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Plan Your Estate

Plan Your Estate PDF Author: Denis Clifford
Publisher: Nolo
ISBN: 1413327796
Category : Law
Languages : en
Pages : 528

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Book Description
Protect your family with solid estate planning Estate planning sounds difficult—but most people just need a few basic documents. Let Plan Your Estate show you how to protect your loved ones from legal hassles and financial uncertainty after your death. Learn about: wills and living trusts avoiding probate bypass (AB) trusts naming guardians for children leaving property to children estate, gift, and inheritance taxes strategies for business owners leaving property to charity health care directives, and financial powers of attorney. The 15th edition of Plan Your Estate is completely updated to reflect the latest state and federal laws. Applies in all U.S. states except Louisiana. (Note: This book contains no estate planning forms, but it does tell you how to get the forms you need.)

Plan Your Estate

Plan Your Estate PDF Author: Denis Clifford
Publisher: Nolo
ISBN: 1413327796
Category : Law
Languages : en
Pages : 528

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Book Description
Protect your family with solid estate planning Estate planning sounds difficult—but most people just need a few basic documents. Let Plan Your Estate show you how to protect your loved ones from legal hassles and financial uncertainty after your death. Learn about: wills and living trusts avoiding probate bypass (AB) trusts naming guardians for children leaving property to children estate, gift, and inheritance taxes strategies for business owners leaving property to charity health care directives, and financial powers of attorney. The 15th edition of Plan Your Estate is completely updated to reflect the latest state and federal laws. Applies in all U.S. states except Louisiana. (Note: This book contains no estate planning forms, but it does tell you how to get the forms you need.)

Plan Your Estate

Plan Your Estate PDF Author: Denis Clifford
Publisher: Nolo
ISBN: 1413329829
Category : Law
Languages : en
Pages : 528

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Book Description
Turn to Plan Your Estate for straightforward, plain-English explanations of each of your estate-planning options, so you can make the best decisions for you and those you love. Attorney Denis Clifford shows you how to: avoid probate leave property through a will or trust use life insurance to provide for your loved ones name a guardian for your minor children leave property to a young person plan for incapacity implement strategies specific to business owners reduce estate taxes make final arrangements This book is for seniors doing end-of-life planning, parents planning for their young children’s futures, adult children helping their parents make end-of life plans, as well as readers of any age who want to learn about estate planning. No matter what category you fit into, if you’re like most people, you understand that estate planning is a good idea. You know that estate planning ensures that your property will pass to the right people with minimal delay, red tape, and cost. And if you do have young children, you likely know that you need an estate plan to have a say in who will care for your children if you’re not around to do it. Perhaps you even know that you can use your estate plan to leave specific instructions about your finances and medical care in case you become incapacitated and unable to make those decisions for yourself. Although you may know all of that, it’s all too easy to put off actually sitting down and making your plan. We understand. Estate planning is not easy—first, because it forces you to think about your mortality, and second, because of the legal complications and legal fees that often come with it. Plan Your Estate is here to help. This book explains estate planning in plain English, step by step, option by option. Once you know your choices, you can confidently move toward making an estate plan that fits your circumstances and wishes. Plan Your Estate covers these estate planning goals: Leaving property. If you are not wealthy, you might use a simple will or living trust, or both. You can also use co-ownership, transfer-on-death accounts, or beneficiary designations. If you have a large estate, you might also leave property to beneficiaries in more complicated ongoing trusts. No matter how you leave your property, it is better to have a plan—if you die without one, state law will decide who gets what. Providing for young children. If you have young children, you’ll want to ensure that they will be well cared for if you die before they become adults. In your will, you can name guardians to raise them and managers to look after their inheritance. You’ll also likely want to buy life insurance to make sure that your kids have money after you’re gone. Planning for incapacity. Part of estate planning is preparing for what would happen if you ever became unable to make medical and financial decisions for yourself. You can use a health care directive to name someone who will make medical decisions on your behalf and to express your wishes about end-of-life care. You can also prepare a durable power of attorney that gives a trusted person control of your finances. Preparing these documents can save your family much heartache. Avoiding probate. Probate is a court-run process for wrapping up an estate. It’s often expensive and time-consuming, yet rarely provides any benefit to the beneficiaries. Thankfully, with a little planning, probate is fairly easy to avoid. Trusts, pay-on-death accounts, joint tenancy, and other probate avoidance methods can keep most or all of your estate out of probate, saving your loved ones time and money. Reducing estate tax. Most people won’t owe federal estate tax. But if you expect to leave over $11 million (or $22 million as a married couple), you’ll probably want to use your estate plan to reduce the tax that your estate could owe after your death. If all this sounds overwhelming, please keep in mind that many people need only a simple estate plan. You may be able to prepare all your documents yourself. Or you might discover that you have some pretty complicated estate planning needs that will require advice from a lawyer. Most likely, you’ll find yourself somewhere in between. No matter what your situation, with Plan Your Estate on your side you can go forward informed and empowered to make a smart and effective estate plan. Estate planning is an invaluable gift to yourself and to your loved one. It will feel great to get it done, and you can start right here with Plan Your Estate. (Note: This book contains no estate planning forms, but it does tell you how to get the forms you need.)

