Leaving A Legacy - What Every Texan Should Know About Estate Planning

Leaving A Legacy - What Every Texan Should Know About Estate Planning

Author: Justin T. Crain

Publisher: The Law Office of Justin T. Crain, PLLC

Published: 2020-10-28

Total Pages:

ISBN-13: 0578655586

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This book will provide you the direction and knowledge you will need to confidently take the appropriate steps toward an estate plan that fits your current and future needs. Inside you will find information regarding wills and trusts, powers of attorney, living wills and medical directives, Medicaid, nursing home planning, probate, taxes, and international planning considerations.


Book Synopsis Leaving A Legacy - What Every Texan Should Know About Estate Planning by : Justin T. Crain

Download or read book Leaving A Legacy - What Every Texan Should Know About Estate Planning written by Justin T. Crain and published by The Law Office of Justin T. Crain, PLLC. This book was released on 2020-10-28 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: This book will provide you the direction and knowledge you will need to confidently take the appropriate steps toward an estate plan that fits your current and future needs. Inside you will find information regarding wills and trusts, powers of attorney, living wills and medical directives, Medicaid, nursing home planning, probate, taxes, and international planning considerations.


Secure Your Legacy

Secure Your Legacy

Author: Ronald L Baranski Esq

Publisher: Independently Published

Published: 2023-09-17

Total Pages: 0

ISBN-13:

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Title: "Secure Your Legacy: A Comprehensive Guide to Texas Estate Planning Navigating the labyrinth of estate planning can be overwhelming, especially when laws and regulations differ from state to state. "Secure Your Legacy: A Comprehensive Guide to Texas Estate Planning" is your essential roadmap, tailored specifically for Texans. This accessible guide aims to demystify complex legal jargon and lay out clear, actionable steps to secure your family's financial future. Whether you're a first-time planner or updating an existing estate plan, this book walks you through the key components, specifically addressing the unique estate laws in Texas. Discover the practical applications of crucial documents such as: Wills: Learn why everyone needs one, and what happens in Texas if you don't have one. Durable Power of Attorney: Understand how to designate someone to manage your finances when you cannot. Medical Power of Attorney: Make sure someone trusted can make healthcare decisions for you in times of incapacity. Healthcare Directive: Know your options and formalize your wishes regarding life-sustaining treatment. Revocable Living Trust: Explore the ins and outs of this tool for more complex estates, and how it can help you avoid probate. Supplemental Needs Trust: Find out how this specialized trust can secure the future of a loved one with special needs. The book also delves into advanced strategies like bypassing probate through joint ownership and setting up Payable on Death (POD) or Transfer on Death (TOD) accounts. Highlights - Tailored specifically for Texas residents - Simplifies complex terms into understandable language - Comprehensive coverage of all essential documents - Advanced strategies for probate avoidance - User-friendly format with checklists and FAQs Invest in your peace of mind and ensure your loved ones are taken care of. "Secure Your Legacy" is your indispensable guide to making informed decisions about estate planning in Texas. Secure your future, and your legacy, with this all-encompassing guide. Grab your copy now!


