Deirdre R Wheatley-Liss - Plan Your Own Estate: Passing on Your Assets and Your Values Legally and Efficiently
Here you can read online Deirdre R Wheatley-Liss - Plan Your Own Estate: Passing on Your Assets and Your Values Legally and Efficiently full text of the book (entire story) in english for free. Download pdf and epub, get meaning, cover and reviews about this ebook. year: 2012, publisher: Apress, genre: Home and family. Description of the work, (preface) as well as reviews are available. Best literature library LitArk.com created for fans of good reading and offers a wide selection of genres:
Romance novel
Science fiction
Adventure
Detective
Science
History
Home and family
Prose
Art
Politics
Computer
Non-fiction
Religion
Business
Children
Humor
Choose a favorite category and find really read worthwhile books. Enjoy immersion in the world of imagination, feel the emotions of the characters or learn something new for yourself, make an fascinating discovery.
- Book:Plan Your Own Estate: Passing on Your Assets and Your Values Legally and Efficiently
- Author:
- Publisher:Apress
- Genre:
- Year:2012
- Rating:5 / 5
- Favourites:Add to favourites
- Your mark:
Plan Your Own Estate: Passing on Your Assets and Your Values Legally and Efficiently: summary, description and annotation
We offer to read an annotation, description, summary or preface (depends on what the author of the book "Plan Your Own Estate: Passing on Your Assets and Your Values Legally and Efficiently" wrote himself). If you haven't found the necessary information about the book — write in the comments, we will try to find it.
Plan Your Own Estate: Passing on Your Assets and Your Values Legally and Efficiently takes a straightforward and engaging you-oriented approach to dealing with one of lifes certainties--death. While you cant take it with you, this book empowers you to decide how your assets can best help your family when you are gone. Experienced attorney Deirdre R. Wheatley-Liss concentrates into this book the experience shes had helping hundreds of families work through their estate plans. Whether you have modest or extensive assets, Plan Your Own Estate provides the knowledge you need to design your plan and the tools you need to move forward.
The starting place is your goals. Part 1 of the book asks, What do you want to accomplish for yourself and your family? The next step depends on you. Are you looking to educate yourself about how a will or trust is structured, or how tax law works? Part 2, Resource Guides, breaks down tough topics like these and delivers actionable information. Have questions about what your estate plan should say? Part 3, Planning Guides, goes through an attorneys analysis in considering the most frequently asked estate planning questions. Thinking about creating your own estate plan, or hiring an attorney? Part 4, Action Guides, helps you start your estate plan and make sure its complete, or review any plan you may already have in place.
Nobody likes talking about death, taxes, or disability--but not thinking about them will not make them go away. Plan Your Own Estate will help you make a plan, put it in place, and take control of how your money and your values are being passed to your family. This book includes:
- Comprehensive plain English coverage of every aspect of planning your estate
- Methods to protect your loved ones inheritance from taxes, immaturity, lack of financial knowledge, incapacity, creditors, and predators
- Planning guides for families with children, singles, second marriages, business owners, unmarried or same-sex couples, and more
- Up-to-date information regarding changing laws and best practices
Through this book, you will be able to:
- Create an estate plan that meets your goals, clearly communicates your intentions, and reduces the chance of family fighting when you are gone.
- Gain the insight of an attorneys thought processes, both legal and practical, and how to apply them to your personal situation.
- Understand the structure of the documents at the heart of estate planning: wills, trusts, power of attorney, health care power, and other transfer devices designed to pass assets to your beneficiaries more easily.
- Decipher tax laws to incorporate provisions in your estate plan to reduce or eliminate taxes, and deal with a changing tax code.
- Master complicated legal terms and concepts.
- Understand the probate process and its alternatives.
Plan your Own Estate is for anyone who wants to preserve the value of assets and leave them to beneficiaries in the most efficient manner. The book is for married couples with children and grandchildren, singles, unmarried couples, non-citizens, and same-sex couples. It teaches readers how to reduce or eliminate the government as a beneficiary by taking advantage of tax-reduction strategies. No matter your marital status or wealth, Plan your Own Estate empowers you to achieve financial security for loved ones and other beneficiaries.
Table of Contents- Introduction
- What Are Your Goals?
