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"A step-by-step program for getting your life in order, so you're prepared for the unexpected. The odds of getting hit by a bus are 495,000 to 1. But the odds that you're going to die some day? Exactly. Even the most disorganized among us can take control of our on- and off-line details so our loved ones won't have to scramble later. The experts at Everplans, a leading company in digital life planning, make it possible in this essential and easy-to-follow...
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Living Trusts for Everyone, Second Edition, is the best resource for setting up a living trust. Explaining in specific terms what benefits a trust will have, Ronald Farrington Sharp gives the tools necessary to settle a loved one's trust with no lawyers and no expense.
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Shares advice for placing one's own affairs in order pre-death so as to place less of a burden on one's survivors, detailing how to compose a will, advance directive, and powers of attorney notices. The appendices, which constitute the last half of the book, provide sample templates that can be used to put your affairs in order.
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Sensitively counsels readers on how to downsize a family home filled with a lifetime of memories, sharing practical recommendations for strategies based on the expertise of antiques appraisers, garage-sale gurus, professional organizers and psychologists.
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The Living Trust Advisor is an expert guide for both advisors and their clients on the complex process of establishing, living with, and maintaining a living trust. Written by renowned family inheritance attorney Jeffrey L. Condon, this book discusses the various aspects of this important document, and shows you how to manage a seamless transfer of assets to various beneficiaries. This new second edition has been fully updated and revised to reflect...
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Finish well. That is what we are called to do in Scripture, but where will our money and possessions finish? The Bible has the principles that provide answers to the challenge of parenting and passing along an in heritage. Within the next decade, over ONE TRILLION DOLLARS will change hands from one generation to the next. Individuals with adult children will need to transfer that wealth without ruining their heirs' lives. Ron Blue, an authority on...
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"Have you ever considered the advantages of creating a living trust? In order to help readers protect themselves from both probate and long-term care, Farr delves into the many details one should know when setting up a living trust. He also outlines his Living Trust Plus Asset Protection Trust, which is the only type of self-settled asset protection trust that allows a settler to avoid probate and retain an interest in the trust while also protecting...
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Written as a segue from the final chapter of the writer's previous publication, this guide to downsizing addresses the growing need of individuals and caregivers in planning and carrying out downsizing tasks while transitioning their premises to smaller places and spaces. For caregivers of all stripes, be they spouses, adult children, siblings, friends, neighbours, downsize companies or caregiving individuals, it offers essential planning steps for...
13) Love & money: protecting yourself from angry exes, wacky relatives, con artists, and inner demons
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It is no secret that we are living in an increasingly litigious society. What may come as a surprise, though, is that we are far more likely to be involved in a costly legal dispute with a former loved one than we are with a stranger. In Love & Money, Ann-Margaret Carrozza will help you to easily understand and implement essential legal strategies to prevent you from doing legal battle with someone you once shared Thanksgiving dinner (or a pillow)...
14) Checklist for family survivors: a guide to practical and legal matters when someone you love dies
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When someone you love dies, dealing with the personal and financial affairs on top of the emotional trauma can be overwhelming. With this first-of-its-kind manual from the American Bar Association and AARP, you can take comfort in knowing that you can handle with ease the matters that arise upon your loved one's death. The personal record-keeping workbook, with an accompanying CD-ROM, walks you through the process step by step. The ABA/AARP Checklist...
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"With Estate Planning (in Plain English)®, readers will learn to comprehend the legal jargon and navigate the complex rules involved in preparing one's estate. The authors provide clear information and cite actual cases to help readers approach the process with the confidence and knowledge they need to make the best decisions for their heirs. Chapters discuss important topics such as: estate plans, wills, and a variety of trusts; guardians, powers...
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A critical resource for families managing significant wealth.
Wealth of Wisdom offers essential guidance and tools to help high-net-worth families successfully manage significant wealth. By compiling the fifty most common questions surrounding protection and growth, this book provides a compendium of knowledge from experts around the globe and across disciplines. Deep insight and thoughtful answers put an end to uncertainty, and help lay to rest...
17) Your living trust & estate plan: how to maximize your family's assets and protect your loved ones
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This revised fifth edition from estate-planning expert Harvey J. Platt details the most up-to-date strategies for using a living trust to create a flexible estate plan. Platt explains the latest tax laws, including the American Taxpayer Relief Act of 2012, the broadening of statutes for amending trusts, and the rule against perpetuities (RAP). Platt also addresses updates on many existing topics, including lifetime exemptions; the estate, gift, and...
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Everyday hundreds of adult children become middle-aged orphans when their elderly parents pass away, leaving behind more than just memories. You've heard the horror stories: arguments over stuff, an inheritance lost forever when easily deceived parents are scammed, siblings estranged, an adult heir taken from daily responsibilities for months because of the enormous task of clearing out a childhood home. It doesn't have to be that way. The Estate...
20) Wear clean underwear!: a fast, fun, friendly and essential guide to legal planning for busy parents
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Now that you are a parent, wearing clean underwear when you leave home simply isn't enough. You've planned birthday parties, playdates and education, but have you adequately planned for what would happen if you were in an accident? What would happen in the first 24 hours while the officials locate your family members and arrange for your children's care? Are your plans sufficient to keep your children in the care of people you know and trust during...
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