Book Synopsis Secure Your Legacy by : Ronald L Baranski Esq

Download or read book Secure Your Legacy written by Ronald L Baranski Esq and published by Independently Published. This book was released on 2023-09-17 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Title: "Secure Your Legacy: A Comprehensive Guide to Texas Estate Planning Navigating the labyrinth of estate planning can be overwhelming, especially when laws and regulations differ from state to state. "Secure Your Legacy: A Comprehensive Guide to Texas Estate Planning" is your essential roadmap, tailored specifically for Texans. This accessible guide aims to demystify complex legal jargon and lay out clear, actionable steps to secure your family's financial future. Whether you're a first-time planner or updating an existing estate plan, this book walks you through the key components, specifically addressing the unique estate laws in Texas. Discover the practical applications of crucial documents such as: Wills: Learn why everyone needs one, and what happens in Texas if you don't have one. Durable Power of Attorney: Understand how to designate someone to manage your finances when you cannot. Medical Power of Attorney: Make sure someone trusted can make healthcare decisions for you in times of incapacity. Healthcare Directive: Know your options and formalize your wishes regarding life-sustaining treatment. Revocable Living Trust: Explore the ins and outs of this tool for more complex estates, and how it can help you avoid probate. Supplemental Needs Trust: Find out how this specialized trust can secure the future of a loved one with special needs. The book also delves into advanced strategies like bypassing probate through joint ownership and setting up Payable on Death (POD) or Transfer on Death (TOD) accounts. Highlights - Tailored specifically for Texas residents - Simplifies complex terms into understandable language - Comprehensive coverage of all essential documents - Advanced strategies for probate avoidance - User-friendly format with checklists and FAQs Invest in your peace of mind and ensure your loved ones are taken care of. "Secure Your Legacy" is your indispensable guide to making informed decisions about estate planning in Texas. Secure your future, and your legacy, with this all-encompassing guide. Grab your copy now!


The Complete Guide to Planning Your Estate in Texas

The Complete Guide to Planning Your Estate in Texas

Author: Linda C. Ashar

Publisher: Atlantic Publishing Company

Published: 2011

Total Pages: 230

ISBN-13: 1601384262

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


Book Synopsis The Complete Guide to Planning Your Estate in Texas by : Linda C. Ashar

Download or read book The Complete Guide to Planning Your Estate in Texas written by Linda C. Ashar and published by Atlantic Publishing Company. This book was released on 2011 with total page 230 pages. Available in PDF, EPUB and Kindle. Book excerpt: Texas -specific information is offered throughout this book, including: Texas's probate code; Texas rules, regulations, and laws specific to estate planning; elements of a valid Texas will; planning your living will in Texas; explanations of Texas 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.


Your Texas Wills, Trusts, & Estates Explained Simply

Your Texas Wills, Trusts, & Estates Explained Simply

Author: Linda C. Ashar

Publisher: Atlantic Publishing Company

Published: 2011

Total Pages: 290

ISBN-13: 1601384114

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Few people want to think about what would happen to their family if they become disabled or die; however, planning for these occurrences in advance will reduce potential stress on your family later in life. This new book will take the guesswork out of planning your estate and help you finally understand the complex processes. The right plan can protect the value of your estate and spare your loved ones unnecessary hassles and legal conflicts. Your Texas Wills, Trusts, & Estates will help you glide through this complicated process. This new book has been adapted to offer Texas residents state-specific advice for estate planning. Author Linda C. Ashar, Attorney at Law, has crafted an estate planning primer, allowing Texas residents to become more informed and more involved during the process. Your Texas Wills, Trusts, & Estates will provide all the information you need to choose, set up, and execute a will, trust, or estate. You will learn the legal terminology, including beneficiary, probate, trustor, trustee, assets, guardianship, and executor. You will also learn about trust agreements, trust property, settlement costs, life insurance, durable power of attorney, marital deductions, gift splitting, survivorship deeds, gift tax issues, generation skipping transfer tax, tax deferred accounts, and advance directives. Texas-specific information is offered throughout this book, including: Texas' probate code; Texas rules, regulations, and laws specific to estate planning; elements of a valid Texas will; planning your living will in Texas; explanations of Texas 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. Whether you are writing your will, establishing a trust, planning your estate for the first time, or updating and revising your previous plans, Your Texas Wills, Trusts, & Estates will give you all the tools and knowledge you need to decide where and to whom your assets will go when you die. 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 Texas 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.


