Estate Planning For Dummies

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Estate Planning For Dummies

N. Brian Caverly,Jordan S. Simon
Estate Planning For Dummies Book PDF

Author : N. Brian Caverly,Jordan S. Simon
Publisher : John Wiley & Sons
Page : 384 pages
File Size : 46,6 Mb
Release : 2011-03-08
Category : Business & Economics
ISBN : 9781118053959

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Estate Planning For Dummies by N. Brian Caverly,Jordan S. Simon Pdf

If you’re like most people, you want to be sure that, once you’ve passed on, no more of your property and money will be lost to the government than is absolutely necessary. You want to know that you’ll be leaving your heirs your assets and not your debts. You want to be absolutely certain that your will is ship-shape, your insurance policies are structured properly, and that every conceivable hole in your estate plan has been filled. And most of all, you’d like to do all of this without driving yourself crazy trying to make sense of the complicated jargon, jumble of paperwork, and welter of state and federal laws involved in the estate planning process. Written by two estate planning pros, this simple, easy-to-use guide takes the pain out of planning for your ultimate financial future. In plain English, the authors walk you step-by-step through everything you need to know to: Put your estate into order Minimize estate taxes Write a proper will Deal with probate Set up trusts Make sure your insurance policies are structured properly Plan for special situations, like becoming incompetent and pet care Craft a solid estate plan and keep it up-to-date Don’t leave the final disposition of your estate up to chance and the whims of bureaucrats. Estate Planning For Dummies gives you the complete lowdown on: Figuring out what you're really worth Mastering the basics of wills and probate Using will substitutes and dodging probate taxes Setting up protective trusts, charitable trusts, living trusts and more Making sense of state and federal inheritance taxes Avoiding the generation skipping transfer tax Minimizing all your estate-related taxes Estate planning for family businesses Creating a comprehensive estate plan Straightforward, reader-friendly, easy-to-use, Estate Planning For Dummies is the ultimate guide to planning your family’s future.

Wills and Trusts Kit For Dummies

Aaron Larson
Wills and Trusts Kit For Dummies Book PDF

Author : Aaron Larson
Publisher : John Wiley & Sons
Page : 384 pages
File Size : 52,5 Mb
Release : 2009-03-09
Category : Law
ISBN : 9780470507711

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Wills and Trusts Kit For Dummies by Aaron Larson Pdf

Navigate probate, tax issues, and state laws Create an estate plan and protect your family's interests Need a will, but have no idea where to start? This friendly guide shows youhow to prepare a legal will or trust — either on your own or with professional help — and ensure that your wishes are honored. You'll handle everything from planning your bequests and writing and signing a will to selecting a trust and drafting your durable power of attorney. Discover how to: Provide for your children Hire and work with professionals Minimize tax liabilities Amend or revoke a will or trust Avoid common estate planning mistakes Note: CD-ROM/DVD and other supplementary materials are not included as part of eBook file.

Estate and Trust Administration For Dummies

Margaret Atkins Munro,Kathryn A. Murphy
Estate and Trust Administration For Dummies Book PDF

Author : Margaret Atkins Munro,Kathryn A. Murphy
Publisher : John Wiley & Sons
Page : 462 pages
File Size : 46,9 Mb
Release : 2013-05-07
Category : Law
ISBN : 9781118412268

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Estate and Trust Administration For Dummies by Margaret Atkins Munro,Kathryn A. Murphy Pdf

Your plain-English guide to administering an estate and/or trust As more and more of the population reach senior ages—including baby boomers, many of whom do not have wills—an increasing number of people are being thrust into the role of executor, administrator, personal representative of an estate, or trustee of a trust after the death of a loved one. This updated edition of Estate & Trust Administration For Dummiesguides you through the confusing process of administering an estate and/or trust. Settling an estate and administering a trust can be complicated, messy, and time-consuming for individuals named as executor or trustee, most of whom have no previous experience with such matters. Estate & Trust Administration For Dummies shows you how to make sound decisions for your unique circumstances. Guides you through the confusing process of administering an estate and/or trust Provides expert advice on unfamiliar estate and trust tax law Gives you a practical checklist to follow for all of your estate and trust administration questions and concerns Whether you're looking for guidance on how to navigate the probate process and estate taxes, settle debts and bequests, fund a trust, comply with tax regulations, or anything in between, this hands-on, friendly guide takes away the mystery and provides detailed answers to all of your estate and trust administration questions.

