AARP Crash Course in Estate Planning PDF Download
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Author: Michael T. Palermo
Publisher: Sterling Publishing Company, Inc.
ISBN: 9781402718380
Category : Law
Languages : en
Pages : 276
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Book Description
The Essential Guide to Wills, Trusts, and you personal legacy. What you need to know before consulting you attorney.
Author: Michael T. Palermo
Publisher: Sterling Publishing Company, Inc.
ISBN: 9781402718380
Category : Law
Languages : en
Pages : 276
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Book Description
The Essential Guide to Wills, Trusts, and you personal legacy. What you need to know before consulting you attorney.
Author: Michael T. Palermo
Publisher: Sterling Publishing Company, Inc.
ISBN: 140275860X
Category : Estate planning
Languages : en
Pages : 276
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Book Description
Lawyer and financial planner Michael T. Palermo explains everything you need to know about wills, trusts, and more.
Author: Stewart H. Welch
Publisher:
ISBN: 9781118278406
Category :
Languages : en
Pages : 267
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Book Description
Comprehensive guide to estate planning with a focus on the new legislation which impacts trusts, inheritances and the estate tax, which is likely to be repealed gradually over the next decade
Author: Jeffrey L. Condon
Publisher: John Wiley & Sons
ISBN: 111823099X
Category : Business & Economics
Languages : en
Pages : 266
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Book Description
AARP Digital Editions offer you practical tips, proven solutions, and expert guidance. Many of us spend a lifetime building wealth and accumulating assets, but fail to properly plan how all of this will be passed on once we are gone. And while dealing with complex financial issues such as inheritance and estate taxes forces us to face our own mortality, making these difficult decisions is something we all need to do. Living trust attorney and bestselling author Jeffrey Condon is extremely familiar with these types of situations and understands the importance of a living trust in an increasingly uncertain world. Now, with The Living Trust Advisor, he skillfully discusses the various aspects of this document and details how it can provide a seamless transfer of assets to your spouse, children, and other beneficiaries after you are gone. Written in a straightforward and accessible style—and peppered with Condon's trademark humor—The Living Trust Advisor puts the living trust in perspective and walks you through the four life phases associated with it. Page by page, this practical guide will help you: Address the numerous issues that should be considered before first meeting with a living trust lawyer and other key players in this arena Establish and manage your living trust over the course of your life as well as prepare it to carry out your financial wishes once you and your spouse have passed on Identify potential inheritance problems now, so you can build solutions into your living trust before it's too late Distribute living trust assets to future generations and protect those assets once the transfer is complete And much more Throughout the book, Condon provides you with real-world examples that illustrate key points or clarify particular concepts. While many of these examples are drawn from Condon's professional relationship with clients, some anecdotes are associated with his personal experiences in this field. If you've picked up this book, then you're probably thinking about putting together a living trust. Or, perhaps you already have a living trust and you're looking to revisit it. Whatever your reasons, this reliable resource contains the straightforward advice and practical insights you need to create and maintain a living trust that will ensure your final financial wishes are carried out in full.
Author: Stewart H. Welch, III
Publisher: John Wiley & Sons
ISBN: 1118278410
Category : Business & Economics
Languages : en
Pages : 260
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Book Description
AARP Digital Editions offer you practical tips, proven solutions, and expert guidance. A complete guide to planning an estate under today's tax rules When it comes to an estate (no matter how big or small it may be) nothing should be left to chance. Proper planning is necessary to protect both your assets and your heirs. Estate Planning Law Specialists Harold Apolinsky and Craig Stephens 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 a wealth of important issues. Reveals how new legislation will impact inheritances and trusts and offers guidance for estate and generation-skipping tax planning Explains the role of wills, executors, and trusts and shows how to treat charitable contributions Outlines the do's and don'ts of gifting and explains life insurance and retirement planning Filled with in-depth insights and expert advice, this book will show how to efficiently arrange your estate today so that you can leave more to those you care about tomorrow.
