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A Guide to Elder Planning - Steve Weisman
ISBN: 0133091929
Publication Date: 2013-01-16
For millions of families, elder planning has become life's most important financial challenge. To plan successfully for aging, coordinated and knowledgeable action is indispensable. Whether you're concerned about your own future, your loved ones, or both, Steve Weisman's A Guide to Elder Planning, Second Edition brings together all the up-to-date knowledge and practical insights you'll need. Thorough, realistic, friendly, and easy to read, it covers all the financial, legal, and personal issues faced by seniors and their families. Weisman is one of the nation's most respected eldercare attorneys: through his nationally syndicated radio show A Touch of Grey and his books, he's already helped millions of seniors and their families. Now, he brings together practical insights and specific, innovative solutions for estate planning, investment planning, long term care planning, housing, Medicare, Medicaid, retirement planning, Social Security, veterans' benefits, asset protection, substitute decision making, income tax planning, age discrimination, protection from abuse and scams, end of life issues, and much more. From navigating fast-changing benefits programs to preparing healthcare directives, this trustworthy book explains it all -- in plain, crystal-clear English!

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Plan Your Own Estate - Deirdre R. Wheatley-Liss
ISBN: 1430244941
Publication Date: 2012-12-18
Plan Your Own Estate: Passing on Your Assets and Your Values Legally and Efficiently takes a straightforward and engaging “you”-oriented approach to dealing with one of life''s certainties--death. While you "can''t take it with you," this book empowers you to decide how your assets can best help your family when you are gone. Experienced attorney Deirdre R. Wheatley-Liss concentrates into this book the experience she''s had helping hundreds of families work through their estate plans. Whether you have modest or extensive assets, Plan Your Own Estate provides the knowledge you need to design your plan and the tools you need to move forward. The starting place is your goals. Part 1 of the book asks, "What do you want to accomplish for yourself and your family?" The next step depends on you. Are you looking to educate yourself about how a will or trust is structured, or how tax law works? Part 2, Resource Guides, breaks down tough topics like these and delivers actionable information. Have questions about what your estate plan should say? Part 3, Planning Guides, goes through an attorney''s analysis in considering the most frequently asked estate planning questions. Thinking about creating your own estate plan, or hiring an attorney? Part 4, Action Guides, helps you start your estate plan and make sure it''s complete, or review any plan you may already have in place.  Nobody likes talking about death, taxes, or disability--but not thinking about them will not make them go away. Plan Your Own Estate will help you make a plan, put it in place, and take control of how your money and your values are being passed to your family. This book includes: Comprehensive “plain English” coverage of every aspect of planning your estate Methods to protect your loved ones'' inheritance from taxes, immaturity, lack of financial knowledge, incapacity, creditors, and predators Planning guides for families with children, singles, second marriages, business owners, unmarried or same-sex couples, and more Up-to-date information regarding changing laws and best practices What you''ll learn Through this book, you will be able to: Create an estate plan that meets your goals, clearly communicates your intentions, and reduces the chance of family fighting when you are gone. Gain the insight of an attorney''s thought processes, both legal and practical, and how to apply them to your personal situation. Understand the structure of the documents at the heart of estate planning: wills, trusts, power of attorney, health care power, and other transfer devices designed to pass assets to your beneficiaries more easily. Decipher tax laws to incorporate provisions in your estate plan to reduce or eliminate taxes, and deal with a changing tax code. Master complicated legal terms and concepts. Understand the probate process and its alternatives. Who this book is for Plan your Own Estate is for anyone who wants to preserve the value of assets and leave them to beneficiaries in the most efficient manner. The book is for married couples with children and grandchildren, singles, unmarried couples, non-citizens, and same-sex couples. It teaches readers how to reduce or eliminate the government as a beneficiary by taking advantage of tax-reduction strategies. No matter your marital status or wealth, Plan your Own Estate empowers you to achieve financial security for loved ones and other beneficiaries. Table of Contents Introduction What Are Your Goals?  What Are Your Assets?   What Goes into a Will? Will Alternatives and Avoiding Probate Trust in Trusts  Rounding Out the Plan Taxes Gifting Insurance Trusts Advanced Tax Strategies Fiduciaries Planning Guide for Kids Planning Guide for Marrieds Planning Guide for Singles Planning Guide for Unmarried and Same-Sex Couples Planning Guide for Second Marriages Planning Guide for the Family Business Planning Guide for Noncitizens Planning Guide for Your Parents Planning Guide for Special-Needs Children Action Guide: Getting Started Action Guide: Completing Your Plan Action Guide: Reviewing What You Have Estate Analysis Checklist: Married Estate Analysis Checklist: Single Financial Worksheet: Married Financial Worksheet: Single Glossary

