Authors: Ray D. Madoff.
Paperback, 864 pages
Publisher: CCH, Inc.
Publication Date: 2007-11-01
Edition: 2008

Reviews :

    Practical Guide to Estate Planning provides a clean overview of estate planning, offering the widest variety of discussion on planning principles and tools from the simple to the sophisticated. This book is not lacking in detail, witnessed by its well-annotated collection of forms that will appeal to many experienced estate planners. The layout of this book reflects its emphasis on simplicity and clarity. It is divided into four major sections, the first of which provides a general view of the estate planning process. The second section of the 2008 Edition of Practical Guide to Estate Planning addresses the rules involved in estate planning and the various ways in which estates may be structured to achieve desired tax effects. The third section explores some of the more specialized areas of estate planning, including generation-skipping transfer tax rules and charitable planning, including the use of private foundations and split-interest trusts. The last section contains a set of estate planning forms. Included are a pour-over will, a revocable trust, a minor's trust, a Crummey trust, a life insurance trust, a durable power of attorney, a health care proxy and an unannotated qualified personal residence trust (QPRT). The authors provide alternative drafting options as well as comprehensive annotations that can be used as quick references that explain why and how these devices operate. This reference, with its wealth of basic information as well as its impressive assortment of forms and supporting materials, offers something of interest for everyone. Its clarity and clean organization, augmented by well-constructed examples, practice tips, diagrams and charts, make it a work that will be useful to both the newcomer and the experienced practitioner in the field. The 2008 Edition covers the legislative, regulatory and judicial developments that are of most importance to estate planners, bringing you up to date in this constantly changing area. Highlights includecoverage of: ·Proposed regulations that would change the tax consequences of a sale of property in exchange for a private annuity; .Income tax "trap for the unwary" where a business (family-owned or not) owns life insurance on an employee (included in the Pension Protection Act of 2006); .Update on estate tax reporting requirements for sales to GST trusts; ·Explanation of the estate planning implications of the changing legal landscape for same-sex couples, including marriage in Massachusetts and quasi-marital protection in California, Hawaii, New Jersey and Vermont, as well as the most recent changes in New Hampshire and Oregon; .A new section on long-term care insurance; ·Substantial changes reflecting the Pension Protection Act of 2006, including new rules for donor-advised funds, supporting organizations, and private foundations; .Addition of a new section discussiong provisions under the Pension Protection Act of 2006 concerning non-spousal rollovers from quaified retirement plans; .Changes to income limits for eligibility to make contributions to a Roth IRA, which were indexed for inflation for the first time in 2007; ·Discussion of the provision of the Pension Protection Act of 2006 that allows for direct rollovers from a quailfied retirement plan to a Roth IRA beginning in 2008; and ·Companion CD-ROM of the forms both with and without the annotations....

Authors: Larry Burkett.
Paperback, 30 pages
Publisher: Crown Financial Ministries
Publication Date: 2005-01-01


Reviews :

    The Cash Organizer is an envelope budgeting system that will simplify your budgeting plan by keeping you in control of your cash spending. It will hold you accountable by budget category - if there's no money left in a particular envelope, you're finished spending in that category until payday! Twelve tear-resistant envelopes neatly keep each category organized in a durable navy blue expanding file. The Cash Organizer also comes with pre-printed category stickers, a handy ledger booklet for recording your transactions, and a practical teaching pamphlet on managing your money according to Biblical principles. This is also a bilingual edition with all components translated into English and Spanish! (Measures 4 X 7 inches,©2003)...

Authors: Holmes F. Crouch.
Paperback, 224 pages
Publisher: Allyeartax Guides
Publication Date: 2005-04-28
Edition: 2nd

Reviews :

    ...

Authors: Ann Perry.
Paperback, 288 pages
Publisher: Broadway
Publication Date: 2003-06-10
Edition: 1

Reviews :

   

The complete guide for managing the financial, legal, and emotional issues of inheritances large and small.

