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Introduction to Estate Planning in a Nutshell

Introduction to Estate Planning in a Nutshell Author Robert J. Lynn
ISBN-10 0314153063
Release 2004
Pages 396
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The Estate and Estate Planning; Transfer of Property at Death by Will and Under Intestate Law; Survivorship Interests; Community Property; "Simple" Wills; Insurance; The Estate Arising From Status: Social Security; "Private" Pensions; Workers' Compensation; Veterans' Benefits; Trusts: An Introduction; Future Interests: An Introduction; Using Private Express Trusts; Charitable Trusts; The Rule in Shelley's Case; Doctrine of Worthier Title; Rule Against Perpetuities; Rule Against Accumulations; Some Aspects of Fiduciary Administration; Federal Estate and Gift Taxes.



Wills and Trusts in a Nutshell

Wills and Trusts in a Nutshell Author ROBERT. MENNELL
ISBN-10 1634604873
Release 2017-02-17
Pages 388
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The fifth edition of this book updates laws affecting intestate succession, wills, guardianships and trusts. It introduces wills terminology to the lay audience and summarizes the law of trusts with references to the Uniform Trust Code and the Restatement of Trusts. It uses problems arising from celebrity peccadilloes and deaths, such as those of Prince, and the mother/daughter team of Debbie Reynolds and Carrie Fisher to illustrate legal issues. The book can be adopted to supplement a traditional wills and trusts class or as the sole text for a seminar.



A Lawyer s Guide to Estate Planning

A Lawyer s Guide to Estate Planning Author L. Rush Hunt
ISBN-10 1590313666
Release 2004-01-01
Pages 209
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This book provides an introduction to the basics of estate planning and will make this area of the law more accessible to the nonspecialist.



The Complete Guide to Organizing Your Records for Estate Planning

The Complete Guide to Organizing Your Records for Estate Planning Author John N. Peragine, Jr.
ISBN-10 9781601382351
Release 2009
Pages 336
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Planning your estate is a long, complicated process that requires much time and effort. The process of organizing your records for estate planning is equally time consuming and complex. Hiring an attorney to assist you may cost more than you are willing to spend. With the help of The Complete Guide to Organizing Your Records for Estate Planning, you can not only take charge of your estate planning documentation, but also save time, money, and effort. In this new book, you will learn how to find an organizational system that works for you, where to look for records, what to record, who to tell, where to keep records, and how often to update your records. You will also find information on creating a will or a living will, setting up a trust, assigning power of attorney, and filling out health care directives. Additionally, you will learn about the documents that should be included in your estate plan, such as insurance policies, Social Security cards, birth certificates of minor children, stock brokerage statements, credit card numbers and statements, certificates of deposit, real estate deeds, mortgage statements, retirement account savings, non-retirement account savings, and current bank statements. The CD-ROM is filled with sample documents and worksheets, as well as a checklist of often overlooked information, including any medications you take, where you worked, where your savings and checking accounts are located, where your car title is located, what your funeral plans or wishes are, and who should receive what. The Complete Guide to Organizing Your Records for Estate Planning will help you prepare your documents and record your final instructions and wishes. By using the information provided in this book you will save money you might otherwise have spent on legal and accounting fees. In addition, you will save your family the frustration of searching for these documents if something should ever happen to you. This book, written in an easy-to-understand language, will walk you through the process of organizing your records and make the process much easier for you and your family. The companion CD-ROM is included with the print version of this book; however is not available for download with the electronic version. It may be obtained separately by contacting Atlantic Publishing Group at [email protected] Atlantic Publishing is a small, independent publishing company based in Ocala, Florida. Founded over twenty years ago in the company presidentâe(tm)s garage, Atlantic Publishing has grown to become a renowned resource for non-fiction books. Today, over 450 titles are in print covering subjects such as small business, healthy living, management, finance, careers, and real estate. Atlantic Publishing prides itself on producing award winning, high-quality manuals that give readers up-to-date, pertinent information, real-world examples, and case studies with expert advice. Every book has resources, contact information, and web sites of the products or companies discussed.



