Wealthcounselr Estate Planning Strategies

Download or read book Wealthcounsel(r) Estate Planning Strategies written by Randy Gardner and published by . This book was released on 2009 with total page 385 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Charitable Gift Planning written by Thomas J. Ray (Jr.) and published by American Bar Association. This book was released on 2007 with total page 876 pages. Available in PDF, EPUB and Kindle. Book excerpt: When Congress passed the Pension Protection Act of 2006, they created what may be the most significant reform to charitable planning since the Tax Reform Act of 1969. This practice-focused book is now fully updated to explain the legislation's impact on all aspects of charitable planning. It provides clear and insightful explanations of all relevant tax law, financial considerations, and includes drafting guidelines, and forms to assist with clients' charitable giving needs as part of a comprehensive estate and financial plan. Includes drafting guides and sample forms on CD-ROM.

Download or read book Understanding Living Trusts written by Vickie Schumacher and published by Schumacher Publishing. This book was released on 1990 with total page 230 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written in clear, conversational English, this book can help anyone understand how a living trust avoids the complications, expenses, and delays of probate at times of incapacity and death.

Download or read book Inheritance Hijackers written by Robert C. Adamski and published by BookPros, LLC. This book was released on 2009 with total page 214 pages. Available in PDF, EPUB and Kindle. Book excerpt: Inheritance theft is a widespread but hidden phenomenon afflicting every level of society. During the next twenty years, baby boomers and their children will inherit an estimated one hundred trillion dollars, much of which will be hijacked by family members, associates, or strangers. Everyone who might give or receive an inheritance is a potential victim.The legal and practical advice in this book teaches:"Who steals inheritances"Why, When, and How inheritances are stolen"Why we are all potential victims"How to protect yourselfThis book includes Q&As on inheritance law, quizzes to determine the security of your estate, and checklists on how to protect yourself.

Download or read book Your American Legacy written by Stan Miller and published by . This book was released on 2019-05-15 with total page 232 pages. Available in PDF, EPUB and Kindle. Book excerpt: Your legacy is more than your money and property. In this book, you'll discover powerful strategies to leave future generations the knowledge to build a successful life, including family stories, traditions, heirlooms, life lessons, and your own experiences. This book is the vision of a community of individuals who desire to preserve and pass on their legacy, fusing financial, legal, and legacy planning into a movement of positive cultural transformation.

Download or read book Ethical Wills written by Barry K. Baines and published by Da Capo Lifelong Books. This book was released on 2009-04-20 with total page 242 pages. Available in PDF, EPUB and Kindle. Book excerpt: As evidenced in the Terri Schiavo case that made national headlines, having a living will is an essential element in ensuring that the way in which you would like to spend your last days will be respected. It informs both family and doctors of your medical treatment preferences in specific situations. An ethical will is a complementary text that communicates personal values, beliefs, blessings, and advice to relatives and to future generations. It can be more meaningful to friends and family than any material possession you could bequeath to them. Together, living and ethical wills ensure that your wishes and hopes are "on the record," not to be lost, ignored, or forgotten. Offering practical and inspirational advice for people at any stage of life, Ethical and Living Wills includes: --Three recommended writing approaches to capturing our feelings for posterity --Expert information for understanding the legal and practical issues involved in documenting your medical care and treatment preferences in commonly occurring situations --Advice on when to distribute both ethical and living wills -- Tips to protect the legacy you leave in an ethical will-preparing and caring for the document you create

Download or read book The Canadian Snowbird in America written by Terry F. Wruk and published by ECW Press. This book was released on 2007 with total page 255 pages. Available in PDF, EPUB and Kindle. Book excerpt: A comprehensive overview on financial management, tax filing, real estate investment, cross-border retirement planning, and foreign exchange issues for Canadians adopting a temporary U.S. lifestyle.