A guide to estate planning discusses such topics as wills, the probate process, selecting an executor, living trusts, naming a guardian for young children, living wills, and setting up a power of attorney.
... conjecture. I have seen variations of these abuses throughout my practice, and I impart them to you as cautionary tales. Indeed, you can have the most expensive Living Trust in the world or a supercheap one written on a cocktail napkin.
Comprehensive guide to estate planning with a focus on the new legislation which impacts trusts, inheritances and the estate tax, which is likely to be repealed gradually over the next decade
Written for Arizonans with little or no legal experience, this book tells you what you need to know: * The basics of wills and trusts * Protecting your assets * Appointing guardians for your children * Health care directives and living ...
If you fall into this group, you should stop procrastinating. It really does matter if you die without a will! We'll outline the perils of dying without one. The resulting chaos will surprise you. You'll learn how to prepare yourself so ...
30 (2012). u Kathryn W. Miree, Navigating the Landmines in Charitable Gift Planning, 41 INST. ON EST. ... COURSE MATERIALS J. 27 (Apr. 2012). u Richard L. Fox, A Guide to the IRS Sample Charitable Remainder Trust Forms, 33 EST. PLAN.
What is the fair market value of an estate? What is the generation-skipping transfer tax? With this book at your side, you can use the estate and tax laws and options to make sure you’ve made the best allotment of your property.
If, however, probate litigation cannot be avoided, the book also provides invaluable lessons about undue influence claims, how to remove a fiduciary, demanding an estate accounting and claims seeking to set aside lifetime transfers that ...
... Joan Von Lessen,and Leslie Johnson for coming to Houston; to the early readers of the book: Laura Blossey, Neale Kitchens, Cynthia Black, Janet Haverkampf, Julie McNulty, Meg Young, Patti Styles, Ivy Haverkampf, Caroline Haverkampf, ...
The book, which comes complete with a CD of documents that can be modified according to one's needs, includes the following checklists: personal history; family history; insurance; benefits for survivors; banking and savings; investments; ...
... Attorney, CFP Author,AARP Crash Course in Estate Planning “Read this book before you meet with any tax or financial advisor about how to get the most out of your IRA, 401(k), or other retirement plans. Retire Secure! will help you ask ...