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Secure Your Legacy

Author: Richard J. Shapiro J.D.

Publisher: Archway Publishing

Published: 2017-03-29

Total Pages: 200

ISBN-13: 1480844950

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Imagine building a new home without a set of blueprintssounds absurd, doesnt it? Its no different than creating an estate plan without establishing planning goals, but far too often people engage in estate planning without thinking about what they want to accomplish. In Secure Your Legacy, attorney Richard J. Shapiro tackles the daunting aspects of estate planning and elder law. He answers questions such as: How do you determine if you need a will or a trust (or both)? Whats the difference between a revocable and irrevocable trust? How do you protect assets if you need long-term care? How do you reduce your exposure to estate taxes? He also shares tips on planning for a child with special needs, transferring a business, and ensuring a beloved pet is taken care of if you die or become incapacitated. He also explains why you should never create an estate plan online. Filled with real-world examples, this guide gives you the critical information you need to work with an attorney to create an estate plan that protects you and your loved ones.

Book Synopsis Secure Your Legacy by : Richard J. Shapiro J.D.

Download or read book Secure Your Legacy written by Richard J. Shapiro J.D. and published by Archway Publishing. This book was released on 2017-03-29 with total page 200 pages. Available in PDF, EPUB and Kindle. Book excerpt: Imagine building a new home without a set of blueprintssounds absurd, doesnt it? Its no different than creating an estate plan without establishing planning goals, but far too often people engage in estate planning without thinking about what they want to accomplish. In Secure Your Legacy, attorney Richard J. Shapiro tackles the daunting aspects of estate planning and elder law. He answers questions such as: How do you determine if you need a will or a trust (or both)? Whats the difference between a revocable and irrevocable trust? How do you protect assets if you need long-term care? How do you reduce your exposure to estate taxes? He also shares tips on planning for a child with special needs, transferring a business, and ensuring a beloved pet is taken care of if you die or become incapacitated. He also explains why you should never create an estate plan online. Filled with real-world examples, this guide gives you the critical information you need to work with an attorney to create an estate plan that protects you and your loved ones.

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.

AARP Crash Course in Estate Planning

Author: Michael T. Palermo

Publisher: Sterling Publishing Company, Inc.

Published: 2008-02

Total Pages: 276

ISBN-13: 140275860X

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Lawyer and financial planner Michael T. Palermo explains everything you need to know about wills, trusts, and more.

Book Synopsis AARP Crash Course in Estate Planning by : Michael T. Palermo

Download or read book AARP Crash Course in Estate Planning written by Michael T. Palermo and published by Sterling Publishing Company, Inc.. This book was released on 2008-02 with total page 276 pages. Available in PDF, EPUB and Kindle. Book excerpt: Lawyer and financial planner Michael T. Palermo explains everything you need to know about wills, trusts, and more.

Leaving a Legacy Instead of a Mess

Author: Suren G. Adams

Publisher: Createspace Independent Publishing Platform

Published: 2016-12-01

Total Pages: 54

ISBN-13: 9781540782090

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When people hear the words "Estate Planning," they often think it is only for the super rich. However, estate planning is not only available, but absolutely necessary for every adult over the age of 18. This book will not only walk you through the reasons why estate planning is so important, but will also show you how to leave a legacy for your family rather than leaving a mess.

Book Synopsis Leaving a Legacy Instead of a Mess by : Suren G. Adams

Download or read book Leaving a Legacy Instead of a Mess written by Suren G. Adams and published by Createspace Independent Publishing Platform. This book was released on 2016-12-01 with total page 54 pages. Available in PDF, EPUB and Kindle. Book excerpt: When people hear the words "Estate Planning," they often think it is only for the super rich. However, estate planning is not only available, but absolutely necessary for every adult over the age of 18. This book will not only walk you through the reasons why estate planning is so important, but will also show you how to leave a legacy for your family rather than leaving a mess.

Secure Your Legacy

Author: Richard J. Shapiro

Publisher:

Published: 2017-03-29

Total Pages: 200

ISBN-13: 9781480844940

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Imagine building a new home without a set of blueprints--sounds absurd, doesn't it? It's no different than creating an estate plan without establishing planning goals, but far too often people engage in estate planning without thinking about what they want to accomplish. In Secure Your Legacy, attorney Richard J. Shapiro tackles the daunting aspects of estate planning and elder law. He answers questions such as: - How do you determine if you need a will or a trust (or both)? - What's the difference between a revocable and irrevocable trust? - How do you protect assets if you need long-term care? - How do you reduce your exposure to estate taxes? He also shares tips on planning for a child with special needs, transferring a business, and ensuring a beloved pet is taken care of if you die or become incapacitated. He also explains why you should never create an estate plan online. Filled with real-world examples, this guide gives you the critical information you need to work with an attorney to create an estate plan that protects you and your loved ones.