Plan Your Own Estate

Plan Your Own Estate PDF Author: Deirdre R. Wheatley-Liss
Publisher: Apress
ISBN: 143024495X
Category : Business & Economics
Languages : en
Pages : 348

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Book Description
Plan Your Own Estate: Passing on Your Assets and Your Values Legally and Efficiently takes a straightforward and engaging “you”-oriented approach to dealing with one of life’s certainties--death. While you "can’t take it with you," this book empowers you to decide how your assets can best help your family when you are gone. Experienced attorney Deirdre R. Wheatley-Liss concentrates into this book the experience she's had helping hundreds of families work through their estate plans. Whether you have modest or extensive assets, Plan Your Own Estate provides the knowledge you need to design your plan and the tools you need to move forward. The starting place is your goals. Part 1 of the book asks, "What do you want to accomplish for yourself and your family?" The next step depends on you. Are you looking to educate yourself about how a will or trust is structured, or how tax law works? Part 2, Resource Guides, breaks down tough topics like these and delivers actionable information. Have questions about what your estate plan should say? Part 3, Planning Guides, goes through an attorney’s analysis in considering the most frequently asked estate planning questions. Thinking about creating your own estate plan, or hiring an attorney? Part 4, Action Guides, helps you start your estate plan and make sure it’s complete, or review any plan you may already have in place. Nobody likes talking about death, taxes, or disability--but not thinking about them will not make them go away. Plan Your Own Estate will help you make a plan, put it in place, and take control of how your money and your values are being passed to your family. This book includes: Comprehensive “plain English” coverage of every aspect of planning your estate Methods to protect your loved ones' inheritance from taxes, immaturity, lack of financial knowledge, incapacity, creditors, and predators Planning guides for families with children, singles, second marriages, business owners, unmarried or same-sex couples, and more Up-to-date information regarding changing laws and best practices

Plan Your Estate

Plan Your Estate PDF Author:
Publisher:
ISBN:
Category : Estate planning
Languages : en
Pages :

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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 ...

An Attorney Shows You how to Plan Your Estate

An Attorney Shows You how to Plan Your Estate PDF Author: George Hardisty
Publisher:
ISBN: 9780913143001
Category : Estate planning
Languages : en
Pages : 191

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The Estate Planning Companion - A Practical Guide to Your Estate Plan

The Estate Planning Companion - A Practical Guide to Your Estate Plan PDF Author: Mark Coulter
Publisher: Lulu.com
ISBN: 1605520632
Category : Law
Languages : en
Pages : 292

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Book Description
Taking the complexity of the law of Estate Planning and making it understandable to the rest of us, in The Estate Planning Companion, attorney Mark T. Coulter shows you a method to approach estate planning in order to manage your assets in life and thereafter, while bringing peace of mind to you and your family. Intended to bridge the communication gap between lawyers and their clients, The Estate Planning Companion explains in straightforward language a full range of topics every responsible adult should consider about their life, assets and affairs. Includes Living Trusts, Powers of Attorney, Letters of Instruction, Wills, Trusts, Life Insurance, Living Wills, Long Term Care Insurance, Medicaid nursing home planning, Probate and Asset Inventories for you and your family. Learn why you can't rely on fill-in-the blank forms or internet-only lawyers. Whether you are just starting out, mid-career, or in retirement now, this information will help you make the best planning decisions.