- What Are Your Assets?
- What Goes into a Will?
- Will Alternatives and Avoiding Probate
- Trust in Trusts
- Rounding Out the Plan
- Taxes
- Gifting
- Insurance Trusts
- Advanced Tax Strategies
- Fiduciaries
- Planning Guide for Kids
- Planning Guide for Marrieds
- Planning Guide for Singles
- Planning Guide for Unmarried and Same-Sex Couples
- Planning Guide for Second Marriages
- Planning Guide for the Family Business
- Planning Guide for Noncitizens
- Planning Guide for Your Parents
- Planning Guide for Special-Needs Children
- Action Guide: Getting Started
- Action Guide: Completing Your Plan
- Action Guide: Reviewing What You Have
- Estate Analysis Checklist: Married
- Estate Analysis Checklist: Single
- Financial Worksheet: Married
- Financial Worksheet: Single
- Glossary
Deirdre R Wheatley-Liss: author's other books
Who wrote Plan Your Own Estate: Passing on Your Assets and Your Values Legally and Efficiently? Find out the surname, the name of the author of the book and a list of all author's works by series.
Plan Your Own Estate: Passing on Your Assets and Your Values Legally and Efficiently — read online for free the complete book (whole text) full work
Below is the text of the book, divided by pages. System saving the place of the last page read, allows you to conveniently read the book "Plan Your Own Estate: Passing on Your Assets and Your Values Legally and Efficiently" online for free, without having to search again every time where you left off. Put a bookmark, and you can go to the page where you finished reading at any time.
Font size:
Interval:
Bookmark:
Plan Your Own Estate: Passing on Your Assets and Your Values Legally and Efficiently
Copyright 2013 by Deirdre R. Wheatley-Liss
This work is subject to copyright. All rights are reserved by the Publisher, whether the whole or part of the material is concerned, specifically the rights of translation, reprinting, reuse of illustrations, recitation, broadcasting, reproduction on microfilms or in any other physical way, and transmission or information storage and retrieval, electronic adaptation, computer software, or by similar or dissimilar methodology now known or hereafter developed. Exempted from this legal reservation are brief excerpts in connection with reviews or scholarly analysis or material supplied specifically for the purpose of being entered and executed on a computer system, for exclusive use by the purchaser of the work. Duplication of this publication or parts thereof is permitted only under the provisions of the Copyright Law of the Publishers location, in its current version, and permission for use must always be obtained from Springer. Permissions for use may be obtained through RightsLink at the Copyright Clearance Center. Violations are liable to prosecution under the respective Copyright Law.
ISBN-13 (pbk): 978-1-4302-4494-3
ISBN-13 (electronic): 978-1-4302-4495-0
Trademarked names, logos, and images may appear in this book. Rather than use a trademark symbol with every occurrence of a trademarked name, logo, or image we use the names, logos, and images only in an editorial fashion and to the benefit of the trademark owner, with no intention of infringement of the trademark.
The use in this publication of trade names, trademarks, service marks, and similar terms, even if they are not identified as such, is not to be taken as an expression of opinion as to whether or not they are subject to proprietary rights.
While the advice and information in this book are believed to be true and accurate at the date of publication, neither the authors nor the editors nor the publisher can accept any legal responsibility for any errors or omissions that may be made. The publisher makes no warranty, express or implied, with respect to the material contained herein.
President and Publisher: Paul Manning
Acquisitions Editor: Jeff Olson
Editorial Board: Steve Anglin, Mark Beckner, Ewan Buckingham, Gary Cornell, Louise Corrigan, Morgan Ertel, Jonathan Gennick, Jonathan Hassell, Robert Hutchinson, Michelle Lowman, James Markham, Matthew Moodie, Jeff Olson, Jeffrey Pepper, Douglas Pundick, Ben Renow-Clarke, Dominic Shakeshaft, Gwenan Spearing, Matt Wade, Tom Welsh
Coordinating Editor: Rita Fernando
Copy Editor: Tiffany Taylor
Compositor: Bytheway Publishing Services
Indexer: SPi Global
Cover Designer: Anna Ishchenko
Distributed to the book trade worldwide by Springer Science+Business Media New York, 233 Spring Street, 6th Floor, New York, NY 10013. Phone 1-800-SPRINGER, fax (201) 348-4505, e-mail . Apress Media, LLC is a California LLC and the sole member (owner) is Springer Science + Business Media Finance Inc (SSBM Finance Inc). SSBM Finance Inc is a Delaware corporation.