Book Synopsis Secure Your Legacy by : Richard J. Shapiro

Download or read book Secure Your Legacy written by Richard J. Shapiro and published by . This book was released on 2017-03-29 with total page 200 pages. Available in PDF, EPUB and Kindle. Book excerpt: Imagine building a new home without a set of blueprints--sounds absurd, doesn't it? It's no different than creating an estate plan without establishing planning goals, but far too often people engage in estate planning without thinking about what they want to accomplish. In Secure Your Legacy, attorney Richard J. Shapiro tackles the daunting aspects of estate planning and elder law. He answers questions such as: - How do you determine if you need a will or a trust (or both)? - What's the difference between a revocable and irrevocable trust? - How do you protect assets if you need long-term care? - How do you reduce your exposure to estate taxes? He also shares tips on planning for a child with special needs, transferring a business, and ensuring a beloved pet is taken care of if you die or become incapacitated. He also explains why you should never create an estate plan online. Filled with real-world examples, this guide gives you the critical information you need to work with an attorney to create an estate plan that protects you and your loved ones.

Generations

Author: Robert A. Esperti

Publisher:

Published: 1999

Total Pages: 630

ISBN-13:

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Written in a hard-hitting, question-and-answer format, Generations is vitally useful information and techniques for individuals who care about creating their own legacies and providing for their loved ones. Its appeal is heightened by its presentation of complex issues in easy-to-understand language. Some of the issues discussed are disability, retirement, and asset protection planning; and planning for spouses, children, and grandchildren. It also contains information on planning tools such as revocable living trusts, irrevocable living trusts, irrevocable life insurance trusts,offshore asset protection trusts, and charitable trusts; and family limited partnerships. Generations is designed to educate and motivate you to take action. Good planning is planning that is well thought out, fashioned, and honed by knowledgeable professionals; implemented in a thorough and comprehensive manner; and monitored over time by understanding and compassionate advisors. Planning is more of a journey than a destination; it must survive the generations and be able to change with changing circumstances. For many of us, just knowing the questions to ask our attorneys will greatly help us to become involved in the planning process. Armed with the information in this book, you will be able to enter into estate planning with more confidence. Packaged with Generations is a free, 24-page supplement, "What the New Tax Law Means to You," that briefly explains the many changes resulting from the 1001 tax act.

Book Synopsis Generations by : Robert A. Esperti

Download or read book Generations written by Robert A. Esperti and published by . This book was released on 1999 with total page 630 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written in a hard-hitting, question-and-answer format, Generations is vitally useful information and techniques for individuals who care about creating their own legacies and providing for their loved ones. Its appeal is heightened by its presentation of complex issues in easy-to-understand language. Some of the issues discussed are disability, retirement, and asset protection planning; and planning for spouses, children, and grandchildren. It also contains information on planning tools such as revocable living trusts, irrevocable living trusts, irrevocable life insurance trusts,offshore asset protection trusts, and charitable trusts; and family limited partnerships. Generations is designed to educate and motivate you to take action. Good planning is planning that is well thought out, fashioned, and honed by knowledgeable professionals; implemented in a thorough and comprehensive manner; and monitored over time by understanding and compassionate advisors. Planning is more of a journey than a destination; it must survive the generations and be able to change with changing circumstances. For many of us, just knowing the questions to ask our attorneys will greatly help us to become involved in the planning process. Armed with the information in this book, you will be able to enter into estate planning with more confidence. Packaged with Generations is a free, 24-page supplement, "What the New Tax Law Means to You," that briefly explains the many changes resulting from the 1001 tax act.

Secure Your Legacy

Author: Richard J Shapiro

Publisher:

Published: 2022-06-20

Total Pages: 228

ISBN-13:

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Just like the construction of a building requires a well-designed blueprint, creating a successful estate plan requires a thorough exploration of your planning goals and needs. In this updated second edition of Secure Your Legacy, Certified Elder Law Attorney Richard J. Shapiro uses real world examples from his three decades of practicing law to provide the reader with a thorough understanding of key estate planning and elder law concepts including: How to know if you need a will or trust (or both) The difference between revocable and irrevocable trusts Ways to protect your assets from being wiped out due to the high costs of long-term care Planning techniques to reduce estate, gift, and capital gains taxes How to protect your children's inheritances from their creditors and divorcing spouses How to protect your assets from the reach of "creditors and predators" Why you should never create an estate plan online Shapiro also shares tips on planning for a child with special needs, planning for the transfer of a family business, and providing for the needs of a beloved pet upon your death.

