Estate Planning from the Heart for Everyone

Estate Planning from the Heart for Everyone PDF Author: Ronald Farrington Sharp
Publisher: Simon and Schuster
ISBN: 1621538087
Category : Law
Languages : en
Pages : 0

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Book Description
Learn how to plan your estate to make a most difficult time for you loved ones simple, quick, and fair. Coping with the death of a loved one is a multi-faceted problem. The emotional and psychological issues can linger unresolved far longer than the myriad and mundane tasks of gathering together assets and disposing of them. The primary reason we take the time to write a will or trust is not for our sake. It is to be sure that the legal process for our heirs is simple, quick, and fair, reflecting not just our wishes but also being mindful of the expectations and needs of those we leave behind. There may be decisions to be made for a surviving spouse such as whether to maintain the marital home, down-sizing, or using senior living facilities. Estate Planning from the Heart for Everyone is a step-by-step guide on how to make and execute these decisions. The next analysis is the actions that must be taken after death. Planning ahead for procedures for distribution of clothing, household goods, family heirlooms, and such is a major problem. Decluttering is a good idea but it is difficult and most often falls on the family who may differing views on how to handle the "stuff" we all accumulate. Interpersonal dynamics are addressed by family members and others who may second guess the actions and decisions of those in charge of the estate. Throughout the book, author and lawyer Ronald Farrington Sharpuses an "Ask the Lawyer" format to describe some common and even unusual questions friends and clients have posed to him. He answers the practical as well as legal aspects of the questions asked with suggested solutions to the concerns raised.

Estate Planning from the Heart for Everyone

Estate Planning from the Heart for Everyone PDF Author: Ronald Farrington Sharp
Publisher: Simon and Schuster
ISBN: 1621538087
Category : Law
Languages : en
Pages : 0

Get Book

Book Description
Learn how to plan your estate to make a most difficult time for you loved ones simple, quick, and fair. Coping with the death of a loved one is a multi-faceted problem. The emotional and psychological issues can linger unresolved far longer than the myriad and mundane tasks of gathering together assets and disposing of them. The primary reason we take the time to write a will or trust is not for our sake. It is to be sure that the legal process for our heirs is simple, quick, and fair, reflecting not just our wishes but also being mindful of the expectations and needs of those we leave behind. There may be decisions to be made for a surviving spouse such as whether to maintain the marital home, down-sizing, or using senior living facilities. Estate Planning from the Heart for Everyone is a step-by-step guide on how to make and execute these decisions. The next analysis is the actions that must be taken after death. Planning ahead for procedures for distribution of clothing, household goods, family heirlooms, and such is a major problem. Decluttering is a good idea but it is difficult and most often falls on the family who may differing views on how to handle the "stuff" we all accumulate. Interpersonal dynamics are addressed by family members and others who may second guess the actions and decisions of those in charge of the estate. Throughout the book, author and lawyer Ronald Farrington Sharpuses an "Ask the Lawyer" format to describe some common and even unusual questions friends and clients have posed to him. He answers the practical as well as legal aspects of the questions asked with suggested solutions to the concerns raised.

Estate Planning from the Heart for Everyone

Estate Planning from the Heart for Everyone PDF Author: Ronald Farrington Sharp
Publisher: Allworth
ISBN: 9781621538073
Category : Law
Languages : en
Pages : 216