Book Synopsis Your Texas Wills, Trusts, & Estates Explained Simply by : Linda C. Ashar

Download or read book Your Texas Wills, Trusts, & Estates Explained Simply written by Linda C. Ashar and published by Atlantic Publishing Company. This book was released on 2011 with total page 290 pages. Available in PDF, EPUB and Kindle. Book excerpt: Few people want to think about what would happen to their family if they become disabled or die; however, planning for these occurrences in advance will reduce potential stress on your family later in life. This new book will take the guesswork out of planning your estate and help you finally understand the complex processes. The right plan can protect the value of your estate and spare your loved ones unnecessary hassles and legal conflicts. Your Texas Wills, Trusts, & Estates will help you glide through this complicated process. This new book has been adapted to offer Texas residents state-specific advice for estate planning. Author Linda C. Ashar, Attorney at Law, has crafted an estate planning primer, allowing Texas residents to become more informed and more involved during the process. Your Texas Wills, Trusts, & Estates will provide all the information you need to choose, set up, and execute a will, trust, or estate. You will learn the legal terminology, including beneficiary, probate, trustor, trustee, assets, guardianship, and executor. You will also learn about trust agreements, trust property, settlement costs, life insurance, durable power of attorney, marital deductions, gift splitting, survivorship deeds, gift tax issues, generation skipping transfer tax, tax deferred accounts, and advance directives. Texas-specific information is offered throughout this book, including: Texas' probate code; Texas rules, regulations, and laws specific to estate planning; elements of a valid Texas will; planning your living will in Texas; explanations of Texas 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. Whether you are writing your will, establishing a trust, planning your estate for the first time, or updating and revising your previous plans, Your Texas Wills, Trusts, & Estates will give you all the tools and knowledge you need to decide where and to whom your assets will go when you die. 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 Texas 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.


Texas Estate Planning Myths and Other Tall Tales

Texas Estate Planning Myths and Other Tall Tales

Author: Debbie J Cunningham

Publisher: Createspace Independent Publishing Platform

Published: 2016-05-09

Total Pages: 44

ISBN-13: 9781532855405

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Estate planning allows individuals, couples and families to ensure their loved ones are protected and their wishes are honored during incapacity or after their passing. This planning can be difficult to think about and sometimes to implement. As we all know, life does not always go according to plan. Some will be blessed with good health, a long life and a quick end that does not involve illness. Unfortunately, at least one of these three things will elude most us. To manage these unknowns, you need to have an estate plan in place. Estate plans are not only for the wealthy; they are for anyone who has loved ones, property or investments. Your estate plan should be tailored to your unique needs. Even if we know we need to plan for the unexpected, it is not any fun to think about. As a result, having a Will and Powers of Attorney prepared is on the to-do list, but then never gets checked off. After all, it requires making an appointment with a lawyer, possibly taking off work, spending some money and finally thinking about all the unpleasant things that might happen to you. Here is your opportunity to find out why estate planning should be a priority. Each of these myths tells real life stories about how having a plan saved the day, or how the lack of one brought hardship and grief.


Book Synopsis Texas Estate Planning Myths and Other Tall Tales by : Debbie J Cunningham

Download or read book Texas Estate Planning Myths and Other Tall Tales written by Debbie J Cunningham and published by Createspace Independent Publishing Platform. This book was released on 2016-05-09 with total page 44 pages. Available in PDF, EPUB and Kindle. Book excerpt: Estate planning allows individuals, couples and families to ensure their loved ones are protected and their wishes are honored during incapacity or after their passing. This planning can be difficult to think about and sometimes to implement. As we all know, life does not always go according to plan. Some will be blessed with good health, a long life and a quick end that does not involve illness. Unfortunately, at least one of these three things will elude most us. To manage these unknowns, you need to have an estate plan in place. Estate plans are not only for the wealthy; they are for anyone who has loved ones, property or investments. Your estate plan should be tailored to your unique needs. Even if we know we need to plan for the unexpected, it is not any fun to think about. As a result, having a Will and Powers of Attorney prepared is on the to-do list, but then never gets checked off. After all, it requires making an appointment with a lawyer, possibly taking off work, spending some money and finally thinking about all the unpleasant things that might happen to you. Here is your opportunity to find out why estate planning should be a priority. Each of these myths tells real life stories about how having a plan saved the day, or how the lack of one brought hardship and grief.


