Authors: Henry W Abts.
Paperback, 400 pages
Publisher: McGraw-Hill
Publication Date: 2002-09-18
Edition: 3

Reviews :

   

If you are concerned about estate planning you may be surprised that, even with a will, the probate system can eat up as much as 10 percent of an inheritance and delay the process two years. In The Living Trust, noted living trust authority Henry Abts presents a simple, inexpensive legal alternative that eliminates the costs and delays of probate and ensures that your loved ones will receive their inheritance promptly and exactly as you intended. This new edition has been completely updated to reflect the federal tax codes and up-to-the-minute developments in the legal system.

...

Authors: Thayer Cheatham Willis.
Hardcover, 201 pages
Publisher: New Concord Press
Publication Date: 2005-01


Reviews :

    Do you possess great wealth, or are you working hard to accumulate it? In either case, this book is a godsend for you.

Based on her own experiences and those of her clients with the Dark Side of wealth, Thayer Willis shines a light into an area seldom thought about, let alone addressed, in our materialistic culture.

In Navigating the Dark Side of Wealth, Ms. Willis details the pitfalls that great wealth can lead people into: the morally corrupting and emotionally stunting effects that having material riches can cause, and the pain and heartache that ensue. More importantly, within these pages she provides the needed guidance that, if taken to heart, can lead troubled inheritors to more balanced and fulfilling relationships....

Authors: James E. Hughes Jr..
Hardcover, 315 pages
Publisher: Bloomberg Press
Publication Date: 2007-08-15
Edition: 1st

Reviews :

    Family Wealth has become a modern classic for exceptional families and their advisers with more than 20,000 sold in hardcover. In this new, major work, James Hughes brings to bear decades of experience working with and studying families to offer panoramic insights into what makes families flourish and fail. This book lays out the basis for the vision of family governance the author has been developing through his work and research. His advice addresses not only what to do but how to think about the complex issues of family governance, growth, and stability and the ongoing challenge of nurturing the happiness of each family member....

Authors: Michael T. Palermo.
Paperback, 272 pages
Publisher: Sterling
Publication Date: 2004-12-11


Reviews :

    Here is the absolutely essential and totally comprehensive guide to wills, trusts, estate planning, and crafting a personal legacy.

Scrutinized for accuracy by AARP’s legal specialists, this indispensable volume covers every aspect of planning an estate and creating a will. A crash course in one handy volume, the book walks readers through the entire process, from understanding the distinction between probate and nonprobate property to delegating a durable power of attorney, and from resolving possible tax issues ahead of time to safeguarding your assets.

In these pages you will find:
• comparisons of wills and simple living trusts;
• advice on guardianship and advance medical directives;
• explanations of the role and powers of a trustee—and what steps to take in the case of suspected misconduct;
• a primer on marshaling and protecting retirement assets;
• help in planning for children with disabilities;
• ideas for making sure your money stays in the family in case a spouse remarries; and much, much more.
...

Authors: Charles K. Plotnick. Stephen R. Leimberg.
Paperback, 368 pages
Publisher: Plume
Publication Date: 2002-04-30
Edition: 3 Rev Sub

Reviews :

    Thoroughly revised and updated to reflect the latest tax codes, the third edition of How to Settle an Estate is the essential step-by-step guide to lead readers through the complex and daunting process of settling an estate. In clear and practical lay terms, authors Charles K. Plotnick, L.L.B., and Stephan R. Leimberg, J.D., both experts in estate planning, provide readers with invaluable advice, including:

* How to raise cash for immediate estate expenses
* Dealing with insurance claims
* Knowing when to hire a lawyer, an accountant, and a stock broker
* Managing real estate
* Distributing assets
And much more...
...

Authors: Stephen Maple.
Paperback, 384 pages
Publisher: Alpha
Publication Date: 2005-08-02
Edition: 3

Reviews :

    Start planning for the future today.

Although a majority of Americans know they need a will, about 70% of them don’t have one. In fact, the legalities involved are not very complicated and most people can get it done easily with this book. Estate planning is largely the same. In this revised and updated edition of Complete Idiot’s Guide to Wills and Estates, readers will find a complete inventory of everything to be considered in creating wills and estate planning, vital information on trusts, taxes, and eldercare planning, and much more.

• All tax information revised and updated
• Sections on IRAs and Roth IRAs have been revised to reflect changes in the law
• Features online estate and financial planning sites
• Additional coverage of post-mortem estate planning
• Additional material on eldercare planning, such as living and support arrangements
...

