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The Trustee's Legal Companion
Serving as the trustee of a living trust after someone has died can be a big task. This book shows trustees how to get organized, get moving, and do a good job. Living trusts are popular estate planning tools, but when you’re chosen to serve as a trustee, you might wonder where to begin. Trustee’s Legal Companion has everything you need to get organized, get started, and get the job done. You’ll learn how to: decide whether to take on the job of trustee set up ongoing trusts for surviving spouses, children, or beneficiaries with special needs invest trust assets get help from lawyers, financial planners, and other experts handle taxes and prepare accountings, and work effectively with beneficiaries and distribute trust property. The authors—attorneys who have helped many a bewildered trustee—show you, step by step, how to administer a living trust with confidence.
The Trustee's Legal Companion
Provides legal advice for serving as the trustee of a living trust after someone has died, discussing how to invest assets, prepare accountings, handle taxes, distribute trust property, and develop relationships with beneficiaries.
Every Californian's Guide to Estate Planning
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. California is different from almost anywhere else, people come from all over the world to live here, less than 25% of our families fit the traditional model, property is subject to community property rules, and our property tax rates are kept low until a property changes hands. No other estate planning book on the market addresses international issues, how to plan for blended families, how and why community property matters in an estate plan, or how to pass low property taxes on to your children. Written by an estate planning attorney with more than 15 years of experience, complex issues are explained in clear and concise language with lots of examples based on real life stories.
Every Californian's Guide to Estate Planning
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.
Every Californian's Guide To Estate Planning
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.
Every Californian's Guide To Estate Planning
You can find estate planning books that focus on reducing taxes, and basic books that explain the necessary documents in simple terms, but no book deals with the complex issues that many Californians face when putting their estate plans together: Prop 13: keeping low property tax rates in the family Understanding community property and how it affects your plan Trump’s tax law: What’s effect on estate planning? international issues (such as people who want to make gifts to family members living abroad, non-citizen spouses, or naming international guardians) and blended and non-traditional families.
Every Californian's Guide To Estate Planning
Finally, an Estate Planning Guide for Californians Every Californian’s Guide to Estate Planning helps you understand the basics of leaving money and property to loved ones and charities, and naming a guardian for children—with a special focus on issues unique to California, like: how community property rules affect inheritance and taxes how to minimize capital gains for those inheriting high value real estate legal and tax rules that apply to non-citizens and U.S. permanent residents important issues for international guardians, trustees, and executors how to understand the impact of “Prop 19,” and make sure your heirs don’t lose a low (“Prop 13”) property tax rate, and how to avoid California’s slow and expensive probate system through options such as transfer-on-death deeds. With Downloadable Worksheets Includes access to essential worksheets that help you get started on writing a will, preparing a trust, choosing a guardian, leaving money to kids, naming beneficiaries, choosing agents for your health care directive and power of attorney for finances, doing a personal inventory, and more. details inside.
Make Your Own Living Trust
Make Your Own Living Trust can help you make an individual or shared living trust that’s valid in your state, saving your family time, money, and headaches. You can use a living trust to name beneficiaries for property and set up property management for young people. In this way, a living trust is like a will. However, unlike a will, a living trust lets your family bypass probate court— which saves everyone money, delay, and hassle. Make Your Own Living Trust provides all of the plain English instructions, worksheets, and forms you need to create an individual or shared living trust and a basic will (for yourself and your family), without the need for a lawyer. Whether you are single or ...
Special Needs Trusts
Leave money to a loved one with a disability—without losing benefits Use a special needs trust to provide financial security for your child (or anyone) with a disability, without jeopardizing important government benefits. Funds in a special needs trust, when used correctly, do not count against eligibility for benefits and can be spent to improve the quality of your child’s life. This book provides everything you need to know about special needs trusts—whether you make one yourself with this book or have an attorney draft one for you. The authors explain: how special needs trusts work the trustee’s role ways to pass important information to successor trustees the pros and cons of joining a pooled trust.
Quick & Legal Will Book
Your will, made easy Write a will that suits your needs with a minimum of fuss. This book provides all the forms and step-by-step instructions you need to create a simple, valid will that protects your family and property after your death. Make a will that lets you: name beneficiaries to inherit your assets choose a guardian for young children set up trusts for minors, and name an executor (and a backup). Learn how to: choose appropriate witnesses finalize your will, and revoke or change your will if necessary. This book also explains basic estate planning, including steps you can take to avoid probate court. The updated 10th edition includes the latest changes in federal estate tax law and the annual gift tax exclusion.