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Probate Wars of the Rich and Famous - Russell J. Fishkind
ISBN: 0470585935
Publication Date: 2011-09-27
Surrogate Court dockets are filled with cases involving family members fighting over the assets and intentions of a deceased parent or spouse. Probate Wars of the Rich & Famous: An Insider's Guide to Estate Planning and Probate Litigation tracks the estate litigation cases of Anna Nicole Smith, Brooke Astor, Michael Jackson, Nina Wang, Jerry Garcia and Leona Helmsley and identifies the five universal factors that caused such disputes. Each chapter provides estate planning insights designed to help individuals plan their estates without causing litigation. If, however, probate litigation cannot be avoided, the book also provides invaluable lessons about undue influence claims, how to remove a fiduciary, demanding an estate accounting and claims seeking to set aside lifetime transfers that undermined the decedents intentions. Few - if any - estate planning books utilize colorful celebrity accounts to provide meaningful insights and actionable advice.

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The Wall Street Journal Complete Estate-Planning Guidebook - Rachel Emma Silverman
Call Number: HG179 .S4746 2011
ISBN: 0307461270
Publication Date: 2011-09-06
Let's face it: you can't avoid death or taxes. But you can create an estate plan that will make both a whole lot easier for your loved ones and put you in control of how your assets will get passed to your heirs.nbsp; nbsp; Here, Wall Street Journal personal-finance reporter Rachel Emma Silverman walks you step-by-step through the process. Chock-full of clear and solid advice on how to get the most out of the main estate planning tools - including wills, trusts, life insurance, guardianship papers, and powers-of-attorney documents - the Wall Street Journal Complete Estate-Planning Guidebook will help make your estate-planning process as simple, smooth, and unintimidating as possible. This book will help you: ·nbsp;nbsp;nbsp;nbsp;nbsp; Clarify your estate-planning goals, such as dividing up property for heirs, reducing taxes or leaving money for charity ·nbsp;nbsp;nbsp;nbsp;nbsp; Understand the key estate-planning documents you'll need, including wills, beneficiary-designation forms, powers-of-attorney and health-care advance directives ·nbsp;nbsp;nbsp;nbsp;nbsp; Decode the technical jargon that estate planners often use, so you feel comfortable discussing QTIPs and QPRTs when you sit down with your lawyer.nbsp; ·nbsp;nbsp;nbsp;nbsp;nbsp; Reduce possible estate, gift or generation-skipping taxes and legal and probate fees - decreasing what goes to the tax man and increasing what goes to your heirs ·nbsp;nbsp;nbsp;nbsp;nbsp; Learn strategies to divide money and personal property among your heirs, and reduce the possibility of family fights ·nbsp;nbsp;nbsp;nbsp;nbsp; Discuss sensitive estate-planning issues with your family ·nbsp;nbsp;nbsp;nbsp;nbsp; Maintain your estate-plan over time, including how to store and when to update your documents nbsp; With completely up-to-date information on how to navigate the new 2011 estate tax legislation, and thoughtful advice on how to handle your estate in complicated situations - like if you're single, in a same-sex relationship, or wish to provide for children with special needs - nbsp;this is the estae-planning guide for today's messy and complicated world. nbsp; One of the biggest estate planning mistakes people make, says Silverman, is waiting too long to start. Which is why the Wall Street Journal Complete Estate-Planning Guidebook isn't just for those planning for retirement or their golden years. It's for anyone, of any age, who wants the peace of mind of knowing that your wishes will be respected and your hard-earned money will get passed on as you would like.

