Authors: Brian H Breuel.
Hardcover, 288 pages
Publisher: Bloomberg Press
Publication Date: 1998-09-01
Edition: 1st

Reviews :

    This is the most accessible consumer book ever to address the question, "How can I enjoy and pass to my heirs more of what I'm working a lifetime to accumulate?" Breuel's three decades of experience in giving people more control over their wealth is evident in the power and simplicity of his advice....

    Congratulations. You've built a successful business, or earned a lot of money and invested it wisely, or skillfully managed the family business you inherited. Now it's time to figure out what to do with it all, as taking it with you isn't an option. Obviously, there's more to this task than retirement planning, which is complex enough for most people. How do you ensure that your money survives you, no matter how long you live, and ends up in the hands of those you want to have it, after you're gone? How do you keep estate taxes--which can take a 55 percent bite out of your wealth--to a minimum?

Staying Wealthy covers all contingencies, with sections on estate planning, long-term health care, business succession, investing, family issues, liability, charity, and, finally, a look at the all those problems as faced by the superwealthy. The chapter on estate planning alone is scary enough to make you read the entire book. It shows what happens if you die without a will--intestate--and explains that your assets will be divided up according to the laws of whatever state you happened to be living in at the time of your death. "It would be purely coincidental if the state's plan of distribution matched your own," writes Breuel, who goes on to note that it's not just society's poorest who shed their mortal coil without a will; Pablo Picasso and Abraham Lincoln both died intestate. Each section is richly detailed, with easy-to-understand charts and graphs, hypothetical case studies, and real examples drawn from news reports. The only thing more useful for the wealthy would be a book detailing how not to die, get divorced, or become incapacitated. Until someone figures that out, though, Staying Wealthy is the book that should be on the shelf of everyone who's earned a small fortune, or aspires to. --Lou Schuler...

Authors:
Paperback, 224 pages
Publisher: Blazing Star Press
Publication Date: 1997-09-01


Reviews :

    Save your loved ones TIME, ANGUISH and MONEY!! Our busy lives leave us little time to get our personal and financial affairs in order and our good intentions don't leave much for our spouse, children or loved ones to work with if we are suddenly disabled or die. We want to be in control, but it's so hard to get organized! To make matters worse, family members are scattered across the country and we seldom discuss things like where we keep important papers, what to do in a medical emergency situation, our healthcare preferences, household instructions, (ex., how to start the lawn mower, or fill the water softener),pet care instructions, (ex., favorite foods, daily habits and the vets name), and the list goes on and on.

We love our family and would like to save them anguish regarding decisions about our healthcare. To save them time looking for papers, guessing at your final wishes for them and their beloved pet. To save them money on legal expenses, time off work, etc.

Well, it just got easier! Get the easy-to-use, fun-to-do book All Together Now: Records, Instructions and Wishes For Those You Love. This book will help you get organized, stay in control, write your own story and provide you with valuable information. You'll find health information resources, questionnaires to help you choose a home healthcare provider or long-term care nursing facility, as well as definitions of long-term care insurance policy provisions and guidance to choosing a long-term care policy. Executor duties are explained and as an added bonus, you'll find short stories and quotes to enlighten and entertain and much, much more!!

Your family will be forever grateful that you took time to record your instructions and wishes. All Together Now just may be the most loving gift you'll ever give....

Authors: David S. Magee. John Ventura.
Paperback, 208 pages
Publisher: Kaplan Business
Publication Date: 1998-09-01
Edition: 3 Sub

Reviews :

    ...

Authors: David S. Magee.
Paperback, 173 pages
Publisher: Dearborn Trade Pub
Publication Date: 1995-05
Edition: 2nd

Reviews :

    A simple but extremely useful recordkeeping resource, this book enables anyone to assemble, in one handy volume, all important information on personal history, insurance, benefits, bank accounts, real estate, miscellaneous assets and debts, will and trust agreements, final wishes, burial arrangements and other matters. Contains updated forms and tax information....

Authors: Mark Warda.
Paperback, 116 pages
Publisher: Sphinx Publishing
Publication Date: 2004-11-01
Edition: 7

Reviews :

    Having a well-written will is necessary to ensure that your property and assets are passed on in accordance with your desires. Too often people have their possessions misdirected to the wrong parties. This is usually caused by insufficient information when writing their wills or laws that that they did not know about that overrule their wills. This book can make sure that does not happen to you.

In How to Make a Florida Will, you will discover all the information you need for success in writing your own will. This book explains Florida law so that you can effectively write and execute your own will. You will learn everything from community property issues to naming a personal representative, and even how to disinherit someone. With How to Make a Florida Will, you will have all the knowledge you need to make a will easily and painlessly.
...

Authors: Jay W Mitton.
Unknown Binding, pages
Publisher: National Seminars and Education Institute
Publication Date: 1988

Authors: Jon A. Iverson.
Paperback, 250 pages
Publisher: Stonemark Publishing
Publication Date: 2005-09-28


Reviews :

    ...

Authors: Mary Randolph. Denis Clifford.
Paperback, 200 pages
Publisher: NOLO
Publication Date: 1999-11
Edition: 1st

Reviews :

    This new Quick & Legal book presents nine major methods people can use to avoid, or reduce, Federal estate taxes. These are the taxes that kick in when an individual's estate, or a couple's combined estate, exceeds $625,000. And the taxes are steep--rates start at 37% and go up to 55%.

