Law

The Ultimate Guide to Estate Planning in Louisiana

Author: Myrna Arroyo

Publisher: Lulu.com

ISBN:

Category: Law

Page: 72

View: 847

The information Louisiana families need to protect the people they love and the assets they've earned. This book reveals the most common estate planning mistakes wealthy families make and how to avoid them. Also includes powerful estate planning strategies to protect your family. Includes information on wills, living trusts, planning for special needs children, incapacity planning, powers of attorney, living wills and health care directives.
Law

Estate Planning

Author: Wayne M. Gazur

Publisher: Wolters Kluwer

ISBN:

Category: Law

Page: 566

View: 148

This casebook introduces students to the principles of estate planning and challenges them to analyze simulated client scenarios. Featuring a case-study and problems approach in which the principles of estate planning are first introduced and then demonstrated through student analysis of short exercises and simulated client situations. A forms supplement on a CD is an additional tool for giving students practice with drafting exercises.
Estate planning

Estate Planning Essentials

Author: Enodare

Publisher: Enodare Limited

ISBN:

Category: Estate planning

Page: 270

View: 362

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

2012 Estate Planning

Author: Martin Shenkman

Publisher: eBookIt.com

ISBN:

Category: Law

Page: 224

View: 918

2012 may be the most important year in history for tax planning. More wealth may be transferred in the waning months of 2012 than any other year. What can and should you do to take advantage of the potentially astounding planning opportunities that are available? What are the risks associated with this planning and how can you minimize those risks? With much of the planning so complicated how can you make decisions as to which of various alternatives are best fore you? Three of the nation's leading tax experts have addressed all these critical issues and so much more in this timely and authoritative book. This book is written to be accessible to sophisticated taxpayers who can personally benefit from this planning. But because of the broad coverage of even esoteric topics, some discussions are a bit tough. This book will also prove an invaluable resource for CPAs, financial planners, insurance consultants, and attorneys. The supplemental appendices for professional advisers with practical forms, sample legal provisions, and client letters practitioners can use will all prove a useful resource making this book a must read for professionals.
Religion

Estate Planning for Catholics

Author: Christopher Reilly

Publisher: Xlibris Corporation

ISBN:

Category: Religion

Page: 110

View: 758

With clear insight and a wealth of practical advice, Christopher Reilly explains the teachings of the Catholic Church and assists Catholics regarding their personal choices about the distribution of their possessions to others. The role of wealth and possessions in a Christ-centered life is explored along with a strong emphasis on the virtue of charity. Readers will come away with a better understanding of their faith and the information needed to work with an attorney in creating an effective plan for building a meaningful legacy.
Business & Economics

Fifty Excuses (Not) to Do Bulletproof Estate Planning

Author: Elain Andrews JD LTC USAR (Ret.)

Publisher: Xlibris Corporation

ISBN:

Category: Business & Economics

Page: 120

View: 407

If you don't want a stranger to get control over you and all of your assets then this book about the 50 most common excuses for not doing bullet proof estate planning is for you. This is not the kind of estate planning that you can get just anywhere. This is expert planning that is specifically designed to keep your life out of the practically insurmountable control of the court. However, if you are like most people, you don't have this kind of estate plan - even if you think you have one already. Your justifications for this unwitting mistake just might cost you everything.
Business & Economics

The 50 Biggest Estate Planning Mistakes...and How to Avoid Them

Author: Jean Blacklock

Publisher: John Wiley & Sons

ISBN:

Category: Business & Economics

Page: 288

View: 101

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.
Law

53rd Annual Heckerling Institute on Estate Planning

Author: University of Miami Institute on Estate Planning

Publisher: LexisNexis

ISBN:

Category: Law

Page:

View: 816

Each year the most prominent authorities in the field come together at the Heckerling Institute on Estate Planning to discuss and analyze the most important developments in the areas of estate planning and estate, gift, and income taxation. Now in its fifty-third year, the Heckerling Institute is widely regarded as the premier estate planning program in the country. This one-volume publication provides cutting-edge articles based on the podium lectures delivered at the Heckerling Institute. Hot topics for this year's Institute include: • Annual Review of Estate Planning Developments • IRC Section 199A • Powers of Appointment • Charitable Giving
Law

Texas Estate Planning

Author: Dianne Reis

Publisher: LexisNexis

ISBN:

Category: Law

Page: 788

View: 735

Will and trust forms annotated with alternate clauses, pitfalls to avoid, practice tips, recent cases, and tax considerations, and includes questionnaires, explanatory cover letters, asset flow charts, and case-based examples.
Law

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

Author: Mark Coulter

Publisher: Lulu.com

ISBN:

Category: Law

Page: 292

View: 793

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.
Business & Economics

Richard Cayne - Estate Planning, Family Savings, & Retirement

Author: Richard Cayne

Publisher: Richard Cayne

ISBN:

