Leave money to a loved one with a disability—without losing benefits A special needs trust helps you provide financial security for a loved one with a disability—without jeopardizing important government benefits. In contrast, leaving money directly to loved ones can make it impossible for them to get benefits, including Medicaid. Special Needs Trusts provides the step-by-step guidance and forms …
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 …
Acting as the executor, representative, or administrator of an estate is a complicated and time-consuming task, not only in an administrative sense but often in an emotional sense as well. The Executor’s Handbook, Fourth Edition is a comprehensive guide for readers who need help understanding the basics of the procedures that settle an estate. In practical and straightforward …
The Everything Binder – Financial, Estate and Personal Affairs Organizer
From letting your family know your wishes, to having everything ready to go in an emergency – The Everything Binder Full version has everything you needOur Full Version contains ready to complete printed pages, 17 tabs, a CD with easy to fill out PDF [so you can save a digital version if you wish], and five plastic document …
Hailed as America’s best book on living trusts, “Understanding Living Trusts®” has been a favorite of consumers and professionals for more than 25 years. Previous editions have sold almost 400,000 copies! This sixth edition, which replaces all previous editions, is current with 2015 tax laws and is the most comprehensive and up-to-date available. It is a must-read for …
JK Lasser’s New Rules for Estate, Retirement, and Tax Planning
Current, relevant estate, retirement and tax planning strategies with expert insight and advice JK Lasser’s New Rules for Estate, Retirement and Tax Planning is the authoritative guide to estate, retirement and tax planning, fully updated to reflect new changes and legal updates. Written by some of the most recognized experts in the field, this book offers useful …
This book provides concise, straightforward, and easy to read information about the major components of estate planning – without going into endless detail about arcane options that apply only to the wealthy. Topics include: choosing beneficiaries estate planning by parents with minor children wills living trusts avoiding …
Your Estate Matters: Gifts, Estates, Wills, Trusts, Taxes and Other Estate Planning Issues
Patti Spencer has learned everything there is to know on this subject and has written down a good bit of it in this book. This is a tremendous help to individuals as they try to sort out their estate and tax planning needs – Matthew J. Creme, Jr. Partner at Nikolaus & Hohenadel LLP, Former President of the …
If you’re like most people, you want to be sure that, once you’ve passed on, no more of your property and money will be lost to the government than is absolutely necessary. You want to know that you’ll be leaving your heirs your assets and not your debts. You want to be absolutely certain that your will is …
Trust and Probate Litigation provides an authoritative, insider’s perspective on key strategies for litigating trust and probate matters. Featuring partners from some of the nation’s leading law firms, these experts guide the reader through the various components of developing a successful litigation strategy, including understanding the client’s goals and motivations, building a team in preparation for litigation, and …