A Practical Guide to Successful Estate Planning

A Practical Guide to Successful Estate Planning

Author: Mark R. Alvig

Publisher: Voyageur Press (MN)

Published: 1999

Total Pages: 0

ISBN-13: 9781580070218

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The authors, certified financial planners who specialize in estate planning, explain the essentials of estate planning in easy to understand terms.


A Practical Guide to Estate Planning and Administration

A Practical Guide to Estate Planning and Administration

Author: Michael Gau

Publisher: Cengage Learning

Published: 2005

Total Pages: 317

ISBN-13: 9781401817985

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This text was written by an attorney and experienced paralegal instructor who applied his first-hand knowledge of estate planning in developing this engaging look at the subject. He designed this practical, step-by-step guide by discussing and defining concepts and issues in the context of three fictional families. Enabling students to relate theoretical concepts to "real-life" scenarios in this way is a proven manner of enhancing learning, retention and application of the material. Through this method, students will learn about traditional estate planning documents such as wills, trusts, and powers of attorney. And, they will consider alternatives to formal estate planning documents including gifts, contracts, and beneficiary designations. This guide emphasizes practical concerns of drafting estate planning documents, and provides numerous examples of such documents for students to examine and apply to the estate planning efforts for the text's three fictional families.