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We The People's Guide to Estate Planning

We The People's Guide to Estate Planning PDF Author: Ira Distenfield
Publisher: John Wiley & Sons
ISBN: 0471730912
Category : Business & Economics
Languages : en
Pages : 320

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Book Description
WE THE PEOPLE No lawyers. Save money. We The People is America's largest legal document services company. Dedicated to helping every American avoid the high cost of legal fees, We The People gives you the information you need to handle your own legal filings quickly, easily, and inexpensively. Hundreds of thousands of Americans have already liberated themselves from the tyranny of attorneys' fees--and now you can too! We The People's Guide to Estate Planning makes planning for your future as painless as possible--all without the added hassle of hiring a lawyer. This practical, nuts-and-bolts guide covers all the basics of do-it-yourself estate planning, and covers everything you need to know about living trusts, wills, probate, and estate taxes. Extra resources--a glossary of estate planning terminology; a section on frequently asked questions; samples of effective living trusts and a last will and testament; as well as worksheets and essential information on how to settle an estate--make this the best resource available for this important step in planning for the future. You'll have all the information you need to understand the legal language of a will or living trust and learn how to seek state-specific laws and customs so you can tailor your plans accordingly. In addition, you can download sample documents from which you can create your own. Inside, you'll learn all the basics and more: * Whether you need a living trust, a will, or both * Creating a valid last will and testament * Designating a successor trustee or executor to an estate * Deciding who gets what--and making sure they do * Setting up a living trust and funding it with assets * Understanding durable power of attorney documents and living wills * Tax-saving tips that help you leave more for your beneficiaries * Getting to know (in plain English) the legal language of your will or living trust * Where to download sample documents * Settling an estate with or without a valid will or living trust It's important to take care of the ones you love after you're gone. But if your estate planning isn't done clearly, precisely, and legally, you could end up creating more problems for your survivors than you solve. Do it right, do it inexpensively, and do it yourself--with We The People's Guide to Estate Planning.

We The People's Guide to Estate Planning

We The People's Guide to Estate Planning PDF Author: Ira Distenfield
Publisher: John Wiley & Sons
ISBN: 0471730912
Category : Business & Economics
Languages : en
Pages : 320

View

Book Description
WE THE PEOPLE No lawyers. Save money. We The People is America's largest legal document services company. Dedicated to helping every American avoid the high cost of legal fees, We The People gives you the information you need to handle your own legal filings quickly, easily, and inexpensively. Hundreds of thousands of Americans have already liberated themselves from the tyranny of attorneys' fees--and now you can too! We The People's Guide to Estate Planning makes planning for your future as painless as possible--all without the added hassle of hiring a lawyer. This practical, nuts-and-bolts guide covers all the basics of do-it-yourself estate planning, and covers everything you need to know about living trusts, wills, probate, and estate taxes. Extra resources--a glossary of estate planning terminology; a section on frequently asked questions; samples of effective living trusts and a last will and testament; as well as worksheets and essential information on how to settle an estate--make this the best resource available for this important step in planning for the future. You'll have all the information you need to understand the legal language of a will or living trust and learn how to seek state-specific laws and customs so you can tailor your plans accordingly. In addition, you can download sample documents from which you can create your own. Inside, you'll learn all the basics and more: * Whether you need a living trust, a will, or both * Creating a valid last will and testament * Designating a successor trustee or executor to an estate * Deciding who gets what--and making sure they do * Setting up a living trust and funding it with assets * Understanding durable power of attorney documents and living wills * Tax-saving tips that help you leave more for your beneficiaries * Getting to know (in plain English) the legal language of your will or living trust * Where to download sample documents * Settling an estate with or without a valid will or living trust It's important to take care of the ones you love after you're gone. But if your estate planning isn't done clearly, precisely, and legally, you could end up creating more problems for your survivors than you solve. Do it right, do it inexpensively, and do it yourself--with We The People's Guide to Estate Planning.

We The People's Guide to Divorce

We The People's Guide to Divorce PDF Author: Ira Distenfield
Publisher: John Wiley & Sons
ISBN: 0471748544
Category : Business & Economics
Languages : en
Pages : 240

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Book Description


We The People's Guide to Bankruptcy

We The People's Guide to Bankruptcy PDF Author: Ira Distenfield
Publisher: John Wiley & Sons
ISBN: 0471727679
Category : Business & Economics
Languages : en
Pages : 256

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The Complete Guide to Creating Your Own Living Trust

The Complete Guide to Creating Your Own Living Trust PDF Author: Steven D. Fisher
Publisher: Atlantic Publishing Company
ISBN: 1601381131
Category : Business & Economics
Languages : en
Pages : 284

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Book Description
If you want to protect your assets and make sure they are distributed according to your wishes, think about establishing a living trust. It can be designed to manage your investments now and provide broader financial management later to make provisions for a surviving spouse, children, or others, and reduce the impact of estate taxes or avoid probate. This book explains the complicated issues, terminology, and planning strategies of living trusts to the layperson. When you meet with a qualified attorney you will be well prepared, versed in the language, and ready to discuss issues and strategies, which saves time, legal fees, and ensures peace of mind. Get started today!