Author: James Lange
Publisher: John Wiley & Sons
ISBN: 111824138X
Category : Business & Economics
Languages : en
Pages : 359
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Book Description
AARP Digital Editions offer you practical tips, proven solutions, and expert guidance. A comprehensive and easy-to-understand guide to maximizing the benefits of IRAs and retirement assets. Retire Secure, Second Edition offers unbeatable recommendations for addressing the #1 fear facing most readers: Running Out of Money. Retire Secure, Second Edition also shows baby boomers nearing retirement how they can save tens of thousands to over one million dollars by paying taxes later. This practical guide delivers straight forward accumulation and distribution strategies for IRAs, Roth IRAs, the new Roth 401(k) and other retirement plans. More specifically, Lange gives readers tips on how to prepare for expected tax changes in 2010, details on converting to Roth IRAs, New Roth 401(k) and Roth 403(b) rules, and when IRA and retirement plan owners should consider second to die life insurance. Further, this book describes Lange's exceptional estate plan--a plan that has been featured in The Wall Street Journal and many other fine financial journals. This definitive guide enjoys glowing endorsements from Charles Schwab, Larry King, Ed Slott and 60 other financial authors and experts.
Author: Jamieson Haverkampf
Publisher: Blooming Women Press LLC
ISBN: 1934953202
Category : Family & Relationships
Languages : en
Pages : 319
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Book Description
Mom Minus Dad is the only resource guide available with more than 500 resources for adults who lose a parent and need to assist a newly widowed parent. The book provides readers with practical advice on ten major parent loss topics along with more than 500 valuable and time-saving resources including Web sites, companies, government resources, U.S. laws, books, and nonprofit organizations to assist the approximately twelve million sons and daughters who lose a parent every year. Each section provides online and book resources and simple practical solutions to common problems - from finding affordable counseling to building new budgets for the widowed parent to managing changing family dynamics. Each chapter reveals ideas, relevant insights from the author's personal experience, questions to consider, and additional resources to find specific assistance. The author of Mom Minus Dad gleaned intimate knowledge of balancing her own life with a newly widowed parent. Ms. Haverkampf assisted her fifty-six-year-old widowed mother in Virginia, while still running her real estate business in California, after the early unpredicted loss of her father to cancer. In her groundbreaking book, Haverkampf shares how she and her sister-both in their early thirties-found success and managed struggles during their journey after their father's death. This is a reference guide grievers will refer to during the year after loss and years beyond.
Author: Russell J. Fishkind
Publisher: John Wiley & Sons
ISBN: 1118373553
Category : Business & Economics
Languages : en
Pages : 217
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Book Description
AARP Digital Editions offer you practical tips, proven solutions, and expert guidance. Surrogate Court dockets are filled with cases involving family members fighting over the assets and intentions of a deceased parent or spouse. Probate Wars of the Rich & Famous: An Insider’s Guide to Estate Planning and Probate Litigation tracks the estate litigation cases of Anna Nicole Smith, Brooke Astor, Michael Jackson, Nina Wang, Jerry Garcia and Leona Helmsley and identifies the five universal factors that caused such disputes. Each chapter provides estate planning insights designed to help individuals plan their estates without causing litigation. If, however, probate litigation cannot be avoided, the book also provides invaluable lessons about undue influence claims, how to remove a fiduciary, demanding an estate accounting and claims seeking to set aside lifetime transfers that undermined the decedents intentions. Few - if any – estate planning books utilize colorful celebrity accounts to provide meaningful insights and actionable advice.
Author: Hugh Delehanty
Publisher: Sterling Publishing Company, Inc.
ISBN: 140275857X
Category : Adult children
Languages : en
Pages : 260
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Book Description
"Practical advice you can trust from the experts at AARP"--Cover.
Author: Ann Roberts
Publisher: Bloomsbury Publishing USA
ISBN:
Category : Language Arts & Disciplines
Languages : en
Pages : 185
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Book Description
A comprehensive guide to creating dynamic, successful, and innovative library programs that cater to the specialized needs of older adults—an important and growing user group. Crash Course in Library Services for Seniors provides a refreshingly positive approach to working with older adults—one that focuses on the positive effects of aging on patrons, and the many opportunities that libraries can create for themselves by offering top-notch services delivered with a concierge mindset. The book offers page after page of great programming ideas specifically for reaching out to Baby Boomers and older customers—a population that is predicted to double over the next 20 years. Organized in only six chapters, this easy-to-read book provides practical suggestions for making any library a welcoming place for older adults, covering topics such as assessment, planning, programming, services, marketing, and evaluation. This title will be invaluable to public librarians interested in expanding and improving their current programming for older adults within their community, and for those looking to create entirely new programming for seniors.
