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 Florida will help you glide through this complicated process. This new book has been adapted to offer Ohio residents state-specific advice for estate planning. Author Linda C. Ashar, Attorney at Law, has crafted an estate planning primer, allowing Florida 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. Florida -specific information is offered throughout this book, including: Florida s probate code; Florida rules, regulations, and laws specific to estate planning; elements of a valid Florida will; planning your living will in Florida; explanations of Florida 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 Florida 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 protects your loved ones.

The Complete Guide to Planning Your Estate in Florida: A Step-by-Step Plan to Protect Your Assets, Limit Your Taxes, and Ensure Your Wishes Are Fulfilled for Florida Residents

• WILL LIVING TRUSTS 50 FORMS -BOXED

Product Description
America’s No. 1 estate planning software helps you create a will, living trust, living will — and much more! Help protect your family and your assets, and save on legal fees! Quicken WillMaker Plus 2009 provides the legal forms you need. So comprehensive, the software assembles your forms from among 40,000 document possibilities — but so easy to use, you’ll have them finished in minutes. Will Living Trusts, including an AB Trust Health Care Directive: Living Will Health Care Power of Attorney Financial Powers of Attorney Final arrangements document Important documents for executors The software also provides forms you can use every day, such as authorizations and agreements, promissory notes, and child and elder care forms. For each document, Quicken WillMaker Plus takes you through a step-by-step interview. Your documents will automatically reflect the laws of your state. If you have any questions, simply check out the comprehensive onscreen legal manual. Estate planning documents not valid in Louisiana.

Quicken WillMaker Plus 2009

Sorting out life’s complexities: What you really need to know about taxes, wills, trusts, powers of attorneys, retirement plans, health care decisions

Product Description
Executing an estate or a trust fund is a big responsibility. Estate & Trust Administration For Dummies contains advice for handling estates and trusts of any size. It offers solid pointers on reading and interpreting a will and other documents, and helping heirs avoid paying too much (or too little). It also shows you how to take care of a loved one’s estate in the event that a will or trust was never created.

This authoritative, plain-English guide helps you understand and follow the rules that govern estates and trusts, ensure a smooth transfer of property, and manage fiduciary affairs in an orderly manner. You’ll get help choosing and assembling a team of professional advisors, settling debts and paying bequests, operating a revocable or irrevocable trust, and making sound trust investment decisions. Discover how to:

• Understand executors’ and trustees’ duties
• Read and interpret important documents
• Properly execute an estate or trust
• Handle estates both large and small
• Get familiar with the probate process and estate taxes
• Identify different types of trusts
• Follow the deceased’s wishes — and the law
• Notify insurers and employers of a death
• Follow the steps for closing an estate
• Establish, fund, and change ownership of a trust
• Keep proper trust records

Yes, you can do the job and do it well. All you need is a little help from Estate and Trust Administration For Dummies.

Estate & Trust Administration For Dummies

Product Description
Covers why a will is important and how to prepare one; how to estimate the size of your estate and minimize taxes; and how to set up powers of attorney and advance medical directives.Product Description
Covers why a will is important and how to prepare one; how to estimate the size of your estate and minimize taxes; and how to set up powers of attorney and advance medical directives.

“Estate Planning” Your Questions Answered

Product Description
This digital document is an article from The Tax Adviser, published by American Institute of CPA’s on October 1, 2008. The length of the article is 858 words. The page length shown above is based on a typical 300-word page. The article is delivered in HTML format and is available immediately after purchase. You can view it with any web browser.

Citation Details
Title: Power of attorney: limited vs. full.
Author: Marc Zwick
Publication: The Tax Adviser (Magazine/Journal)
Date: October 1, 2008
Publisher: American Institute of CPA’s
Volume: 39 Issue: 10 Page: 693(2)

Distributed by Gale, a part of Cengage Learning

Power of attorney: limited vs. full.: An article from: The Tax Adviser

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 New Jersey 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 New Jersey 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. New Jersey -specific information is offered throughout this book, including: New Jersey s probate code; New Jersey rules, regulations, and laws specific to estate planning; elements of a valid New Jersey will; planning your living will in New Jersey; explanations of New Jersey 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 New Jersey 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 protects your loved ones.

The Complete Guide to Planning Your Estate in New Jersey: A Step-by-Step Plan to Protect Your Assets, Limit Your Taxes, and Ensure Your Wishes Are Fulfilled for New Jersey Residents

Product Description
This digital document is an article from The Tax Adviser, published by American Institute of CPA’s on April 1, 2003. The length of the article is 917 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: Contingency fees paid directly to attorney are excludible.
Author: David Driscoll
Publication: The Tax Adviser (Magazine/Journal)
Date: April 1, 2003
Publisher: American Institute of CPA’s
Volume: 34 Issue: 4 Page: 238(2)

Distributed by Thomson Gale

Contingency fees paid directly to attorney are excludible.: An article from: The Tax Adviser

Product Description
This digital document is an article from Arkansas Business, published by Journal Publishing, Inc. on August 16, 2004. The length of the article is 670 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: Moser pleads guilty to fraud in sale.(Inside Business)(tax attorney Bobby Keith Moser)
Author: Lance Turner
Publication: Arkansas Business (Magazine/Journal)
Date: August 16, 2004
Publisher: Journal Publishing, Inc.
Volume: 21 Issue: 33 Page: 12(1)

Distributed by Thomson Gale

Moser pleads guilty to fraud in sale.: An article from: Arkansas Business

Product Description
This digital document is an article from Florida Bar Journal, published by Thomson Gale on February 1, 2006. The length of the article is 4558 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: Possible tax consequences under Florida durable powers of attorney.
Author: Peter B. Tiernan
Publication: Florida Bar Journal (Magazine/Journal)
Date: February 1, 2006
Publisher: Thomson Gale
Volume: 80 Issue: 2 Page: 27(5)

Distributed by Thomson Gale

Possible tax consequences under Florida durable powers of attorney.: An article from: Florida Bar Journal