Understanding Living Trusts

Understanding Living Trusts

Author: Vickie Schumacher

Publisher: Schumacher Publishing

Published: 1990

Total Pages: 230

ISBN-13:

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Written in clear, conversational English, this book can help anyone understand how a living trust avoids the complications, expenses, and delays of probate at times of incapacity and death.


The Individual's Guidebook to Wills and Estates

The Individual's Guidebook to Wills and Estates

Author: Edward M. Melillo

Publisher: Atlantic Publishing Group, Inc.

Published: 2019-09-20

Total Pages: 250

ISBN-13: 1620235099

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What would happen to your money if you died without a Last Will and Testament? What about your stocks, your family business, your home? What would become of your loved ones? Without a final Will, the fate of your life’s work is in the hands of the court. Dying without having legally laid out your wishes is a recipe for uncertainty, ill will, financial turmoil, and heartache. You have the power to determine what will happen to your assets after your death. The process of planning your estate can seem daunting, but with the proper information in hand and an experienced attorney on your side, you can ensure that your final wishes are met and your family taken care of. “The Individual’s Guidebook to Wills and Estates” will help you understand the steps necessary to complete your legal plan. Written in understandable and accessible language with real-life examples and filled with sample documents and reference material, this book will give you the tools you need to protect your estate and your loved ones.


Your Living Trust & Estate Plan

Your Living Trust & Estate Plan

Author: Harvey J. Platt

Publisher: Simon and Schuster

Published: 2013-09-13

Total Pages: 352

ISBN-13: 1621533913

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This revised fifth edition from estate-planning expert Harvey J. Platt details the most up-to-date strategies for using a living trust to create a flexible estate plan. Platt explains the latest tax laws, including the American Taxpayer Relief Act of 2012, the broadening of statutes for amending trusts, and the rule against perpetuities (RAP). Platt also addresses updates on many existing topics, including lifetime exemptions; the estate, gift, and generation-skipping tax; charitable deductions; state estate tax savings; and private annuities. Your Living Trust & Estate Plan maps out the most effective techniques for saving money and property and covers the essentials of successful estate planning. Other resources frequently overlook vital areas such as unlocking the benefits of living trusts, protecting beneficiaries, using life insurance, handling retirement benefits properly, and fixing inadequate estate planning postmortem, but Your Living Trust is the complete guide. This invaluable resource will teach you how to maximize your family’s assets, plan your estate, and provide for your loved ones well into the future.


Estate Planning For Dummies

Estate Planning For Dummies

Author: Jordan S. Simon

Publisher: John Wiley & Sons

Published: 2023-04-11

Total Pages: 407

ISBN-13: 1394158548

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Get your arms around wills, trusts, probate, inheritance taxes, and other important estate planning essentials Estate Planning For Dummies teaches you the ins and outs of estate planning. It’s all about drafting wills, dealing with probate, assigning powers of attorney, establishing living trusts, and beyond. Think you don’t have enough assets to merit estate planning? Think again. This everyone-friendly guide walks you through building a solid estate plan, whatever your current financial situation. In easy-to-understand language, you’ll learn the ins and outs of estate planning, including what happens to your stuff—cash, real estate, businesses, retirement funds, everything—when you pass away. This new edition is updated for the many recent changes in estate taxes and inheritance law. Make sure your assets get into the pockets of your heirs or wherever you want them to go, and learn how to accomplish it the For Dummies way. Understand state and federal estate and inheritance taxes Build an air-tight will and make sure your heirs get as much as they can Protect your estate’s privacy even after you’re gone Plan for the transition of a family business Prevent disagreements and uncertainty among your heirs Figure out how to pass on your digital assets This friendly guide is a must for people of any age in the process of drafting their wills and planning where their assets ultimately end up.


We The People's Guide to Estate Planning

We The People's Guide to Estate Planning

Author: Ira Distenfield

Publisher: John Wiley & Sons

Published: 2005-04-29

Total Pages: 322

ISBN-13: 0471730912

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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.


