Savvy Estate Planning

Savvy Estate Planning

Author: James L. Cunningham Jr.

Publisher:

Published: 2017-09-19

Total Pages: 314

ISBN-13: 9781619616400

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Too many people make the wrong choices when it comes to estate planning. If it's not done properly, you could leave your loved ones facing trouble when you pass away or become incapacitated. Fortunately, you can learn from others' mistakes and be prepared before speaking to a lawyer about your future. In this no-nonsense guide, attorney James L. Cunningham, Jr. shows how to avoid the top-ten mistakes that could damage your financial succession, family, heirs, and legacy. You'll get the unvarnished picture on probate, living trusts, living wills, powers of attorney, conservators, and guardians, as well as disability and incapacity planning and how to find the right attorney for you. There's even a checklist to guide you on what issues to discuss with them. Savvy Estate Planning provides the essentials you need to know about estate planning. The only mistake you could make now would be to ignore it.


Savvy Estate Planning: What You Need to Know Before You Talk to the Right Lawyer

Savvy Estate Planning: What You Need to Know Before You Talk to the Right Lawyer

Author: James L. Cunningham

Publisher: Lioncrest Publishing

Published: 2022-02-22

Total Pages: 344

ISBN-13: 9781544527901

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Too many people make the wrong choices when it comes to estate planning. If it's not done properly, you could leave your loved ones facing trouble when you pass away or become incapacitated. Fortunately, you can learn from others' mistakes and be prepared before speaking to a lawyer about your future. In this no-nonsense guide, attorney James L. Cunningham, Jr. shows how to avoid the top-ten mistakes that could damage your financial succession, family, heirs, and legacy. You'll get the unvarnished picture on probate, living trusts, living wills, powers of attorney, conservators, and guardians, as well as disability and incapacity planning and how to find the right attorney for you. There's even a checklist to guide you on what issues to discuss with them. Savvy Estate Planning provides the essentials you need to know about estate planning. The only mistake you could make now would be to ignore it.


Estate Planning for the Savvy Client

Estate Planning for the Savvy Client

Author: Mary L. Barrow

Publisher: Savvy Client

Published: 2017-03-17

Total Pages: 110

ISBN-13: 9780692853061

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With this book you'll discover: what you need to know to eliminate confusion about estate planning and give you a clear path to achieving your goals, how to decide if you really need a will, revocable living trust, power of attorney, or any of the other options available, how to choose the right attorney to help you plan your estate. It will tell you what you need to know before you meet with your attorney or prospective attorney.


The Book on Tax Strategies for the Savvy Real Estate Investor

The Book on Tax Strategies for the Savvy Real Estate Investor

Author: Amanda Han

Publisher: Biggerpockets Publishing, LLC

Published: 2016-02-18

Total Pages: 191

ISBN-13: 9780990711766

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Taxes! Boring and irritating, right? Perhaps. But if you want to succeed in real estate, your tax strategy will play a HUGE role in how fast you grow. A great tax strategy can save you thousands of dollars a year - and a bad strategy could land you in legal trouble. That's why BiggerPockets is excited to introduce its newest book, The Book on Tax Strategies for the Savvy Real Estate Investor! To help you deduct more, invest smarter, and pay far less to the IRS!


