Search results for: protect-your-estate

Protect Your Estate

Author : Robert A. Esperti
File Size : 44.62 MB
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Protect Your Estate

Author : Robert A. Esperti
File Size : 32.87 MB
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Protect and Enhance Your Estate Definitive Strategies for Estate and Wealth Planning 3 E

Author : Robert Esperti
File Size : 59.4 MB
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“Our #1 choice in estate planning books.” –Ken & Daria Dolan The bestselling guide to securing a sound financial future for you and your loved ones—updated for uncertain times In our time of political, social, and economic upheaval, taking steps to protect your estate isn’t enough to provide peace of mind for you or financial security for your loved ones. Given these new levels of uncertainty, you need to reduce risk by using life insurance and other financial products to fund estate planning. This new, fully updated edition of the estate planning classic helps you take your estate planning to the next level. In addition to all the basics on wills, jointly held property, taxation, and philanthropy, Protect and Enhance Your Estate covers the latest developments regarding: Disability planning Living trusts Asset protection Family limited partnerships Proper use of life and long-term care insurance

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

Author : K. Gabriel Heiser
File Size : 24.67 MB
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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.

Your Will and Estate Plan

Author : Harvey J. Platt
File Size : 20.26 MB
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For anyone concerned about the financial security of their loved ones, here's everything you need to know about avoiding costly probate and establishing an efficient will and estate plan! Easy to understand and filled with dozens of real-life examples, Your Will & Estate Planexplains how to set up a will, select beneficiaries, select and establish the right trusts, protect assets against Medicaid claims, and much more. This valuable and authoritative guide features important advice on such sensitive issues as setting up a will when death is impending, managing the assets of one's parents, making legal arrangements for common-law and same-sex couples, and planning for the care of disabled children or mentally impaired relatives. It also shows how to transfer financial assets and property at minimum expense and maximize the protection of property against transfer taxes and other expensive fees. Filled with a wealth of worksheets, sample will forms, and a handy glossary of terms, Your Will & Estate Plan applies to estates of all sizes and not only saves loved ones thousands of dollars in attorney costs but also a lot of unintended nightmares. Allworth Press, an imprint of Skyhorse Publishing, publishes a broad range of books on the visual and performing arts, with emphasis on the business of art. Our titles cover subjects such as graphic design, theater, branding, fine art, photography, interior design, writing, acting, film, how to start careers, business and legal forms, business practices, and more. While we don't aspire to publish a New York Times bestseller or a national bestseller, we are deeply committed to quality books that help creative professionals succeed and thrive. We often publish in areas overlooked by other publishers and welcome the author whose expertise can help our audience of readers.

Plan Ahead

Author : Frank J. Eberhart
File Size : 69.82 MB
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Get your financial affairs in order. Understand how current tax laws affect your estate. Learn how to use trusts to protect your estate.

Why Wills Won t Work If You Want to Protect Your Assets

Author : Armond Budish
File Size : 81.58 MB
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For most people drawing up a will, making sure their inheritance is secure for their spouse, children, grandchildren, or other family members is a top priority. And though they may think they're taking care of their loved ones' future with the traditional planning a will offers, the reality is that down the line their designated heirs may never see a dime. As attorney and estate-planning expert Armond Budish explains in Why Wills Won't Work, good estate planning in the twenty-first century requires more than the old "one size fits all" approach of filling out a few legal documents. In this book, he illustrates his customized SAFE method—the only solution that will Safeguard Assets for your Family Exclusively. Beginning with an assessment quiz that helps readers determine their particular needs, risks, and goals, along with the options available, Why Wills Won't Work addresses: - how to protect a child's inheritance in a divorce; - the steps to take now to avoid death taxes later; - how to safeguard an inheritance for grandchildren; - how to keep probate court, creditors, and potential lawsuits from depleting an inheritance; - how to plan in advance for a disabled child or one who can't manage money; and - what documents you really need, and how to choose a lawyer. Easy to follow and reader-friendly, with illuminating real-life stories throughout, Why Wills Won't Work is the essential guide for readers who want to be sure now that their family's future inheritance is airtight.

Estate Planning Made Easy

Author : David T. Phillips
File Size : 65.18 MB
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Provides estate planning strategies to safeguard assets and minimize taxes

Plan Your Estate

Author : Denis Clifford
File Size : 26.65 MB
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Covers everything from the basics about wills and living trusts to sophisticated tax-saving strategies for all estates, large and small.

