Secure Your Legacy

Secure Your Legacy PDF

Author: Richard J. Shapiro J.D.

Publisher: Archway Publishing

Published: 2017-03-29

Total Pages: 200

ISBN-13: 1480844950

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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.

Securing Your Legacy: Life Insurance Solutions For Seniors

Securing Your Legacy: Life Insurance Solutions For Seniors PDF

Author: Rikin Shah

Publisher: Rikin Shah

Published: 2023-12-21

Total Pages: 47

ISBN-13:

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As we age, the question of how to protect our loved ones and ensure our legacies often weighs heavily on our minds. "Securing Your Legacy: Life Insurance Solutions for Seniors" is the essential guide to navigating the complex world of life insurance for individuals in their golden years. Are you a senior wondering how to provide for your family after you're gone? Are you concerned about leaving behind debts or funeral expenses? Do you want to pass on a financial gift to your heirs or a cherished cause? If you've answered "yes" to any of these questions, this book is for you. Rikin Shah, Founder and CEO of GetSure.org and a 15-year life insurance industry veteran, offers a compassionate and comprehensive approach to understanding life insurance options available for seniors. In this enlightening read, you will discover: + The Importance of Life Insurance for Seniors: Learn why life insurance remains vital even as you enter your later years, providing peace of mind for you and your family. + Types of Life Insurance Policies: Grasp the differences between term life, whole life, universal life, and other insurance products tailored to senior needs. + Assessing Your Coverage Needs: Get help determining the right amount of coverage to meet your financial goals, whether it's covering end-of-life expenses, leaving an inheritance, or contributing to charity. + Overcoming Common Challenges: Uncover the solutions to typical obstacles seniors face, such as age restrictions, health conditions, and fixed incomes, when seeking life insurance. + Comparison Shopping: Learn insider tips for shopping around and comparing offers to ensure you're getting the best deal from reputable providers. + Planning for the Future: Find practical advice on integrating your life insurance into your broader estate planning, ensuring a seamless transition for your beneficiaries. "Securing Your Legacy" is filled with real-life examples, straightforward advice, and practical checklists. It simplifies the often intimidating process of finding and purchasing the right life insurance for seniors. Whether you're in excellent health or managing chronic conditions, this book provides the insights you need to make informed decisions about your legacy. Don't leave your family's financial future to chance. Embrace the solutions within these pages and take the first step towards a secure legacy today.

Protect Your Legacy

Protect Your Legacy PDF

Author: Mark R. Alvig

Publisher: Beavers Pond Press

Published: 2010

Total Pages:

ISBN-13: 9781592983391

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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.

Digital Legacy

Digital Legacy PDF

Author: Daniel Sieberg

Publisher:

Published: 2020-12-07

Total Pages: 120

ISBN-13: 9781736205945

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Do you know what will happen to your digital "stuff" when you die?No? Rest assured, you are not alone. This increasingly important but relatively unknown subject involves what happens to all of your accounts, social media, emails, photos, and documents and how you will be remembered in your online afterlife.This book will let you take control of your online afterlife and ensure that your important digital assets are treated according to your wishes. Given that the average person spends close to seven hours per day online it's a must-read for everyone.Death: of course it's not an easy subject for any of us. Indeed, there are few subjects more difficult to discuss or imagine than death. It's like we'd rather talk about anything else than the one universal experience we all share. But it's now one that also needs to be addressed in the digital age. Digital Legacy: Take Control Of Your Online Afterlife provides both the context of how we got here but also the right guidance to move forward with your planning today. Authored by two tech executives (also former Googlers) and founders of the digital-legacy platform GoodTrust -- Daniel Sieberg and Rikard Steiber, CEO and founder of GoodTrust -- the book outlines the pitfalls, challenges and opportunities that are important for all of us to tackle.

