Authors: Alexander A. Bove Jr..
Paperback, 188 pages
Publisher: Little, Brown and Company
Publication Date: 1996-02-01
Edition: 2 Rev Sub

Reviews :

    A guide for seniors, disabled individuals, and their families explains how to preserve personal assets while ensuring long-term care, covering such topics as interfamily transfers and trusts. Tour....

Authors: Mary Randolph.
Paperback, 274 pages
Publisher: NOLO
Publication Date: 2008-04-15
Edition: 7

Reviews :

    Save your family money, time and headaches with a few easy steps.

Probate can drag on for years, and can easily cost your family thousands of dollars- money that would otherwise have gone to them.

8 Ways to Avoid Probate offers simple but effective methods to skip the entire process-- plus real-world examples of how others have used them. In the end, you'll understand:

payable-on-death accounts

naming beneficiaries

special procedures for small estates

using joint ownership of property

creating a living trust

making gifts of property and money

and more

The 7th edition provides the latest estate and gift tax rules, updated 50-state tables on simplified probate, new IRS rules on inherited IRAs and 401(k)s. And more on how to leave real estate without probate -- 10 states now allow a special deed for this purpose....

Authors: Julian Knight.
Paperback, 330 pages
Publisher: Wiley
Publication Date: 2008-06-02
Edition: 2

Reviews :

    Planning how to pass your estate on doesn’t have to mean complications, legal jargon and huge bills. Wills, Probate and Inheritance Tax For Dummies, 2nd Edition takes you through the process step-by-step and gives you all the information you need to ensure that your affairs are left in good order. It shows you how to plan and write your will, minimise the stress of probate, and ensure that your nearest and dearest are protected from a large inheritance tax bill.

Discover how to: 

• Decide if a will is right for you
• Value your assets
• Leave your home through a will
• Appoint executors and trustees
• Choose beneficiaries
• Draw up a DIY will
• Work out how inheritance tax works and if you’re liable to it
• Find out what can and can’t be taxed
  

...

Authors: Suze Orman.
CD-ROM, pages
Publisher: Hay House
Publication Date: 2005-01-01
Edition: Cdr

Reviews :

    This is an easy-to-use and fast way for you and other members of your household to create your own advance directive, also known as a living will, durable power of attorney for health care, living revocable trust, and all the other must-have documents you need to protect you and your family. It’s as easy as 1-2-3—simply personalize, print, and protect.

Suze Orman and her own estate trust attorney have created the most state-of-the-art documents found anywhere. There are more than $2,500 worth of estate documents in this kit. Why pay thousands of dollars when you can get the same documents in this kit!

This kit includes:

• More than 50 state-of-the-art documents • Free automatic on-line updates • Verbal and written instructions taking you step by step through the four must-have documents • Password protection securing multiple users’ information • A tutorial that shows you everything you need to know • 10 electronic books

PC and Macintosh Compatible . . . and good in all 50 states!...

Authors: Benjamin Berkley.
Paperback, 288 pages
Publisher: Sphinx Publishing
Publication Date: 2007-06-01


Reviews :

    A step-by-step guide to settling a loved one's estate.

Being an executor or personal representative is no easy task. For many, the job comes at a time of high emotion and is something that has never been done before. The Complete Executor's Guidebook is here to help ease this troubling time and make this overwhelming task manageable.

It gives you everything you need to navigate through all the paperwork and responsibility that comes with this role. It takes you step-by-step though all of the legal and financial matters that must be completed and provides you with a plan to timely settle an estate. With it you will feel confident that you are doing everything you need to do, such as:

- Preparing for your role as an executor or trustee
- Making claims for insurance, social security and other benefits
- Understanding the will or trust provisions
- Handling situations when documents are missing
- Going to court
- Dealing with taxes
- Finding your state's laws
- Working with lawyers, accountants, insurance agents and others...

Authors: Martin Kuritz.
Ring-bound, 118 pages
Publisher: Active Insights
Publication Date: 2001-07-01
Edition: Ringbound

Reviews :

    Guide for heirs. Fill-in-the-answers, family infoemation organizer...

Authors: Robert A. Esperti. Renno L. Peterson.
Paperback, 329 pages
Publisher: McGraw-Hill
Publication Date: 1999-12-08
Edition: 2

Reviews :

   

Estate planning is more important than ever, and it's no longer just for the very rich.

Today's "middle-class millionaires"­­created by the booming stock and real estate markets­­have more assets than they ever believed possible. That unexpected wealth brings with it new concerns about how to protect their money and their heirs. A best-seller in its first edition, this book shows anyone how to implement estate planning into a long-range financial plan. It includes the latest on:

• Disability planning
• Living trusts; asset protection through long-term planning
• Family limited partnerships

Written by two noted tax attorneys who have revolutionized the estate-planning process with their techniques, Protect Your Estate, Second Edition, enables readers to understand the newest changes in the tax laws and turn them to their own advantage.

...

Authors: Julie A. Calligaro.
Paperback, 124 pages
Publisher: Women's Source Books
Publication Date: 1997-07-01


Reviews :

    This book provides answers to the financial and legal questions that a widow will face within the first six to nine months of her husband's death. It contains sample letters and "To-Do-Lists" on perforated pages that tear out of the book for easy use....

Authors: Steven J. Hendlin.
Paperback, 256 pages
Publisher: Plume
Publication Date: 2004-06-29


Reviews :

    Few issues facing families today are as difficult to confront as that of inheritance. It’s a subject that’s usually avoided until too late—and the resulting bitterness between surviving parents and siblings can be lasting and substantial.

Dr. Hendlin brings his unique experience as a psychotherapist and writer on the psychology of investing to Overcoming the Inheritance Taboo. This is the first book of its kind to focus primarily on the emotional and psychological aspects of inheritance as well as on the practical. The insights it offers are enhanced by the personal experience of the author living through the inheritance process as he was writing about it.

With special sections on managing grief and the importance of estate planning, Overcoming the Inheritance Taboo will prepare you and your family with the necessary tools to avoid a costly, emotionally taxing ordeal over inherited money and possessions....

Authors: Terry Coxon.
Hardcover, 357 pages
Publisher: Crown Business
Publication Date: 1996-09-03
Edition: 1

Reviews :

    Some investors pay little or no tax on their income; their wealth grows faster and faster and gives them more cash to spend. Some families hand down large fortunes without paying a gift or estate tax. And some know how to turn their easy-to-seize investments into wealth that would be repellent to someone thinking of suing them. Keep What You Earn tells the secrets of these canny investors--and shows how any other investor can use them, too....