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Your Estate Matters: Gifts, Estates, Wills, Trusts, Taxes and Other Estate Planning Issues

admin — Thu, 05 Aug 2010 17:23:29 +0000

Your Estate Matters is a book which has grown out of my weekly newspaper column. It answers, in a no-nonsense way, questions about the estate planning, taxation, estate settlement and financial issues faced by most ordinary Americans. It is not written for lawyers and accountants. It is written for average people who want to better understand their financial options and better understand what their financial advisors are trying to say. Your Estate Matters sets out to demystify confusing legal terms, describe planning techniques and offer practical down-to-earth explanations about the complicated ins and outs of estate planning and estate administration. It also includes other information that affects every family's life and pocketbook: income tax, living wills, trusts, pre-nuptial agreements, college savings, and retirement planning. The information is useful to retirees, business people, and children of aging parents as well as those planning their own estates.

AARP Crash Course in Estate Planning: The Essential Guide to Wills, Trusts, and Your Personal Legacy

admin — Wed, 04 Aug 2010 17:23:29 +0000

Here is the absolutely essential and totally comprehensive guide to wills, trusts, estate planning, and crafting a personal legacy.Scrutinized for accuracy by AARPâ��s legal specialists, this indispensable volume covers every aspect of planning an estate and creating a will. A crash course in one handy volume, the book walks readers through the entire process, from understanding the distinction between probate and nonprobate property to delegating a durable power of attorney, and from resolving possible tax issues ahead of time to safeguarding your assets. In these pages you will find:â�¢ comparisons of wills and simple living trusts;â�¢ advice on guardianship and advance medical directives;â�¢ explanations of the role and powers of a trusteeâ��and what steps to take in the case of suspected misconduct;â�¢ a primer on marshaling and protecting retirement assets;â�¢ help in planning for children with disabilities;â�¢ ideas for making sure your money stays in the family in case a spouse remarries; and much, much more.

AARP Crash Course in Estate Planning, Updated Edition: The Essential Guide to Wills, Trusts, and Your Personal Legacy

admin — Thu, 22 Jul 2010 17:23:29 +0000

Scrutinized for accuracy by AARPâ��s legal specialists, and completely up-to-date, this indispensable volume covers every aspect of planning an estate and creating a will. A crash course in one handy volume, the book walks readers through the entire process, from understanding the distinction between probate and nonprobate property to delegating a durable power of attorney, and from resolving possible tax issues ahead of time to safeguarding your assets. Â In these pages you will find:â�¢ Comparisons of wills and simple living trusts.â�¢ Advice on guardianship and advanced medical directives.â�¢ Explanations of the role and powers of a trustee and what steps to take in the case of suspected misconduct.â�¢ A primer on marshaling and protecting retirement assets.â�¢ Help in planning for children with disabilities.â�¢ A primer on marshaling and protecting retirement assets.â�¢ Help in planning for children with disabilities.â�¢ Ideas for making sure your money stays in the family in case a spouse remarries; and much, much more.

American Bar Association Guide to Wills and Estates, Third Edition: Everything You Need to Know About Wills, Estates, Trusts, and Taxes (American Bar Association Guide to Wills & Estates)

admin — Wed, 14 Jul 2010 17:23:29 +0000

The American Bar Association Guide to Wills & Estates, Third Edition, contains everything you need to know about planning an estate, preparing a will or trust, and minimizing inheritance taxes. It is organized in easy-to-follow chapters with sidebars containing tips, checklists, and key information.The ABA Guide to Wills & Estates will help you:â�¢ Determine what to put in an estate planâ�¢ Decide whether to prepare a will, trust, or living trustâ�¢ Avoid or reduce estate taxesâ�¢ Change plans if the law or your circumstances changeâ�¢ Transfer property without a will with substitutes such as life insurance and joint tenancyâ�¢ Understand the benefits of living gifts and life insuranceâ�¢ Choose an executor and trusteeâ�¢ Guard against a will being contested

Emanuel Law Outlines: Wills, Trusts, and Estates (Print + eBook Bonus Pack)

admin — Tue, 06 Jul 2010 17:23:29 +0000

Keyed to the popular Wills, Trusts, and Estates Casebook by Jesse Dukeminier. The most trusted name in law school outlines, Emanuel Law Outlines support your class preparation, provide reference for your outline creation, and supply a comprehensive breakdown of topic matter for your entire study process. Created by Steven Emanuel, these course outlines have been relied on by generations of law students. Each title includes both capsule and detailed versions of the critical issues and key topics you must know to master the course. Also included are exam questions with model answers, an alpha-list of cases, and a cross reference table of cases for all of the leading casebooks.

New York Trusts & Estates Law Blog

admin — Mon, 05 Jul 2010 17:23:29 +0000


Comments on New York estate planning, wills and trusts, probate litigation and elder lawKindle blogs are fully downloaded onto your Kindle so you can read them even when you're not wirelessly connected. And unlike RSS readers which often only provide headlines, blogs on Kindle give you full text content and images, and are updated wirelessly throughout the day.