Guiding Those Left Behind in Texas

Guiding Those Left Behind in Texas

Author: Amelia E. Pohl

Publisher:

Published: 2006

Total Pages: 280

ISBN-13: 9781932464122

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Book Synopsis Guiding Those Left Behind in Texas by : Amelia E. Pohl

Download or read book Guiding Those Left Behind in Texas written by Amelia E. Pohl and published by . This book was released on 2006 with total page 280 pages. Available in PDF, EPUB and Kindle. Book excerpt:


Your Complete Guide to Leaving an Inheritance for Your Children and Others

Your Complete Guide to Leaving an Inheritance for Your Children and Others

Author: Michael A. Valles

Publisher: Atlantic Publishing Company

Published: 2008

Total Pages: 290

ISBN-13: 1601382103

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While more than 50 percent of Americans feel it is important to leave an inheritance for their children and other beneficiaries, the majority have not yet made any plans for their estate. This new book will serve as an aid in your planning, providing you with indispensable information and the necessary tools. Whether you choose to arrange a trust or a will, you will learn how to do so, as well as how to manage and alter your plans. You will be able to choose which trust is right for you, be it living, incentive, Qualified Terminable Interest Property, charitable remainder, children s, support, family, or generation-skipping tax-exempt. You will decide which will -holographic, nuncupative, self-proving, statutory, simple, joint, living, mutual, ethical, electronic, or video - best fits your needs. Furthermore, you will learn about income only trusts, the Uniform Transfers to Minors Act, 529 plans, and Coverdell accounts. In this book, you will learn tips for distributing inheritance among children and what an appropriate inheritance is, as well as about inheritance taxes, exempt beneficiaries, disinheritance, durable power of attorney, and advance health care directives. Additionally, you will learn tips for distributing inheritance among children; what an appropriate inheritance is; how to prevent fights over inherited property; how to deal with adopted children, stepchildren, and children from a second marria≥ how to select trustees and guardians; how to protect your money from a financially immature child, a child s spouse, and creditors; how to divide valuables and non-cash assets; and how to deal with the family home. Your Complete Guide to Leaving an Inheritance for Your Children and Others makes this difficult process easy to understand by using simple, every day language. If you are one of the many people who want to leave an inheritance but do not know where to begin, it is time to pick up this book and start planning. Atlantic Publishing is a small, independent publishing company based in Ocala, Florida. Founded over twenty years ago in the company presidentâe(tm)s garage, Atlantic Publishing has grown to become a renowned resource for non-fiction books. Today, over 450 titles are in print covering subjects such as small business, healthy living, management, finance, careers, and real estate. Atlantic Publishing prides itself on producing award winning, high-quality manuals that give readers up-to-date, pertinent information, real-world examples, and case studies with expert advice. Every book has resources, contact information, and web sites of the products or companies discussed.


Book Synopsis Your Complete Guide to Leaving an Inheritance for Your Children and Others by : Michael A. Valles

