[PDF] Aarp Crash Course In Estate Planning eBook

Author : Michael T. Palermo
Publisher : Sterling Publishing Company, Inc.
Page : 276 pages
File Size : 34,39 MB
Release : 2004-12-11
Category : Law
ISBN : 9781402718380

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The Essential Guide to Wills, Trusts, and you personal legacy. What you need to know before consulting you attorney.

Author : Michael T. Palermo
Publisher : Sterling Publishing Company, Inc.
Page : 276 pages
File Size : 23,83 MB
Release : 2008-02
Category : Estate planning
ISBN : 140275860X

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Lawyer and financial planner Michael T. Palermo explains everything you need to know about wills, trusts, and more.

Author : Stewart H. Welch, III
Publisher : John Wiley & Sons
Page : 260 pages
File Size : 43,62 MB
Release : 2012-04-17
Category : Business & Economics
ISBN : 1118278410

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AARP Digital Editions offer you practical tips, proven solutions, and expert guidance. A complete guide to planning an estate under today's tax rules When it comes to an estate (no matter how big or small it may be) nothing should be left to chance. Proper planning is necessary to protect both your assets and your heirs. Estate Planning Law Specialists Harold Apolinsky and Craig Stephens and expert financial planner Stewart Welch III know this better than anyone else, and in the revised and updated edition of J.K. Lasser's New Rules for Estate and Tax Planning, they offer valuable advice and solid strategies to help you plan your estate under today's tax rules as well as preserve your wealth. Packed with up-to-the-minute facts, this practical resource covers a wealth of important issues. Reveals how new legislation will impact inheritances and trusts and offers guidance for estate and generation-skipping tax planning Explains the role of wills, executors, and trusts and shows how to treat charitable contributions Outlines the do's and don'ts of gifting and explains life insurance and retirement planning Filled with in-depth insights and expert advice, this book will show how to efficiently arrange your estate today so that you can leave more to those you care about tomorrow.

Author : James Lange
Publisher : John Wiley & Sons
Page : 359 pages
File Size : 27,80 MB
Release : 2011-12-19
Category : Business & Economics
ISBN : 111824138X

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AARP Digital Editions offer you practical tips, proven solutions, and expert guidance. A comprehensive and easy-to-understand guide to maximizing the benefits of IRAs and retirement assets. Retire Secure, Second Edition offers unbeatable recommendations for addressing the #1 fear facing most readers: Running Out of Money. Retire Secure, Second Edition also shows baby boomers nearing retirement how they can save tens of thousands to over one million dollars by paying taxes later. This practical guide delivers straight forward accumulation and distribution strategies for IRAs, Roth IRAs, the new Roth 401(k) and other retirement plans. More specifically, Lange gives readers tips on how to prepare for expected tax changes in 2010, details on converting to Roth IRAs, New Roth 401(k) and Roth 403(b) rules, and when IRA and retirement plan owners should consider second to die life insurance. Further, this book describes Lange's exceptional estate plan--a plan that has been featured in The Wall Street Journal and many other fine financial journals. This definitive guide enjoys glowing endorsements from Charles Schwab, Larry King, Ed Slott and 60 other financial authors and experts.

Author : Jamieson Haverkampf
Publisher : Blooming Women Press LLC
Page : 319 pages
File Size : 12,19 MB
Release : 2008-05-09
Category : Family & Relationships
ISBN : 1934953202

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Mom Minus Dad is the only resource guide available with more than 500 resources for adults who lose a parent and need to assist a newly widowed parent. The book provides readers with practical advice on ten major parent loss topics along with more than 500 valuable and time-saving resources including Web sites, companies, government resources, U.S. laws, books, and nonprofit organizations to assist the approximately twelve million sons and daughters who lose a parent every year. Each section provides online and book resources and simple practical solutions to common problems - from finding affordable counseling to building new budgets for the widowed parent to managing changing family dynamics. Each chapter reveals ideas, relevant insights from the author's personal experience, questions to consider, and additional resources to find specific assistance. The author of Mom Minus Dad gleaned intimate knowledge of balancing her own life with a newly widowed parent. Ms. Haverkampf assisted her fifty-six-year-old widowed mother in Virginia, while still running her real estate business in California, after the early unpredicted loss of her father to cancer. In her groundbreaking book, Haverkampf shares how she and her sister-both in their early thirties-found success and managed struggles during their journey after their father's death. This is a reference guide grievers will refer to during the year after loss and years beyond.

Author : Jordan S. Simon
Publisher : John Wiley & Sons
Page : 407 pages
File Size : 22,35 MB
Release : 2023-04-11
Category : Law
ISBN : 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.

Author : Hugh Delehanty
Publisher : Sterling Publishing Company, Inc.
Page : 260 pages
File Size : 25,61 MB
Release : 2008
Category : Adult children
ISBN : 140275857X

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"Practical advice you can trust from the experts at AARP"--Cover.

Author : Ann Roberts
Publisher : Bloomsbury Publishing USA
Page : 185 pages
File Size : 21,70 MB
Release : 2012-05-31
Category : Language Arts & Disciplines
ISBN :

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A comprehensive guide to creating dynamic, successful, and innovative library programs that cater to the specialized needs of older adults—an important and growing user group. Crash Course in Library Services for Seniors provides a refreshingly positive approach to working with older adults—one that focuses on the positive effects of aging on patrons, and the many opportunities that libraries can create for themselves by offering top-notch services delivered with a concierge mindset. The book offers page after page of great programming ideas specifically for reaching out to Baby Boomers and older customers—a population that is predicted to double over the next 20 years. Organized in only six chapters, this easy-to-read book provides practical suggestions for making any library a welcoming place for older adults, covering topics such as assessment, planning, programming, services, marketing, and evaluation. This title will be invaluable to public librarians interested in expanding and improving their current programming for older adults within their community, and for those looking to create entirely new programming for seniors.