The Estate Planning Companion A Practical Guide To Your Estate Plan

Author : Mark Coulter
Publisher : Lulu.com
Page : 294 pages
File Size : 53,9 Mb
Release : 2009
Category : Law
ISBN : 9781605520636

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The Estate Planning Companion - A Practical Guide to Your Estate Plan by Mark Coulter Pdf

Taking the complexity of the law of Estate Planning and making it understandable to the rest of us, in The Estate Planning Companion, attorney Mark T. Coulter shows you a method to approach estate planning in order to manage your assets in life and thereafter, while bringing peace of mind to you and your family. Intended to bridge the communication gap between lawyers and their clients, The Estate Planning Companion explains in straightforward language a full range of topics every responsible adult should consider about their life, assets and affairs. Includes Living Trusts, Powers of Attorney, Letters of Instruction, Wills, Trusts, Life Insurance, Living Wills, Long Term Care Insurance, Medicaid nursing home planning, Probate and Asset Inventories for you and your family. Learn why you can't rely on fill-in-the blank forms or internet-only lawyers. Whether you are just starting out, mid-career, or in retirement now, this information will help you make the best planning decisions.

Author : Ray D. Madoff,Cornelia R. Tenney,Martin A. Hall
Publisher : Unknown
Page : 128 pages
File Size : 40,5 Mb
Release : 2021-07-28
Category : Electronic
ISBN : 0808056344

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Practical Guide to Estate Planning (2022) by Ray D. Madoff,Cornelia R. Tenney,Martin A. Hall Pdf

Practical Guide to Estate Planning provides an overview of estate planning, offering the widest discussion on planning principles and tools from the simple to the sophisticated. This book is not lacking in detail, as 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. Its scope includes a general overview of the estate planning process. It then addresses the rules involved in estate planning and the various ways in which estates may be structured to achieve desired tax effects. It goes on to discuss gifts, and some of the more specialized areas of estate planning, including generation-skipping transfer tax rules and charitable planning, which encompass the use of private foundations and split-interest trusts. Finally, Practical Guide to Estate Planning contains a set of estate planning forms. Included are a living trust, an irrevocable life insurance trust, an annual exclusion trust, a pour-over will, a will with outright dispositions, a codicil, a living will, a charitable remainder unitrust, a durable power of attorney, a health care proxy, a qualified personal residence trust (QPRT) and a Grantor Retained Annuity Trust (GRAT). 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.

Author : Michael John Perkins,Robert William Monahan
Publisher : Unknown
Page : 649 pages
File Size : 54,8 Mb
Release : 2011
Category : Estate planning
ISBN : 040932826X

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Estate Planning by Michael John Perkins,Robert William Monahan Pdf

Trusts and estates practice has become increasingly recognised as an occupation within the legal, accounting, tax and financial services professions. Estate planning remains the strategic advisory component within this practice. An essential resource for practitioners and students involved in trusts and estates practice, this easy-to-use, practical and comprehensive guide will enable you to understand and deliver effective estate planning services using the principles, precedents, practice points, case notes and discussion questions contained in this book.

Author : Sebastian V. Grassi,American Law Institute
Publisher : Ali ABA
Page : 206 pages
File Size : 49,9 Mb
Release : 2009
Category : Children with disabilities
ISBN : STANFORD:36105134494934

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A Practical Guide to Estate Planning for a Family with a Special Needs Child by Sebastian V. Grassi,American Law Institute Pdf

"This book is a general overview of issues an estate planning advisor may need to address when preparing an estate plan for a family with a special need[s] child ...--Intro.