Estate Planning for People with a Chronic Condition or Disability

Estate Planning for People with a Chronic Condition or Disability Author Martin M. Shenkman, CPA, MBA, JD
ISBN-10 1935281070
Release 2009-03-26
Pages 1120
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This is the first comprehensive estate-planning guide for those living with a chronic disease or disability. This book is targeted at those planning for the disbursement of their estates, no matter their size. Estate-planning is crucial for those living with a chronic disease or disability: individuals must express their preferences whether to receive long-term care at home rather than in a nursing home in the event that they become more disabled, and it is more important for one who has a chronic illness to name a power of attorney. Estate Planning for People with a Chronic Condition or Disability covers all of those topics plus: How to write your will How to determine how much life insurance your family needs How to figure out whether you need a living trust Learn about powers of attorney When to work with a lawyer, if you need to The book also includes downloadable sample forms for: Power of Attorney Living Will Designation of Proxy for Financial and Health Decisions



The Wall Street Journal Complete Estate planning Guidebook

The Wall Street Journal Complete Estate planning Guidebook Author Rachel Emma Silverman
ISBN-10 9780307461278
Release 2011
Pages 181
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Offers advice on estate-planning, identifies key documents, and explains the technical jargon.



Federal Estate and Gift Taxation in a Nutshell

Federal Estate and Gift Taxation in a Nutshell Author John K. McNulty
ISBN-10 STANFORD:36105061117078
Release 1994-01-01
Pages 486
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Wealth Transfer Taxation; Constitutionality; The Federal Estate Tax, Gift Tax and Generation-Skipping Transfer Tax Outlined; Unification of Transfer Taxes; Gratuitous Transfers; Transfers During Life; Donative Intent; Consideration; Property; Transfer; Inclusion in the Gross Estate; Alternative Valuation Date; Liability for Tax; Incomplete Transfers; Transfers in Contemplation of Death; Retained Interests or Powers; Revocable Transfers; Special Valuation Rules and "Estate Freezes; " Jointly-Owned Property; Community Property; Property Settlements; Life Insurance; Annuities; Employee Death Benefits; Powers of Appointment; Inclusion; Valuation; Exemptions; Exclusions; Future Interests; Deductions (Charitable, etc.); Marital Deduction; Split Gifts; Unified Credit; International; Estate Planning; Reforms and Fundamental Alternatives.



AARP Crash Course in Estate Planning

AARP Crash Course in Estate Planning Author Michael T. Palermo
ISBN-10 9781402758607
Release 2008-02-01
Pages 266
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A guide to estate planning discusses such topics as wills, the probate process, selecting an executor, living trusts, naming a guardian for young children, living wills, and setting up a power of attorney.



An introduction to estate planning and to will drafting

An introduction to estate planning and to will drafting Author Steve A. Brand
ISBN-10 MINN:31951002491210Z
Release 1984-06
Pages 120
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An introduction to estate planning and to will drafting has been writing in one form or another for most of life. You can find so many inspiration from An introduction to estate planning and to will drafting also informative, and entertaining. Click DOWNLOAD or Read Online button to get full An introduction to estate planning and to will drafting book for free.



Introduction to Estate Planning

Introduction to Estate Planning Author Chris J. Prestopino
ISBN-10 0840369190
Release 1992-04-01
Pages 640
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Introduction to Estate Planning has been writing in one form or another for most of life. You can find so many inspiration from Introduction to Estate Planning also informative, and entertaining. Click DOWNLOAD or Read Online button to get full Introduction to Estate Planning book for free.



An Introduction to Estate Planning in the Philippines

An Introduction to Estate Planning in the Philippines Author Reynaldo G. Geronimo
ISBN-10 LCCN:83146290
Release 1979
Pages 100
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An Introduction to Estate Planning in the Philippines has been writing in one form or another for most of life. You can find so many inspiration from An Introduction to Estate Planning in the Philippines also informative, and entertaining. Click DOWNLOAD or Read Online button to get full An Introduction to Estate Planning in the Philippines book for free.



Every Californian s Guide To Estate Planning

Every Californian s Guide To Estate Planning Author Liza Hanks
ISBN-10 9781413324693
Release 2018-01-18
Pages 250
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Estate planning books often fall into two categories: Those that are overwhelming and full of jargon, focusing on strategies to avoid taxes, or those that provide a general overview of wills, trusts, and estate planning tools and issues at a basic level. Every Californian's Guide to Estate Planning is different: It focuses on estate planning issues that are unique to people who call California home. California is different from almost anywhere else, people come from all over the world to live here, less than 25% of our families fit the traditional model, property is subject to community property rules, and our property tax rates are kept low until a property changes hands. No other estate planning book on the market addresses international issues, how to plan for blended families, how and why community property matters in an estate plan, or how to pass low property taxes on to your children. Written by an estate planning attorney with more than 15 years of experience, complex issues are explained in clear and concise language with lots of examples based on real life stories.