Estate Planning For Dummies

Jordan S. Simon,Joseph Mashinski
Estate Planning For Dummies Book PDF

Author : Jordan S. Simon,Joseph Mashinski
Publisher : John Wiley & Sons
Page : 407 pages
File Size : 44,5 Mb
Release : 2023-04-11
Category : Law
ISBN : 9781394158546

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Estate Planning For Dummies by Jordan S. Simon,Joseph Mashinski Pdf

Get your arms around wills, trusts, probate, inheritance taxes, and other important estate planning essentials Estate Planning For Dummies teaches you the ins and outs of estate planning. It’s all about drafting wills, dealing with probate, assigning powers of attorney, establishing living trusts, and beyond. Think you don’t have enough assets to merit estate planning? Think again. This everyone-friendly guide walks you through building a solid estate plan, whatever your current financial situation. In easy-to-understand language, you’ll learn the ins and outs of estate planning, including what happens to your stuff—cash, real estate, businesses, retirement funds, everything—when you pass away. This new edition is updated for the many recent changes in estate taxes and inheritance law. Make sure your assets get into the pockets of your heirs or wherever you want them to go, and learn how to accomplish it the For Dummies way. Understand state and federal estate and inheritance taxes Build an air-tight will and make sure your heirs get as much as they can Protect your estate’s privacy even after you’re gone Plan for the transition of a family business Prevent disagreements and uncertainty among your heirs Figure out how to pass on your digital assets This friendly guide is a must for people of any age in the process of drafting their wills and planning where their assets ultimately end up.

The 50 Biggest Estate Planning Mistakes...and How to Avoid Them

Jean Blacklock,Sarah Kruger
The 50 Biggest Estate Planning Mistakes and How to Avoid Them Book PDF

Author : Jean Blacklock,Sarah Kruger
Publisher : John Wiley & Sons
Page : 288 pages
File Size : 42,5 Mb
Release : 2011-02-07
Category : Business & Economics
ISBN : 9781118010457

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The 50 Biggest Estate Planning Mistakes...and How to Avoid Them by Jean Blacklock,Sarah Kruger Pdf

Stepping Lightly Around the Pitfalls of Estate Planning... Estate planning is one of those unpleasant but really important tasks. Unfortunately, the process is not only hard to get started, it is then easy to make mistakes. Even the most careful and well-intentioned person can slip up along the way. Avoid the pitfalls! The 50 Biggest Estate Planning Mistakes outlines the major mistakes and their consequences in an entertaining way-and then proceeds to tell you exactly how to avoid these mistakes. Delivering practical and helpful information in a light tone, the authors help to make these sometimes difficult conversations a little easier. The book's fifty concise chapters are filled with real-life examples, organized under four key areas of mistakes: The biggest mistake of not planning at all Failing to plan for the possibility of mental incompetency Mistakes made during the estate planning process itself And common mistakes made by executors Written by personal finance and estate planning experts, Jean Blacklock and Sarah Kruger, The 50 Biggest Estate Planning Mistakes and How To Avoid Them is an essential guide for Canadians interested in planning their estates effectively, with minimal stress on their loved ones.

Wills and Estate Planning For Canadians For Dummies

Margaret Kerr,JoAnn Kurtz
Wills and Estate Planning For Canadians For Dummies Book PDF

Author : Margaret Kerr,JoAnn Kurtz
Publisher : John Wiley & Sons
Page : 396 pages
File Size : 49,9 Mb
Release : 2010-02-18
Category : Law
ISBN : 9780470677544

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Wills and Estate Planning For Canadians For Dummies by Margaret Kerr,JoAnn Kurtz Pdf

Wills & Estate Planning For Canadians For Dummies walks you through the steps of planning your estate. This friendly guide will help you Reduce the tax you or your estate will pay Plan for your children's future Leave a charitable legacy Decipher the legal lingo in wills Prepare a living will to ensure you get the treatment you want Hire an estate planning team that will meet your needs Through practical advice from expert authors, this book helps you ensure that your affairs are in order, and your loved ones will be looked after.

Estate Planning 101

Vicki Cook,Amy Blacklock
Estate Planning 101 Book PDF

Author : Vicki Cook,Amy Blacklock
Publisher : Simon and Schuster
Page : 272 pages
File Size : 46,9 Mb
Release : 2021-08-03
Category : Business & Economics
ISBN : 9781507216408

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Estate Planning 101 by Vicki Cook,Amy Blacklock Pdf

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.

Canadian Estate Planning Made Easy

Terrance Hamilton Hall
Canadian Estate Planning Made Easy Book PDF

Author : Terrance Hamilton Hall
Publisher : FriesenPress
Page : 222 pages
File Size : 47,8 Mb
Release : 2016-08-10
Category : Law
ISBN : 9781460242698

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Canadian Estate Planning Made Easy by Terrance Hamilton Hall Pdf

Often members of the public think that their estate needs are met simply by creating a will and holding assets jointly. What they do not realize is the many other tools available to them in the financial and legal fields, and advice sought in one field does not guarantee information flowing on tools used in the other. Uniquely, this book arms the general public with the knowledge to make intelligent choices among the many tools in both fields.