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Book Description
Learn how to plan your estate to make a most difficult time for you loved ones simple, quick, and fair. Coping with the death of a loved one is a multi-faceted problem. The emotional and psychological issues can linger unresolved far longer than the myriad and mundane tasks of gathering together assets and disposing of them. The primary reason we take the time to write a will or trust is not for our sake. It is to be sure that the legal process for our heirs is simple, quick, and fair, reflecting not just our wishes but also being mindful of the expectations and needs of those we leave behind. There may be decisions to be made for a surviving spouse such as whether to maintain the marital home, down-sizing, or using senior living facilities. Estate Planning from the Heart for Everyone is a step-by-step guide on how to make and execute these decisions. The next analysis is the actions that must be taken after death. Planning ahead for procedures for distribution of clothing, household goods, family heirlooms, and such is a major problem. Decluttering is a good idea but it is difficult and most often falls on the family who may differing views on how to handle the "stuff" we all accumulate. Interpersonal dynamics are addressed by family members and others who may second guess the actions and decisions of those in charge of the estate. Throughout the book, author and lawyer Ronald Farrington Sharpuses an "Ask the Lawyer" format to describe some common and even unusual questions friends and clients have posed to him. He answers the practical as well as legal aspects of the questions asked with suggested solutions to the concerns raised.

What to Do with Everything You Own to Leave the Legacy You Want: From-the-Heart Estate Planning for Everyone, Whatever Your Financial Situation

What to Do with Everything You Own to Leave the Legacy You Want: From-the-Heart Estate Planning for Everyone, Whatever Your Financial Situation PDF Author: Marni Jameson
Publisher: The Experiment, LLC
ISBN: 1615197877
Category : Self-Help
Languages : en
Pages : 199

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Book Description
You can’t take it with you, but you can ensure that what you leave behind has value and meaning. Whether you want the fruits of your life’s work to benefit your family, the environment, science, human rights, the arts, your church, or another cause dear to you, one thing is certain: It won’t happen unless you plan. What to Do with Everything You Own to Leave the Legacy You Want is a step-by-step, DIY guide to turning your money and “stuff” into something meaningful that will outlast you—whether you are in the prime of life or your later years, single or partnered, have kids or not, are well-off or of modest means. With her trademark practical wisdom, downsizing expert Marni Jameson offers plenty of comfort (and even some laughs) as she guides you through the following: Identifying whom you want to benefit from your legacy Navigating wills, trusts, and other paths to your goals Heading off potential family conflicts Making the best plan for your material assets This book will encourage and inspire you through every step of your final downsizing project, helping you make a positive impact on the people and causes closest to your heart.

The Heart of the Art

The Heart of the Art PDF Author: John A. Perkins
Publisher: Xlibris Corporation
ISBN: 9781469123899
Category : Law
Languages : en
Pages : 216

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Book Description
This book is written to help individuals address the human issues involved in the transmission of their estates. These are issues and values that, as each individual sees them for himself or herself, are central to the process of estate planning. The book undertakes the challenge of addressing these concerns, purposes, beliefs and values in a way to help individuals find wise and just solutions. From a legal career seeking answers the author brings to the challenge experience, insight, common sense and human understanding.

Living Trusts for Everyone

Living Trusts for Everyone PDF Author: Ronald Farrington Sharp
Publisher: Simon and Schuster
ISBN: 1621535703
Category : Law
Languages : en
Pages : 193

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Book Description
Readers say it best: "Very informative." "Saved me a lot of money and headaches!" "Recommend it for everyone who has to plan estates for their elderly parents" Living Trusts for Everyone is the best resource for setting up a living trust. Explaining in specific terms what benefits a trust will have, Ronald Farrington Sharp gives the tools necessary to set up a loved one’s trust with no lawyers and no expense. Wills benefit lawyers. Trusts benefit the clients. Too often lawyers sell wills to clients only to sit back and wait to sell their probate services to their clients’ heirs. Ronald Farrington Sharp describes the best way to handle modern estate planning and details the many advantages trusts have over wills in not only eliminating probate but in also protecting your assets for your heirs. Sharp explains why legal services are not needed to do the clerical work in settling a trust after death. This updated edition includes new information on an array of subjects, including: Elimination of the federal estate tax for most estates due to increased exemption amounts Online assets The use of passwords, usernames, and websites Keeping trustees honest and the process of removing trustees for malfeasance Forms for simplifying the planning process Strategies to lower attorneys’ fees With no legal jargon, just step-by-step instructions and sample form letters, Living Trusts for Everyone takes the mystery out of the process of setting up a trust.