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Your Texas Wills, Trusts, and Estates Explained Simply - Linda C. Ashar
Call Number: KFT1340 .A9854 2011
ISBN: 1601384114
Publication Date: 2011-04-30
Few people want to think about what would happen to their families if they become disabled or die; however, planning for these occurrences in advance will reduce potential stress on your family later in life. The right plan can protect the value of your estate and spare your loved ones unnecessary hassles and legal conflicts. This book will take the guesswork out of planning your estate and help you finally understand the complex processes. Your Texas Wills, Trusts, & Estates Explained Simply will help you glide through this complicated process. This book has been adapted to offer Texas residents state-specific advice for estate planning. Author Linda C. Ashar, attorney at law, has crafted an estate-planning primer that allows Texas residents to become more informed and more involved during the process. Your Texas Wills, Trusts, & Estates Explained Simply will provide all the information you need to choose, set up, and execute a will, trust, or estate. You will learn the legal terminology, including beneficiary, probate, trustor, trustee, assets, guardianship, and executor. You will also learn about trust agreements, trust property, settlement costs, life insurance, durable powers of attorney, marital deductions, gift splitting, survivorship deeds, gift tax issues, generation skipping transfer tax, tax deferred accounts, and advance directives. Atlantic Publishing is a small, independent publishing company based in Ocala, Florida. Founded over twenty years ago in the company president's garage, Atlantic Publishing has grown to become a renowned resource for non-fiction books. Today, over 450 titles are in print covering subjects such as small business, healthy living, management, finance, careers, and real estate. Atlantic Publishing prides itself on producing award winning, high-quality manuals that give readers up-to-date, pertinent information, real-world examples, and case studies with expert advice.  Every book has resources, contact information, and web sites of the products or companies discussed.

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The Family Wealth Sustainability Toolkit - Fran Lotery; Fredda Herz Brown
ISBN: 111834586X
Publication Date: 2012-10-09
An interactive assessment tool and companion manual for wealthy families and their financial advisors that analyze the behaviors and knowledge that impact a family's overall wealth, while also providing best practices needed for improvement The Family Wealth Sustainability Toolkit gives wealthy individuals, family offices, and the financial planners, advisors and wealth managers who counsel them, the tools they need to better assess their wealth sustainability skills. One part assessment software tool and one part companion book, the online Index allows readers to assess their family enterprise across four dimensions of sustainability, while the Manual acts both as a roadmap to analyzing their results and provides a foundation in best practices.  The index asks individual family members to assess how much the family, as a unit, utilizes best practices to help build structures, decision making processes, and leadership over generations. The manual shows readers how to reflect on what's working in their family to build and maintain sustainable wealth and how to fix what isn't. Throughout both components, the authors emphasize the importance of human, intellectual, and social capital, as well as financial capital, as drivers to sustainability over the long haul. The Family Wealth Sustainability Toolkit:   Helps affluent families and their advisors assess how well they are managing wealth now and for the future Evaluates wealth sustainability practices to help readers find out what's working and what's not Emphasizes the importance of human, intellectual, and social capital, as well as financial capital, in the quest for wealth sustainability  Comprehensive and highly practical, The Family Wealth Sustainability Index carefully explains exactly how affluent families and their financial advisors can best utilize and prepare their wealth now and for generations to come.

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Kids, Wealth, and Consequences - Richard A. Morris; Jayne A. Pearl; James E. Hughes (Foreword by)
ISBN: 1576603482
Publication Date: 2010-02-03
Leaving children with a substantial amount of money can be a boon or a burden. High-net-worth parents need to give their children an education to navigate today's complex world. The question becomes how to raise children with a sense of reality and balance, imparting a strong work ethic, and making them good stewards of their wealth. Kids, Wealth, and Consequences enlightens high-net-worth parents about the unique issues they need to explore. The book addresses the "hard" financial issues, such as investing and estate planning, as well as the "soft" emotional issues relating to values, family, and communication. Morris and Pearl detail strategies and techniques to help parents raise children who appreciate and know how to manage the wealth they inherit. Richard Morris spent many years working for his family's multimillion dollar business, and learned firsthand the challenges of business ownership and family wealth. Jayne Pearl is an experienced journalist who writes about families, family businesses, and money.

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Advising Ultra-Affluent Clients and Family Offices - Michael M. Pompian; Pompian
ISBN: 0470282312
Publication Date: 2009-05-04
A timely guide for financial professionals looking to tap into the lucrative world of the ultra-affluent The ultra affluent-defined here as those having $50 million or more in liquid assets-are an elite class who expect their financial advisors to not only preserve and grow their assets, but also help them with "soft" issues such as philanthropy and family governance. One of the biggest factors to success in this field is the relationship between the client and the advisor. In Advising Ultra-Affluent Clients and Family Offices, author and practicing investment consultant Michael Pompian provides a practical introduction to who the ultra-affluent actually are and reveals what it takes to build and maintain a solid relationship with them. Filled with in-depth insights and expert advice, this unique resource offers valuable information on issues that every advisor to the ultra-affluent must be familiar with.

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