Protect Your Legacy

Author : Mark R. Alvig
File Size : 88.96 MB
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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.

Exiting Your Business Protecting Your Wealth

Author : John M. Leonetti
File Size : 63.93 MB
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Invest Successfully and Protect Your Assets

Author : Richard Allison Johnson
File Size : 70.44 MB
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In this witty, eye-opening guide, Certified Financial Planner and Chartered Mutual Fund Counselor Rick Johnson shares his no-holds-barred approach to investing. Drawing on more than twenty years of experience in financial services, he shows hard-working Americans how to design successful investment portfolios and build financial strategies that are fully aligned with their personal values and life goals. Johnson debunks commonly held myths, exposes misconceptions, and delivers plenty of practical advice and relevant, real-world techniques and secrets for: Avoiding the usual-and costly-mistakes that even professionals make Determining how much risk you can tolerate Setting reasonable, achievable expectations (and then meeting or exceeding them) Designing a custom portfolio centered on your individual values, needs, and goals and accounting for future contributions, expenditures, and withdrawal needs Simultaneously investing for good markets and bad markets Selecting and hiring a financial professional And, ultimately, making more money by investing less aggressively With Johnson's grounded advice, you'll not only keep your assets-you'll multiply them. With vigilance, dedication, and discipline, you will live more richly, fulfill your goals and dreams, and achieve the financial security you need.

Your Living Trust Estate Plan

Author : Harvey J. Platt
File Size : 51.28 MB
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Tells how to develop an estate plan, and discusses wills, probate, co-ownership of property, trusts, gifts, charitable contributions, life insurance, real estate, and estate planning for people with special needs

How To Create A Photo Asset Inventory and Protect Your Investments From Catastrophic Loss

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Introduction to Estate Planning

Author : Keith Tokerud
File Size : 32.50 MB
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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.

6 Hour Guide to Protecting Your Assets

Author : Martin M. Shenkman
File Size : 63.38 MB
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SIMPLE, AFFORDABLE STEPS YOU CAN TAKE TO PROTECT WHAT'S YOURS By the time you're named as a defendant in a lawsuit or divorce proceeding, it may be too late to protect your assets. The time to shield the hard-won fruits of your labor is now! Fortunately, protecting your assets can be much easier and far less expensive than you think. In this complete, practical, and easy-to-follow guide, leading tax and estate planning attorney and bestselling author Martin Shenkman presents the steps you can and should take to protect your home, your savings, and other assets from creditors, litigants, and divorce. Shenkman explains the essential concepts of protecting what you own from malpractice claims, lawsuits, and divorce. This book offers step-by-step guidance in determining which asset-protection strategies and techniques are right for you. You'll learn numerous legal and effective methods you can use to: * Protect your personal assets from business and professional claims * Protect your assets and your heirs' assets from divorce * Minimize your risk of lawsuits and other claims against your assets * Create limited partnerships and LLCs to protect your assets * Make your home-based business judgment-proof * Use domestic trusts to protect against lawsuits * Secure real estate and stock holdings against lawsuits

