Irrevocable Trusts

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Irrevocable Trusts

Author : Robert A. Esperti,Renno L. Peterson
Publisher : Unknown
Page : 128 pages
File Size : 49,7 Mb
Release : 1997
Category : Irrevocable trusts
ISBN : 0791333906

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Irrevocable Trusts by Robert A. Esperti,Renno L. Peterson Pdf

Irrevocable Trusts

Author : George M. Turner
Publisher : McGraw-Hill Companies
Page : 570 pages
File Size : 41,9 Mb
Release : 1985
Category : Irrevocable trusts
ISBN : STANFORD:36105043867113

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Irrevocable Trusts by George M. Turner Pdf

This volume provides step-by-step coverage on how to draft & implement an irrevocable trust. Sample documents, forms, letters, wills, revenue rulings, & case law relevant to irrevocable trusts are included in the book. The income tax issues relating to the valuation of assets being transferred to the trustee are discussed in detail.

Estate and Trust Administration For Dummies

Author : Margaret Atkins Munro,Kathryn A. Murphy
Publisher : John Wiley & Sons
Page : 439 pages
File Size : 54,6 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.

How to Protect Your Family's Assets from Devastating Nursing Home Costs

Author : K. Gabriel Heiser
Publisher : MedicaidSecrets.com
Page : 256 pages
File Size : 47,9 Mb
Release : 2006
Category : Family & Relationships
ISBN : 9780979080111

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How to Protect Your Family's Assets from Devastating Nursing Home Costs by K. Gabriel Heiser Pdf

Written by an elder law attorney with over 23 years experience, this book will help anyone with a family member faced with a long-term stay in a nursing home who wishes to preserve at least some of their assets by qualifying for the Medicaid program. You dont have to be broke to qualify! For the first time ever, the inside secrets of high-priced estate planning and elder law attorneys are revealed. Includes a summary of all income and asset rules for both married and single individuals, together with numerous examples and several case studies, which take the reader through the same thought processes that an experienced elder law attorney would go through when analyzing a real-life clients situation. The book includes tips on: how to title your home so you do not lose it to the state; how to make transfers to family members that wont disqualify you from Medicaid; how annuities make assets disappear; smart tricks for spending down your assets; what to change in your will to save thousands of dollars if your spouse ever needs nursing home care; avoiding the states reimbursement claim following the nursing home residents death; and much more. Completely up-to-date, the book includes the massive changes made by the Deficit Reduction Act of 2005 as well as the December 2006 Tax Relief and Health Care Act amendments.

The Irrevocable Life Insurance Trust

Author : Lawrence Brody
Publisher : Real Property Probate and Trust Law American Bar Association
Page : 204 pages
File Size : 55,6 Mb
Release : 1999
Category : Irrevocable trusts
ISBN : STANFORD:36105062035592

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The Irrevocable Life Insurance Trust by Lawrence Brody Pdf

Revocable Trusts

Author : George M. Turner
Publisher : Unknown
Page : 926 pages
File Size : 43,9 Mb
Release : 1998
Category : Estate planning
ISBN : STANFORD:36105060385106

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Revocable Trusts by George M. Turner Pdf

Estate Planning For Dummies

Author : N. Brian Caverly,Jordan S. Simon
Publisher : John Wiley & Sons
Page : 384 pages
File Size : 41,7 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.

Irrevocable Trusts

Author : George M. Turner
Publisher : Unknown
Page : 1102 pages
File Size : 43,9 Mb
Release : 2008
Category : Irrevocable trusts
ISBN : STANFORD:36105060486946

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Irrevocable Trusts by George M. Turner Pdf

Drafting California Irrevocable Trusts

Author : John R. Cohan,Marc M. Stern
Publisher : Unknown
Page : 936 pages
File Size : 53,5 Mb
Release : 1997
Category : Irrevocable trusts
ISBN : STANFORD:36105064142560

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Drafting California Irrevocable Trusts by John R. Cohan,Marc M. Stern Pdf

Planning and Defending Asset-protection Trusts

Author : Evan H. Farr
Publisher : ALI-ABA
Page : 338 pages
File Size : 52,6 Mb
Release : 2009
Category : Business & Economics
ISBN : 0831899964

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Planning and Defending Asset-protection Trusts by Evan H. Farr Pdf

The Complete Idiot's Guide to Personal Finance in Your 40s and 50s

Author : Sarah Young Fisher,Susan Shelly
Publisher : Penguin
Page : 366 pages
File Size : 48,7 Mb
Release : 2001
Category : Business & Economics
ISBN : 0028642732

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The Complete Idiot's Guide to Personal Finance in Your 40s and 50s by Sarah Young Fisher,Susan Shelly Pdf

Looks at personal finance for middle aged persons covering such topics as choosing a financial advisor, investments, college costs, real estate, and estate planning.

