Strategies For Trusts And Estates In California
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Author | : WEST GROUP |
Publisher | : Aspatore Books |
Total Pages | : 84 |
Release | : 2010 |
Genre | : Law |
ISBN | : 9780314264251 |
Strategies for Trusts and Estates in California provides an authoritative, insiders perspective on best practices for handling the estate planning process in the state of California. Featuring partners from some of the states leading law firms, these experts guide the reader through the different phases of creating an estate plan, including evaluating a new client, choosing the right type of trust, updating an estate plan, and understanding the consequences of a poorly drafted trust. From keeping up-to-date on relevant decisions in this area of law to understanding the common issues and concerns that face California residents, these authors emphasize what is needed to determine the best estate planning strategy for your client. Additionally, these leaders discuss the key concerns of surviving family members and beneficiaries and offer advice on the common mistakes and pitfalls in this practice area. 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 around the keys to navigating this ever-evolving area of law.
Author | : Liza W. Hanks |
Publisher | : Nolo |
Total Pages | : 369 |
Release | : 2024-01-30 |
Genre | : Business & Economics |
ISBN | : 1413331459 |
This one-of-a-kind guide covers everything from wills and living trusts to tax-saving strategies and issues that are unique to people who call California home.
Author | : Brenda L. Geiger |
Publisher | : |
Total Pages | : 0 |
Release | : 2015 |
Genre | : Estate planning |
ISBN | : 9781633850897 |
Author | : Liza W. Hanks |
Publisher | : |
Total Pages | : 0 |
Release | : 2020 |
Genre | : Business & Economics |
ISBN | : 9781413327151 |
Estate planning books often fall into two categories: Those that are overwhelming and full of jargon, focusing on strategies to avoid taxes, or those that provide a general overview of wills, trusts, and estate planning tools and issues at a basic level. Every Californian's Guide to Estate Planning is different: It focuses on estate planning issues that are unique to people who call California home.
Author | : Daniel Collins |
Publisher | : |
Total Pages | : 168 |
Release | : 2018-12-15 |
Genre | : Law |
ISBN | : 9781733514507 |
Most people are woefully unprepared to take on the thankless task of administering a trust or probate estate, and worse still, they believe that their attorney will handle all their nitty-gritty details. In PROBATE & TRUST ESTATE ADMINISTRATION TIPS & TRICKS, licensed California real estate broker, court-appointed Receiver, and Partition Referee Dan Collins offers a common-sense, plain-speaking, and practical guide for laymen that cuts through the jargon and explains which jobs most people can do themselves, and which require experts and professionals. Save time and money - don't go to Probate until you've read Dan's book!
Author | : Brenda Geiger |
Publisher | : |
Total Pages | : 0 |
Release | : 2016-04 |
Genre | : |
ISBN | : 9781633851320 |
Author | : Linda C. Ashar |
Publisher | : Atlantic Publishing Company |
Total Pages | : 338 |
Release | : 2010 |
Genre | : Business & Economics |
ISBN | : 1601384254 |
Synopsis: 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 Michigan 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 Michigan 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. Michigan -specific information is offered throughout this book, including: Michigan's probate code; Michigan rules, regulations, and laws specific to estate planning; elements of a valid Michigan will; planning your living will in Michigan; explanations of Michigan 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 Michigan 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.
Author | : LexisNexis Matthew Bender |
Publisher | : |
Total Pages | : |
Release | : 2003-07-01 |
Genre | : |
ISBN | : 9780820520100 |
Author | : Vickie Schumacher |
Publisher | : Schumacher Publishing |
Total Pages | : 230 |
Release | : 1990 |
Genre | : Law |
ISBN | : |
Written in clear, conversational English, this book can help anyone understand how a living trust avoids the complications, expenses, and delays of probate at times of incapacity and death.
Author | : James L. Cunningham Jr. |
Publisher | : |
Total Pages | : 314 |
Release | : 2017-09-19 |
Genre | : Law |
ISBN | : 9781619616400 |
Too many people make the wrong choices when it comes to estate planning. If it's not done properly, you could leave your loved ones facing trouble when you pass away or become incapacitated. Fortunately, you can learn from others' mistakes and be prepared before speaking to a lawyer about your future. In this no-nonsense guide, attorney James L. Cunningham, Jr. shows how to avoid the top-ten mistakes that could damage your financial succession, family, heirs, and legacy. You'll get the unvarnished picture on probate, living trusts, living wills, powers of attorney, conservators, and guardians, as well as disability and incapacity planning and how to find the right attorney for you. There's even a checklist to guide you on what issues to discuss with them. Savvy Estate Planning provides the essentials you need to know about estate planning. The only mistake you could make now would be to ignore it.