Product Description

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 reflect the federal tax codes and up-to-the-minute developments in the legal system.

The Living Trust : The Failproof Way to Pass Along Your Estate to Your Heirs

Product Description
Estate Planning Client Strategies provides an authoritative, insider’s perspective on key tips for developing estate plans to best meet client needs. Featuring experienced partners from law firms across the nation, these experts guide the reader through some of the common challenges facing trusts and estates lawyers in today’s legal climate. These top lawyers offer advice on creating business succession plans, utilizing trusts to protect client assets, and navigating the uncertainty surrounding the federal estate tax. From shifting family dynamics to recent developments in the law, these experts reveal proven strategies for drafting estate plans that are flexible enough to provide for the possibility of unanticipated changes in the future. Additionally, these leaders discuss issues that commonly arise in probate and comment on how probate can be a useful device to resolve various legal issues. The different niches represented and the breadth of perspectives presented enable readers to get inside some of the great legal minds of today, as these experienced lawyers offer up their thoughts on the keys to success within this ever-evolving area of law.

Inside the Minds provides readers with proven business and legal intelligence from leading C-Level executives and lawyers. Each chapter offers thought leadership and expert analysis on an industry, profession, or topic, providing a future-oriented perspective and proven strategies for success. Each author has been selected based on their experience and C-Level standing within the business and legal communities.

Chapters Include:

1. Michael D. Sontag, Partner, Bass, Berry & Sims PLC – “Developing Clients’ Estate Plans in 2011 and Beyond”
2. Julie Ann Garber, Attorney, Becker & Poliakoff PA – “Estate Planning Strategies for Today’s Clients”
3. Paul Walter and Louis Jay Ulman, Partners, Offit Kurman – “New Estate Planning Developments for Attorneys and Their Clients”
4. Carl E. Eastwick, Counsel, Semmes, Bowen & Semmes – “Preserving Assets and Solving Problems for Estate Planning Clients in 2011″
5. James P. Seguin, Partner, Buckley King – “Overcoming New and Old Challenges in the Estate Planning Process”

Appendices Include:

Appendix A: Client Info Sheet
Appendix B: Sample Investment Policy Statement for Trustees (Prudent Person Standard)
Appendix C: Estate Plan Personal Data Sheet for Married Couples
Appendix D: Estate Planning Checklist

Estate Planning Client Strategies, 2011 ed: Leading Lawyers on Creating Flexible Estate Plans, Developing Trusts, and Meeting Client Expectations

Everyman’s Virginia Estate Plan

Capacity to Marry and the Estate Plan

Product Description

The ABA Checklist for Family Heirs is a wonderful tool for anyone needing assistance in organizing information for heirs. The book, which comes complete with a CD of documents that can be modified according to one’s needs, includes the following checklists: personal history; family history; insurance; benefits for survivors; banking and savings; investments; real estate; debts; wills and trusts; and final wishes.

The ABA Checklist for Family Heirs: A Guide to Family History, Financial Plans and Final Wishes