A death in the family is never easy, but receiving an inheritance, whether expected or not, can leave heirs feeling overwhelmed and even guilty at this change in their fortunes. Ann Perry’s insightful examination of the challenges make managing a bequest a little easier.

Combining her practical know-how as a personal finance writer, the expertise of financial advisors, attorneys, and psychologists, and the wisdom gained from her personal inheritance experience, Perry deftly deals with such touchy subjects as selling the family homestead, divvying up property in “blended families,” parceling out heirlooms, dividing a family business, and sharing—or not sharing—an inheritance with a spouse.

With refreshing candor, Perry addresses the guilt, grief, and unrealistic fantasies that can keep heirs from making the most of their windfalls, and also explores the unique, even life-changing, opportunities that a bequest can present. An excellent tool for estate planning, as well, this is essential reading for those who are writing their wills as well as those who are remembered in one.

...

Authors:
Paperback, 600 pages
Publisher: NOLO
Publication Date: 2005-07-01
Edition: Bk&CD-Rom

Reviews :

    The most respected and bestselling estate planning software is now available in an easy-to-use book format! No one wants to hire expensive lawyers to make a will and other important documents â€" so turn your readers to Quicken WillMaker, the most complete estate planning title available on the market. Quicken WillMaker is Nolo's "all in one" estate planning book, covering everything from the basics of wills to the latest information on living wills to sophisticated tax-saving strategies,. It provides readers straightforward explanations of every significant option available, so they can make the best decisions for their families. Best of all, your readers won't just understand wills, living trusts or financial power of attorney â€" they'll create them, quickly and easily. The interactive CD-ROM lets them make: -legal will -living trusts, including an AB (bypass) trust -living will (health care directive) -financial powers of attorney -documents for your executor -authorizations and agreements -child and elder care forms -promissory notes -credit repair documents -and more !

Need to know more? Here are in-depth details about what you can do with Quicken WillMaker Plus:

Your Will Provide for family, friends and charities. Name a personal guardian to care for young children. Specify the executor (or "personal representative") of your estate. Select a trusted person to manage property left to young people. Revise and update your will whenever you like.

Your Living Trust Make a basic trust, whether you're married or single. If married, you can create a AB trust (or bypass trust) and spare your heirs from potentially heavy estate taxes. Create subtrusts for minor children and young adults. Name custodians for property left to children. Change or revoke your trust at any time.

Your Living Will (Health Care Directive) Outline medical procedures that you want provided or withheld, if you can't speak for yourself. Specify whether or not you want your life prolonged through artificial means. Appoint someone to make sure your wishes are carried out.

Your Financial Power of Attorney Name someone to make your financial decisions, in case you are medically incapacitated -- and appoint an alternate in case that person cannot serve. Don't worry, you can grant as much authority as you wish.

Your Final Arrangements Plan a funeral or other ceremony. Clarify whether you want a cremation or burial. Select someone to oversee your final arrangements -- and more! Documents for Your Executor Make sure your executor ("personal representative" in some states) has all the forms and instructions he or she needs to do the job: Checklists, letters, notices, claim forms -- and more.

Personal Finance Documents Over a dozen forms that let you handle financial situations you might face on any given day, such as disputing a credit card charge, lending or borrowing money to friends or family, creating bills of sale -- and more!

Home & Family Documents Whether you need to authorize someone to travel with your child to another country, want to lend your car to a friend, or create an agreement with a trusted person to take care of your elderly parent, Quicken WillMaker Plus can handle all these family situations -- and many more!

Estate planning documents not valid in Louisiana.

List of Forms All forms are completed through a step-by-step interview, which customizes the form based on your answers. Completed forms can be printed directly, or exported to an RTF form which can be opened in any word processor.