Author : Edward D. Beasley,David H. Ferber,Gregory B. Gagne
Publisher : Unknown
Page : 131 pages
File Size : 46,6 Mb
Release : 2017
Category : Estate planning
ISBN : 0978984528

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Estate Planning for the Informed Consumer by Edward D. Beasley,David H. Ferber,Gregory B. Gagne Pdf

Author : Ray D. Madoff,Cornelia R. Tenney,Lisa N. Mingolla,Martin A. Hall
Publisher : CCH Incorporated
Page : 1034 pages
File Size : 45,6 Mb
Release : 2011-10
Category : Business & Economics
ISBN : 0808026038

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Practical Guide to Estate Planning 2012 by Ray D. Madoff,Cornelia R. Tenney,Lisa N. Mingolla,Martin A. Hall Pdf

It provides an overview of estate planning, offering the widestvariety of discussion on planning principles and tools from the simple to the sophisticated. This book is not lacking in detail, as 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's scope includes a general overview of the estate planning process. It then addresses the rules involved in estate planning and the various ways in which estates may be structured to achieve desired tax effects. It goes on to discuss gifts, and 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. Finally, Practical Guide to Estate Planning contains a set of estate planning forms. Included are a living trust, an irrevocable life insurance trust, an annual exclusion trust, a pour-over will, a will with outright dispositions, a codicil, a living will, a charitable remainder unitrust, a durable power of attorney, a health care proxy and a 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.

Author : Ray Madoff,Cornelia Tenney,Martin Hall
Publisher : Unknown
Page : 936 pages
File Size : 45,8 Mb
Release : 2022-07-26
Category : Electronic
ISBN : 0808057375

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Practical Guide to Estate Planning, 2023 Edition by Ray Madoff,Cornelia Tenney,Martin Hall Pdf

The Practical Guide to Estate Planning (2022) provides an overview of estate planning and covers a wide variety of principles and tools that range from simple to complex. The informative guide contains an extensive, well-annotated collection of forms and examples that appeal to new and experienced estate planners alike. It is published by Wolters Kluwer and is available for purchase in softcover format. Features of Practical Guide to Estate Planning (2022) Practical Guide to Estate Planning (2022) addresses the rules involved in estate planning and the various ways in which estates may be structured to help protect assets from taxation. The layout of this book reflects the authors' emphasis on simplicity and clarity. The book begins by providing a general overview of the estate planning process, including the rules involved in estate planning and various ways in which estates may be structured to achieve desired tax effects. It then goes on to discuss gifts and specialized areas of estate planning, including generation-skipping transfer tax rules and charitable planning with the use of private foundations and split-interest trusts. At the end of Practical Guide to Estate Planning (2022), you will find an extensive collection of estate planning forms and examples that allow you to access the information you need quickly and conveniently. Some of these forms and examples include: Living trust Irrevocable life insurance trust Annual exclusion trust Pour-over will Will with outright dispositions Codicil Living will Charitable remainder unitrust Durable power of attorne Health care proxy Qualified personal residence trust (QPRT) Grantor retained annuity trust (GRAT) The library of forms and examples serves as a quick reference guide that explains why and how various estate planning tools are implemented. The authors provide comprehensive annotations and alternative drafting options throughout. Benefits of Using Practical Guide to Estate Planning (2022) With its wealth of information and impressive assortment of forms and supporting materials, this guide offers something of interest for every tax professional. Its clarity and organization, augmented by well-constructed examples, practice tips, diagrams, and charts, make it a work that will be useful to both the newcomer and tenured tax practitioner. It was written by a respected group of authors with extensive experience in the field, including: Ray D. Madoff, J.D., LL.M. Cornelia R. Tenney, J.D., LL.M. Martin A. Hall, J.D. Lisa Nalchajian Mingolla, J.D., LL.M. By using Practical Guide to Estate Planning (2022), you will gain a better understanding of knowing when and why a certain estate planning tool should be used. You will also be able to serve your clients more effectively and make use of the full spectrum of estate planning tools available. Order Practical Guide to Estate Planning (2022) Today Wolters Kluwer interprets tax laws and provides tax and accounting professionals the best solutions possible to successfully navigate the ever-changing tax landscape. Order your copy online.