Category: Business & Economics

Page: 26

View: 404

Richard Cayne of Meyer International is a respected financial expert who has helped high-net worth individuals around the world develop and protect their portfolios. He has shared many financial strategies, offering tips and explanations for readers online. This book is a compilation of the articles that focus on estate planning and on financial planning for families. In this edition, readers can learn about estate planning options as well as gain knowledge about family finances. We hope that you will find this book a useful and informative tool that will assist you in your personal estate planning and family portfolio strategies.
Law

Estate Planning and Administration: A Simple Guide for New Yorkers

Author: George H. Gray

Publisher: George Gray

ISBN:

Category: Law

Page: 176

View: 694

This is a simple, understandable Guide for New Yorkers that answers their questions concerning Estate Planning, Estate Administration, Wills, Living Trusts and the process to accomplish their goals.
Business & Economics

The Australian Guide to Wills and Estate Planning

Author: Andrew Simpson

Publisher: John Wiley & Sons

ISBN:

Category: Business & Economics

Page: 320

View: 496

Where will your wealth go when you go? Get peace of mind for you and your family with current and valid estate planning. The Australian Guide to Wills and Estate Planning helps you leave your wealth to your selected beneficiaries, avoid family disagreements and protect your financial legacy. This plain-English guide makes estate planning easy — providing exactly what you need to know to get started. You have spent substantial amounts of time and energy creating your wealth. However, planning how your wealth is to be distributed after your death likely receives little attention. It is common for people to consider preparing a will only when a personal life event brings the topic to the fore – the death of a family member or close friend, a personal health issue or overseas travel. The emotional stress and time constraints associated with such circumstances are avoidable if you plan your estate today. Wills and estates expert Andrew Simpson shares his extensive knowledge to help answer your questions and prepare for the future today. From planning your retirement, to writing a will, to distributing your assets, each aspect of estate planning is highlighted by informative case studies, practical examples and easy-to-read explanations. This clear, jargon-free guide answers your estate planning questions and enables you to understand the fundamentals of the estate planning process. Designed specifically for readers with little to no experience with wills and estate planning, this book will help you: understand the vital aspects of the estate planning process know what to look for when choosing a professional estate planner minimise tax burdens for yourself and your family use trusts to safeguard your assets protect your will from legal challenges. With the latest financial and tax guidelines, this is a must-have resource for anyone seeking to confidently pass on their wealth to future generations. The Australian Guide to Wills and Estate Planning is for anyone wishing an easy, stress-free way to sort their affairs and enjoy peace of mind.
Law

LexisNexis Practice Guide: Minnesota Estate Planning

Author: Philip J. Ruce

Publisher: LexisNexis

ISBN:

Category: Law

Page:

View: 902

This book was created to assist Minnesota attorneys who are new to the estate planning practice area. It combines the planning concepts that are mandatory to any estate planning practice with practical tips, practice cautions, and intake and conveyance forms for use in client matters. This book will benefit attorneys who have not previously focused on the drafting of estate plans in Minnesota. From the initial client phone call to drafting effective distribution language and coordinating tax-qualified retirement accounts, this book walks the new estate planning practitioner through planning concepts and best practices for effective representation. The author is a respected and sought-after estate planning attorney who created a thriving law practice working exclusively with Minnesota families and their estate plans.
Business & Economics

The Wall Street Journal Complete Estate-Planning Guidebook

Author: Rachel Emma Silverman

Publisher: Currency

ISBN:

Category: Business & Economics

Page: 210

View: 202

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.
Business & Economics

Estate Planning for Authors

Author: M. L. Buchman

Publisher: Buchman Bookworks, Inc.

ISBN:

Category: Business & Economics

Page: 138

View: 816

-an estate planning self-help guide for artists & writers- Writer, painter, photographer, musician, designer, animator, graphic artist, programmer, screenwriter, textile artist, choreographer, composer, sculptor... A will or trust controls who inherits what. The Final Letter tells your heir(s) ways to maintain it, even make it thrive, once they’ve got it. The challenge with an estate that includes Intellectual Property (books, stories, plays, films, etc.), is it has a value that can last another 70 years after your death. This book is a practical guide for educating your heir on quite what they’ve just received and what their options are to manage it. Topics also include: basic vocabulary, income opportunities with Intellectual Property, the power of trusts in IP estate planning, and much more. Estate Planning for Authors will help authors create their Final Letter as well as help the heirs whose benefactor did not create one. It’s a guide on how to make sure your legacy remains profitable for decades after you’re gone!
Law

The Financial Advisor's Estate Planning Desk Reference: How to deepen your relationships with your clients, provide even better service to them, and increase their whole family’s loyalty towards you

Author: Daniel E. McKenzie Esq

Publisher: Lulu.com

ISBN:

Category: Law

Page: 88

View: 474

Despite what your compliance department may tell you about being forbidden from giving your clients legal advice, the service you provide to them requires you to advise your clients on critical estate planning decisions all the time. Because your financial advice will significantly impact the eventual administration and distribution of your clients? estates, it is crucial that you understand how that advice works together and fits in with their wills, trusts, and powers of attorney. This book will help you separate yourself from your competitors by giving you a sophisticated understanding of this important part of helping your clients grow and protect their wealth.