The Complete Guide to Planning Your Estate in Indiana

Author : Linda C. Ashar
File Size : 29.66 MB
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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 your death. For those people who wish to preserve their assets for designated purposes — such as family or special charities — it becomes necessary to make special advance preparations. To ensure your assets are protected and final wishes are carried out, there are some common actions that should be taken now. Proper estate planning allows you to plan for yourself and your loved ones without giving up control of your affairs. Your estate plan should also allow for the possibility of your own disability. It should detail what you own and whom you want to leave it to at a time of your choosing and the way you want. Your estate plan should include fully disclosed, controlled costs for you and your loved ones. The last thing you want to worry about is having your estate drained of value through taxes and legal costs. The right plan can protect the value of your estate and spare your loved ones unnecessary hassles and legal conflicts. The Complete Guide to Planning Your Estate in Indiana will help you glide through this complicated process. This new book has been adapted to offer Ohio residents state-specific advice for estate planning. Co-authors Margo Pierce and Linda C. Ashar, attorneys at law, have crafted an estate planning primer, allowing Indiana residents to become more informed and more involved during the process. Many books on estate planning indicate you do not need the services of an attorney, but this book highly recommends using an attorney versed in this area: You should not go through the process alone. This book is intended explain the complicated issues, terminology, and planning strategies of estate planning so when you do meet with a qualified attorney, you will be well prepared. You will understand the legal terms and be ready to discuss issues and strategies with familiarity, saving you time and legal fees and ensuring peace of mind. Indiana -specific information is offered throughout this book, including: Indiana ‘s probate code; Indiana rules, regulations, and laws specific to estate planning; elements of a valid Indiana will; planning your living will in Indiana; explanations of Indiana laws regarding durable health care power of attorneys, do not resuscitate (DNR) orders, and directives to withhold CPR. The book’s easy-to-understand context clarifies this complicated and sensitive subject and gives readers the power to take control of their future. This book also offers an overview of abatement rules, settlement costs, guardianship and minor children, executors and trustees, life insurance, potential long-term care needs, marital deductions, types of trusts, gift splitting, survivorship deeds, 529 plans, reducing or eliminating estate taxes, avoiding tax on life insurance, using insurance to pay estate taxes, gift tax issues, generation skipping transfer tax, and tax-deferred accounts. Estate planning should be a positive experience. It involves reviewing your situation and planning for your future. Although few people want to think about the possibility of disability or disease, advance planning is also a way to show your love and to reduce potential distress later. Other books offer a non-state-specific overview of estate planning, causing many readers to be misinformed about rules and regulations particular to their state; but, this new book provides information Indiana residents need to know. Do not get outdated or wrong information that does not pertain to you specifically. Use this new book to craft an estate plan that is not only legally sound but also fully carries out your last wishes and protects your loved ones.

The Complete Guide to Planning Your Estate in Illinois

Author : Linda C. Ashar
File Size : 41.88 MB
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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 your death. For those people who wish to preserve their assets for designated purposes -- such as family or special charities -- it becomes necessary to make special advance preparations. To ensure your assets are protected and final wishes are carried out, there are some common actions that should be taken now. Proper estate planning allows you to plan for yourself and your loved ones without giving up control of your affairs. Your estate plan should also allow for the possibility of your own disability. It should detail what you own and whom you want to leave it to at a time of your choosing and the way you want. Your estate plan should include fully disclosed, controlled costs for you and your loved ones. The last thing you want to worry about is having your estate drained of value through taxes and legal costs. The right plan can protect the value of your estate and spare your loved ones unnecessary hassles and legal conflicts. The Complete Guide to Planning Your Estate in Illinois will help you glide through this complicated process. This new book has been adapted to offer Ohio residents state-specific advice for estate planning. Co-authors Margo Pierce and Linda C. Ashar, attorneys at law, have crafted an estate planning primer, allowing Illinois residents to become more informed and more involved during the process. Many books on estate planning indicate you do not need the services of an attorney, but this book highly recommends using an attorney versed in this area: You should not go through the process alone. This book is intended explain the complicated issues, terminology, and planning strategies of estate planning so when you do meet with a qualified attorney, you will be well prepared. You will understand the legal terms and be ready to discuss issues and strategies with familiarity, saving you time and legal fees and ensuring peace of mind. Illinois -specific information is offered throughout this book, including: Illinois s probate code; Illinois rules, regulations, and laws specific to estate planning; elements of a valid Illinois will; planning your living will in Illinois; explanations of Illinois laws regarding durable health care power of attorneys, do not resuscitate (DNR) orders, and directives to withhold CPR. The book's easy-to-understand context clarifies this complicated and sensitive subject and gives readers the power to take control of their future. This book also offers an overview of abatement rules, settlement costs, guardianship and minor children, executors and trustees, life insurance, potential long-term care needs, marital deductions, types of trusts, gift splitting, survivorship deeds, 529 plans, reducing or eliminating estate taxes, avoiding tax on life insurance, using insurance to pay estate taxes, gift tax issues, generation skipping transfer tax, and tax-deferred accounts. Estate planning should be a positive experience. It involves reviewing your situation and planning for your future. Although few people want to think about the possibility of disability or disease, advance planning is also a way to show your love and to reduce potential distress later. Other books offer a non-state-specific overview of estate planning, causing many readers to be misinformed about rules and regulations particular to their state; but, this new book provides information Illinois residents need to know. Do not get outdated or wrong information that does not pertain to you specifically. Use this new book to craft an estate plan that is not only legally sound but also fully carries out your last wishes and protects your loved ones.