Author : Ray D. Madoff,Martin A. Hall,Cornelia R. Tenney,Lisa N. Mingolla
Publisher : CCH
Page : 844 pages
File Size : 53,9 Mb
Release : 2008-11
Category : Estate planning
ISBN : 0808092332

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Practical Guide to Estate Planning 2009 by Ray D. Madoff,Martin A. Hall,Cornelia R. Tenney,Lisa N. Mingolla Pdf

Practical Guide to Estate Planning provides an 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.

Author : Michael John Perkins,Robert William Monahan
Publisher : Unknown
Page : 0 pages
File Size : 40,5 Mb
Release : 2015-03-02
Category : Decedents' estates
ISBN : 0409339482

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Estate Planning by Michael John Perkins,Robert William Monahan Pdf

Trusts and estates practice has become increasingly recognised as an occupation within the legal, accounting, tax and financial services professions. Estate planning remains the strategic advisory component within this practice. An essential resource for practitioners and students involved in trusts and estates practice, this easy-to-use, practical and comprehensive guide will enable you to understand and deliver effective estate planning services using the principles, precedents, practice points, case notes and discussion questions contained in this book. This fourth edition includes : The professional responsibility of estate practitioners engaged in estate planning. The roles and practical boundaries of the varying professional disciplines in estates practice. The impact of digital property in defining the extent of an estate including the recent recognition of Bitcoin as property by the Australian Taxation Office. The significance of territorial connections of clients and the impact of fiscal transparency initiatives such as the Common Reporting Standard on managing estate administration of Australian located clients. Updated legislation and case referencing with expanded examples of estate administration issues and discussion of initial planning responses

Author : Aspen Publishers
Publisher : Aspen Publishers
Page : 0 pages
File Size : 53,9 Mb
Release : 2002-05
Category : Electronic
ISBN : 0735532168

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Practical Guide to Estate Planning by Aspen Publishers Pdf

Author : D Madoff Ray,R Tenney Cornelia,A Hall Martin
Publisher : Unknown
Page : 0 pages
File Size : 49,9 Mb
Release : 2023-07-26
Category : Electronic
ISBN : 0808059106

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Practical Guide to Estate Planning, 2024 Edition by D Madoff Ray,R Tenney Cornelia,A Hall Martin Pdf

The Practical Guide to Estate Planning (2022) provides an overview of estate planning and covers a wide variety of principles and tools that range from simple to complex. The informative guide contains an extensive, well-annotated collection of forms and examples that appeal to new and experienced estate planners alike. It is published by Wolters Kluwer and is available for purchase in softcover format. Features of Practical Guide to Estate Planning (2022) Practical Guide to Estate Planning (2022) addresses the rules involved in estate planning and the various ways in which estates may be structured to help protect assets from taxation. The layout of this book reflects the authors' emphasis on simplicity and clarity. The book begins by providing a general overview of the estate planning process, including the rules involved in estate planning and various ways in which estates may be structured to achieve desired tax effects. It then goes on to discuss gifts and specialized areas of estate planning, including generation-skipping transfer tax rules and charitable planning with the use of private foundations and split-interest trusts. At the end of Practical Guide to Estate Planning (2022), you will find an extensive collection of estate planning forms and examples that allow you to access the information you need quickly and conveniently. Some of these forms and examples include: Living trust Irrevocable life insurance trust Annual exclusion trust Pour-over will Will with outright dispositions Codicil Living will Charitable remainder unitrust Durable power of attorne Health care proxy Qualified personal residence trust (QPRT) Grantor retained annuity trust (GRAT) The library of forms and examples serves as a quick reference guide that explains why and how various estate planning tools are implemented. The authors provide comprehensive annotations and alternative drafting options throughout. Benefits of Using Practical Guide to Estate Planning (2022) With its wealth of information and impressive assortment of forms and supporting materials, this guide offers something of interest for every tax professional. Its clarity and organization, augmented by well-constructed examples, practice tips, diagrams, and charts, make it a work that will be useful to both the newcomer and tenured tax practitioner. It was written by a respected group of authors with extensive experience in the field, including: Ray D. Madoff, J.D., LL.M. Cornelia R. Tenney, J.D., LL.M. Martin A. Hall, J.D. Lisa Nalchajian Mingolla, J.D., LL.M. By using Practical Guide to Estate Planning (2022), you will gain a better understanding of knowing when and why a certain estate planning tool should be used. You will also be able to serve your clients more effectively and make use of the full spectrum of estate planning tools available. Order Practical Guide to Estate Planning (2022) Today Wolters Kluwer interprets tax laws and provides tax and accounting professionals the best solutions possible to successfully navigate the ever-changing tax landscape. Order your copy online.

