The Complete Guide to Planning Your Estate in New York: A Step-by-step Plan to Protect Your Assets, Limit Your Taxes, and Ensure Your Wishes Are Fulfilled for New York Residents (Back-To-Basics)

What happens to your estate after you are gone is very much within your control. Estate planning is not only for the wealthy; it is for everyone. It is simply the process of deciding where your assets are to be distributed after your death. For those people who wish to preserve their assets for designated purposes such as family or special charities it becomes necessary to make special advance…

Values-Based Estate Planning: A Step-by-Step Approach to Wealth Transfer for Professional Advisors

Estate planning has more procrastination, indecision, and inertia associated with it than any other area of planning. Affluent baby boomers, in particular, as the beneficiaries of the largest intergenerational transfer of wealth in history, have a daunting set of financial concerns with which to contend. Here at last is a step-by-step approach to estate planning that equips planners and financial advisors to help clients tackle this important process once…

The Procrastinator’s Guide to Wills and Estate Planning

Everyone needs an estate plan-even the people who’d rather not deal with it. In The Procrastinator’s Guide to Wills and Estate Planning, attorney Eric Matlin cuts through the legalese of most estate planning guides with a step-by-step breakdown of the process that can put everyone’s mind at ease. Readers will learn how to: € Gather the necessary records € Establish the value of an estate € Set up a…

The Complete Guide to Planning Your Estate in California: A Step-by-step Plan to Protect Your Assets, Limit Your Taxes, and Ensure Your Wishes Are Fulfilled for California Residents (Back-To-Basics)

What happens to your estate after you are gone is very much within your control. Estate planning is not only for the wealthy; it is for everyone. It is simply the process of deciding where your assets are to be distributed after your death. For those people who wish to preserve their assets for designated purposes such as family or special charities it becomes necessary to make special advance…

Estate Planning Basics

Estate planning rules explained in one quick read! Estate Planning Basics provides concise, straightforward, and easy-to-read explanations of the major components of estate planning, so that you don’t have to spend hours wading through endless options (most of which apply to the wealthy). Learn about: choosing beneficiaries estate planning by parents with minor children wills living trusts other probate-avoidance methods, including using a retirement plan like an IRA or…

Price on Contemporary Estate Planning (2011)

The most current and comprehensive single-volume estate planning resource available, Price on Contemporary Estate Planning includes a wealth of information, expertise, and valuable practice tips. Providing theoretical grounding and a practice-oriented approach, authors Price and Donaldson show how to handle the full range of estate planning problems and techniques, including: client counseling; durable powers of attorney; living wills; private annuities; charitable remainder trusts life insuran

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The Everything Wills and Estate Planning Book: Professional advice to safeguard your assests and provide security for your family (Everything Series)

Most Americans don?t have a will. They avoid estate planning because they don?t want to think about death or they think it?s too complicated. But this easy-to-follow guide takes the mystery out of the process. This book shows readers how easy it can be to plan for security and peace of mind. Readers learn how to write a will, create an estate plan, designate executors, choose trusts, reduce tax…

Introduction to Estate Planning in a Nutshell, Fifth Edition (Nutshell Series)

This Nutshell presents an introduction to estate planning. Subjects covered include the transfer of property at death at will under the intestate law, survivor interests, community property, and “simple” wills. Addresses insurance, estates arising from status, Social Security, pensions, workers’ compensation, and veterans benefits. Discusses charitable trusts, the rule in Shelley’s case, the Doctrine of Worthier Title, the Rule Against Perpetuities, and the Rule Against Accumulations. Also addre

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60-Minute Estate Planner: Fast and Easy Plans for Saving Taxes, Avoiding Probate, and Maximizing Inheritance (Sixty Minute Estate Planner)

Now in a new edition and thoroughly updated, “60-Minute Estate Planner” simplifies the complicated process of estate planning. Readers will learn what information they need to gather before they begin, and how to communicate with heirs, manage tax considerations associated with estates, provide for the special needs of the old and young, and much more. In addition, the book contains tons of helpful tools such as sample forms and…

The 101 Biggest Estate Planning Mistakes

A trust and estate lawyer to the stars offers an engaging look at how to avoid numerous estate planning mistakesIn The 101 Biggest Estate Planning Mistakes, author Herbert Nass, an estate planner for some of today’s most famous celebrities, offers an entertaining look at what not to do when setting up an estate plan, or administering an estate. By examining the mistakes made by some of the most well-known celebrities-from…