Estate Planning for Blended Families

Author: Richard Barnes Attorney
Publisher: Nolo
ISBN: 1413315402
Format: PDF, ePub, Mobi
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In almost half of all stepfamilies, each parent brings one or more children to a new marriage and while other books give general information about wills, trusts, and taxes, many of them may not apply to couples in second marriages. Estate Planning for Blended Families is the first book for parents in second marriages who want to provide both for their current spouse and their children from the current and prior marriages. Author Richard Barnes has years of experience guiding couples through the process of setting goals, discussing competing priorities, and choosing strategies and this book covers: Identifying goals and concerns Discussing matters with your spouse Planning for all children involved Estate and gift taxes in a second marriage Choosing executors and trustees Working with lawyers, financial planners and other experts And much more Estate Planning for Blended Families will also provide sample estate plans as well as the latest information regarding federal and state laws.

Legal Answer Book for Families The

Author: Emily Doskow
Publisher: Nolo
ISBN: 1413319750
Format: PDF, Docs
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At one time or another, the law will touch your family's life, and it's important that you have swift access to the most up-to-date information available so that your family's interests are protected. From the rights of kids, to inheritance rules, find everything you need to deal with everyday legal issues in The Legal Answer Book for Families. With this legal reference, you'll get: a clear overview of the laws that affect personal relationships and families of all kinds quick, accurate answers to everyday legal questions discussions of various legal documents relevant to your family, from marriage licenses to parenting agreements a collection of Family Law Rules & Resources, with details for all 50 states Easy-to-use, concise, and clear, The Legal Answer Book for Families is the perfect addition to any family's collection of practical reference books.

Estate Planning Basics

Author: Denis Clifford
Publisher: Nolo
ISBN: 1413324495
Format: PDF, ePub
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This book provides concise, straightforward, and easy-to-read information about the major components of estate planning – without going into endless detail about arcane options that apply only to the wealthy. Topics include: choosing beneficiaries estate planning by parents with minor children wills living trusts avoiding probate trusts for people in a second marriage, and planning for incapacity. Best-selling Nolo author Denis Clifford uses plain-English to make these estate planning issues easy to understand, and he lets you know which tasks you can handle yourself, and when you’ll need a lawyer’s help.

Parlay Your IRA into a Family Fortune

Author: Ed Slott
Publisher: Penguin
ISBN: 9781101202883
Format: PDF, ePub, Docs
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"America 's IRA expert"(Mutual Funds magazine) Ed Slott shows readers how to make the most out of their retirement plans. ? Achieve unlimited tax-free income after retirement and keep assets in the family ? Protect retirement funds from creditors, divorce, bankruptcy, lawsuits, or other problems that could expose it to loss ? Use a Roth IRA to build a tax-free fortune Slott's three-step strategy cuts through the tax laws and provides simple, easy-to-follow instructions for managing IRAs and other retirement income.

Blending Families

Author: Elaine Fantle Shimberg
Publisher: Berkley Publishing Group
ISBN: 9780425166772
Format: PDF, Kindle
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This comprehensive guide delves into the common problems people face when bringing two families together due to second marriages and offers methods for dealing with issues such as discipline, religious differences, and holiday planning. Original.

Plan Your Estate

Author: Denis Clifford
Publisher: NOLO
ISBN: 9780873375801
Format: PDF
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Covers everything from the basics about wills and living trusts to sophisticated tax-saving strategies for all estates, large and small.

The Cycle of the Gift

Author: James E. Hughes, Jr.
Publisher: John Wiley & Sons
ISBN: 1118488377
Format: PDF, Kindle
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A comprehensive guide to giving well to family members Giving is at the core of family life--and with current law allowing up to $5,120,000 in tax-free gifts, at least through December 2012, the ultra-affluent are faced with the task of giving at perhaps largest scale in history. Beyond the tax saving and wealth management implications, giving to family members opens up a slew of thorny questions, the biggest of which is, "How do I prepare recipients of such large gifts?" With that question and others in mind, Hughes, Massenzio, and Whitaker have written The Cycle of the Gift in three main parts: "The Who of Giving," "The How of Giving," and "The What and Why of Giving." The first part focuses on the people most deeply involved in family giving, especially the recipients and givers (parents, grandparents, spouses, trustees). The second part, "The How of Giving," addresses the delicate balance of givers who want to maintain some level of control and recipients who want some level of freedom in accepting and growing their gifts. The final part, "The What and Why of Giving" describes various types of gifts, from money to business interests to values and rituals. The authors also introduce their "family bank" concept as a model that combines loans, trusts, and outright gifts. It embodies a framework and set of practices for long-term family growth. Even families without great wealth--or those who have already made large gifts to their children and grandchilren--can benefit from the human wisdom and practical advice found in The Cycle of the Gift.

Personal Financial Planning

Author: Lawrence J. Gitman
Publisher: Harcourt Brace College Publishers
ISBN: 9780030084577
Format: PDF, ePub
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This text book provides the framework and tools for preparing personal financial plans that serve as road maps for goal achievement. [The book] emphasizes the dynamics of the personal financial planning process by considering financial planning process by considering the impact of life changes, birth, marriae, divorce, job and career, and death. The book serves individuals who are, or will be, actively developing their own personal financial plans. It meets the needs of instructors and students in the first course in personal financial planning (often called personal finance) offered at colleges and universities, junior and community colleges, professional certification programs, and continuing education courses.-Pref.

Generations

Author: Robert A. Esperti
Publisher: Peterson Esperti Inst Incorporated
ISBN:
Format: PDF, Kindle
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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.