Secrets of Great Estate Planning

Secrets of Great Estate Planning PDF

Author: Brenda Geiger

Publisher: Word Association Publishers

Published: 2024-03-07

Total Pages: 0

ISBN-13: 9781633855168

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This fifth edition of Secrets of Great Estate Planning covers not only the basic things you'll need to know to set up and maintain your estate plan, but also more advanced planning strategies such as Retirement Plan Trusts and Irrevocable Gifting Trusts for children and grandchildren. In this easy-to-read book you'll discover: - What the probate process is in California and why it should be avoided - How to "fund" (transfer assets to) your revocable trust and which assets cannot be owned by your revocable trust - How you can protect your children's inheritance from creditors, predators and their future divorcing spouses - How you can protect your spouse with the right Marital Trust provisions in your revocable trust - The best way to ensure your retirement accounts are protected in the right way for your children to inherit them with asset protection - How to protect yourself if you own rental real estate with an LLC - The top 25 mistakes people make in their estate plans, and how to avoid them Brenda Geiger is a skilled and experienced Estate and Business Planning attorney in Carlsbad, California. Her practice focuses on protecting clients from the probate process, helping them avoid future litigation and on forward thinking asset protection for her clients and their heirs.

Secrets of Great Estate Planning

Secrets of Great Estate Planning PDF

Author: Brenda Geiger J D

Publisher:

Published: 2018-05-31

Total Pages: 148

ISBN-13: 9781633852563

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Secrets of Great Estate Planningcovers not only the basic things you'll need to know to set up and maintain your estate plan, but also more advanced planning strategies such as Retirement Plan Trusts and Irrevocable Gifting Trusts for children and grandchildren. In this easy to read book you'll discover: - What the probate process is in California and why it should be avoided- How to "fund" (transfer assets to) your revocable trust and which assets cannot be owned by your revocable trust- How you can protect your children's inheritance from creditors, predators and their future divorcing spouses- How you can protect your spouse with Bypass Trust provisions in your revocable trust- The best way to ensure your retirement accounts are worth at least 5 times more than the date your children inherit them and give them asset protection on those accounts to boot- How to protect yourself if you own rental real estate with an LLC- The top 25 mistakes people make in their estate plans, and how to avoid them Brenda Geiger is a skilled and experienced Estate and Business Planning attorney in Carlsbad, California. Her practice focuses on protecting clients from the probate process, helping them avoid future litigation and on forward thinking asset protection for her clients and their heirs.

Estate Secrets

Estate Secrets PDF

Author: Baker Crow

Publisher:

Published: 2021-04-19

Total Pages: 368

ISBN-13:

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Emmitt K. Edwards, a sleazy criminal who profited from the pain of others, was a fabulously wealthy, lonely recluse as he stood on the stoop of death's door. Decades earlier his wife was murdered in an unsuccessful attempt on his life. His children fled into witness protection. His life was reduced to hiding in his faux antebellum mansion surrounded by the trappings of his wealth, and his private security. When death finally snatched him, he left behind a king's ransom and a grotesque secret. Jack Hare, an experienced trust officer, and Abby Jackson, a young, new estate planning attorney in the community, are selected to settle Mr. Edward's estate. Immediately there's a physical attraction, but they are timid due to emotional scarring from previous shockingly, horrific romantic relationships. Their excitement about their possible budding romance and their unique opportunity to administer this immense estate is suddenly eclipsed by the surprising deaths of Mr. Edwards' close associates. As they learn about Mr. Edwards' life and his heinous criminal activities, they suspect these deaths are connected and intentional...and they may be next. When Mr. Edwards' grotesque secret entraps them, Abby and Jack encounter a maze of decisions and obstacles which they must courageously navigate using their intelligence, desire, and might to escape with their lives.

The Complete Book of Wills, Estates, and Trusts

The Complete Book of Wills, Estates, and Trusts PDF

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

How to Protect Your Family's Assets from Devastating Nursing Home Costs

How to Protect Your Family's Assets from Devastating Nursing Home Costs PDF

Author: K. Gabriel Heiser

Publisher: MedicaidSecrets.com

Published: 2006

Total Pages: 256

ISBN-13: 0979080118

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Written by an elder law attorney with over 23 years experience, this book will help anyone with a family member faced with a long-term stay in a nursing home who wishes to preserve at least some of their assets by qualifying for the Medicaid program. You dont have to be broke to qualify! For the first time ever, the inside secrets of high-priced estate planning and elder law attorneys are revealed. Includes a summary of all income and asset rules for both married and single individuals, together with numerous examples and several case studies, which take the reader through the same thought processes that an experienced elder law attorney would go through when analyzing a real-life clients situation. The book includes tips on: how to title your home so you do not lose it to the state; how to make transfers to family members that wont disqualify you from Medicaid; how annuities make assets disappear; smart tricks for spending down your assets; what to change in your will to save thousands of dollars if your spouse ever needs nursing home care; avoiding the states reimbursement claim following the nursing home residents death; and much more. Completely up-to-date, the book includes the massive changes made by the Deficit Reduction Act of 2005 as well as the December 2006 Tax Relief and Health Care Act amendments.

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