Authors: William A. Kelly.
Paperback, 117 pages
Publisher: William A. Kelly Publishing
Publication Date: 2005-08-01


Reviews :

    In Senior Safe Money Strategies(sm), author William A. Kelly reveals some lessons learned over the last decade of estate planning. Highly opinionated concerning investments and more factual concerning estate planning, the book is meant to guide seniors through the modern maze of retirement investment planning. Kelly has worked with seniors for over ten years and presents his seminars to thousands of seniors each year. This book is meant to provide a look at Kelly's approach and his interactions with both the forces of Wall Street and the everyday people on Main Street....

Authors: William D. Zabel.
Paperback, 320 pages
Publisher: Wiley
Publication Date: 1996-03


Reviews :

    Praise for The Rich Die Richer and You Can Too "As a satisfied client I recommend that you read Bill Zabel’s book because it has useful tax advice no matter what your net worth may be." —George Soros "For most of us, the subject of estate planning has a number of things working against it: it’s complicated, unexciting, and even off-putting (‘I can’t take it with me and I’d rather not go’). Yet this is a subject of huge importance and potential for anyone who has worked hard and has something to show for his or her effort. Kudos, then, for Bill Zabel’s trenchant, readable, and relevant book." — Irvine O. Hockaday, Jr. President and CEO, Hallmark Cards, Inc. "Bill Zabel has managed to turn his how-to on writing a will into a crackling book about the wills and estates of celebrities such as Picasso, Doris Duke, Jackie Kennedy, Pamela Harriman, and Howard Hughes! Here’s a book you can’t put down because it’s so much fun … and you learn something important at the same time. What more could anyone want?" —Lesley Stahl " This is an eminently practical guide to questions that are enormously important — for individuals, their families, and the causes that they care about. Wise planning should be seen as an inescapable responsibility, not as an option. As Mr. Zabel’s witty and well-written book makes clear, confronting these life-and-death issues with sophistication as well as compassion can also be highly satisfying." —William G. Bowen, President, The Andrew W. Mellon Foundation; former President, Princeton University "Bill Zabel is brilliant, ingenious, funny, and humane. This valuable book—which is so much like its author—will entertain and benefit all who read it." —S. Daniel Abraham, founder, Slim-Fast Foods; President and CEO, Thompson Medical Company, Inc. ...

Authors: Jack W. Everett.
Hardcover, 255 pages
Publisher: Ftpc Publishing
Publication Date: 1999-06-01


Reviews :

    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....

Authors: Edward Haman.
Paperback, 368 pages
Publisher: Sphinx Publishing
Publication Date: 2006-04-01
Edition: 6th

Reviews :

    Your Complete Guide for All Power of Attorney and Related Documents

Preparing a power of attorney is one of the best steps you can take to direct others as to your wishes when you are unable to personally speak for yourself. Power of Attorney Handbook is an easy-to-use tool to help you prepare a power of attorney for your financial matters and health care concerns in minutes.

Learn how to:
• Prepare a Financial Power of Attorney
• Draft a Health Care Directive
• Write a Living Will
• Select Your Agents and Designees

Essential Documents you need to:
• Simplify Financial Transactions
• Direct Your Medical Care
• Express Your Wishes
• Ensure Your Peace of Mind
• And much more . . .
...

Authors: Mark R. Colgan.
Paperback, 128 pages
Publisher: Eastside Financial Education
Publication Date: 2006-03-15


Reviews :

    An invaluable reference for anyone experiencing the loss of a spouse or partner. By following this detailed financial roadmap, you will save time; more effectively manage the mountain of paperwork that follows death and safeguard your financial future by making better and smarter decisions about the estate. This third edition includes new estate management, IRA distribution and legacy planning chapters....

Authors: Douglas E. Godbe.
Paperback, 332 pages
Publisher: Sphinx Publishing
Publication Date: 2004-09-01
Edition: 2

Reviews :

    While probate is a complicated court process, How to Probate and Settle an Estate in California can help you understand, prepare for, and work through the steps necessary to handle both property that is subject to probate and property that is not subject to probate in the state of California.

Written in an easy-to-understand manner, this book will give you confidence as you navigate the probate court system. From dealing with creditors' claims and changing property ownership to transferring assets and handling estate taxes, How to Probate and Settle an Estate in California covers the essentials you need to close an estate....

Authors: Richard Saul Wurman. Lois Quam.
Paperback, 124 pages
Publisher: Top Books
Publication Date: 2001-02-21


Reviews :

    This book takes you through the decision processes of this most personal of topics including where to go for help, how to involve family and when to revise plans....

Authors: Thomas Hart Hawley.
Paperback, 172 pages
Publisher: Adams Media Corporation
Publication Date: 2004-02
Edition: 5th

Reviews :

    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....

Authors: F. Bruce Gentry. Jens C. Appel, III. III, Jens C. Appel.
Paperback, 256 pages
Publisher: Wiley
Publication Date: 2001-03-06
Edition: 3

Reviews :

    A timely update of a bestselling guide to wills and estate planning

This is a revision of the successful Complete Will Kit, Second Edition. The authors have expanded the information regarding the importance of a will and estate planning due to recently increased values of stocks and bonds and the effects of inheritance. Numerous revisions reflect current federal and state requirements and tax codes. One completely revised chapter reflects a more contemporaneous estate tax situation....

Authors: Elizabeth Arnold.
Hardcover, 272 pages
Publisher: Portfolio Hardcover
Publication Date: 2005-12-29


Reviews :

    A breakthrough approach to wills and estates, designed to help you make the hard decisions while keeping your family happy

In the world of wills and estate planning, tax saving and asset protection are typically the paramount goals; family dynamics, emotions, and leaving a meaningful legacy are secondary considerations at best. The result, predictably, is often bickering, backstabbing, unmet expectations, and even litigation after the will is read.

Creating the Good Will focuses on the issues that most books in this category miss but that matter most in the end. As a former estate planning attorney and now as a coach, Elizabeth Arnold has dedicated her career to helping people develop wills and estate plans that create harmony, not havoc. She puts the emotional well-being of loved ones ahead of clever tax- saving structures and teaches readers how to protect their relationships and values as much as their hard assets.

In this unique book, Arnold explains how to deal with the emotional baggage and communication blindspots that can undo even the most iron-clad legal document. Filled with resonant anecdotes from her personal and professional life, along with practical information about wills, estate plans, guardianship agreements, trusts, and more, Creating the Good Will is a priceless resource for anyone who wants to leave a legacy of warmed hearts, not heated heads....