Authors: James A. Barry.
Paperback, 272 pages
Publisher: Kaplan Business
Publication Date: 2003-08-08


Reviews :

    Statistics on rising debt, stagnating retirement savings, mistrust of the stock market, and lack of tax planning are symptoms of a population desperately in need of financial education. Learning how to make money is one thing. It's quite another to manage the money that's earned. Knowing the difference and taking the right actions can translate into a comfortable life instead of disaster, contends Jim Barry, CFP, founder of The Barry Financial Group and host of television programs Talk About Money(r) and Jim Barry's Financial Success(r). In this enthusiastic back-to-basics money guide, Jim Barry brings passion and decades of experience to the task of educating everyday working people about their finances and how they can build a secure future no matter where they're starting. He addresses the readers' underlying attitudes and values, then brings to the table an arsenal of wealth-building principles that, used consistently, can create a solid financial foundation. A host of practical, nuts-and-bolts tools gives readers the means to translate these commonsense financial principles into positive and prudent action. Along the way, in easy-to-understand language, they learn proven steps to: • Manage the money they make. • Think long term to build wealth. • Understand and deal with risk wisely. • Put all the pieces of the financial puzzle together. Inspiring and practical, this is the guide for gaining control over financial issues while building wealth for the future....

Authors: Jay A. Soled.
Paperback, 315 pages
Publisher: American Bar Association
Publication Date: 2002-08-25
Edition: 4th

Reviews :

    This comprehensive book is a guide to help circumnavigate the estate-planning world and specific changes EGTRRA has brought and will sensitize lawyers to the estate planning needs of their clients in a legal environment that is in transition. To assist in the navigation process, many of the nation's top estate-planning experts and practitioners have been assembled to participate in the production of this book...

Authors: Gordon K. Williamson.
Hardcover, 264 pages
Publisher: Irwin Professional Pub
Publication Date: 1993-07


Reviews :

    Approximately 30 million people will be retiring in the year 2000. Right now, they are beginning the intimidating and confusing process of preparing a financial plan that will provide them with enough capital for a comfortable retirement. Packed with useful charts, checklists, warnings, pro and con lists, fill-in timelines, information sources, and a unique tickler system that alerts readers when an important decision needs to be made....

Authors: John Ventura.
Paperback, 240 pages
Publisher: Kaplan Business
Publication Date: 2002-01-15
Edition: 2

Reviews :

    Careful estate planning now will save your loved ones heartache in the future.

Too many people either neglect to write a will or fail to fully understand the implications of their estate planning decisions. In The Will Kit, nationally known attorney and author John Ventura takes readers through every step of the estate planning process. Readers will learn important guidelines, including selecting an executor, choosing beneficiaries, and the most up-to-date federal gift and estate tax laws. Throughout the book, Ventura also provides anecdotes and even actual wills of deceased celebrities to illustrate key points.

...

Authors: Keith R Lyman. J.D., CFP, Keith R. Lyman.
Paperback, 432 pages
Publisher: Alpha
Publication Date: 2001-07-23
Edition: 1st

Reviews :

    Offers the individual a tutorial in rearranging financial priorities, with an emphasis in estate planning. Features 24 focused lessons on all aspects of the process of estate planning, from learning to minimize taxes and avoid probate, to ensuring a swift transfer of property. Softcover. ...

Authors: Kerr. JoAnn Kurtz. Margaret Kerr.
Paperback, 384 pages
Publisher: For Dummies
Publication Date: 2000-12-15


Reviews :

    Estate planning resources to help you put your affairs in order.

Leave what matters to those who matter with this smart, sensible guide.

This book is your one-stop reference for all aspects of estate planning. From determining how taxes affect your estate to choosing a lawyer to help you write your will, it's all explained in easy-to-understand terms. Tackle difficult topics with this savvy, helpful guide and enjoy the peace of mind that comes from knowing that those you care about are looked after for the long term.

All this on the bonus CD-ROM

• AOL Canada 6.0
• Interactive financial planning software from Scotiabank
• Estate planning checklists, worksheets, and more

Discover how to:

• Craft your ideal will
• Create an estate plan
• Make the most of a lawyer's services
• Increase the value of your estate
• Minimize estate taxes

...

Authors: Howard S Erlanger.
Unknown Binding, pages
Publisher: University of Wisconsin Law School, Continuing Education and Outreach
Publication Date: 1991

Authors: Joyce M James.
Unknown Binding, pages
Publisher: Minnesota CLE
Publication Date: 1991

Authors: Mark S. Cornwall.
Paperback, 212 pages
Publisher: Baby Boomer Publishing
Publication Date: 2006-03-18


Reviews :

    This is called a "guidebook" because it is meant to guide you through the exotic world of estate planning. It is designed to be read from beginning to end as easily as it can be read from the middle to the beginning. The short chapters with topical headings make it easier to jump from one subject to another.

There is no beginning, middle and end to estate planning. It goes on for generations and everything leads to something else you should know. However, it is best to start at the beginning to become familiar with the new lexicon (vocabulary). From there, you can best decide what to do with the information.

The other reason for this shotgun format is that not everyone is interested in the same things. For some, the reading can get technical and make you feel overwhelmed. Those people need to jump to another section that is more passionate about things closer to their heart, such as why you want to avoid a conservatorship, or how to pick a guardian.

But for those that really want to understand what a "three-way formula split with a nonmarital pecuniary formula clause" is, there is sufficient information in this guidebook to give you an understanding – not an education, but an understanding so you will know how to analyze the trust documents and ask questions about how they work.

For others not so keen on reading and understanding every word, you may want to finger through the book to that section explaining how to save your family $920,000 in taxes....

Authors: Thomas P. Roberts.
Ring-bound, 167 pages
Publisher: Daybreaker Pr Lc
Publication Date: 1996-06-01
Edition: Revised 2003

Reviews :

    This book, updated for 2003, is written in plain English, answers the question most people have after they have signed their living trust: "What do I do now?" It explains the fundamentals of living trusts and how to fund them with assets. It explains the income and estate tax requirements connected with living trusts. This book It is for those who have set up their own living trust and are now acting as its trustee. It is also for the successor trustees who will follow the currently acting trustees.

The book is in Question and Answer format, set out in alphabetical order. For example, under the letter "S" you will find: S Corporation Stock; Safe Deposit Box; Schedule "A", Signature Guarantee; Sole Proprietorship; Special Needs Trust; Stepped-up Basis; Stock Options; Stocks and Successor Trustee. In the Appendix, you will find Sample Letters, Sample Title Transfer Documents, Sample Trustee Accounting Forms, Federal Tax Forms, and useful Contact Information, including numerous internet sites. The book is printed on high quality 81/2" x 11" paper, held in an attractive, looseleaf three ring binder, so that its many forms can be easily removed and used

This book is a must for anyone who has a living trust. It answers the most asked questions about living trusts. Those who take over the management of your trust in the future will also benefit from the information in this book. It will save costly attorney fees, since many matters can now be handled directly by you....