Author : Michael J. Gau
Publisher : Delmar Pub
Page : 128 pages
File Size : 42,5 Mb
Release : 2004-07-29
Category : Business & Economics
ISBN : 1111319030

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A Practical Guide to Estate Planning and Administration by Michael J. Gau Pdf

Author : Ray D. Madoff,Cornelia R. Tenney,Martin A. Hall
Publisher : Unknown
Page : 0 pages
File Size : 54,8 Mb
Release : 2015-10-15
Category : Business & Economics
ISBN : 0808041258

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Practical Guide to Estate Planning, 2016 Edition by Ray D. Madoff,Cornelia R. Tenney,Martin A. Hall Pdf

Practical Guide to Estate Planning provides an overview of estate planning, offering the widest discussion on planning principles and tools from the simple to the sophisticated. This book is not lacking in detail, as 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. Its scope includes a general overview of the estate planning process. It then addresses the rules involved in estate planning and the various ways in which estates may be structured to achieve desired tax effects. It goes on to discuss gifts, and some of the more specialized areas of estate planning, including generation-skipping transfer tax rules and charitable planning, which encompass the use of private foundations and split-interest trusts. Finally, Practical Guide to Estate Planning contains a set of estate planning forms. Included are a living trust, an irrevocable life insurance trust, an annual exclusion trust, a pour-over will, a will with outright dispositions, a codicil, a living will, a charitable remainder unitrust, a durable power of attorney, a health care proxy, a qualified personal residence trust (QPRT) and a Grantor Retained Annuity Trust (GRAT). 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 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 pr

Author : Liza Hanks,Liza Weiman Hanks
Publisher : NOLO
Page : 242 pages
File Size : 51,6 Mb
Release : 2009
Category : Law
ISBN : 1413310710

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The Mom's Guide to Wills & Estate Planning by Liza Hanks,Liza Weiman Hanks Pdf

Presents a comprehensive guide on understanding and preparing wills and trusts for parents of young children, describing the process of selecting a guardian, buying life insurance, designating powers of attorney, and choosing beneficiaries.

Author : Sandra E. Foster
Publisher : Wiley
Page : 0 pages
File Size : 50,9 Mb
Release : 2002-01-22
Category : Business & Economics
ISBN : 0470831774

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Estate Planning Workbook by Sandra E. Foster Pdf

The Estate Planning Workbook is a hands-on companion to Canada's definitive guide to estate planning, You Can't Take It With You. Full of checklists, worksheets, and sample documents, the Estate Planning Workbook makes your estate planning even easier by helping you record and organize all your documents, plans, and wishes. Remember, you don't do estate planning for yourself— you do it for those you leave behind. If you own a house, RRSPs, life insurance, or even just have some savings stashed away, then you have an estate, and you need to plan for it to ensure the financial security of those you love. The Estate Planning Workbook will help you work through all the concepts discussed in-depth in You Can't Take It With You, and apply them to your own personal situation. The information in this Workbook can help you: Determine your estate planning objectives and priorities and develop your personal estate plan. Understand the language of estate planning and the choices available to you. Take a snapshot of your current financial situation and estimate the value of your estate. Identify key questions for your lawyer, financial advisor, accountant, or other professionals. Minimize how much you pay in professional fees and taxes. Organize all your estate planning documents and records in one place. Ensure that your beneficiaries benefit the way you want and your estate is distributed as quickly as possible. Once your Workbook is complete, it will be easier for your executor, representatives, and powers of attorney to locate all your personal and financial documents, carry out your instructions, and make decisions on your behalf.