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Author: Steven Andrew Jackson
Publisher: CreateSpace
Published: 2015-05-07
Total Pages: 48
ISBN-13: 9781505783353
DOWNLOAD EBOOK →Here's How to Leave the Legacy You Want... Most people think it takes months of hard work to get their affairs in order. Discover how you can leave the legacy you intend without the interference of the government or court system.
Author: Mark R. Alvig
Publisher: Beavers Pond Press
Published: 2010
Total Pages:
ISBN-13: 9781592983391
DOWNLOAD EBOOK →Most people tend to react to the term “estate planning” in one of two ways: they become uncomfortable or they show no interest. Either response is a huge mistake that can be detrimental to you and your family. This book will give you the tools to preserve everything you've worked to acquire and build. In just a dozen short chapters, Mark R. Alvig and David P. Buss, two financial planners specializing in estate planning, explain the essentials of estate planning in easy-to-understand terms, making good sense of difficult legal and financial policies. Alvig and Buss present what you need to know about estate taxes, wills, trusts, Medicare, Medicaid, long-term business planning for business owners, the details relating to the Taxpayer Relief Act of 1997, and other basics of estate planning.
Author: Richard J. Shapiro J.D.
Publisher: Archway Publishing
Published: 2017-03-29
Total Pages: 203
ISBN-13: 1480844950
DOWNLOAD EBOOK →Imagine building a new home without a set of blueprintssounds absurd, doesnt it? Its no different than creating an estate plan without establishing planning goals, but far too often people engage in estate planning without thinking about what they want to accomplish. In Secure Your Legacy, attorney Richard J. Shapiro tackles the daunting aspects of estate planning and elder law. He answers questions such as: How do you determine if you need a will or a trust (or both)? Whats the difference between a revocable and irrevocable trust? How do you protect assets if you need long-term care? How do you reduce your exposure to estate taxes? He also shares tips on planning for a child with special needs, transferring a business, and ensuring a beloved pet is taken care of if you die or become incapacitated. He also explains why you should never create an estate plan online. Filled with real-world examples, this guide gives you the critical information you need to work with an attorney to create an estate plan that protects you and your loved ones.
Author: Joanne Florino
Publisher:
Published: 2020-04-30
Total Pages:
ISBN-13: 9780997852639
DOWNLOAD EBOOK →The importance of respecting donor intent is frequently mentioned in discussions of philanthropic practice, but often misinterpreted or given only lip service. Wise donors, though, know that energetically guarding their gifts and their mission is the only way to ensure the integrity and effectiveness of personal giving.This comprehensive, easy-to-read book outlines-with a clarity and authority never before achieved-all of the vital steps need to protect your giving legacy. It carefully avoids one-size-fits-all solutions, addresses the central matters in depth, and incorporates the wisdom of scores of donors, foundation leaders, and consultants who generously share their experiences, from horror stories to triumphs. No matter where you are in your philanthropic journey, you can take steps to avoid losing control of your charitable gifts. And you must. As this thorough and practical book demonstrates, there is a high likelihood of bitter disappointment if you don't act to enshrine your philathropic principles in careful codes, staff choices, governance rules, and management procedures. Study this guide to make sure the fruits of your hard work and generosity actually go to the causes you hold dear.
Author: Daniel a Perry Esq
Publisher:
Published: 2019-08-14
Total Pages: 174
ISBN-13: 9781686021206
DOWNLOAD EBOOK →What will be the legacy that you leave behind? Will your children lose their inheritance? Will your loved ones have to spend months and years in court before gaining access to your inheritance? Will you lose everything you own due to escalating long-term care costs? Are your retirement benefits structured in the appropriate manner to pass to your children and loved ones? Will your family become a part of the $30 trillion wealth transfer waste? Leaving a Truly Lasting Legacy is a book written by attorney, Daniel A. Perry, will answer all of these questions and provide you with important information on the legal strategies available to protect you and your family. Mr. Perry's book discusses the coming $30 Trillion Wealth Transfer Waste and what you can do to protect your family and your legacy from the family inheritance being lost during the period of wealth transfer. In addition, Mr. Perry discusses the various, and often, overlooked aspect of your retirement accounts and the strategies available to pass your qualified and non-qualified retirement benefits to your children and loved ones. If you are looking for a book on estate planning that you will understand, and most importantly, be entertained by, then please pick up your copy today and begin the steps toward protecting your family and your legacy!
Author: Keith Tokerud
Publisher:
Published: 2017-03
Total Pages: 130
ISBN-13: 9781938842351
DOWNLOAD EBOOK →Veteran estate planning attorney Keith Tokerud explains how to design and implement a plan, discussing all the relevant issues in clear, easy-to-understand prose. Armed with the knowledge you'll gain, you feel in control of your destiny and able to pass on your legacy to your loved ones with peace of mind.
Author: Robert A. Esperti
Publisher: Esperti Peterson Institute
Published: 1996
Total Pages: 541
ISBN-13: 9780922943098
DOWNLOAD EBOOK →Author: Jeffrey Field
Publisher:
Published: 2018-08-10
Total Pages:
ISBN-13: 9781732425316
DOWNLOAD EBOOK →Author: Mitchell Roth
Publisher: CreateSpace
Published: 2007-04-06
Total Pages: 122
ISBN-13: 9781434812735
DOWNLOAD EBOOK →Finally, help is here for the Middle Class. Everyone wants to protect their loved ones when death or disability strike. But, what should you do to protect them, and why? Do we learn the answers in high school or college? No! Such practical information is not made part of our education!Mitchell Roth, the Middle Class Advocate explains everything you need to know about how to protect your loved ones. Living trusts, wills, probate, conservatorship, healthcare powers of attorney, the biggest mistakes middle class families make, EVERYTHING is explained in simple English. This book also provides the Legacy Trust Package, a plain English Living Trust package you can complete without paying legal fees that will provide you and your loved ones all of the protection needed. What would it cost to have a qualified attorney explain everything to you in language you can understand? That is what you get with this book. There is no need to procrastinate any longer.
Author: Lino Levinsky
Publisher:
Published: 2021-08-12
Total Pages: 134
ISBN-13:
DOWNLOAD EBOOK →Estate planning is the preparation of tasks that serve to manage an individual's asset base in the event of their incapacitation or death. The planning includes the bequest of assets to heirs and the settlement of estate taxes. Most estate plans are set up with the help of an attorney experienced in estate law. The book is suitable for inheritance tax beginners and experts alike. In this book, you will learn: -How to use the secrets of the top 0.1% earners to reduce your IHT bill. -The hidden clause in your will could cost your family thousands in unnecessary legal fees. -A strategy you can implement today is to save over £3,000 in IHT every single year. -How to make large gifts to your family without worrying about the 'seven-year rule. -How the correct groundwork can save your family hours of time and hassle. -How to protect your estate from divorce, bankruptcy, and many other 'social impacts'.
