Too many people think that a will is all the “estate planning” they need. Yet wills often fail to take into account the majority of a client’s assets. Wills do not govern assets passing by beneficiary designations, such as IRA’s, life insurance and annuities. Furthermore, clients are increasingly using POD (pay on death), TOD (transfer …
Legal Estate Planning
2015 Edition – The practical guide to Health Care Advance Directives
USA BEST BOOK AWARDS WINNER! (USABookNews.com) What you’ve heard is true. You need health care advance directives. Would you like to know why? In the award-winning 2006 edition of this book, “Last things first, just in case . . . Living Wills and Durable Powers of Attorney for Health Care,” attorney Jo Kline Cebuhar first addressed the approaching …
Why do some families thrive for generations? What accounts for the sad deterioration that others experience? This book takes families and the professionals who serve them beyond the now widely accepted practices offered in Family Wealth and offers a view of Hughes’s panoramic insights into what makes families flourish and fail. It lays out the basis for the …
The Second Edition of Concepts and Insights on Trusts and Estates makes complex doctrinal rules easier to understand by exploring the history and rationale behind those rules. The analysis is thorough, and focuses both on common law doctrines and statutory reforms―with an emphasis on the Uniform Probate Code (including the 2008 amendments). Each substantive chapter closes with a …
A must-have guide that enables managers and trustees of private foundations, as well as their lawyers and accountants, to successfully navigate today’s increasingly complex tax laws and reporting requirements Private foundations are the most regulated of nonprofit organizations. Burdened with laws written over thirty years ago, which have become more complex and intricate, private foundations are forced …
Finally! A practical guide to walk you through the process of planning for a longer life. Using her years of experience as an Elder Law and Estate Planning attorney, and the personal lessons she learned walking her own parents through this process, Laurie Menzies explains, in practical terms, the best way to plan for this stage of life. …
ADMINISTRATION OF WILLS, TRUSTS, AND ESTATES, 5th edition walks the reader through wills, trusts and estates using the most up-to-date material and an engaging writing style. Whether it’s celebrity wills, marginal key term definitions, extensive review materials, or visual illustrations, ADMINISTRATION OF WILLS, TRUSTS, AND ESTATES, 5th edition has what readers need to succeed. Plus, the Fifth Edition …