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Nolo’s Financial Planning Library [Estate Planning Basics (3rd Edition), Get a Life - You Don't Need a Million to Retire Well (5th Edition) and Nolo's Simple Will Book (6th Edition). (2006) [CD]

admin — Thu, 19 Aug 2010 17:23:29 +0000

Fundamentals of Estate Planning, 8th Edition (Huebner School Hardcover Book Series)

admin — Wed, 18 Aug 2010 17:23:29 +0000

The Complete Guide to Planning Your Estate in Florida: A Step-by-Step Plan to Protect Your Assets, Limit Your Taxes, and Ensure Your Wishes Are Fulfilled for Florida Residents (Back-To-Basics)

admin — Tue, 17 Aug 2010 17:23:29 +0000

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 Florida will help you glide through this complicated process. This new book has been adapted to offer Ohio residents state-specific advice for estate planning. Author Linda C. Ashar, Attorney at Law, has crafted an estate planning primer, allowing Florida 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. Florida -specific information is offered throughout this book, including: Florida s probate code; Florida rules, regulations, and laws specific to estate planning; elements of a valid Florida will; planning your living will in Florida; explanations of Florida 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 Florida 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.

Simple Concepts in Estate Planning: Successful Strategies for Distribution-Oriented Planning [VHS]

admin — Mon, 16 Aug 2010 17:23:29 +0000

Taxes, Estate Planning, and Asset Protection (Secrets of the Great Investors)

admin — Sun, 15 Aug 2010 17:23:29 +0000

Any good financial plan must address how to preserve what you earn. Though tax law and inheritance laws constantly change, this presentation will give you a clear â��big pictureâ�� on the basic pitfalls and opportunities in this potentially complicated (yet vital) area of financial planning. The Secrets of the Great Investors series is a collection of presentations that explain, in understandable language, the strategies, tactics, and principles that have produced great wealth, and how you can improve your financial future. History's greatest investors used powerful investing philosophies to produce superior results, and you can learn from their successes and mistakes.

The Artful Dodger’s Guide to Planning Your Estate

admin — Sat, 14 Aug 2010 17:23:29 +0000

With estate taxes as high as 55%, no one can afford to ignore the techniques available to all of us to reduce or eliminate death taxes. The Artful Dodger's Guide to Planning Your Estate gives practical, straightforward and, yes, even humorous advice crucial to anyone who has acquired even modest wealth. This is not a "do-it-yourself" book. Estate planning is tricky, and anyone preparing his own estate plan is likely to end up with a "pig's breakfast." Nor is this book an attempt to provide a comprehensive treatment of all the tax laws along with their exceptions and qualifications. Rather, it is short and written in clear, plain English. Along with the Artful Dodger and his family, you will learn the nuts and bolts of our U.S. gift and estate tax system and then move on to discover how not to waste your lifetime exemption, how to hold title to real property, save your children and grandchildren taxes, avoid probate, make charitable gifts work for you, preserve your wealth and plan for your retirement. The book is complete, with illustrated charts and sample forms, along with a checklist of important matters to discuss with your attorney. This national edition covers all states.

Plan Your Estate (Plan Your Estate National Edition)

admin — Fri, 13 Aug 2010 17:23:29 +0000

Planning your estate is one of the most complicated endeavors you'll ever undertake, yet its results are also the most far-reaching; after all, it will continue to affect those you care about long after you no longer can. So it's worth understanding all the options and ramifications, being personally involved, and doing it right. This Nolo Press guide to estate planning is an excellent source of information on the many various details and considerations that you need to take into account--such as children and probate, estate and gift taxes, second marriages, and a wide variety of trust options (charitable, generation-skipping, spendthrift, living, and educational, for starters). It delves into the factors that affect married people versus single, the laws regarding children, types of beneficiaries and wills, plus joint tenancy, life insurance, retirement benefits, taxes, and organ donation. Showing a number of sample estate plans, explaining what hiring a lawyer can do for you (and how to choose a good one), how to do your own research, and including a glossary of estate-planning terms, Clifford and Jordan give you the tools to decide for yourself how you want your estate disposed of--and to make sure that's what your legal documents reflect. --Stephanie Gold

Louisiana Retirement and Estate Planning

admin — Thu, 12 Aug 2010 17:23:29 +0000

If you live in Louisiana and are retired or within five to ten years of retirement, you must read this one-of-a-kind book. This book explains the decisions that all retirees and pre-retirees face to ensure lifetime income and a comfortable retirement. Detailed topic explanations include making your money last; optimal withdrawal rates; retirement plan rollovers; net unrealized appreciation treatment of employer stock; managing investment risk during retirement; investment selection tools; pros and cons of annuities; required minimum distributions; maximizing tax deferral; beneficiary selection; and much more. The book explains estate planning techniques to minimize taxes, and how to protect your assets from creditors and long-term care expenses. Additional estate planning techniques describe how to protect your children or grandchildren from themselves through the use of trusts. Because the book is Louisiana-specific, detailed discussions of community property, usufruct and naked ownership, forced heirship, Louisiana Public Retirement System options are included. This book goes well beyond the basics of retirement and estate planning. Although the book drills down into complex issues facing retirees, the chapters include summaries and are broken down by topic. Each chapter may be read independently to quickly find the information you are seeking.

The Complete Estate Planning Guide, Revised Edition

admin — Wed, 11 Aug 2010 17:23:29 +0000

From an experienced financial planner, here is the definitive guide to lowering taxes and accumulating capital. Completely revised and updated, this book offers an insider's look into every aspect of modern estate planning in non-technical language, including: - How to calculate and reduce estate taxes - Capital investments, such as stocks, bonds, real estate, insurance, and annuities - An investor risk profile questionnaire - The benefits of divided ownership of property within the family and the maximum gift and estate tax savings possible - Why Long-Term Care Insurance is essential to protecting one's retirement savings - How to select an adviser and more

Estate Planning – Etpl

admin — Tue, 10 Aug 2010 17:23:29 +0000


Presents articles about estate planning and family asset management.