CUSTOM Canadian Will and Estate Tips for Dummies (Sykes Edition)

Margaret Kerr,JoAnn Kurtz
CUSTOM Canadian Will and Estate Tips for Dummies Sykes Edition Book PDF

Author : Margaret Kerr,JoAnn Kurtz
Publisher : For Dummies
Page : 0 pages
File Size : 50,9 Mb
Release : 2009-02-10
Category : Electronic
ISBN : 0470160306

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CUSTOM Canadian Will and Estate Tips for Dummies (Sykes Edition) by Margaret Kerr,JoAnn Kurtz Pdf

Leave what matters to those who matter Understand why you need a will and the essentials of estate planning Who has an estate? Who needs a will? You do! So dive into this friendly guide and discover just what estate planning is, and why everyone needs a will. Tackle difficult topics with this helpful book and enjoy the peace of mind that comes from knowing that those you care about are looked after for the long term. Discover how to: Recognize the benefits of having a will Ask your lawyer the right questions Assemble a reliable estate-planning team

Wills and Estates for Canadians for Dummies

Margaret Kerr,JoAnn Kurtz
Wills and Estates for Canadians for Dummies Book PDF

Author : Margaret Kerr,JoAnn Kurtz
Publisher : For Dummies
Page : 0 pages
File Size : 44,9 Mb
Release : 2003-04-11
Category : Law
ISBN : 1894413172

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Wills and Estates for Canadians for Dummies by Margaret Kerr,JoAnn Kurtz Pdf

Estate planning resources to help you put your affairs in order. Leave what matters to those who matter with this smart, sensible guide. This book is your one-stop reference for all aspects of estate planning. From determining how taxes affect your estate to choosing a lawyer to help you write your will, it's all explained in easy-to-understand terms. Tackle difficult topics with this savvy, helpful guide and enjoy the peace of mind that comes from knowing that those you care about are looked after for the long term. All this on the bonus CD-ROM AOL Canada 6.0 Interactive financial planning software from Scotiabank Estate planning checklists, worksheets, and more Discover how to: Craft your ideal will Create an estate plan Make the most of a lawyer's services Increase the value of your estate Minimize estate taxes

The Canadian Guide to Will and Estate Planning: Everything You Need to Know Today to Protect Your Wealth and Your Family Tomorrow Fourth Edition

Douglas Gray,John Budd
The Canadian Guide to Will and Estate Planning Everything You Need to Know Today to Protect Your Wealth and Your Family Tomorrow Fourth Edition Book PDF

Author : Douglas Gray,John Budd
Publisher : McGraw Hill Professional
Page : 128 pages
File Size : 47,8 Mb
Release : 2017-09-15
Category : Business & Economics
ISBN : 9781259863424

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The Canadian Guide to Will and Estate Planning: Everything You Need to Know Today to Protect Your Wealth and Your Family Tomorrow Fourth Edition by Douglas Gray,John Budd Pdf

An essential resource to help you plan your estate and protect your assets Praise for previous editions of The Canadian Guide to Will and Estate Planning: “The authors have done a masterful job....This is a shelf reference every Canadian taxpayer and every Canadian family should have.” –THE GLOBE AND MAIL “An informative, practical guide....The authors...cover all the bases.” –THE NATIONAL POST Established as the go-to source of expert guidance, The Canadian Guide to Will and Estate Planning will save you money, taxes, risk, stress, and maintain peace of mind and family harmony. Completely updated to reflect the latest tax changes and with new information on charitable giving, including the donation of certain kinds of life insurance policies, this new edition explains practical strategies to: • Avoid classic pitfalls, family feuds, and spousal disputes • Minimize or avoid income, probate, and capital gains taxes • Protect your digital assets • Astutely deal with vacation properties, U.S. assets, and privately-owned businesses

Estate & Trust Administration For Dummies

Margaret A. Munro,Kathryn A. Murphy
Estate Trust Administration For Dummies Book PDF

Author : Margaret A. Munro,Kathryn A. Murphy
Publisher : John Wiley & Sons
Page : 432 pages
File Size : 40,5 Mb
Release : 2018-12-27
Category : Law
ISBN : 9781119543879

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Estate & Trust Administration For Dummies by Margaret A. Munro,Kathryn A. Murphy Pdf

Estate and Trust Administration For Dummies, 2nd Edition (9781119543879) was previously published as Estate and Trust Administration For Dummies, 2nd Edition (9781118412251). While this version features a new Dummies cover and design, the content is the same as the prior release and should not be considered a new or updated product. Your plain-English guide to administering an estate and/or trust As more and more of the population reach senior ages—including baby boomers, many of whom do not have wills—an increasing number of people are being thrust into the role of executor, administrator, personal representative of an estate, or trustee of a trust after the death of a loved one. This updated edition of Estate & Trust Administration For Dummies guides you through the confusing process of administering an estate and/or trust. Settling an estate and administering a trust can be complicated, messy, and time-consuming for individuals named as executor or trustee, most of whom have no previous experience with such matters. Estate & Trust Administration For Dummies shows you how to make sound decisions for your unique circumstances. Guides you through the confusing process of administering an estate and/or trust Provides expert advice on unfamiliar estate and trust tax law Gives you a practical checklist to follow for all of your estate and trust administration questions and concerns Whether you're looking for guidance on how to navigate the probate process and estate taxes, settle debts and bequests, fund a trust, comply with tax regulations, or anything in between, this hands-on, friendly guide takes away the mystery and provides detailed answers to all of your estate and trust administration questions.