Introduction to Estate Planning

Introduction to Estate Planning Author Keith Tokerud
ISBN-10 1938842359
Release 2017-03
Pages 130
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Veteran estate planning attorney Keith Tokerud explains how to design and implement a plan, discussing all the relevant issues in clear, easy-to-understand prose. Armed with the knowledge you'll gain, you feel in control of your destiny and able to pass on your legacy to your loved ones with peace of mind.



Federal Income Taxation of Estates Trusts and Beneficiaries in a Nutshell

Federal Income Taxation of Estates  Trusts  and Beneficiaries in a Nutshell Author Grayson M. P. McCouch
ISBN-10 1634603095
Release 2017
Pages 435
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This comprehensive guide can serve either as a course supplement or as a refresher for members of the bar. Expert commentary summarizes the law and offers critical perspectives on the federal income taxation of estates, trusts, and beneficiaries, including the decedent's final income tax return; classification of estates and trusts; income in respect of a decedent; distributable net income; simple and complex trusts; distributions; grantor trusts; charitable trusts; and foreign trusts. Additional chapters cover basic income, gift and estate tax concepts, accumulation distributions, and specially treated trusts.



J K Lasser ProEstate and Business Succession Planning

J K  Lasser ProEstate and Business Succession Planning Author Russell J. Fishkind
ISBN-10 0471214485
Release 2002-01-04
Pages 416
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EFFECTIVE ESTATE AND BUSINESS SUCCESSION PLANNING UNDER THE NEW TAX LAW A properly designed and implemented estate and/or business succession plan is key to providing for and protecting loved ones in the most tax-efficient manner possible. A team of advisors must be assembled from the disciplines of law, insurance, finance, accounting, and tax in order to create a plan that optimizes planning opportunities incorporating both the current state of law with the current state of one's mind. J.K. Lasser Pro Estate and Business Succession Planning, Second Edition provides you with a unique and comprehensive analysis of the Economic Growth and Tax Relief Reconciliation Act of 2001, the new retirement distribution rules, Section 529 education plans, and split dollar insurance guidelines. It can help professionals and experienced individuals alike take advantage of opportunities presented by the new tax law, avoid common mistakes, and understand complex estate and business succession planning techniques. Written by two attorneys who specialize in estate planning matters, this easy-to-read book provides you with complete information and strategies for a variety of issues including: * How to plan in light of the phased-in provisions of the Economic Growth and Tax Relief Reconciliation Act of 2001 * Top twenty factors to consider when creating one's Will, as well as creating a Power of Attorney and Health Care Proxy * Annual Exclusion and Exemption Equivalent Planning * Irrevocable Life Insurance Trusts and Crummey Notices * Charitable Remainder Trusts and Foundations * Family Limited Partnerships * Business Succession Planning Techniques * Split Dollar Plans * Section 529 education plans * Retirement distribution rules * Self-Canceling Installment Notes * Intentionally Defective Grantor Trusts * GRITs, GRATs, and GRUTs And this is just a sampling of the expertise that the authors provide in a truly unique and understandable text. J.K. Lasser Pro Estate and Business Succession Planning, Second Edition contains all you need to make the most of the new tax law while navigating this complex area, and shows you how to protect and provide for loved ones for generations to come. Please visit our Web site at www.jklasser.com



Estate Planning Basics

Estate Planning Basics Author Denis Clifford
ISBN-10 9781413324495
Release 2017-08-22
Pages 232
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This book provides concise, straightforward, and easy-to-read information about the major components of estate planning – without going into endless detail about arcane options that apply only to the wealthy. Topics include: choosing beneficiaries estate planning by parents with minor children wills living trusts avoiding probate trusts for people in a second marriage, and planning for incapacity. Best-selling Nolo author Denis Clifford uses plain-English to make these estate planning issues easy to understand, and he lets you know which tasks you can handle yourself, and when you’ll need a lawyer’s help.



Estate Planning Smarts

Estate Planning Smarts Author Deborah L. Jacobs
ISBN-10 0983697019
Release 2013-10-15
Pages 358
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Third Edition