Authors: E. Michael Kilbourn.
Paperback, 352 pages
Publisher: Career Press
Publication Date: 2002-12
Edition: Revised

Reviews :

    Even after a lifetime of paying taxes, you still aren't home free-the IRS may take half or more of whatever you have left when you die. Disinherit the IRS reveals the simple, legal ways to avoid these taxes, possibly for generations, while allowing you to protect your children, grandchildren, and future heirs from predators and claims from lawsuits and divorce. You will discover how to:
- Get the IRS to effectively pay your life insurance premiums. Remove assets from your taxable estate without losing control of or income from them.
- Make a profit by donating to charity.
- Effectively exempt your entire estate from state taxes.
- Avoid capital gain taxes on the sale of your appreciated property.
- Leave what you have to whom you want, when you want, and in the way you want, while at the same time paying the least possible court fees, attorney fees, and estate taxes....

Authors: Dan Rottenberg.
Paperback, 240 pages
Publisher: Fireside
Publication Date: 2000-05-23


Reviews :

   

THE ONLY GUIDE YOU'LL NEED TO WISELY MANAGE YOUR INHERITANCE AND MAKE IT GROW FOR FUTURE GENERATIONS...

You're not alone. Sixty million Americans stand to be on the receiving end of an inheritance in the coming years. Planning is crucial if you hope to preserve your windfall, save on taxes, and avoid family squabbles. In The Inheritor's Handbook, expert Dan Rottenberg offers a comprehensive guide through the inheritance process that gets to the heart of the complex issues, both financial and emotional, that beneficiaries face. He demonstrates how future heirs can discuss money and wills, choose advisers, manage investments, and much more. Using real-life examples, Rottenberg provides tested solutions to sensitive inheritance issues -- before the time of death, at the time of death, and years later. The Inheritor's Handbook is the only book you'll need to help you manage the difficulties, decisions, and opportunities that come with inheriting....

Authors: Marla Brill.
Hardcover, 368 pages
Publisher: Alpha
Publication Date: 2001-09-21
Edition: 1st

Reviews :

    Between rising housing prices and the long bull stock market, inheriting an estate of several hundred thousand dollars, or even $1 million, is no longer terribly unusual. Windfall: Managing Sudden Wealth So It Doesn't Manage You is a practical guide to making the most of inheritances and other significant windfalls. While being in charge of a great deal of money is a wonderful thing, there's often a real emotional conflict. It can be hard to decide what's right for you....

Authors: Martin M. Shenkman.
Paperback, 244 pages
Publisher: Barron's Educational Series
Publication Date: 1997-01


Reviews :

    This third book in Barron's Legal Ease series guides the layman through all the important legal aand tax aspects and financial details of estate planning. Special emphasis is placed on building in elements of flexibility to cope with unforeseen events, and sample planning documents are provided, including power of attorney, living will, will signing checklist, will, emergency information checklist, and more....

Authors: Gudrun M. Nickel.
Paperback, 216 pages
Publisher: Sphinx Publishing
Publication Date: 2003-10-05
Edition: 5

Reviews :

    This practical guide to the probate process in Florida incorporates the most recent changes in the state's probate and estate administration laws and is divided into three main sections--Family Administration, Formal Administration and Summary Administration. The emphasis is on Family Administration, a simplified settlement procedure for estates of less than $60,000. New, easy-to-use, blank tear-out forms for all areas of administration are included in this edition....

Authors: Mark Warda.
Paperback, 248 pages
Publisher: Sphinx Publishing
Publication Date: 2006-01-01
Edition: 4th

Reviews :

    Simplify the Will-Making Process

Writing a will is one of the best steps you can take to secure your family’s future. Make Your Own Simple Will is an easy-to-use tool to help you complete your will and other estate planning documents in minutes. Let it help you provide for your family today and for years to come.
Learn how to:
• Write a Will for Your Specific Needs
• Reduce the Expenses Your Family Must Pay
• Minimize the Estate Tax Burden
• Hold Your Property to Avoid Probate

Ready-to-Go forms with Step-by-Step Instructions, Essential Documents you need to:
• Protect Your Family
• Distribute Your Assets
• Provide for Your Children
• Ensure Your Peace of Mind
• And much more . . .

...

Authors: Bruce Williams.
Hardcover, 346 pages
Publisher: LegaLees Corporation
Publication Date: 1997-06
Edition: 1

Reviews :

    This unique guide, endorsed by nationally known radio talk show host Bruce Williams, gives you inside information on estate planning and asset protection strategies. In a down-to-earth style, the book helps readers understand how to: save thousands in taxes and legal fees; protect assets and business from lawsuits; avoid probate and unnecessary court proceedings; maximize IRAs and retirement plans; and minimize grief, confusion and financial burden for loved ones. Includes a foreword by Bruce Williams, ten asset protection tips anyone can use to protect against lawsuits or financial grief, sample legal documents, and a glossary of terms....

    Lee Phillips and Kristy Phillips, married attorneys who specialize in financial planning, were faced with their very own monetary crisis some 15 years ago when Lee was diagnosed with terminal cancer. Now having beaten back both the disease and the possibility of associated fiscal disaster, the couple has written Protecting Your Financial Future to outline the asset protection and estate planning principles they utilized during their ordeal. Packed with personal anecdotes and other real-life examples, it includes tips that readers can employ immediately as well as practical long-term advice on cutting or eliminating estate taxes, protecting your home from lawsuits, and avoiding probate. ...

Authors: Anne M. McKinney. John T. Berteau.
Hardcover, 256 pages
Publisher: Pineapple Press (FL)
Publication Date: 1998-08
Edition: 1st

Authors: Harvey J. Platt.
Paperback, 320 pages
Publisher: Allworth Press
Publication Date: 2002-03-01
Edition: 3

Reviews :

    This completely up-to-date guide explains the latest strategies for using a living trust to create a flexible estate plan. The author clearly and concisely discusses the effects of The Economic Growth and Tax Relief Reconciliation Act of 2001 and the fundamentals of estate, financial, and tax planning in easy-to-understand terms, mapping out effective techniques for saving money and property, and including important subjects not covered in other books (such as estate planning for the HIV positive). Readers will learn strategies for reducing probate costs, creating flexible estate plans, and planning for disability. This valuable planning tool will make its readers more informed participants in the estate-planning process, pointing out the dangers of the "do-it-yourself" guides and reducing the risks involved in establishing a living trust. A glossary of significant legal terms is included....

Authors: Harvey Platt.
Paperback, 224 pages
Publisher: Allworth Press
Publication Date: 2003-01-01


Reviews :

    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 Plan explains 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....