Authors: Suze Orman.
CD-ROM, pages
Publisher: Hay House
Publication Date: 2007-04-01
Edition: Cdr

Reviews :

    ...

Authors: James E. Hughes Jr..
Hardcover, 240 pages
Publisher: Bloomberg Press
Publication Date: 2004-05
Edition: Rev and Expanded ed.

Reviews :

    This is the landmark book that changed the way exceptional families think about their heritage, their wealth, and their legacy to future generations - now revised and expanded. "A masterpiece. No one is more astute than Jay Hughes about the topics of family wealth and family life." - Charles W. Collier, Senior Philanthropic Adviser, Harvard Univesity....

Authors: Stephen Elias. Robin Leonard.
Paperback, 475 pages
Publisher: NOLO
Publication Date: 2008-05-30
Edition: 9

Reviews :

    Reduce your debts, save your property -- and start over!

Are you behind on your mortgage, taxes or other bills? Are creditors threatening foreclosure or repossession? This book will show you how to save your house, car and other assets with Chapter 13 Bankruptcy. It lets you cancel your debts and pay off the rest with an affordable repayment plan.

And now you can avoid attorney fees and do it yourself -- let Chapter 13 Bankruptcyyou how to:

determine if you qualify for Chapter 13

stop a house foreclosure

estimate monthly payments

devise an acceptable repayment plan

complete and file forms

make up missed mortgage payments

pay off other debts

represent yourself before a bankruptcy judge or trustee

The 9th edition is completely rewritten to reflect the recent (and massive) changes to federal bankruptcy law, as well as the latest bankruptcy exemption laws of your state. It also includes the most current legal documents and instructions on filling them out.

Whether you work with a lawyer or file on your own, you'll find everything you need to take charge of your debts in Chapter 13 Bankruptcy.

Please note: This book does not cover business bankruptcies, farm reorganizations or individual repayment plans (Chapter 13). For Chapter 7 Bankruptcy, see Nolo's How to File for Chapter 7 Bankruptcy.

State and Federal Exemption Charts
Doubling
Residency Requirements for Claiming State Exemptions
Exemptions for Retirement Accounts
Individual State and Federal Charts

Tear-Out Forms
Voluntary Petition
Exhibit C to Voluntary Petition
Exhibit D to Voluntary Petition
Schedule A -- Real Property
Schedule B -- Personal Property
Schedule C -- Property Claimed as Exempt
Schedule D -- Creditors Holding Secured Claims
Schedule E -- Creditors Holding Unsecured Priority Claims
Schedule F -- Creditors Holding Unsecured Nonpriority Claims
Schedule G -- Executory Contracts and Unexpired Leases
Schedule H -- Codebtors
Schedule I -- Current Income of Individual Debtor(s)
Schedule J -- Current Expenditures of Individual Debtor(s)
Declaration Concerning Debtor's Schedules
Summary of Schedules and Statistical Summary of Certain Liabilities and Related Data
Form 3A -- Application and Order to Pay Filing Fee in Installments
Form 7 -- Statement of Financial Affairs
Form 10 -- Proof of Claim
Form 20A -- Notice of Motion or Objection
Form 21 -- Statement of Social Security Number(s)
Form 22A -- Statement of Current Monthly Income and Means-Test Calculation
Form 22C -- ChaStatement of Current Monthly Income and Calculation of Commitment Period and Disposable Income
Form 23 -- Debtor's Certification of Completion of Postpetition Instructional Course Concerning Personal Financial Management
Form 201 -- Notice to Individual Consumer Debtor Under § 342(b) of the Bankruptcy Code Amendment Cover Sheet
Daily Expenses
Notice of Plan Amendment and Confirmation Hearing Date
Proof of Service by Mail
Chapter 13 Repayment Plan

Appendix C: Charts...

Authors: Gerald M. Condon.
Paperback, 480 pages
Publisher: Collins Business
Publication Date: 2001-07-01
Edition: Revised

Reviews :

    This expert, one-of-a-kind handbook shows you how to:

Ensure that your inheritance instructions will he carried out -- the way you want them to be

Protect your child's inheritance from creditors, ex-spouses, addictions, tax troubles, mismanagement, squandering, and other risks of loss

Prevent family conflict that can arise when parents die and children divide the "family money"

Leave more money to your children and grandchildren, and less to the IRS -- and understand the hidden cost of a "death tax" repeal

...

Authors: Melanie Cullen. Shae Irving.
Paperback, 143 pages
Publisher: NOLO
Publication Date: 2007-03-30
Edition: 2

Reviews :

    The best "get your life organized" workbook available!

Everyone has important paperwork and personal information -- but it's not always easy to find. Whether you need to organize records for yourself, your family or your executor, Get It Together will show you how to keep track of:

instructions for survivors

secured places and passwords

final arrangements

estate planning documents

employment records

insurance policies

tax records

retirement accounts

government benefits

real estate records

and much more

This workbook provides a complete system for structuring and organizing a records binder. If you'd like to work on your computer, use the CD-ROM -- then simply print your work and put it in a binder....