The Complete Guide to Planning Your Estate in Texas

Author : Linda C. Ashar
File Size : 22.55 MB
Format : PDF
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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 your death. For those people who wish to preserve their assets for designated purposes — such as family or special charities — it becomes necessary to make special advance preparations. To ensure your assets are protected and final wishes are carried out, there are some common actions that should be taken now. Proper estate planning allows you to plan for yourself and your loved ones without giving up control of your affairs. Your estate plan should also allow for the possibility of your own disability. It should detail what you own and whom you want to leave it to at a time of your choosing and the way you want. Your estate plan should include fully disclosed, controlled costs for you and your loved ones. The last thing you want to worry about is having your estate drained of value through taxes and legal costs. The right plan can protect the value of your estate and spare your loved ones unnecessary hassles and legal conflicts. The Complete Guide to Planning Your Estate in Texas will help you glide through this complicated process. This new book has been adapted to offer Texas residents state-specific advice for estate planning. Author Linda C. Ashar, Attorney at Law, has crafted an estate planning primer, allowing Texas residents to become more informed and more involved during the process. Many books on estate planning indicate you do not need the services of an attorney, but this book highly recommends using an attorney versed in this area: You should not go through the process alone. This book is intended explain the complicated issues, terminology, and planning strategies of estate planning so when you do meet with a qualified attorney, you will be well prepared. You will understand the legal terms and be ready to discuss issues and strategies with familiarity, saving you time and legal fees and ensuring peace of mind. Texas -specific information is offered throughout this book, including: Texas’s probate code; Texas rules, regulations, and laws specific to estate planning; elements of a valid Texas will; planning your living will in Texas; explanations of Texas laws regarding durable health care power of attorneys, do not resuscitate (DNR) orders, and directives to withhold CPR. The book’s easy-to-understand context clarifies this complicated and sensitive subject and gives readers the power to take control of their future. This book also offers an overview of abatement rules, settlement costs, guardianship and minor children, executors and trustees, life insurance, potential long-term care needs, marital deductions, types of trusts, gift splitting, survivorship deeds, 529 plans, reducing or eliminating estate taxes, avoiding tax on life insurance, using insurance to pay estate taxes, gift tax issues, generation skipping transfer tax, and tax-deferred accounts. Estate planning should be a positive experience. It involves reviewing your situation and planning for your future. Although few people want to think about the possibility of disability or disease, advance planning is also a way to show your love and to reduce potential distress later. Other books offer a non-state-specific overview of estate planning, causing many readers to be misinformed about rules and regulations particular to their state; but, this new book provides information Texas residents need to know. Do not get outdated or wrong information that does not pertain to you specifically. Use this new book to craft an estate plan that is not only legally sound but also fully carries out your last wishes and protects your loved ones.

The Canadian Guide to Will and Estate Planning Everything You Need to Know Today to Protect Your Wealth and Your Family Tomorrow 3E

Author : Douglas Gray
File Size : 61.46 MB
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We all know we need a will, one that is current and reflects our wishes and changing life events. So why do two-thirds of Canadians still die without a will - without a plan for passing on their assets the way they want? Why do Canadians still risk losing everything to creditors or the government, or certain relatives being awarded assets by provincial government formulas, none of which were the deceased’s intention? Approximately one out of four Canadians die suddenly, so advance will and estate planning is critical. In this third edition of the bestselling The Canadian Guide to Will and Estate Planning, Canada’s foremost author team of experts in estate planning provide you with insights and options, practical suggestions, and authoritative guidance. You can then discuss your customized and evolving needs and wishes with your professional advisors in an informed fashion, to ensure your assets are protected and your family and beneficiary needs are met with strategic tax and estate planning. This approach will save you time, money, tax, stress, and anxiety. Using practical checklists, real-life examples, and answers to frequently asked questions, Douglas Gray, LL.B, and John Budd, F.C.A., provide helpful guidance on many important topics, including guardianship, powers of attorney, trusts, probate, special options for small and family businesses, passing on the family cottage, charitable giving, tax planning, estate planning, insurance and much more. Also includes an extensive glossary and appendix, and invaluable resource information and websites. Completely updated to reflect the latest changes in relevant legislation and taxation, and with a new chapter on preserving and increasing your net worth, The Canadian Guide to Will and Estate Planning explains how to: Obtain expert legal advice to prepare a will to protect your interests and assets Ensure that your assets will pass to the intended beneficiaries without hassle Use special legal and estate planning strategies to protect your business Avoid family feuds and spousal disputes Minimize or avoid income taxes and capital gains taxes through strategic tax and estate planning Use the latest tax laws to maximize the benefits of charitable giving Don’t let the government be your principal beneficiary – take the time to plan ahead!