[PDF] Ultimate Guide To Estate Planning eBook

Author : Jeff Kikel
Publisher :
Page : 51 pages
File Size : 50,56 MB
Release : 2020-01-20
Category :
ISBN :

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We get it. You know that you need an Estate Plan. However, it is a scary, expensive, and confusing process. You don't know where to start, whom to go to, and what needs to be done. What have you done up to the point? Nothing correct? You are not alone. A survey done by internet law firm Rocket Lawyer found that 51% of Americans age 35-50 do not even have a simple will. The scarier statistic is that 65% of baby boomers do not have a basic Estate Plan. So where do you start? If you look at some of the other books available that are written by lawyers and legal services, look more like a legal textbook than a helpful guide. That is where this book differs. Written by veteran Financial Planner and author Jeff Kikel, this book takes you through the Estate Planning process in a simple and direct way that you can understand and implement. Jeff shares stories from his past clients, the mistakes that were made and how you can implement strategies to avoid these mistakes on your own. In this book you will learn: *What an Estate Plan is so you can implement this without confusion, which means your family will be protected.*The Five Components of an Estate Plan that you need to have which means you will be protected from most of the legal risks that you can encounter.* How to find an Attorney that will help you correctly complete this plan which means you can trust that the documents and estate plan process are done correctly the first time. * How to prepare for your appointment so that you are prepared for your appointment and will not feel stupid.* How to have a meeting with your family so that you can communicate your plan with them, avoiding hard feelings and miscommunication. If you are looking for a book to guide you through the process of estate planning, this is the Ultimate Guide to help you through the process

Author : Linda Ashar
Publisher :
Page : 361 pages
File Size : 10,95 MB
Release : 2014
Category :
ISBN :

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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.

Author : Michael T. Palermo
Publisher : Sterling Publishing Company, Inc.
Page : 276 pages
File Size : 34,73 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 : Vicki Cook
Publisher : Simon and Schuster
Page : 272 pages
File Size : 14,81 MB
Release : 2021-08-03
Category : Business & Economics
ISBN : 1507216408

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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.

Author : N. Brian Caverly
Publisher : John Wiley & Sons
Page : 397 pages
File Size : 40,65 MB
Release : 2011-03-08
Category : Business & Economics
ISBN : 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.

Author : Alexander A. Bove
Publisher : Macmillan + ORM
Page : 530 pages
File Size : 32,78 MB
Release : 2005-12-27
Category : Law
ISBN : 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

Author : Jonathan G. Blattmachr
Publisher : Regnery Publishing
Page : 764 pages
File Size : 29,32 MB
Release : 1999-11-01
Category : Business & Economics
ISBN : 9780895262547

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The Complete Guide to Wealth Preservation and Estate Planning is written for everyone from families to financial planners, lawyers, accountants, insurance underwriters, security and investment advisors and business owners.

Author : Myrna Arroyo
Publisher : Lulu.com
Page : 72 pages
File Size : 11,94 MB
Release : 2008-04-01
Category : Law
ISBN : 143571539X

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The information Louisiana families need to protect the people they love and the assets they've earned. This book reveals the most common estate planning mistakes wealthy families make and how to avoid them. Also includes powerful estate planning strategies to protect your family. Includes information on wills, living trusts, planning for special needs children, incapacity planning, powers of attorney, living wills and health care directives.