JK Lasser's New Rules for Estate and Tax Planning

JK Lasser's New Rules for Estate and Tax Planning PDF Author: Stewart H. Welch, III
Publisher: John Wiley & Sons
ISBN: 1118166469
Category : Business & Economics
Languages : en
Pages : 284

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Book Description
A complete guide to planning an estate under today's tax rules When it comes to an estate (no matter how big or small it may be) nothing should be left to chance. Proper planning is necessary to protect both your assets and your heirs. Estate Planning Law Specialists Harold Apolinsky and Craig Stephens and expert financial planner Stewart Welch III know this better than anyone else, and in the revised and updated edition of J.K. Lasser's New Rules for Estate and Tax Planning, they offer valuable advice and solid strategies to help you plan your estate under today's tax rules as well as preserve your wealth. Packed with up-to-the-minute facts, this practical resource covers a wealth of important issues. Reveals how new legislation will impact inheritances and trusts and offers guidance for estate and generation-skipping tax planning Explains the role of wills, executors, and trusts and shows how to treat charitable contributions Outlines the do's and don'ts of gifting and explains life insurance and retirement planning Filled with in-depth insights and expert advice, this book will show how to efficiently arrange your estate today so that you can leave more to those you care about tomorrow.

Estate Planning For Dummies

Estate Planning For Dummies PDF Author: N. Brian Caverly
Publisher: John Wiley & Sons
ISBN: 1118053958
Category : Business & Economics
Languages : en
Pages : 384

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Book Description
If you’re like most people, you want to be sure that, once you’ve passed on, no more of your property and money will be lost to the government than is absolutely necessary. You want to know that you’ll be leaving your heirs your assets and not your debts. You want to be absolutely certain that your will is ship-shape, your insurance policies are structured properly, and that every conceivable hole in your estate plan has been filled. And most of all, you’d like to do all of this without driving yourself crazy trying to make sense of the complicated jargon, jumble of paperwork, and welter of state and federal laws involved in the estate planning process. Written by two estate planning pros, this simple, easy-to-use guide takes the pain out of planning for your ultimate financial future. In plain English, the authors walk you step-by-step through everything you need to know to: Put your estate into order Minimize estate taxes Write a proper will Deal with probate Set up trusts Make sure your insurance policies are structured properly Plan for special situations, like becoming incompetent and pet care Craft a solid estate plan and keep it up-to-date Don’t leave the final disposition of your estate up to chance and the whims of bureaucrats. Estate Planning For Dummies gives you the complete lowdown on: Figuring out what you're really worth Mastering the basics of wills and probate Using will substitutes and dodging probate taxes Setting up protective trusts, charitable trusts, living trusts and more Making sense of state and federal inheritance taxes Avoiding the generation skipping transfer tax Minimizing all your estate-related taxes Estate planning for family businesses Creating a comprehensive estate plan Straightforward, reader-friendly, easy-to-use, Estate Planning For Dummies is the ultimate guide to planning your family’s future.

Estate & Retirement Planning Answer Book 2009

Estate & Retirement Planning Answer Book 2009 PDF Author: William D. Mitchell
Publisher: CCH
ISBN: 9780808091752
Category : Business & Economics
Languages : en
Pages : 1240

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Book Description
Estate and Retirement Planning Answer Book (2009 Edition) provides expanded coverage of financial and estate planning strategies for implementing individualized solutions for the special problems associated with retaining accumulated wealth for retirement and estate planning purposes. With its comprehensive two-part approach to the complex issues that link retirement planning and estate planning, Estate and Retirement Planning Answer Book (2009 Edition), includes coverage of such topics as the final minimum distribution rules for individual retirement accounts and qualified plan distributions, the use of insurance as a qualified plan asset, and changes in the law to reflect the latest legislation.