Federal Estate & Gift Taxes

Author : CCH Incorporated,CCH Tax Law Editors
Publisher : CCH
Page : 1632 pages
File Size : 52,5 Mb
Release : 2008-04
Category : Business & Economics
ISBN : 0808018531

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Federal Estate & Gift Taxes by CCH Incorporated,CCH Tax Law Editors Pdf

Help, I'm Rich!

Author : Kees Stoute
Publisher : John Wiley & Sons
Page : 352 pages
File Size : 47,9 Mb
Release : 2014-10-29
Category : Business & Economics
ISBN : 9781119020554

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Help, I'm Rich! by Kees Stoute Pdf

Manage and protect your wealth with the help of a privatebank Help! I'm Rich! is a detailed examination of how privatebanking services can help high net worth individuals take chargeover their wealth and protect their assets. Designed to increasethe ability to discern between 'adding value' and'self-orientation' and thus improve the professional relationshipbetween private bankers and clients, this reader-friendly guideexplains the concerns that typically come along with wealth, andthe various ways in which private banks can help clients deal withthese challenges effectively. You will learn what private banks do,which services they offer, and how to find and approach a privatebank. Case studies illustrate the various scenarios presented, andgraphs, tables, cartoons and diagrams help facilitate a trueunderstanding of what private banks can do for you. A detaileddescription of the various asset classes explains the reasons for— and risks of — investing at each level, giving you abetter idea of the wealth management methods that have proveneffective for others in your class. Whether you are new to wealth or are newly tasked with the moneymanagement aspect of it, it's vital for you to understand the waysin which your high net worth changes the game. This book is anindispensable guide to understanding the common challenges of thewealthy, and the crucial role private banks play in dealing withthese challenges. Understand the challenges wealth brings to moneymanagement Discover how private banks can help address specificconcerns Learn the questions you should ask your private banker Make better financial decisions by having an expert in yourcorner The more money you have, the more attention it requires, and thesolutions tend to get more complicated. The support of aprofessional services provider seems not only unavoidable buthighly desirable. Help! I'm Rich! shows you how to gain themost out of your private banking experience, with detailed guidanceand expert advice.

Estate and Gift Tax Carryover Basis and Generation-skipping Trust Provisions and Deductibility of Foreign Convention Expenses

Author : United States. Congress. House. Committee on Ways and Means
Publisher : Unknown
Page : 392 pages
File Size : 52,8 Mb
Release : 1977
Category : Income tax
ISBN : UOM:39015069664830

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Estate and Gift Tax Carryover Basis and Generation-skipping Trust Provisions and Deductibility of Foreign Convention Expenses by United States. Congress. House. Committee on Ways and Means Pdf

Yours, Mine & Ours

Author : L. Paul Hood Jr.
Publisher : Bublish, Inc.
Page : 198 pages
File Size : 43,9 Mb
Release : 2022-02-08
Category : Business & Economics
ISBN : 9781647044657

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Yours, Mine & Ours by L. Paul Hood Jr. Pdf

"If you are a member of a blended family, this is the handbook to enable your estate plan to assure that your financial wealth will lead to your family's future well-being. Read it, follow its wisdom and practices, and smile." —James (Jay) E. Hughes Jr, Author of Complete Family Wealth and Family: The Compact Among Generations

As parents, we spend our lives caring and providing for our children. However, many of us lack the foresight to create a plan that will ensure our children are supported even after we are gone. Parents neglect to handle their estates and affairs during their lifetime and leave their grieving children drowning in paperwork and tough decisions. It is even more demanding and grueling for stepchildren and members of blending families to sort through these estates. As a member of a blended family himself, tax attorney Paul Hood has pooled his personal and professional knowledge to create this comprehensive guide to estate planning for blended families. In Yours, Mine & Ours, Hood offers real-world advice while cover crucial topics such as:

  • Property Ownership
  • Documents for Planning
  • Important Payers in Planning
  • Challenges One will Face
  • Words of Wisdom

When nearly 70% of estate plans yield unfavorable results for the family, the need for a meticulous estate plan cannot be overstated. Hood’s guide to estate planning will allow individuals to rest assured that their families are provided for thoroughly.