Estate Planning by This book covers: An introduction to the important concepts of estate planning and vital information on how to get started on a plan. Valuing your property and assets, including businesses and self-employment issues. Getting the most from life insurance, pensions, and retirement savings. Creating a will and trusts, and learning how probate works. Looking after minor children in the event of your death, planning for special situations such as divorce and bankruptcy, and avoiding family feuds over inheritance. Everything you need to know about taxes: estate, gift, state and federal income--and how to ensure that your heirs receive the assets you have intended for them. Planning for retirement, including Social Security benefits, power of attorney, and health care directives.
Estate Planning by This essential text covers the development of estate planning strategies for your clients, the fundamentals of the federal transfer tax system, relevant federal income tax rules, lifetime donative asset transfers, gratuitous property transfers at death, generation-skipping transfers, special property transfer planning considerations, and post-mortem planning.
Practical Guide to Estate Planning by Provides an overview of estate planning, offering the widest discussion on planning principles and tools from the simple to the sophisticated.
Ascher and Scott on Trusts by Scott and Ascher on Trusts offers practical advice on the creation, administration, and termination of all kinds of trusts, as well as incisive analysis of the underlying principles of trust law. The duties of trustees and the rights of beneficiaries, would-be beneficiaries, and third parties are constantly being changed and redefined. This preeminent resource keeps you abreast of the latest developments in trust law, enabling you to resolve trust problems efficiently and effectively with regular updates integrating the latest court decisions and legislative changes. Scott and Ascher on Trusts allows you to examine the full range of your options at every stage, from client counseling to final distribution.
Make Your Own Living Trust by Comprehensive information and all the forms you need to create a living trust, including children's subtrusts, an AB trust and a back-up will.
American Bar Association Guide to Wills and Estates, Fourth Edition by The American Bar Association Guide to Wills & Estates, Fourth Edition, is the user-friendly guide that contains everything you need to know about planning an estate and preparing a will. It is organized in easy-to-follow chapters with sidebars containing tips, checklists, and key information, encouraging you to begin the process quickly and easily. The ABA Guide to Wills & Estates will help you: * Determine what to put in an estate plan * Decide whether to prepare a will, trust, or living trust * Avoid or reduce estate taxes * Transfer property without a will with substitutes such as life insurance and joint tenancy * Understand the benefits of living gifts and life insurance, among many other topics.
The Planning and Drafting of Wills and Trusts by This text provides a comprehensive guide to the planning of wills and estates. It discusses the subject matter in a functional, real-world context.