Download or read book Your Complete Guide to Leaving an Inheritance for Your Children and Others written by Michael A. Valles and published by Atlantic Publishing Company. This book was released on 2008 with total page 290 pages. Available in PDF, EPUB and Kindle. Book excerpt: While more than 50 percent of Americans feel it is important to leave an inheritance for their children and other beneficiaries, the majority have not yet made any plans for their estate. This new book will serve as an aid in your planning, providing you with indispensable information and the necessary tools. Whether you choose to arrange a trust or a will, you will learn how to do so, as well as how to manage and alter your plans. You will be able to choose which trust is right for you, be it living, incentive, Qualified Terminable Interest Property, charitable remainder, children s, support, family, or generation-skipping tax-exempt. You will decide which will -holographic, nuncupative, self-proving, statutory, simple, joint, living, mutual, ethical, electronic, or video - best fits your needs. Furthermore, you will learn about income only trusts, the Uniform Transfers to Minors Act, 529 plans, and Coverdell accounts. In this book, you will learn tips for distributing inheritance among children and what an appropriate inheritance is, as well as about inheritance taxes, exempt beneficiaries, disinheritance, durable power of attorney, and advance health care directives. Additionally, you will learn tips for distributing inheritance among children; what an appropriate inheritance is; how to prevent fights over inherited property; how to deal with adopted children, stepchildren, and children from a second marria≥ how to select trustees and guardians; how to protect your money from a financially immature child, a child s spouse, and creditors; how to divide valuables and non-cash assets; and how to deal with the family home. Your Complete Guide to Leaving an Inheritance for Your Children and Others makes this difficult process easy to understand by using simple, every day language. If you are one of the many people who want to leave an inheritance but do not know where to begin, it is time to pick up this book and start planning. Atlantic Publishing is a small, independent publishing company based in Ocala, Florida. Founded over twenty years ago in the company presidentâe(tm)s garage, Atlantic Publishing has grown to become a renowned resource for non-fiction books. Today, over 450 titles are in print covering subjects such as small business, healthy living, management, finance, careers, and real estate. Atlantic Publishing prides itself on producing award winning, high-quality manuals that give readers up-to-date, pertinent information, real-world examples, and case studies with expert advice. Every book has resources, contact information, and web sites of the products or companies discussed.


What to Do with Everything You Own to Leave the Legacy You Want: From-the-Heart Estate Planning for Everyone, Whatever Your Financial Situation

What to Do with Everything You Own to Leave the Legacy You Want: From-the-Heart Estate Planning for Everyone, Whatever Your Financial Situation

Author: Marni Jameson

Publisher: The Experiment, LLC

Published: 2021-06-22

Total Pages: 199

ISBN-13: 1615197877

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You can’t take it with you, but you can ensure that what you leave behind has value and meaning. Whether you want the fruits of your life’s work to benefit your family, the environment, science, human rights, the arts, your church, or another cause dear to you, one thing is certain: It won’t happen unless you plan. What to Do with Everything You Own to Leave the Legacy You Want is a step-by-step, DIY guide to turning your money and “stuff” into something meaningful that will outlast you—whether you are in the prime of life or your later years, single or partnered, have kids or not, are well-off or of modest means. With her trademark practical wisdom, downsizing expert Marni Jameson offers plenty of comfort (and even some laughs) as she guides you through the following: Identifying whom you want to benefit from your legacy Navigating wills, trusts, and other paths to your goals Heading off potential family conflicts Making the best plan for your material assets This book will encourage and inspire you through every step of your final downsizing project, helping you make a positive impact on the people and causes closest to your heart.


Book Synopsis What to Do with Everything You Own to Leave the Legacy You Want: From-the-Heart Estate Planning for Everyone, Whatever Your Financial Situation by : Marni Jameson

Download or read book What to Do with Everything You Own to Leave the Legacy You Want: From-the-Heart Estate Planning for Everyone, Whatever Your Financial Situation written by Marni Jameson and published by The Experiment, LLC. This book was released on 2021-06-22 with total page 199 pages. Available in PDF, EPUB and Kindle. Book excerpt: You can’t take it with you, but you can ensure that what you leave behind has value and meaning. Whether you want the fruits of your life’s work to benefit your family, the environment, science, human rights, the arts, your church, or another cause dear to you, one thing is certain: It won’t happen unless you plan. What to Do with Everything You Own to Leave the Legacy You Want is a step-by-step, DIY guide to turning your money and “stuff” into something meaningful that will outlast you—whether you are in the prime of life or your later years, single or partnered, have kids or not, are well-off or of modest means. With her trademark practical wisdom, downsizing expert Marni Jameson offers plenty of comfort (and even some laughs) as she guides you through the following: Identifying whom you want to benefit from your legacy Navigating wills, trusts, and other paths to your goals Heading off potential family conflicts Making the best plan for your material assets This book will encourage and inspire you through every step of your final downsizing project, helping you make a positive impact on the people and causes closest to your heart.


