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

Author: Mark Coulter

Publisher: Lulu.com

Published: 2009

Total Pages: 294

ISBN-13: 1605520632

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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.

Complete Guide to Planning Your Estate in New Jersey
Complete Guide to Planning Your Estate in New Jersey

Author: Linda Ashar

Publisher:

Published: 2014

Total Pages: 361

ISBN-13:

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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 you die.

Your Living Trust and Estate Plan 2012-2013
Your Living Trust and Estate Plan 2012-2013

Author: Harvey J. Platt

Publisher: Skyhorse Publishing Inc.

Published: 2011-11

Total Pages: 280

ISBN-13: 158115870X

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Covers the essentials of estate planning, details strategies for using a living trust to create a flexible estate plan, and explains the changes to the tax laws.

Estate Planning for Same-sex Couples
Estate Planning for Same-sex Couples

Author: Joan M. Burda

Publisher: American Bar Association

Published: 2004

Total Pages: 220

ISBN-13: 9781590313824

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The legal landscape concerning same-sex relationships is changing. It is vital for lawyers to stay on top of these changes. Attorneys who represent lesbian and gay clients must provide creative estate planning that protects both parties to the relationship, their children and their future. This new book provides estate planning lawyers with an introduction to the issues faced by lesbian and gay clients. Also provided are forms and documents on CD-ROM that lesbian and gay clients need to prepare as part of a complete estate plan.

Estate and Trust Planning
Estate and Trust Planning

Author: Jeffrey N. Pennell

Publisher: American Bar Association

Published: 2005

Total Pages: 638

ISBN-13:

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This practical guide to the law of donative transfers is a guide through the maze of terminology, rules, and policies raised by wealth transfers.

The Philanthropic Planning Companion
The Philanthropic Planning Companion

Author: Brian M. Sagrestano

Publisher: John Wiley & Sons

Published: 2016-03-17

Total Pages: 464

ISBN-13: 1118221842

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A donor-centered guide to charitable gift planning for fundraisers and professional advisors The Philanthropic Planning Companion compiles and analyzes the latest research on donor/client behavior, discussing the need for segmented approaches to charitable gift planning based upon the values and personal planning objectives of the donor/client. With its many tools, checklists and sample materials, it will serve as your charitable giving guide in your work with your donors/clients. Whether you are building your practice to work with high net worth clients or you are enhancing your fundraising program, this is the book you will keep close at hand. Outlines how an integrated, donor-centered, values-based, philanthropic planning approach can be implemented Explores the latest research focuses on donor behavior For fundraisers and professional advisors alike, The Philanthropic Planning Companion is the one-stop resource you'll keep by your side to help your donors/clients meet their charitable and personal planning objectives.

Make Your Own Living Trust
Make Your Own Living Trust

Author: Denis Clifford

Publisher: Nolo

Published: 2021-03-30

Total Pages: 312

ISBN-13: 1413328407

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A do-it-yourself manual for making your own living trust, with checklists, step-by-step procedures, worksheets, and forms.

The Special Needs Planning Guide
The Special Needs Planning Guide

Author: Cynthia R. Haddad

Publisher: Paul H Brookes Publishing

Published: 2022

Total Pages:

ISBN-13: 9781681254319

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"Written with both compassion and expertise, this bestselling book provides families with a comprehensive guide to planning for the lifetime needs of a child with disabilities. It presents the Five Factors readers need to consider-family and support, emotional, financial, legal, and government benefits-and how to plan for these factors at every stage of a child's life. The second edition includes updates based on current law, fully revised chapters with a wealth of practical recommendations, and a ten-step, manageable planning process. Online resources include fillable timelines, worksheets, and other planning documents to help families create a secure, full, and happy life for and with their child"--

Estate Planning Basics
Estate Planning Basics

Author: Denis Clifford

Publisher: NOLO

Published: 2011

Total Pages: 0

ISBN-13: 9781413316216

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"Covers the basics of estate planning, including wills, trusts, and health care directives. It prepares readers to start planning their estate, with or without an attorney. The 6th edition is updated with the latest laws and tax information"--Provided by publisher.