Investing and Managing Trusts Under the New Prudent Investor Rule
by John Train and Thomas A. Melfe
By 2010, baby boomers will pass ten trillion dollars to their children. This unprecedented transfer of wealth will boost the need for executors and trustees, many of whom will not know how to manage and invest the assets in their care as required by the New Prudent Investor Rule. Investing and Managing Trusts Under the New Prudent Investor Rule explains this demanding new rule in terms of finance and investing so that professionals and nonprofessionals alike can optimize their clients' wealth wh...
Introduces basic estate planning principles and the administration of estates, and provides a five-step process detailing how to create and implement a sound estate plan. Fleming, a CPA and lawyer, covers wills, trusts, powers of attorney, health care directives, probate, and federal tax issues. Ann
Casenote Legal Briefs for Wills, Trusts, and Estates Keyed to Sitkoff and Dukeminier (Casenote Legal Briefs)
by Casenote Legal Briefs
Guiding Those Left Behind in Michigan (Guiding Those Left Behind In...)
Everything you need to know to protect your hard-earned assets This one-of-a-kind book covers 30 different types of trusts. It shows how to set up a trust to manage assets in the event of disability or death, avoid probate, secure assets from Medicaid and creditors, minimize or eliminate estate and other transfer taxes, financially protect loved ones, and more...all within in the confines of the law. Includes coverage of the new "Disclaimer Credit Shelter Trust," as well as expanded information...
How to Probate an Estate in California
by Julia Nissley and Lisa Fialco
Alpha Teach Yourself Estate Planning in 24 Hours
by J.D. Lyman and R. Keith
If you are concerned about estate planning you may be surprised that, even with a will, the probate system can eat up as much as 10 percent of an inheritance and delay the process two years. In The Living Trust, noted living trust authority Henry Abts presents a simple, inexpensive legal alternative that eliminates the costs and delays of probate and ensures that your loved ones will receive their inheritance promptly and exactly as you intended. This new edition has been completely updated to r...
The Complete Guide to Planning Your Estate in North Carolina
by Linda C. Ashar
Top Practices for Wealthy Families and Their Advisors
by Tom McCullough and Keith Whitaker
J.K.Lasser's Estate Planning for Baby Boomers and Retirees
by Stewart Welch
These days, just about everyone should be doing some amount of estate planning. This is especially true for the millions of baby boomers with families and substantial assets that could go to the IRS in the absence of a solid plan for minimizing estate taxes. With Federal taxes having the potential to take 60% of a person's estate, estate plainly cannot be ignored.If you are age 45 or older, this book tells you everything you need to know to plan your own estate or that of your parents. This book...
Discover new insights on how to setup, manage, and advise wealthy families and their family offices The Complete Family Office: A Guide for Affluent Families and the Advisors Who Serve Them, 2nd Edition represents the newest update to an essential series. This book prepares the members of wealthy families to collectively manage, sustain, and grow their wealth across multiple generations. It also assists professionals who advise families to better serve their needs. This book teaches those who ad...
A clear and authoritative guide to the legal and financial rights of the elderly and the disabled, The Senior Survival Handbook is a fully-updated edition of the popular The Elder Law Handbook - written specifically for those over age 55, for anyone with a parent over age of 55, for anyone who is disabled, and for anyone with a disabled family member. With fully updated coverage of new forms of care; regulatory changes; changes in Medicare and Home Health Care funding; living wills and powers of...
The Complete Book of Wills, Estates & Trusts (4th Edition)
by Alexander A Bove
Living Wills Simplified--With Forms on CD
by Daniel Sitarz and Sitarz Daniel