Last edited by Totaur
Thursday, August 6, 2020 | History

4 edition of Estate planning found in the catalog.

Estate planning

Patrick C. Soares

Estate planning

101 techniques : a specially commissioned report.

by Patrick C. Soares

  • 40 Want to read
  • 3 Currently reading

Published by Longman in London .
Written in English

    Subjects:
  • Estate planning -- England.,
  • Property tax -- Law and legislation -- England.,
  • Inheritance and transfertax -- Law and legislation -- England.

  • Edition Notes

    SeriesLongman intelligence reports
    ContributionsMcCutcheon, Barry D.
    Classifications
    LC ClassificationsKD1497
    The Physical Object
    Paginationvi,112leaves ;
    Number of Pages112
    ID Numbers
    Open LibraryOL20654262M
    ISBN 100851213650
    OCLC/WorldCa16873967

    The best book to help you learn about estate planning is one you will actually read. Eric G. Matlin’s new book, NOT DEAD YET, so plan your estate (“NDY”) is an estate planning handbook and graphic novel that aims at readers who would never consider reading a book on the subject. It's important to work with an attorney and possibly a tax advisor on your estate plan. The attorney's role will include guiding you through the creation of fundamental estate planning documents. These may include a will, health care proxy, and durable power of attorney. The tax advisor can help you with any associated tax issues.

    Featuring practical advice and easy-to-follow examples gleaned from the author’s plus years of experience in elder law and estate planning, Get Your Ducks in a Row: The Baby Boomers’ Guide to Estate Planning will help you take control, make a plan, and ensure your family—and yourself—a secure and comfortable future. Estate Planning Organizer 2 Estate Inventory Form This form is not as bad as it looks, and it could save you and your attorney valuable time. By filling out this form and bringing it to your first appointment, you will be providing your attorney with much of the information needed to draft an estate plan. 1.

    Ultimate Agent Planner. There is no app or software on the the market specific to real estate agents that truly takes the place of a physical planner that keeps you on track & accountable on a daily basis. Not to mention the psychology of writing down, tracking and viewing your goals daily. Estate planning isn't just about legal issues -- there are practical ones as well. After you die, many of the tasks and decisions your loved ones will have to handle usually aren't covered by basic estate planning .


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Estate planning by Patrick C. Soares Download PDF EPUB FB2

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Estate planning involves wealth transfer planning and numerous other nontax planning services. Estate Planning - 11 th Edition ISBN: Money never dies. It just moves. That is the essence of Estate Planning: controlling the movement of money during life, and after death, so it goes where it is supposed to go — and not somewhere else.

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The phrase "estate planning" may sound like an exercise for the very rich, but thanks to the complicated nature of the U.S. legal system, even people with modest assets need a written document, or will, that specifies how those assets will be distributed upon their death.

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