Wills and Living Trusts Will Self-Proving Affidavit (for Will) Letter to Executor Individual Living Trust Shared Living Trust AB Trust (aka Bypass Trust) Certification of Trust Assignment of Property (to Trust) Reverse Assignment of Property (from Trust) Revocation of Living Trust Amendment to Living Trust

Leaving Others in Charge Living Will (aka Health Care Directive) Durable Power of Attorney for Finances Information for the Attorney-in-Fact Physician's Determination of Incapacity Delegation Form for Attorney-in-Fact Resignation Form for Attorney-in-Fact Revocation Form for Recorded Durable Power of Attorney for Finances Revocation Form for Unrecorded Durable Power of Attorney for Finances Revocation of Health Care Directive Final Arrangements Letter

Documents for Your Executor Affidavit of Domicile Employee Death Benefits Letter Executor's Checklist Executor's Letter to Financial Institution General Notice of Death Notice to Creditor of Death Notice to Social Security Administration After Death Notice to Homeowners' Insurance Company of Death Notice to Vehicle Insurance Company of Death Request for Life Insurance Claim Form Request for Life Insurance Proceeds

Personal Finance and Consumer Documents General Bill of Sale Special (Limited) Power of Attorney for Finances Revocation of Power of Attorney Dispute Credit Card Charge Request for Credit Report Request Correction of Credit Report Request Correction of Credit Report: Follow-Up Request Correction of Creditor's Records Creditor Verification Letter Promissory Note (Amortized Monthly Payments) Promissory Note (Balloon Payment) Promissory Note (Payments of Interest Only) Promissory Note (One Lump Sum Payment) Security Agreement for Borrowing Money Notice to Terminate Joint Credit Card Account Notice to Put Name on Do Not Call List Cancel Membership or Subscription

Documents for Home and Family Child Care Agreement Child Care Instructions Authorization for Minor's Medical Treatment Authorization for Foreign Travel With Minor Temporary Guardianship Authorization for Care of Minor Elder Care Agreement Pet Care Agreement Housekeeping Services Agreement Housesitting Instructions Authorization to Drive a Motor Vehicle

Estate planning documents not valid in Louisiana....

Authors: Harley Gordon.
Paperback, 217 pages
Publisher: Financial Strategies Press
Publication Date: 2001-12
Edition: 3 Sub

Reviews :

    How To Protect Your Family's Life Saving from Catastrophic Illness helps families protect assets both when there is time to plan through the use of long-term care insurance and in a crisis. This book gives you the latest information about how: Long-term care is financed including an in-depth look at why Medicare, the VA, and Medicaid will not pay for your care, to properly evaluate long-term care insurance, to choose an elder law attorney and insurance professional, to protect life savings in a crisis....

Authors: Charles M. Aulino.
Paperback, 454 pages
Publisher: CCH
Publication Date: 2004-08
Edition: 3rd

Reviews :

    Professional planners often find themselves serving clients who are interested in setting aside their money, property and investments for family members, friends and other individuals they want to help -- their beneficiaries. These clients often want funds set aside to be managed according to specific parameters or "rules" with special protections. Trusts are often established to accomplish these objectives and work with other parts of the financial and estate plan. All professional advisers involved with tax planning, financial planning and estate planning need to understand the basic types of trusts and how they work. CCH's Family Trust Planning Guide explains all aspects of trusts that need to be understood by tax, financial and estate planning advisers in practical, easy-to-understand terms. Written by attorney Charles M. Aulino, who has helped train planners for decades, the book is designed to help the financial consultant gain the knowledge and skills needed to analyze client goals and circumstances, and bring together the right planning strategies using the most appropriate trust designs. The Guide describes how trusts can shield assets and save taxes, and serve other very practical uses. It exposes readers to the terminology of those who draft trusts and specialize in trust administration. Property ownership, probate, basic trust distinctions, trust management, designing beneficiary interests, trust strategies and much more are all thoroughly examined. Practical sample case studies presented in the final chapter of the book demonstrate how trusts can be used successfully in real-life client situations. Clearly written and full of examples, Family Trust Planning Guide is organized and crafted to provide a progression of information that leads the reader to a much better, practical understanding of trusts in the professional planning setting....

