Estate Planning Essentials

Estate Planning Essentials PDF Author: Enodare
Publisher: Enodare Limited
ISBN: 1906144427
Category : Estate planning
Languages : en
Pages : 270

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Book Description
This book will help you plan your estate such as wills, trusts, powers of attorney, healthcare directives, probate fee transfers of assets ect ...

Estate Planning Essentials

Estate Planning Essentials PDF Author: Ariane H. Dansie
Publisher:
ISBN:
Category : Estate planning
Languages : en
Pages : 151

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Estate Planning Essentials

Estate Planning Essentials PDF Author: Enodare Limited
Publisher:
ISBN: 9781906144555
Category : Law
Languages : en
Pages : 324

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Book Description
"Estate Planning Essentials" is a must read for anyone who doesn t already have a comprehensive estate plan. It will show you just why you need a proper estate plan and how you can prepare your own. You will be introduced to wills, trusts, powers of attorney, advance medical directives, and much more."

Estate Planning Essentials for the Small to Medium Sized Estate

Estate Planning Essentials for the Small to Medium Sized Estate PDF Author:
Publisher:
ISBN:
Category : Estate planning
Languages : en
Pages :

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Estate Planning Essentials

Estate Planning Essentials PDF Author:
Publisher:
ISBN:
Category : Estate planning
Languages : en
Pages : 178

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Essentials of Personal Financial Planning

Essentials of Personal Financial Planning PDF Author: Susan M. Tillery
Publisher: John Wiley & Sons
ISBN: 1119421233
Category : Business & Economics
Languages : en
Pages : 464

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Book Description
ESSENTIALS OF PERSONAL FINANCIAL PLANNING Essentials of Personal Financial Planning was written to challenge the status quo by promoting personal financial planning (PFP) as a profession, not as a sales tool to gather assets under management or facilitate sales of insurance products. The book takes a comprehensive and integrated approach to PFP for accounting students, allowing them to view the profession through the lens of a CPA – with integrity and objectivity. This book systematically introduces the essentials of all the major PFP topics (estate, retirement, investments, insurance, and tax), as well as: The PFP process, concepts and regulatory environment. Professional responsibilities of a CPA personal financial planner and the requirements of the Statement on Standards in PFP Services. Time value of money concepts. The book then builds on these foundational concepts, showing their interconnectivity and professional opportunities, to provide a deeper understanding of PFP and its application. After reading this book, students will be able to apply the knowledge and skills gained from this course to have an immediate and long-term positive impact for themselves and for the clients they serve.

Estate Planning Essentials

Estate Planning Essentials PDF Author: Estatebee
Publisher: Estatebee Limited
ISBN: 9781913889166
Category :
Languages : en
Pages : 252

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Book Description
No Nonsense Estate Planning! "Estate planning may be described as the process of providing for the future management of your affairs should the time come when you are unable to do so yourself. It is also the means by which you arrange your affairs in a manner that will maximize the value of your estate passing to your desired beneficiaries following your death." In this book, we introduce you to some of the ways in which you can plan your estate. We will talk to you about the devices that you can use to plan your estate such as wills, trusts, powers of attorney, healthcare directives, probate free transfers of assets, and so on. We'll also talk to you about beneficiaries, children, disinheritance, incapacity, taxes, and much more. We will get you thinking about your own personal situation and how you would like to have your affairs organized - and by the end of the process, you will have a solid understanding of estate planning and the techniques involved. ✔ Have Property Managed During Incapacity. ✔ Understand How to Distribute Assets. ✔ Learn About Taxes. ✔ Discover How to Avoid Probate. ✔ Learn About Property Management for Minors.

New Mexico Estate Planning Essentials

New Mexico Estate Planning Essentials PDF Author: Gregory M. Segura
Publisher:
ISBN:
Category : Capacity and disability
Languages : en
Pages : 59

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Funeral Planning Basics

Funeral Planning Basics PDF Author: Enodare
Publisher: Enodare Limited
ISBN: 1906144338
Category : Family & Relationships
Languages : en
Pages : 204

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Book Description
Through proper funeral planning, you can ensure that your loved ones are not confronted with the unnecessary burden of having to plan a funeral at a time which is already very traumatic for them. By having a clear funeral plan, you can have every detail of your funeral arranged in advance or, at the least, have a clear plan that your loved ones can follow when the time comes.This comprehensive funeral planning book will take you step-by-step through the process of planning a funeral. It will introduce you to issues such as organ donations, purchasing caskets, cremation, burial, purchasing grave plots, organization of funeral services, the legal and financial issues relating to funerals, the cost of pre-arranging a funeral, how to save money on funerals, how to finance funerals and much more. Once you have gained an understanding of the various issues involved in planning a funeral, you will be ready to complete the accompanying step-by-step funeral planning worksheets to help plan the funeral you want."Funeral Planning Basics" Tell Your Loved Ones What You WantPre-Pay and Arrange Your Funeral in AdvanceRemove a Huge Burden from Your FamilySave Money

The Wall Street Journal Complete Estate-Planning Guidebook

The Wall Street Journal Complete Estate-Planning Guidebook PDF Author: Rachel Emma Silverman
Publisher: Currency
ISBN: 0307461289
Category : Business & Economics
Languages : en
Pages : 210

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Book Description
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.