Authors: Denis Clifford.
Paperback, 349 pages
Publisher: NOLO
Publication Date: 2007-03-30
Edition: 8th

Reviews :

    No other book covers living trusts better -- or more simply -- than this bestselling book.

Death may be inevitable, but probate doesn't have to be. By creating a living trust, your property will bypass lengthy and expensive probate proceedings and go directly to the people you've designated, quickly and easily.

Make Your Own Living Trust explains how to create a living trust, transfer property to the trust and amend or revoke the trust at any time. Specifically, it covers how to:

create various living trusts, including an AB trust (also known as a "marital trust" or "bypass trust")

transfer assets to your trust, including real estate, stocks and bonds, jewelry, art or a small business

name beneficiaries for all trust property

sign your document and make it legal

appoint someone to manage property left to minors or young adults

provide for trust property management if you become incapacitated

retain absolute control over trust property while you live

Make Your Own Living Trust includes all the forms you need -- as tear-outs and on CD-ROM -- to create your own trust, plus step-by-step instructions for filling them out.

Completely updated and revised, the 8th edition covers the latest laws and information about federal and state estate taxes.

Good in all states except Louisiana....

    Most of us know that upon our demise, a succession of fees and taxes will eat into our estates--no matter their size--if we don't plan now to protect them. Unfortunately, many of us still postpone this process because we hesitate to summon the outside legal assistance that's traditionally been required. The folks at Nolo Press have made it their mission to provide us with the means to complete a relatively uncomplicated official arrangement like this without lawyers, however, and their third edition of Make Your Own Living Trust offers hope even to the most hesitant among us. With easy-to-follow instructions, helpful worksheets, and all of the forms necessary, attorney Denis Clifford shows both individuals and couples how to avoid otherwise inevitable delays and costs by preparing on their own to transfer their property directly to their designated heirs. Clifford's method involves the creation of a "living trust," which is a basic legal entity that allows property to be simply passed along in this way immediately upon the death of the person who created it. He outlines advantages and drawbacks, and then clearly lays out the entire process. The excuses stop here. --Howard Rothman...

Authors: Ed Slott.
Paperback, 320 pages
Publisher: Penguin (Non-Classics)
Publication Date: 2005-12-27


Reviews :

    Ed Slott is without a doubt “one of the country’s leading IRA experts” (Reader’s Digest). Appearing at a time when virtually everyone is concerned about retirement savings, this authoritative thoroughly accessible book presents an easy-to-follow plan for making money—a lot of money— with your IRA. Slott shows readers how to choose the right financial advisor, manage vital information and deadlines, and create a retirement fortune that will not only benefit the individual, but continue to enrich beneficiaries for generations. This powerful, straightforward tool is the book for Americans interested in creating a fiscal windfall for the future....

Authors: Denis Clifford.
Paperback, 548 pages
Publisher: NOLO
Publication Date: 2008-03
Edition: 9

Reviews :

    The most comprehensive -- yet easy to read -- guide to estate planning on the market!

Plan Your Estate covers everything from the basics of wills and living trusts to sophisticated tax-saving strategies. The authors give you straightforward, plain-English explanations of every significant estate-planning option available, so you can make the best decisions for you and those you love.

The book covers:

wills

probate and how to avoid it

living trusts

property-control trusts

naming guardians for children

leaving property to children

estate taxes and how to reduce them

living wills (health care directives)

financial powers of attorney

final arrangements

strategies for business owners

and much more.

The 9th edition is completely updated with the latest federal and state laws, and now covers ethical wills -- a new way to pass on values, beliefs and important personal experiences. Good for all states except Louisiana....

Authors: Michael T. Palermo.
Paperback, 272 pages
Publisher: Sterling
Publication Date: 2008-02-05
Edition: Updated

Reviews :

    ...

Authors: Jeff A. Schnepper.
Paperback, 800 pages
Publisher: McGraw-Hill
Publication Date: 2007-11-28
Edition: 25

Reviews :

   

Make 2008 the year you pay zero taxes!

Fully updated to include all the latest tax law changes, How to Pay Zero Taxes outlines the easiest, most practical strategies you can use to lower your taxes this year, next year, and beyond. From converting personal expenses into business expenses to avoiding or surviving an IRS audit, Jeff Schnepper's guide comprehensively covers more deductions than any other tax book, all conveniently organized in six fast-access categories: exclusions, credits, “above-the-line” deductions, “below-the-line” deductions, traditional tax shelters, and supertax shelters.

In the 2008 edition you will find coverage of:

• The new 2007 tax laws
• Credits and deductions for higher education expenses
• The special capital gains and dividends rules
• Increased dependent care and “kiddie” tax credits
• Coverdell Education Accounts for elementary and secondary school expenses
• Increased IRA and retirement plan limits
• Home equity loans
• Real estate trusts
• Theft and casualty losses
• Educational and ROTH IRAs
• Divorce and separation costs

...