The American Bar Association Guide to Wills and Estates, Second Edition: Everything You Need to Know About Wills, Estates, Trusts, and Taxes (American Bar Association Guide to Wills & Estates)

admin — Sun, 04 Jul 2010 17:23:29 +0000

Estate planning is for everyone who wants to protect the ones they love.The American Bar Association Guide to Wills & Estates, Second Edition, contains everything you need to know about planning an estate, preparing a will or trust, and minimizing inheritance taxes. Organized in easy-to-follow chapters with sidebars containing tips, checklists, and key information, this book will show you how to make plans that will be carried out exactly as you wish.The ABA Guide to Wills & Estates will help you:â�¢ Take steps to help your family nowâ�¢ Determine what to put in your estate planâ�¢ Decide whether to prepare a will, trust, or living trustâ�¢ Avoid or reduce estate taxesâ�¢ Change your plans if the law or your circumstances changeâ�¢ Transfer property without a will with substitutes such as life insurance and joint tenancyâ�¢ Understand the benefits of living gifts and life insuranceâ�¢ Choose an executor and trusteeâ�¢ Ensure that your will won't be contested

Wills, Trusts and Estates Examples & Explanations, 4e

admin — Fri, 02 Jul 2010 17:23:29 +0000

This popular study guide helps students master the complexities of wills, trusts, and estates through a combination of textual material and well-written, comprehensive examples, explanations, and questions. Examples & Explanations: Wills, Trusts, and Estates, Fourth Edition, provides students with the essential background and review materials they need to practice applying legal concepts to fact patterns. Among the features that make this high-quality study guide popular with both students and instructors: <ul> <li class="copymedium"> comprehensive coverage — the text covers intestacy, wills, and trusts, including nonprobate assets, estate administration, wealth transfer taxation (gift tax, estate tax, generation-skipping transfer tax), disability and death planning, and malpractice/professional responsibility </li> <li class="copymedium"> a conversational writing style that is clear, accessible, and holds students¿ interest </li> <li class="copymedium"> uses the Examples & Explanations format to help students learn in a step-by-step manner and also includes comprehensive questions, with a variety of issues in one fact situation, that are similar to those on law school and bar examinations </li> <li class="copymedium"> casebook correlation charts that make it easy to use the study guide with any of the seven most popular casebooks </li> <li class="copymedium"> a "learning by doing" approach that provides students with the opportunity to evaluate how well they can apply what they have just learned </li> <li class="copymedium"> practical suggestions throughout the text that enhance its pedagogical value and give students an appreciation of the how the concepts apply in the real world </li> <li class="copymedium"> samples of will and trust provisions and an extensively annotated model will </li> <li class="copymedium"> an overview of general nationwide rules </li> <li class="copymedium"> a comprehensive, student-friendly index that allows students to easily find the information they seek </li> <li class="copymedium"> tables for quick location of material relevant to the Uniform Probate Code, Uniform Trust Code, and Internal Revenue Code </li> <li class="copymedium"> updates available on author's website: <a href="http://www.professorbeyer.com/" target="_blank"> www.ProfessorBeyer.com</a> </li> </ul> Fine-tuned and updated, the Fourth Edition offers: <ul> <li class="copymedium"> materials on recent developments, including: transfer of death deeds; self-settled spendthrift trusts; Rule Against Perpetuities reform; federal gift, estate, and generation-skipping transfer tax; Uniform Trust Code; rights of same-sex partners; Medicaid planning; physician-assisted suicide </li> <li class="copymedium"> revised examples that reflect the updated content </li> <li class="copymedium"> updated casebook correlation tables reflecting new editions of the major casebooks </li> </ul>

The Truth About Trusts, A Trustee’s Survival Guide

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

There are countless books on the benefits of creating a trust. What's been missing is guidence on managing a trust once one is established. The Truth About Trusts is written for use by individuals who may have little or no experience in trust management. It provides practical information and procedures anyone can use to be a successful and responsible trustee. Full of easy to use checklists and sample letters. Also valuable for finacial professionals for use with their clients.

The Complete Book of Trusts, 3rd Edition

admin — Fri, 25 Jun 2010 17:23:29 +0000

A new, updated edition of the ultimate guide to trusts Trusts are powerful and flexible financial planning tools, and this new edition of The Complete Book of Trusts covers everything you need to know to protect your hard-earned assets from taxes, creditors, and more. This updated Third Edition provides all the latest information on trusts, addressing recent changes due to economic growth and the Tax Relief Reconciliation Act of 2001 in such areas as transferring assets, distribution of income, gift and estate tax rules, and many others. Along with in-depth examinations of sixty different types of trusts, this book also shows you how to: Set up a trust to manage assets in the event of disability or death Avoid probate Minimize or eliminate estate and other transfer taxes Financially protect loved ones And more The Complete Book of Trusts, Third Edition is an invaluable resource for anyone with significant assets to protect.