Authors: John Train. Thomas A. Melfe.
Hardcover, 282 pages
Publisher: Harvard Business School Press
Publication Date: 1999-08


Reviews :

    In the next few years, the world's senior generation will pass on some ten trillion dollars--more than the value of all the companies listed on today's stock exchange--to their heirs. Much of this unprecedented transfer of wealth will take the form of trusts. But the old Prudent Man Rule that trustees have followed for generations has been scrapped, and the new Prudent Investor Rule, which now applies in most states, drastically changes the way trusts must be operated. Trustees cannot hope to learn "on the job": today's investment principles and portfolio management techniques are too demanding. With Investing and Managing Trusts under the New Prudent Investor Rule, Train and Melfe show trustees how to manage trusts according to this important new Rule.

Many current and future trustees are unfamiliar with the far-reaching provisions of the new Prudent Investor Rule, which should soon govern trust investing in all fifty states. Investing and Managing Trusts under the New Prudent Investor Rule explains the investment and administrative obligations--as well as the new liberties--imposed by this stringent Rule.

John Train, an authority on building wealth, brings his deep knowledge and dry wit to this thorough guide, in collaboration with Thomas Melfe, eminent New York trusts and estates attorney. Train and Melfe also highlight the various forms of trusts and the major suitable and unsuitable types of investments, so that family trustees, as well as readers in the investment and trust business, law, and financial planning can understand the key strategic and managerial considerations.

This practical, straightforward guide--the first comprehensive discussion of the new Prudent Investor Rule for private trustees-comes complete with useful sample forms, management guidelines, checklists, and a glossary. It is an essential reference for all professional and family trustees as well as their legal and financial advisors. ...

Authors: Edmund Fleming.
Paperback, 272 pages
Publisher: Allworth Press
Publication Date: 2005-01-01
Edition: 2

Reviews :

    The complexities of planning and administering an estate are clearly explained in this up-to-date and authoritative guide. This new edition covers the best techniques for transferring property through Irrevocable Life Insurance Trusts, gifting programs, paying grandchildren's medical and tuition expenses, and more. From wills, trusts, powers of attorney, and health care directives to probate and administering an estate, it's all here in easy-to-read, plain English. A five-step planning process details how to create and implement a sound estate plan....

Authors: Edward Haman.
Paperback, 272 pages
Publisher: Sphinx Publishing
Publication Date: 2006-08-01


Reviews :

    Control Your Critical Health Care Decisions

The Complete Living Will Kit is an easy-to-use guide to preparing your own living will without the expense of an attorney. A living will, along with a health care power of attorney, provides your family and doctors with instructions for your health care and ensures that your wishes are followed-even if you are unable to speak for yourself. Inside, learn how easy it is to prepare all the documents you may ever need. Simple instructions and samples walk you through filling out your own forms and giving your family the power to carry out your health care wishes.

Write the Best Living Will for You
With step-by-step instructions and sample filled-in forms, you can easily personalize the documents to express exactly what you want to happen if you ever become incapacitated.

Ensure Complete Coverage
Learn about other valuable health care documents, including health care powers of attorney and do not resuscitate orders, that guide your family and doctors in the case of an emergency.

Direct Your Doctors
Ensure that your doctors follow your specific wishes and make the health decisions you want-no matter the situation.

Prepare Your Specific Needs
State-by-state listings covering every state’s laws and specifically sanctioned forms make this book your one-stop guide for preparing the precise documentation you need.

Share Your Decisions
Learn the importance of notifying your family and friends of your decisions and providing your health care agents with all the necessary information-before it is too late.

Modify Forms for Your Needs
Find all the essential forms on the accompanying CD-ROM and modify each form to say exactly what you want.

Making your health care wishes known has never been easier....