In clear, concise terms the book explains how you can save your family money by:

making gifts of under $10,000 making gifts for tuition or medical expenses giving or leaving property to a spouse establishing a Bypass (AB) Trust establishing a QTIP Trust establishing a QDOT Trust contributing to charity transferring ownership of your life insurance policies using disclaimers

Written by two experts in estate planning, 9 Ways to Avoid Estate Taxes can save your family many thousands of dollars. They'll love you forever....

Authors: Wynne A. Whitman. Shawn D. Glisson.
Hardcover, 336 pages
Publisher: FT Press
Publication Date: 2007-05-11
Edition: 1

Reviews :

    Take Control of Your Medical Care, Your Estate Planning, and the Legacy You Leave Includes checklists, examples, definitions, ideas, and a plain- English glossary of the terms you need to understand "Whether you are single, married, old, young, parent, or child, this book will be useful. The authors' combination of medical and legal expertise make this an exceptionally comprehensive guide for thinking through important health, end-of-life, and estate planning issues that we all face. It certainly helped me open a dialogue with my family and spurred me to take control of my own wants, wishes, and wills." --Cynthia J. Smith, Lecturer, Ohio State University, Fisher College of Business and Department of Anthropology "Over many years of helping patients and families deal with the end of their lives, I am always struck by how hard it is to face that inevitable event. Thinking straight when you can makes sense.Wants, Wishes, and Wills can help you do it now. Tomorrow is already here." --Deborah Y. Kamin, PhD, Senior Director of Cancer Policy and Clinical Affairs,American Society of Clinical Oncology "Wants, Wishes, and Wills is a 'must read' for anyone needing to access the U.S. health care system." --Vickie Yates Brown, President-Elect (2007-2008), American Bar Association Health Law Section "As you read the sound advice from Wynne Whitman and Dr. Shawn Glisson, think about your own life circumstances. Think about your family, friends--and yourself. Remember that thinking about its end may be the most eloquent way to celebrate your life." --from the foreword by Dr. Joseph S. Bailes,M.D., Medical Oncologist, Co-Chair, Government Relations Council, American Society of Clinical Oncology A terminal diagnosis...a life-threatening disease...recognition of one's own mortality...or simply planning ahead. These all lead individuals to contemplate difficult end-of-life decisions. But when they do, they find themselves confused, desperately seeking guidance: about Living Wills, about health care proxies, about their own care, wishes, and affairs. Dr. Shawn D. Glisson and Wynne A.Whitman, Esq., help people face these issues every day-- Glisson as a respected oncologist,Whitman as an experienced estate lawyer. Now, they've come together to give readers all the tools they need to make the best decisions for themselves and their families.The authors provide compassionate, up-to-date, plain-English guidance you need to decide for yourself and stay in control of your life. *Understand your choices and take control of them Know your options and make sure your decisions are respected*Know the law--before it's too late Understand directives, health care proxies, Living Wills, and powers of attorney The authors answer questions such as: *How can I make sure I get the best possible care to fight my disease?*How do I prepare a Living Will that accurately expresses my views?*Will alternative therapies help me?*What should I know about hospice?*What's the best way to plan my estate and minimize my taxes?*Above all, how do I make sure my wishes are followed?Foreword Introduction Section I The Wants, Wishes, and Wills of Your Health and Medical Situation Chapter 1 Health and Medical Wants: Your Personal Health Care System 3 Chapter 2 Health and Medical Wishes: Providers, Facilities, and Programs 11 Chapter 3 Health and Medical Wills: Your Medical Conditions 33 Section II The Wants, Wishes, and Wills of Your Personal Situation Chapter 4 Personal Wants: Doctors and Dialogue 43 Chapter 5 Personal Wishes: Screening and Counseling 51 Chapter 6 Personal Wills: Drugs, Diets, and Devices 63 Section III The Wants, Wishes, and Wills of Your Medical-Legal Affairs Chapter 7 Medical-Legal Wants: Understanding Interventions 83 Chapter 8 Medical-Legal Wishes: Defining Capacity, Consciousness, and Contingencies 95 Chapter 9 Medical-Legal Wills: Directives, Definitions, and Discussions 111 Section IV The Wants, Wishes, and Wills of Your Selfless Contributions Chapter 10 Selfless Contribution Wants: Donating Time, Tissue, and Treatment Data 137 Chapter 11 Selfless Contribution Wishes: Individual Purpose, Production, and Protection 145 Chapter 12 Selfless Contribution Wills: Donation Requirements, Responsibilities, and Rights 153 Section V The Wants, Wishes, and Wills of Your Estate Planning Chapter 13 Estate Planning Wants: Purpose, Preparation, and Protection 161 Chapter 14 Estate Planning Wishes: Caring for Family, Friends, and Foundations 181 Chapter 15 Estate Planning Wills: Testaments, Trusts, and Other Tools 193 Section VI The Wants, Wishes, and Wills of Your Legacy Chapter 16 Legacy Wants: Providing Ideas, Intentions, and Instructions 219 Chapter 17 Legacy Wishes: Assisting Family, Friends, and Future Generations to Remember 233 Chapter 18 Legacy Wills: Your Safety, Your Rights, and Your Records 241 Conclusion 255 Additional Resources 261 Glossary 265 Index 279...

Authors: Theodore E. Hughes. David Klein.
Paperback, 248 pages
Publisher: Alyson Books
Publication Date: 1999-06-15