For information on translations, please e-mail .
Apress and friends of ED books may be purchased in bulk for academic, corporate, or promotional use. eBook versions and licenses are also available for most titles. For more information, reference our Special Bulk SaleseBook Licensing web page at www.apress.com/bulk-sales.
Any source code or other supplementary materials referenced by the author in this text is available to readers at www.apress.com. For detailed information about how to locate your books source code, go to www.apress.com/source-code/.
I would never have had the confidence
to start this project, or the determination
to finish it, without the love, support, and
encouragement of my terrific husband, Dave, and
our wonderful son, Trevor. So my love and thanks
to my men. This book is dedicated to you.
Deirdre R. Wheatley-Liss, Esq., is a practicing trusts and estates attorney with over 15 years experience. Her passion is educating the public about the law so they can be empowered to use it to their benefit. She graduated with honors from Johns Hopkins University, earned her law degree at Boston College Law School, and holds an advanced Masters of Law degree in taxation from New York University School of Law. Deirdre authors the award-winning New Jersey Estate Planning and Elder Law Blog, and she is a sought-after speaker and contributor to national publications such as the New York Times, Consumer Digest, and Money magazine. Deirdre often hears that she makes estate planning and tax law fun and that she is adept at breaking down complex topics into understandable, and actionable, elements. She resides in northern New Jersey with her husband and son.
Wow! Who ever thought that I would be writing a book? For anyone reading this who isnt surprised, Thank You!because you are one of the people who helped me on my path of career and life.
I didnt know any lawyers growing up, and I considered law school because (1) what else do you do with a degree in international relations? And (2) I graduated in the middle of a recession.
I found that I love the law. My parents wisely told me when I went to college (and had just gotten my first less-than-inspiring grade in an advanced math class I felt compelled to take) that its OK to enjoy your classes, and that you can choose to do things because you love them, not just because they are challenging. When I took my first tax law class, I was fascinated by the tax code. Here are all these rules about how the government tries to enforce policy and mold society by the way it interacts with your money, and here are all these exceptions (again coming from behavior we as a nation want to encourage or discourage). So, I followed my parents excellent advice and created a career helping people use the tax code and the law to their advantage, and here we are. See mom, I do listen to you! Thank you for all the hugs, encouragement, listening, and because I am your mom advice throughout the years.
This book would not exist without my lead editor, Jeff Olson, who sent me an e-mail one day asking Have you ever considered writing a book? and the whole team at Apress Publishing. Thank you, Jeff, not only for giving me this opportunity, but also for all the cheerleading, prodding, patience, guidance, kudos, and suggestions. If you like the book, let Jeff knowI think I have some other ones in me! If Jeff is the big-picture guy, then Rita Fernando, as the coordinating editor, is the get it done gal. I had no idea what goes into publishing a book, and truth be told I still dont know all the details, because Rita has elegantly orchestrated all the moving pieces to produce this wonderful work that would not exist without her efforts, for which I am eternally grateful. I also need to acknowledge and thank my copy editor, Tiffany Taylor, whose talent at finding just the right word or turn of phrase polished my thoughts to a gleaming shine.
Hank Fein is my mentor and one of the finest attorneys I know. The best way for me to thank him for all the knowledge and opportunities he has shared with me throughout the years is to hope that he finds some of his thought process being shared with the world through this book.
Font size:
Interval:
Bookmark:
Similar books «Plan Your Own Estate: Passing on Your Assets and Your Values Legally and Efficiently»
Look at similar books to Plan Your Own Estate: Passing on Your Assets and Your Values Legally and Efficiently. We have selected literature similar in name and meaning in the hope of providing readers with more options to find new, interesting, not yet read works.
Discussion, reviews of the book Plan Your Own Estate: Passing on Your Assets and Your Values Legally and Efficiently and just readers' own opinions. Leave your comments, write what you think about the work, its meaning or the main characters. Specify what exactly you liked and what you didn't like, and why you think so.