Book Synopsis Secure Your Legacy by : Richard J Shapiro

Download or read book Secure Your Legacy written by Richard J Shapiro and published by . This book was released on 2022-06-20 with total page 228 pages. Available in PDF, EPUB and Kindle. Book excerpt: Just like the construction of a building requires a well-designed blueprint, creating a successful estate plan requires a thorough exploration of your planning goals and needs. In this updated second edition of Secure Your Legacy, Certified Elder Law Attorney Richard J. Shapiro uses real world examples from his three decades of practicing law to provide the reader with a thorough understanding of key estate planning and elder law concepts including: How to know if you need a will or trust (or both) The difference between revocable and irrevocable trusts Ways to protect your assets from being wiped out due to the high costs of long-term care Planning techniques to reduce estate, gift, and capital gains taxes How to protect your children's inheritances from their creditors and divorcing spouses How to protect your assets from the reach of "creditors and predators" Why you should never create an estate plan online Shapiro also shares tips on planning for a child with special needs, planning for the transfer of a family business, and providing for the needs of a beloved pet upon your death.

Your Worry-free Legacy

Author: Denice Gierach

Publisher: Createspace Independent Publishing Platform

Published: 2015-08-03

Total Pages: 258

ISBN-13: 9781515112327

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Most people have no idea where to begin when it comes to estate planning. "Can't I just make a simple will?" they ask. There are, however, many complex aspects to putting together an effective estate plan, and often, people don't even know what questions they should ask. In Your Worry-Free Legacy, attorney Denice Gierach compiles the most common issues people face when creating an estate plan into one comprehensive book. Organized in a simple, easy-to-follow Question & Answer format, Your Worry-Free Legacy covers everything you need to know about estate planning in Illinois. In this book, you'll find answers to all your estate planning questions, including: -What is a will? What is a trust? What benefits do they offer? -Why do I need estate planning? -What are the taxes that I might have to pay? -How can I avoid unnecessary taxes on my estate? -How do I protect myself in the event that I become incapacitated? -How is my business affected by my death? -Will my family be able to get distributions from my estate to live on? -How can I leave a legacy for my children? -And more! You've worked hard all your life for your money, and now's the time to make sure you keep as much of it as possible during your lifetime, and ensure as much of it as possible goes to the people you choose upon your death with speed and ease.

Book Synopsis Your Worry-free Legacy by : Denice Gierach

Download or read book Your Worry-free Legacy written by Denice Gierach and published by Createspace Independent Publishing Platform. This book was released on 2015-08-03 with total page 258 pages. Available in PDF, EPUB and Kindle. Book excerpt: Most people have no idea where to begin when it comes to estate planning. "Can't I just make a simple will?" they ask. There are, however, many complex aspects to putting together an effective estate plan, and often, people don't even know what questions they should ask. In Your Worry-Free Legacy, attorney Denice Gierach compiles the most common issues people face when creating an estate plan into one comprehensive book. Organized in a simple, easy-to-follow Question & Answer format, Your Worry-Free Legacy covers everything you need to know about estate planning in Illinois. In this book, you'll find answers to all your estate planning questions, including: -What is a will? What is a trust? What benefits do they offer? -Why do I need estate planning? -What are the taxes that I might have to pay? -How can I avoid unnecessary taxes on my estate? -How do I protect myself in the event that I become incapacitated? -How is my business affected by my death? -Will my family be able to get distributions from my estate to live on? -How can I leave a legacy for my children? -And more! You've worked hard all your life for your money, and now's the time to make sure you keep as much of it as possible during your lifetime, and ensure as much of it as possible goes to the people you choose upon your death with speed and ease.

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.

Introduction to Estate Planning

Author: Keith Tokerud

Publisher:

Published: 2017-03

Total Pages: 130

ISBN-13: 9781938842351

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Veteran estate planning attorney Keith Tokerud explains how to design and implement a plan, discussing all the relevant issues in clear, easy-to-understand prose. Armed with the knowledge you'll gain, you feel in control of your destiny and able to pass on your legacy to your loved ones with peace of mind.

Book Synopsis Introduction to Estate Planning by : Keith Tokerud

Download or read book Introduction to Estate Planning written by Keith Tokerud and published by . This book was released on 2017-03 with total page 130 pages. Available in PDF, EPUB and Kindle. Book excerpt: Veteran estate planning attorney Keith Tokerud explains how to design and implement a plan, discussing all the relevant issues in clear, easy-to-understand prose. Armed with the knowledge you'll gain, you feel in control of your destiny and able to pass on your legacy to your loved ones with peace of mind.