Every Californian's Guide To Estate Planning

Every Californian's Guide To Estate Planning PDF Author: Liza W. Hanks
Publisher: Nolo
ISBN: 1413329381
Category : Law
Languages : en
Pages : 360

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Book Description
Finally, an Estate Planning Guide for Californians Every Californian’s Guide to Estate Planning helps you understand the basics of leaving money and property to loved ones and charities, and naming a guardian for children—with a special focus on issues unique to California, like: how community property rules affect inheritance and taxes how to minimize capital gains for those inheriting high value real estate legal and tax rules that apply to non-citizens and U.S. permanent residents important issues for international guardians, trustees, and executors how to understand the impact of “Prop 19,” and make sure your heirs don’t lose a low (“Prop 13”) property tax rate, and how to avoid California’s slow and expensive probate system through options such as transfer-on-death deeds. With Downloadable Worksheets Includes access to essential worksheets that help you get started on writing a will, preparing a trust, choosing a guardian, leaving money to kids, naming beneficiaries, choosing agents for your health care directive and power of attorney for finances, doing a personal inventory, and more. details inside.

The Art of Practicing and the Art of Communication in Financial Planning

The Art of Practicing and the Art of Communication in Financial Planning PDF Author: Harold Evensky
Publisher: SAGE Publishing India
ISBN: 9386446030
Category : Business & Economics
Languages : en
Pages : 328

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Book Description
The Art of Practicing and the Art of Communication in Financial Planning is a rare collection of 80 essays on what constitutes the art of practicing financial planning and the art of communication in financial planning. The contributors represent the best brains in the financial planning profession. The insightful articles will help planners to effectively use their technical skills toward ensuring their clients’ financial success and well-being. The book can be used as a supplement to Practicing Financial Planning: For Professionals and CFP® Aspirants (12th Edition) published in 2016 by SAGE Publications.

The British National Bibliography

The British National Bibliography PDF Author: Arthur James Wells
Publisher:
ISBN:
Category : Bibliography, National
Languages : en
Pages :

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You Can't Take it With You

You Can't Take it With You PDF Author: Sandra E. Foster
Publisher: John Wiley & Sons
ISBN: 0470156546
Category : Business & Economics
Languages : en
Pages : 352

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Is Your House in Order

Is Your House in Order PDF Author: Ronnie Lee Johnson
Publisher: WestBow Press
ISBN: 1973694050
Category : Business & Economics
Languages : en
Pages : 108

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Book Description
I have known Ronnie Johnson for many years. He is my friend, business partner, mentor, and a second father to me. Ronnie Johnson is a rare human-being. As a financial advisor, Ronnie Johnson listens attentively so as to make certain that the client’s values and objectives are incorporated into their current and future life plan. The world is most definitely a better place with him in it. Ike Kutter, AIF® Clearview Financial Ronnie Johnson is a firm believer in the edict that there’s more to people than what’s in their wallets. Ronnie deals with their head and their heart, not just their wallets. I wouldn’t hesitate to recommend Ronnie to any of my clients or advisor students, he has the whole package. Simon Singer, CFP®, CAP®, RFC® The Advisor Consulting Group I have known Ronnie Johnson since the 8th grade. We both came from hard working families. Simply stated, we did not start at the top. I have been in the financial industry for over 45 years. I have not sought the counsel of many men. Ronnie’s friendship and knowledge make him one of those who’s counsel I do seek and respect. You would be wise to do the same. Terry Taylor Pass Advisors, Ltd.

Estate and Financial Planning for People Living with COPD

Estate and Financial Planning for People Living with COPD PDF Author: Martin M. Shenkman
Publisher: Demos Medical Publishing
ISBN: 1936303345
Category : Health & Fitness
Languages : en
Pages : 202

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Book Description
Outlines legal and practical recommendations for patients with COPD, discussing how primary assets can best be protected in relation to chronic illness while sharing coverage of such topics as writing a will, determining life insurance needs and assigning powers of attorney. Original.