A Texan's Guide of the Probate Process

A Texan's Guide of the Probate Process

Author: Catalina Dickerson

Publisher:

Published: 2019-11

Total Pages:

ISBN-13: 9781733256742

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In Texas the probate process is just that, it is a process. It involves needing legal representation. When there is no will, or estate plan and especially when heirs are fighting, it can be a labored and delayed process. It can be said with great certainty that disputes can cause major delays in the probate process and be more expense. It's important, when reviewing this process to see the value of having an estate plan. Whether you consider making a will, which can help expedite probate and make things move along nicely or you consider creating a trust that will avoid probate altogether; it's always a good idea to find ways to facilitate the process of probate. My personal goal for my clients is to allow easy transfer of assets directly from the decedent to the beneficiaries or maintain the assets in a trust with no further action needed until a next death. Grief tends to linger near the surface when you're the one in charge of a recently-deceased family member's estate through the lengthy probate process. While this may tempt you to rush through the probate timeline, doing so is impractical and often impossible. Probate of a loved one's estate can sometimes be necessary after they pass away. Navigating the court process while you are grieving can be overwhelming. Conversely, by having action steps in place with a will or trust, you can help reduce the stress and suffering of the loved ones you might leave behind. As a Texas state board-certified estate planning and probate attorney, I work to find the least time-consuming process available to transfer your loved one's assets to the intended heirs and beneficiaries. I hope this book has provided you with the information you need about the probate process in Texas and "what it looks like". I hope after reading this you feel more comfortable about moving forward with the probate process even though you may be in a situation of grief. It's important to move forward in a timely manner and not miss out on important probate deadlines.


Book Synopsis A Texan's Guide of the Probate Process by : Catalina Dickerson

Download or read book A Texan's Guide of the Probate Process written by Catalina Dickerson and published by . This book was released on 2019-11 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: In Texas the probate process is just that, it is a process. It involves needing legal representation. When there is no will, or estate plan and especially when heirs are fighting, it can be a labored and delayed process. It can be said with great certainty that disputes can cause major delays in the probate process and be more expense. It's important, when reviewing this process to see the value of having an estate plan. Whether you consider making a will, which can help expedite probate and make things move along nicely or you consider creating a trust that will avoid probate altogether; it's always a good idea to find ways to facilitate the process of probate. My personal goal for my clients is to allow easy transfer of assets directly from the decedent to the beneficiaries or maintain the assets in a trust with no further action needed until a next death. Grief tends to linger near the surface when you're the one in charge of a recently-deceased family member's estate through the lengthy probate process. While this may tempt you to rush through the probate timeline, doing so is impractical and often impossible. Probate of a loved one's estate can sometimes be necessary after they pass away. Navigating the court process while you are grieving can be overwhelming. Conversely, by having action steps in place with a will or trust, you can help reduce the stress and suffering of the loved ones you might leave behind. As a Texas state board-certified estate planning and probate attorney, I work to find the least time-consuming process available to transfer your loved one's assets to the intended heirs and beneficiaries. I hope this book has provided you with the information you need about the probate process in Texas and "what it looks like". I hope after reading this you feel more comfortable about moving forward with the probate process even though you may be in a situation of grief. It's important to move forward in a timely manner and not miss out on important probate deadlines.


Texas Estate Planning

Texas Estate Planning

Author: Dianne Reis

Publisher:

Published: 2005-02

Total Pages:

ISBN-13: 9781580120999

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Texas Estate Planning.


Book Synopsis Texas Estate Planning by : Dianne Reis

Download or read book Texas Estate Planning written by Dianne Reis and published by . This book was released on 2005-02 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Texas Estate Planning.