Authors: Maggie Watson.
Paperback, 128 pages
Publisher: Cypress House
Publication Date: 2006-07-30

Authors: Harold Apolinsky. Stewart H., III Welch.
Paperback, 304 pages
Publisher: Wiley
Publication Date: 2005-02-24
Edition: Rev Upd

Reviews :

    A complete guide to planning an estate under today's tax rules

When it comes to your estate--no matter how big or small it may be--you shouldn't leave anything to chance. Proper planning is necessary to protect both your assets and your heirs. Estate Planning Law Specialist Harold Apolinsky and expert financial planner Stewart Welch III know this better than anyone else, and in the Revised and Updated Edition of J.K. Lasser's New Rules for Estate and Tax Planning, they offer valuable advice and solid strategies to help you plan your estate under today's tax rules as well as preserve your wealth. Packed with up-to-the-minute facts, this practical resource covers important issues, such as:
* How new legislation will impact inheritances and trusts
* Estate and generation-skipping tax planning
* The role of wills, executors, and trusts
* Treatment of charitable contributions
* The do's and don'ts of gifting
* Life insurance and retirement planning


Filled with in-depth insights and expert advice, this book will show you how to efficiently arrange your estate today so that you can leave more to those you care about tomorrow....

Authors: Karen Rolcik.
Paperback, 264 pages
Publisher: Sphinx Publishing
Publication Date: 2005-03-01
Edition: 4

Reviews :

   
The Complete Guide to Settling an Estate in Texas

Probate can be a complicated process during a difficult time in many people's lives. How to Probate and Settle an Estate in Texas can help you understand, prepare for and work through the process of handling an estate in Texas.

Written in an easy-to-understand manner, this book explains the different kinds of probate available in Texas and details the steps that must be completed. Checklists are provided for each specific kind of probate to ensure that no form or step is missed along the way. From dealing with creditors to handling estate taxes, How to Probate and Settle an Estate in Texas will provide you with essential knowledge to assist in closing an estate.

Sphinx Legal
Taking the Mystery out of the Law

Appointing a Resident Agent
Working with an Attorney
Providing Notice to Creditors
Paying Debts and Expenses
Preparing an Estate Inventory

Ready-to-Use Forms with Instructions:
IRS Form SS-4
Application for Probate and Administration of Estate
Notice to Creditors
Appointment of Resident Agent
and many more...

Texas Probate Code
Checklists for specific kinds of Texas probate
procedures
Explanation of forms to use for each kind of probate
Plain-English glossary of terms
Step-by-step instructions
Ready-to-use, blank forms

Your #1 Source for More Than 20 Years for Real World Law
Information

Sphinx Publishing
An Imprint of Sourcebooks, Inc.
www.SphinxLegal.com...

Authors: Henry W Abts.
Paperback, 464 pages
Publisher: McGraw-Hill
Publication Date: 1999-04-11
Edition: 1

Reviews :

    Praise for Henry W. Abts III's Previous Book: "Unquestionably the layman's most nearly complete source on living trusts. . . . Recommended reading for anyone who wants to maximize his net estate left to heirs, speed asset distribution after death, avoid will challenges, minimize estate costs, and maintain privacy." -- Robert Bruss, Esq. Nationally Syndicated Real Estate Columnist Chicago Tribune "Presents in clear, concise, and readable language what every person needs to know. I heartily recommend it as required reading for every caring husband, wife, parent-all those with an estate to pass along to heirs." -- Byron Countryman, Esq. Countryman and McDaniel Attorneys at Law, Los Angeles From bestselling author Henry W. Abts III comes this comprehensive guide to protecting your estate for your heirs. How to Settle Your Living Trust provides you with everything you need to know to distribute Trust assets, understand the legal and financial aspects of Trusts, properly handle asset valuation, get protection in special circumstances, avoid unnecessary taxes and legal fees, and more. Samples and explanations of all the necessary documents--durable power of attorney for health care or general asset competency clause, living will, etc.--are included, as are the "key" rules and methods for organizing all financial information. Sample (filled-in) IRS tax forms are included to show the reader how to satisfy the IRS Trust settlement requirements. A must-have guide and reference, this book brings you peace of mind if you are interested in ensuring that your estate is passed on promptly and correctly. How to Settle Your Living Trust offers pertinent advice for surviving family members, as well as attorneys and accountants. It includes:

• Up-to-date information on recent tax changes affecting estate settlement
• In-depth discussion of the Roth IRA as an estate planning tool
• Estate settlement techniques for all estates, whether small, average, or large
• Estate settlement differences in separate property states and community property states
• Sound advice for surviving spouse and family members
• Special section on advanced settlement options for highly valued estates

How to Settle Your Living Trust provides guidance in avoiding tax traps and other estate settlement pitfalls. Did you know that:

• Up to 75 percent of your traditional IRA can be consumed by taxes if you die before all the funds are depleted?
• Distributions from a traditional IRA must begin at age 701/2?
• Estate settlement differs in separate property states and community property states?
• Allocation of Trust assets to the A, B, and/or C sub-trusts is critical when the first spouse dies?
• Most attorneys and accountants do not know how to properly settle an estate in a Living Trust?
• Special techniques are available that allow full stepped-up valuation on all Trust assets, even in separate property states?

A nationally recognized authority on Living Trusts, Henry W. Abts III is chairman and founder of The Estate Plan, the nation's oldest and largest Living Trust production corporation, responsible for creating more than 25,000 Living Trusts. A graduate of the University of Southern California, Abts holds a master's degree from the Stanford University Graduate School of Business....