Product Description
What happens to your estate after you are gone is very much within your control. Estate planning is not only for the wealthy; it is for everyone. It is simply the process of deciding where your assets are to be distributed after your death. For those people who wish to preserve their assets for designated purposes such as family or special charities it becomes necessary to make special advance preparations. To ensure your assets are protected and final wishes are carried out, there are some common actions that should be taken now. Proper estate planning allows you to plan for yourself and your loved ones without giving up control of your affairs. Your estate plan should also allow for the possibility of your own disability. It should detail what you own and whom you want to leave it to at a time of your choosing and the way you want. Your estate plan should include fully disclosed, controlled costs for you and your loved ones. The last thing you want to worry about is having your estate drained of value through taxes and legal costs. The right plan can protect the value of your estate and spare your loved ones unnecessary hassles and legal conflicts. The Complete Guide to Planning Your Estate in North Carolina will help you glide through this complicated process. This new book has been adapted to offer Ohio residents state-specific advice for estate planning. Co-authors Margo Pierce and Linda C. Ashar, attorneys at law, have crafted an estate planning primer, allowing North Carolina residents to become more informed and more involved during the process. Many books on estate planning indicate you do not need the services of an attorney, but this book highly recommends using an attorney versed in this area: You should not go through the process alone. This book is intended explain the complicated issues, terminology, and planning strategies of estate planning so when you do meet with a qualified attorney, you will be well prepared. You will understand the legal terms and be ready to discuss issues and strategies with familiarity, saving you time and legal fees and ensuring peace of mind. North Carolina -specific information is offered throughout this book, including: North Carolina s probate code; North Carolina rules, regulations, and laws specific to estate planning; elements of a valid North Carolina will; planning your living will in North Carolina; explanations of North Carolina laws regarding durable health care power of attorneys, do not resuscitate (DNR) orders, and directives to withhold CPR. The book s easy-to-understand context clarifies this complicated and sensitive subject and gives readers the power to take control of their future. This book also offers an overview of abatement rules, settlement costs, guardianship and minor children, executors and trustees, life insurance, potential long-term care needs, marital deductions, types of trusts, gift splitting, survivorship deeds, 529 plans, reducing or eliminating estate taxes, avoiding tax on life insurance, using insurance to pay estate taxes, gift tax issues, generation skipping transfer tax, and tax-deferred accounts. Estate planning should be a positive experience. It involves reviewing your situation and planning for your future. Although few people want to think about the possibility of disability or disease, advance planning is also a way to show your love and to reduce potential distress later. Other books offer a non-state-specific overview of estate planning, causing many readers to be misinformed about rules and regulations particular to their state; but, this new book provides information North Carolina residents need to know. Do not get outdated or wrong information that does not pertain to you specifically. Use this new book to craft an estate plan that is not only legally sound but also fully carries out your last wishes and prote

The Complete Guide to Planning Your Estate In North Carolina: A Step-By-Step Plan to Protect Your Assets, Limit Your Taxes, and Ensure Your Wishes Are Fulfilled for North Carolina

Product Description
This digital document is an article from Real Estate Weekly, published by Hagedorn Publication on July 27, 2005. The length of the article is 655 words. The page length shown above is based on a typical 300-word page. The article is delivered in HTML format and is available in your Amazon.com Digital Locker immediately after purchase. You can view it with any web browser.

Citation Details
Title: REIT sells $968M portfolio.(real estate investment trust, New Plan Excel Realty Trust Inc., Galileo America LLC)
Author: Daniel Geiger
Publication: Real Estate Weekly (Magazine/Journal)
Date: July 27, 2005
Publisher: Hagedorn Publication
Volume: 51 Issue: 50 Page: 1(2)

Distributed by Thomson Gale

REIT sells $968M portfolio.: An article from: Real Estate Weekly

The role of personal life insurance trusts in the estate plan

Product Description
An easy to read reference that contains forms and explanations of current law in Massachusetts for such important topics as healthcare proxies, living wills, estate planning, medical rights, and funeral arrangements.

Choosing Your Path: How Massachusetts Residents can Take Control of their Medical Care, Estate Plans and Funeral Arrangements

Product Description
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 ship-shape, your insurance policies are structured properly, and that every conceivable hole in your estate plan has been filled. And most of all, you’d like to do all of this without driving yourself crazy trying to make sense of the complicated jargon, jumble of paperwork, and welter of state and federal laws involved in the estate planning process.

Written by two estate planning pros, this simple, easy-to-use guide takes the pain out of planning for your ultimate financial future. In plain English, the authors walk you step-by-step through everything you need to know to:

• Put your estate into order
• Minimize estate taxes
• Write a proper will
• Deal with probate
• Set up trusts
• Make sure your insurance policies are structured properly
• Plan for special situations, like becoming incompetent and pet care 
• Craft a solid estate plan and keep it up-to-date

Don’t leave the final disposition of your estate up to chance and the whims of bureaucrats. Estate Planning For Dummies gives you the complete lowdown on:

• Figuring out what you’re really worth
• Mastering the basics of wills and probate
• Using will substitutes and dodging probate taxes
• Setting up protective trusts, charitable trusts, living trusts and more
• Making sense of state and federal inheritance taxes
• Avoiding the generation skipping transfer tax
• Minimizing all your estate-related taxes
• Estate planning for family businesses
• Creating a comprehensive estate plan

Straightforward, reader-friendly, easy-to-use, Estate Planning For Dummies is the ultimate guide to planning your family’s future.

Estate Planning For Dummies