Personal Finance After 50 For Dummies

Robert C. Carlson,Eric Tyson
Personal Finance After 50 For Dummies Book PDF

Author : Robert C. Carlson,Eric Tyson
Publisher : John Wiley & Sons
Page : 472 pages
File Size : 48,8 Mb
Release : 2018-08-07
Category : Business & Economics
ISBN : 9781119543664

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Personal Finance After 50 For Dummies by Robert C. Carlson,Eric Tyson Pdf

Personal Finance After 50 For Dummies, 2nd Edition (9781119543633) was previously published as Personal Finance After 50 For Dummies, 2nd Edition (9781119118770). While this version features a new Dummies cover and design, the content is the same as the prior release and should not be considered a new or updated product. Manage your finances in your golden years—enjoy your retirement! Numerous life changes come with the territory of getting older—as we're reminded every day by anti-aging campaigns—but one change the media doesn't often mention is the need for a shifting approach to personal financial management. Personal Finance After 50 For Dummies, 2nd Edition offers the targeted information you need to make informed decisions regarding your investments, spending, and how to best protect your wealth. You've worked your whole life for your nest egg—why not manage it as effectively as possible? Enjoying your golden years hinges on your ability to live the life you've dreamed of, and that's not possible unless you manage your finances accordingly. The right financial decisions may mean the difference between a condo in a more tropical climate and five more years of shoveling snow, so why leave them to chance? Explore financial advice that's targeted to the needs of your generation Understand how changes in government programs can impact your retirement Consider the implications of tax law updates, and how to best protect your assets when filling out tax forms each year Navigate your saving and investment options, and pick the approaches that best fit the economic environment Whether you're heading into your senior years or your parents are getting older and you want to help them take care of their finances, Personal Finance After 50 For Dummies, 2nd Edition offers the insight you need to keep financial matters on the right track!

AARP Crash Course in Estate Planning

Michael T. Palermo
AARP Crash Course in Estate Planning Book PDF

Author : Michael T. Palermo
Publisher : Sterling Publishing Company, Inc.
Page : 276 pages
File Size : 50,5 Mb
Release : 2008-02
Category : Estate planning
ISBN : 9781402758607

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AARP Crash Course in Estate Planning by Michael T. Palermo Pdf

Lawyer and financial planner Michael T. Palermo explains everything you need to know about wills, trusts, and more.

Digital Executor®

Sharon Hartung
Digital Executor Book PDF

Author : Sharon Hartung
Publisher : FriesenPress
Page : 175 pages
File Size : 47,9 Mb
Release : 2021-04-26
Category : Business & Economics
ISBN : 9781039113374

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Digital Executor® by Sharon Hartung Pdf

The world has gone digital and so have our clients’ estates. Digital assets may simply be electronic records, but they are the digital gateway to our lives. They are our memories, our money, and our records, making technology the new player at the estate planning table. The Digital Executor®: Unraveling the New Path for Estate Planning arms estate advisors, business owners, service providers, and the broader estate and technology industries with heightened awareness of client expectations regarding their digital estates. Everyone needs a will and in today’s age of digitization, estate plans must include your client's digital life. This book is a primer for understanding a client’s personal use case when navigating estate management in the digital age with introductions to technology and the underlying aspects and differences between digital asset classes. With technology being the new player at the client’s estate planning table, estate advisors must be educated, motivated, and prepared, adapting policies and processes for operating in the digital world. Equally, technology and service providers must align with the stars to be integrated partners in estate industry conversations. Sharon’s first book, Your Digital Undertaker: Exploring Death in the Digital Age in Canada, was about digital assets in the context of an individual’s or client’s estate planning life cycle. This follow-up book, Digital Executor®: Unraveling the New Path for Estate Planning is about digital assets in the context of the estate industry. This book draws the reader into the world of estate planning with a digital twist, bringing together how the global estate industry, technology and service providers must address client expectations about their digital assets and the implications of the changing role of the fiduciary/executor. To understand the role of digital assets in the estate industry, we must first understand technology, the client’s user context, and the changing role of the estate advisor. From an estate industry perspective, if today’s executor is a digital executor and today’s fiduciary is a digital fiduciary, then today’s advisor must be a digital advisor.