The ABA Checklist for Family Heirs is a wonderful tool for anyone needing assistance in organizing information for heirs. The book, which comes complete with a CD you can modify to fit your needs, includes many easy to use checklists: personal history; family history; insurance; benefits for survivors; banking and savings; investments; real estate; debts; wills and trusts; and ...
A practical guide to advise Baby Boomers how to deal with the daunting task of facing a parents’ eventual passing as it relates to residential contents, heirlooms, and the often difficult family interactions and feuds that accompany them. With fascinating stories and comprehensive checklists, professional estate liquidator Julie Hall walks Baby Boomers through ...
This comprehensive estate planning guide covers everything from basic estate planning to sophisticated tax saving strategies for people with estates worth up to $1.2 million. Information is provided on probate avoidance, federal estate and gift taxes, trusts, durable powers of attorney, and more. Plan Your Estate : Absolutely Everything You Need to Know to Protect Your Loved Ones (4th ...
The most complete and up-to-date estate-planning guide available… Thoroughly revised and updated to reflect the latest tax codes, the third edition of How to Settle an Estate is the essential step-by-step guide to lead readers through the complex and daunting process of settling an estate. In clear and practical lay terms, authors Charles K. Plotnick, L.L.B., and Stephan ...
The Siegel’s Series works through key topics in a Q&A format, providing an additional source for self-quizzing. A proven resource for high performance, titles in this exam-prep series contain essay questions with model answers, as well as multiple-choice questions and answers. Siegel’s Series Features: All titles newly ...
