taxes and legal and probate fees – decreasing what goes to the tax man and increasing what goes to your heirs · Learn strategies to divide money and personal property among your heirs, and reduce the possibility of family fights · Discuss sensitive estate-planning issues with your family · Maintain your estate-plan over time, including how to store and when to update your documents With completely up-to-date information on how to navigate the new 2011 estate tax legislation, and thoughtful advice on how to handle your estate in complicated situations – like if you’re single, in a same-sex relationship, or wish to provide for children with special needs - this is the estae-planning guide for today’s messy and complicated world. One of the biggest estate planning mistakes people make, says Silverman, is waiting too long to start. Which is why the Wall Street Journal Complete Estate-Planning Guidebook isn’t just for those planning for retirement or their golden years. It’s for anyone, of any age, who wants the peace of mind of knowing that your wishes will be respected and your hard-earned money will get passed on as you would like.
The 101 Biggest Estate Planning Mistakes
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Author : Herbert E. Nass
language : en
Publisher: John Wiley & Sons
Release Date : 2009-10-26
The 101 Biggest Estate Planning Mistakes written by Herbert E. Nass 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 2009-10-26 with Business & Economics categories.
A trust and estate lawyer to the stars offers an engaging look at how to avoid numerous estate planning mistakes In The 101 Biggest Estate Planning Mistakes, author Herbert Nass, an estate planner for some of today's most famous celebrities, offers an entertaining look at what not to do when setting up an estate plan, or administering an estate. By examining the mistakes made by some of the most well-known celebrities-from Bob Marley to John F. Kennedy, Sr. and Jr.-this book will guide readers toward making a successful estate plan and help them avoid many common pitfalls. Chapters cover such topics as: mistakes involving tangible personal property, real estate, executors and trustees, minors, or persons with disabilities; as well as disgruntled family and friends left behind. Puts estate planning in perspective through entertaining examples of mistakes celebrities have made in developing their own plans Taps into the voyeuristic interest we have in the lives of the rich and famous Offers an insider's look at many fascinating wills of the rich and famous Given the emotional, financial, and legal issues that arise from the death of a loved one-and the substantial assets that are transferred from one generation to the next at this time-understanding estate planning is essential. This book will put you in a better position to make more informed estate planning decisions.
Estate Planning Diary
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Author : Jacklyn K. Brown
language : en
Publisher:
Release Date : 1992-06-01
Estate Planning Diary written by Jacklyn K. Brown and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1992-06-01 with categories.
ESTATE PLANNING DIARY - THE ONE SOURCE WAY TO ORGANIZE & LOCATE YOUR ESTATE ASSETS. Proper documentation of location of assets can protect your right to maintain & designate distribution of what you've spent a lifetime accumulating. No matter what your age or the size of your estate, you can take steps to organize & control your financial assets. Ease your mind with a personal ESTATE PLANNING DIARY. The book's simple format & large type explains & illustrates an easy method of recording locations & information necessary for the maintenance & settling of an estate. It provides copyable worksheets essential for locating important papers, documents, & other personal property. This one-source locator is excellent for quick reference & easy access without the frustration of searching endless files, piles, drawers, and boxes. You'll find worksheets to make Estate Planning easier. Locating important documents - Recording things of value - Tracking credit cards & charge accounts - Accounting for money deposited with financial institutions - Recording stocks, bonds & securities - How to handle property such as your home, vehicles, notes & accounts receivable, loans & notes payable, personal items - Wills & living trusts - Beneficiary checklist - Sample letters to insurance companies, Social Security, etc. To Order Contact: Brown Enterpris, Ltd., 177 Telegraph Road, No. 317, Bellingham, WA 98226.
Protect And Enhance Your Estate Definitive Strategies For Estate And Wealth Planning 3 E
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Author : Robert A. Esperti
language : en
Publisher: McGraw Hill Professional
Release Date : 2012-03-30
Protect And Enhance Your Estate Definitive Strategies For Estate And Wealth Planning 3 E written by Robert A. Esperti 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 2012-03-30 with Business & Economics categories.
“Our #1 choice in estate planning books.” –Ken & Daria Dolan The bestselling guide to securing a sound financial future for you and your loved ones—updated for uncertain times In our time of political, social, and economic upheaval, taking steps to protect your estate isn’t enough to provide peace of mind for you or financial security for your loved ones. Given these new levels of uncertainty, you need to reduce risk by using life insurance and other financial products to fund estate planning. This new, fully updated edition of the estate planning classic helps you take your estate planning to the next level. In addition to all the basics on wills, jointly held property, taxation, and philanthropy, Protect and Enhance Your Estate covers the latest developments regarding: Disability planning Living trusts Asset protection Family limited partnerships Proper use of life and long-term care insurance