What to Do with Everything You Own to Leave the Legacy You Want

What to Do with Everything You Own to Leave the Legacy You Want PDF Author: Marni Jameson
Publisher: The Experiment
ISBN: 1615197869
Category : Self-Help
Languages : en
Pages : 272

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Book Description
You can’t take it with you, but you can ensure that what you leave behind has value and meaning. Whether you want the fruits of your life’s work to benefit your family, the environment, science, human rights, the arts, your church, or another cause dear to you, one thing is certain: It won’t happen unless you plan. What to Do with Everything You Own to Leave the Legacy You Want is a step-by-step, DIY guide to turning your money and “stuff” into something meaningful that will outlast you—whether you are in the prime of life or your later years, single or partnered, have kids or not, are well-off or of modest means. With her trademark practical wisdom, downsizing expert Marni Jameson offers plenty of comfort (and even some laughs) as she guides you through the following: Identifying whom you want to benefit from your legacy Navigating wills, trusts, and other paths to your goals Heading off potential family conflicts Making the best plan for your material assets This book will encourage and inspire you through every step of your final downsizing project, helping you make a positive impact on the people and causes closest to your heart.

Estate Planning for Everyone

Estate Planning for Everyone PDF Author: Patrick F. Flaherty
Publisher:
ISBN: 9780308103467
Category : Estate planning
Languages : en
Pages : 158

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Book Description


Plan Your Estate

Plan Your Estate PDF Author: Denis Clifford
Publisher: NOLO
ISBN: 9780873375801
Category : Business & Economics
Languages : en
Pages : 476

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Book Description
Covers everything from the basics about wills and living trusts to sophisticated tax-saving strategies for all estates, large and small.

Estate Planning 101

Estate Planning 101 PDF Author: Vicki Cook
Publisher: Simon and Schuster
ISBN: 1507216408
Category : Business & Economics
Languages : en
Pages : 272

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Book Description
Discover the ins and outs of planning your own or your loved one’s last wishes with this easy-to-understand guide to estate planning. No one likes to talk about death, but being prepared for any unexpected tragedy can help your loved ones navigate your loss more easily in the long run. From creating your advanced medical directives to designating your beneficiaries, estate planning can ensure that your wishes are carried out when you are no longer around. With Estate Planning 101, you can get your affairs in order before any unfortunate incident occurs. This easy-to-understand guide comes with detailed information on what needs to be done to protect your estate. With information on creating a living will, minimizing estate taxes, choosing an executor, and more, you will be prepared for the future, no matter what it brings. Estate Planning 101 offers you step-by-step instructions and checklists to keep you organized for whatever life throws your way.

Every Californian's Guide To Estate Planning

Every Californian's Guide To Estate Planning PDF Author: Liza W. Hanks
Publisher: Nolo
ISBN: 1413331467
Category : Law
Languages : en
Pages : 288

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Book Description
Finally, an Estate Planning Guide for Californians Every Californian’s Guide to Estate Planning helps you understand the basics of leaving money and property to loved ones and charities, and naming a guardian for children—with a special focus on issues unique to California, like: how community property rules affect inheritance and taxes how to minimize capital gains for those inheriting high value real estate legal and tax rules that apply to non-citizens and U.S. permanent residents important issues for international guardians, trustees, and executors how to understand the impact of “Prop 19,” and make sure your heirs don’t lose a low (“Prop 13”) property tax rate, and how to avoid California’s slow and expensive probate system through options such as transfer-on-death deeds. With Downloadable Worksheets Includes access to essential worksheets that help you get started on writing a will, preparing a trust, choosing a guardian, leaving money to kids, naming beneficiaries, choosing agents for your health care directive and power of attorney for finances, doing a personal inventory, and more.