"This new edition from Tolley provides practitioners with a practical and straightforward guide to the tax implications of trusts and the planning opportunities that arise from them. Fully updated to take into account the Finance Act 2004, it also covers the legal principles surrounding this complex area and includes examples and case studies throughout to supplement and illustrate the text."
Estate Planning for People with a Chronic Condition or Disability (16pt Large Print Edition)
by Martin M Shenkman
The Smart Guides series is specifically designed with the low-level, beginners' market in mind. From health to finance to managing future plans, Smart Guides give the reader the required information. The content is aimed at the reader who needs quick, easily-digestible knowledge - the essentials on key popular topics, and the accessible tone and level are enhanced by visual features such as sidebars, icons, and key-fact boxes. This guide offers an all-you-need-to-know smart look at the topic.
Estate Planning from the Heart for Everyone
by Ronald Farrington Sharp
Learn how to plan your estate to make a most difficult time for you loved ones simple, quick, and fair. Coping with the death of a loved one is a multi-faceted problem. The emotional and psychological issues can linger unresolved far longer than the myriad and mundane tasks of gathering together assets and disposing of them. The primary reason we take the time to write a will or trust is not for our sake. It is to be sure that the legal process for our heirs is simple, quick, and fair, reflecti...
Please Don't Die, But if You Do, What Do I Do Next?
by Keith S Grube Esq, John E Nevola, and Kurt J Grube
A California Companion for the Course in Wills, Trusts, and Estates (Supplements)
by Susan F French
This important guide walks readers step-by-step through the entire estate planning process, and provides scores of plans for a variety of situations to help readers reduce, defer, or climinate taxes. Includes timesaving forms, worksheets, and checklists.
At some point in everyone's life, everyone will be placed in the position of dealing with the death of a loved one. Arranging all the necessary details at such a difficult time can prove overwhelming. However, help is now at hand in this guide that covers all the essential aspects: Ways to avoid probate and other estate problems while you're still alive through gifts and trusts Pre-funeral formalities, such as when the loved one dies in another state or country Selecting a funeral parlor and wo...
Family Trusts (Bloomberg)
by Hartley Goldstone, James E Hughes, and Keith Whitaker
An insightful and practical guide to family trusts Family Trusts is a step-by-step guide for anyone involved in family trusts: trust creators, trustees, beneficiaries, and advisors. It will help families create and administer a culture that recognizes trusts as a gift of love. Marrying the practical and emotional aspects of family wealth, this book provides a hands-on primer that focuses on fostering positive relationships, and structuring the trust appropriately for the situation and the people...
Know your legal rights without spending a fortune in legal fees; get the advice of an expert for the cost of a book. It happens to everyone. You need legal help, but you have no idea what you're getting into or where to begin. The thought of hiring a personal attorney--and shelling out outrageous amounts of money in hourly legal fees--makes you cringe. Isn't there a better way? The Ask a Lawyer series arms you with practical, usable advice about common legal situations, answering your questions...
Families share how they have maintained and grown their wealth from generation to generation. While creating wealth is a wonderful achievement, business families are also concerned with how their wealth is used to support their values, the lives of their children and the well-being of the community. Over several generations, families who are successful in growing their wealth have been able to reinvent themselves and their business in the face of significant environmental transformations and in...
Making sensible decisions during a time of grief is never easy. Losing a husband, wife, father, mother, child or another near and dear person forces you to make a multitude of decisions, some large and life-changing, some small but emotionally charged. And if substantial amounts of money or conflicting wishes of friends and relatives are involved, making arrangements can become overwhelming. More Than Sympathy is designed to help you through these difficult circumstances. It covers: - Preliminar...