Your Life, Your Legacy II

Your Life, Your Legacy II PDF

Author: Legacy Educational Publishing Members

Publisher:

Published: 2013-05-15

Total Pages:

ISBN-13: 9780615818528

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Informational guide to estate planning--advanced topics

Secure Your Legacy

Secure Your Legacy PDF

Author: Ronald L Baranski Esq

Publisher: Independently Published

Published: 2023-09-17

Total Pages: 0

ISBN-13:

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Title: "Secure Your Legacy: A Comprehensive Guide to Texas Estate Planning Navigating the labyrinth of estate planning can be overwhelming, especially when laws and regulations differ from state to state. "Secure Your Legacy: A Comprehensive Guide to Texas Estate Planning" is your essential roadmap, tailored specifically for Texans. This accessible guide aims to demystify complex legal jargon and lay out clear, actionable steps to secure your family's financial future. Whether you're a first-time planner or updating an existing estate plan, this book walks you through the key components, specifically addressing the unique estate laws in Texas. Discover the practical applications of crucial documents such as: Wills: Learn why everyone needs one, and what happens in Texas if you don't have one. Durable Power of Attorney: Understand how to designate someone to manage your finances when you cannot. Medical Power of Attorney: Make sure someone trusted can make healthcare decisions for you in times of incapacity. Healthcare Directive: Know your options and formalize your wishes regarding life-sustaining treatment. Revocable Living Trust: Explore the ins and outs of this tool for more complex estates, and how it can help you avoid probate. Supplemental Needs Trust: Find out how this specialized trust can secure the future of a loved one with special needs. The book also delves into advanced strategies like bypassing probate through joint ownership and setting up Payable on Death (POD) or Transfer on Death (TOD) accounts. Highlights - Tailored specifically for Texas residents - Simplifies complex terms into understandable language - Comprehensive coverage of all essential documents - Advanced strategies for probate avoidance - User-friendly format with checklists and FAQs Invest in your peace of mind and ensure your loved ones are taken care of. "Secure Your Legacy" is your indispensable guide to making informed decisions about estate planning in Texas. Secure your future, and your legacy, with this all-encompassing guide. Grab your copy now!

The Legacy Journey

The Legacy Journey PDF

Author: Dave Ramsey

Publisher: Ramsey Press

Published: 2014-10-01

Total Pages: 240

ISBN-13: 1937077713

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What does the Bible really say about money? About wealth? How much does God expect you to give to others? How does wealth affect your friendships, marriage, and children? How much is “enough”? There’s a lot of bad information in our culture today about wealth―and the wealthy. Worse, there’s a growing backlash in America against our most successful citizens, but why? To many, wealth is seen as the natural result of hard work and wise money management. To others, wealth is viewed as the ultimate, inexcusable sin. This has left many godly men and women confused about what to do with the resources God’s put in their care. They were able to build wealth using God’s ways of handling money, but then they are left feeling guilty about it. Is this what God had in mind?

Estate Planning Made Simple

Estate Planning Made Simple PDF

Author: Riley G Foster

Publisher: Independently Published

Published: 2024-04-14

Total Pages: 0

ISBN-13:

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IT'S NEVER TOO EARLY TO PLAN FOR THE FUTURE, AND IT'S CERTAINLY NEVER TOO LATE TO SECURE YOUR LEGACY-REGARDLESS OF THE SIZE OF YOUR WEALTH. ⏰ FOR A LIMITED TIME! UNLOCK YOUR EXCLUSIVE BONUS WITH THIS PURCHASE: a comprehensive GUIDE TO RETIREMENT PLANNING, seamlessly integrating with estate planning to maximize your future security. Discover vital strategies for financial health, effective retirement income sources, advanced investment options, and essential legal documentation. Are you ready to take control of your future but unsure where to start? Concerned about how to protect your hard-earned assets from the uncertainties of life? Want to ensure your loved ones are cared for in exactly the way you wish after you're gone? Introducing "ESTATE PLANNING MADE SIMPLE" - your comprehensive guide to demystifying the estate planning process and unlocking the peace of mind you deserve.

Secure Your Legacy

Secure Your Legacy PDF

Author: Richard J. Shapiro

Publisher:

Published: 2017-03-29

Total Pages: 200

ISBN-13: 9781480844940

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Imagine building a new home without a set of blueprints--sounds absurd, doesn't it? It's 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)? - What's 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.

Introduction to Estate Planning

Introduction to Estate Planning PDF

Author: Keith Tokerud

Publisher:

Published: 2017-03

Total Pages: 130

ISBN-13: 9781938842351

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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.