Estate Planning For Dummies

Estate Planning For Dummies

Author: N. Brian Caverly

Publisher: John Wiley & Sons

Published: 2011-03-08

Total Pages: 397

ISBN-13: 1118053958

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Planning for your family's future made easy! If you’re like most people, you want to be sure that, once you’ve passed on, no more of your property and money will be lost to the government than is absolutely necessary. You want to know that you’ll be leaving your heirs your assets and not your debts. You want to be absolutely certain that your will is ship-shape, your insurance policies are structured properly, and that every conceivable hole in your estate plan has been filled. And most of all, you’d like to do all of this without driving yourself crazy trying to make sense of the complicated jargon, jumble of paperwork, and welter of state and federal laws involved in the estate planning process. Written by two estate planning pros, this simple, easy-to-use guide takes the pain out of planning for your ultimate financial future. In plain English, the authors walk you step-by-step through everything you need to know to: Put your estate into order Minimize estate taxes Write a proper will Deal with probate Set up trusts Make sure your insurance policies are structured properly Plan for special situations, like becoming incompetent and pet care Craft a solid estate plan and keep it up-to-date Don’t leave the final disposition of your estate up to chance and the whims of bureaucrats. Estate Planning For Dummies gives you the complete lowdown on: Figuring out what you're really worth Mastering the basics of wills and probate Using will substitutes and dodging probate taxes Setting up protective trusts, charitable trusts, living trusts and more Making sense of state and federal inheritance taxes Avoiding the generation skipping transfer tax Minimizing all your estate-related taxes Estate planning for family businesses Creating a comprehensive estate plan Straightforward, reader-friendly, easy-to-use, Estate Planning For Dummies is the ultimate guide to planning your family’s future.


The Complete Book of Wills, Estates, and Trusts

The Complete Book of Wills, Estates, and Trusts

Author: Alexander A. Bove

Publisher: Macmillan + ORM

Published: 2005-12-27

Total Pages: 530

ISBN-13: 1466829001

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The best legal guide to wills and estates—with more than 80,000 copies sold—now updated to cover the current asset protection options and estate laws Whether grappling with modest or extensive assets, The Complete Book of Wills, Estates, and Trusts has long been the indispensable guide for protecting an estate for loved ones. In this completely revised third edition, updated to cover the latest changes in estate law, attorney Alexander A. Bove, Jr., clearly explains • how to use a will to avoid probate and legal complications • how trusts work and how to use trusts to save taxes • how to contest a will and how to avoid a contest • how to settle an estate or make a claim against one • how to establish a durable power of attorney • how to protect assets from creditors In his straightforward and humorous style, Bove shares easy-to-understand legal definitions, savvy advice on taxes, and pragmatic and simple sample forms, all illustrated with entertaining examples and actual cases. The Complete Book of Wills, Estates, and Trusts is the best guide available for defending your financial legacy


Estate Planning Is Dead!

Estate Planning Is Dead!

Author: Reed Scott

Publisher: Createspace Independent Publishing Platform

Published: 2017-10-02

Total Pages: 122

ISBN-13: 9781975780753

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Death and taxes are what most people are planning for in traditional estate plans, but this type of planning does nothing to protect your family from the things that are actually destroying America's wealth and health. Learn why modern estate planning is more about asset protection than ever before. With this book you'll discover how to protect: * Your assets from devastating healthcare costs! * Your estate from changes in the tax law! * Yourself and your spouse from predators! * Your family from remarriages and divorces! * Your grandchildren from losing their inheritance!


Savvy Networking

Savvy Networking

Author: Andrea R. Nierenberg

Publisher: Capital Books

Published: 2007

Total Pages: 138

ISBN-13: 9781933102443

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Presents a selection of tips organised into chapters that represent steps for building a powerful network.


Survival of the Savvy

Survival of the Savvy

Author: Rick Brandon

Publisher: Simon and Schuster

Published: 2004-12-06

Total Pages: 328

ISBN-13: 0743262549

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Discusses how to eliminate unethical behavior at the workplace, demonstrating how to master corporate politics ethically through an understanding of political styles and an application of strategies in such areas as networking and idea promotion.


The Family Bank Strategy

The Family Bank Strategy

Author: David Thomas Phillips

Publisher: CreateSpace

Published: 2015-01-01

Total Pages: 202

ISBN-13: 9781507604601

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In his newest book, David Phillips explains 17 positive features of The Family Bank Strategy and lists 10 factors that have come together to make it one of the premium safe money strategies today. For many of you, The Family Bank Strategy is a way to lock in the value of your estate for loved ones, earn a solid tax-free return on your cash value, and have tax-free access to the capital when you need it. It can play an important role in increasing your family's after-tax wealth.