Protect and Enhance Your Estate: Definitive Strategies for Estate and Wealth Planning 3/E

Protect and Enhance Your Estate: Definitive Strategies for Estate and Wealth Planning 3/E

Author: Robert A. Esperti

Publisher: McGraw Hill Professional

Published: 2012-03-30

Total Pages: 369

ISBN-13: 0071787909

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“Our #1 choice in estate planning books.” –Ken & Daria Dolan The bestselling guide to securing a sound financial future for you and your loved ones—updated for uncertain times In our time of political, social, and economic upheaval, taking steps to protect your estate isn’t enough to provide peace of mind for you or financial security for your loved ones. Given these new levels of uncertainty, you need to reduce risk by using life insurance and other financial products to fund estate planning. This new, fully updated edition of the estate planning classic helps you take your estate planning to the next level. In addition to all the basics on wills, jointly held property, taxation, and philanthropy, Protect and Enhance Your Estate covers the latest developments regarding: Disability planning Living trusts Asset protection Family limited partnerships Proper use of life and long-term care insurance


Estate Planning 101

Estate Planning 101

Author: Vicki Cook

Publisher: Simon and Schuster

Published: 2021-08-03

Total Pages: 272

ISBN-13: 1507216394

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Discover the ins and outs of planning your own or your loved one’s last wishes with this easy-to-understand guide to estate planning. No one likes to talk about death, but being prepared for any unexpected tragedy can help your loved ones navigate your loss more easily in the long run. From creating your advanced medical directives to designating your beneficiaries, estate planning can ensure that your wishes are carried out when you are no longer around. With Estate Planning 101, you can get your affairs in order before any unfortunate incident occurs. This easy-to-understand guide comes with detailed information on what needs to be done to protect your estate. With information on creating a living will, minimizing estate taxes, choosing an executor, and more, you will be prepared for the future, no matter what it brings. Estate Planning 101 offers you step-by-step instructions and checklists to keep you organized for whatever life throws your way.


The New Law Business Model

The New Law Business Model

Author: Ali Katz

Publisher: Lioncrest Publishing

Published: 2021-01-12

Total Pages: 250

ISBN-13: 9781544504650

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You became a lawyer to help people and have a great life. Instead, you're working insane hours, not making the money you had hoped, and are not fulfilled by your life as a lawyer. Ali Katz was struggling with the same issues while also being a single mom who needed control of her calendar. When she saw major flaws in the way lawyers, like herself, were taught to serve families and small business owners, she decided to do something about it. Ali developed a new way to practice law-one that puts relationships before transactions. And while that made her happy, the icing on the cake was that she started generating over $1 million annually in just three years, all while going to her office just three days a week. Now, Ali brings this knowledge and experience to bear in The New Law Business Model. If you're a lawyer, there's no need to abandon your dreams. In this book, Ali shows how to use your most valuable asset-your law degree-for the good of families, small businesses, and most importantly, your well-being. Pulling from her own journey, Ali shares the roadmap she followed and insights she found that made her success possible. The old law business model is broken. It's time to replace it with one that works for you, your family, and your clients. It's time to take back your time, your income, and your humanity.  The New Law Business Model was created to guide inspired lawyers like you into a new era.


The Family Fight

The Family Fight

Author: Barry Fish

Publisher: Continental Atlantic

Published: 2003

Total Pages: 144

ISBN-13: 9780968351369

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In this book, experienced Wills and Estates lawyers, Barry Fish and Les Kotzer, provide insight and strategies to help you plan to avoid inheritance disputes using a plain language, tell it like it is approach. The Family Fight: provides strategies and suggestions to avoid inheritance disputes and help keep your family united; explains complex legal terms in plain language; can help open a line of communication between parents and adult children; helps organize your affairs so that you don't leave a mess for your family; and presents real life family fight stories. It shows you: how one or two words in a will can tear apart a close family; how to deal with your personal items; what it really means to own something in joint ownership; and what you should not assume when planning your affairs.