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| estate planning frequently asked questions: Estate Planning and Elder Law Basics Brian Bronsther, 2017-03-31 Careful planning now will reduce the likelihood of problems in the future. For instance, a carefully structured estate plan will benefit your loved ones in many ways. Properly drafted wills and trusts can preserve assets for future generations, especially against the devestating cost of long term care. If you own a business, a succession plan will be invaluable to your family and any business partners. If you need to buy or sell a piece of property, a careful plan will protect your investment. Brian has practiced in Albany and Saratoga Counties, for these matters, a lawyer will be critical to your success. Consider The Bronsther Law Firm, P.C. We are led by attorney Brian H. Bronsther, who puts more than 25 years of experience behind every case. With locations in Albany and Saratoga Counties, we represent clients across New York's Capital Region and beyond. |
| estate planning frequently asked questions: Understanding Living Trusts Vickie Schumacher, Jim Schumacher, 1990 Written in clear, conversational English, this book can help anyone understand how a living trust avoids the complications, expenses, and delays of probate at times of incapacity and death. |
| estate planning frequently asked questions: The White Coat Investor James M. Dahle, 2014-01 Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a Backdoor Roth IRA and Stealth IRA to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place. - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research. - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books This book should be in every career counselor's office and delivered with every medical degree. - Rick Van Ness, Author of Common Sense Investing The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk. - Joe Jones, DO Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis. - Dennis Bethel, MD An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust. - Greg E Wilde, M.D Scroll up, click the buy button, and get started today! |
| estate planning frequently asked questions: We The People's Guide to Estate Planning Ira Distenfield, Linda Distenfield, 2005-04-29 WE THE PEOPLE No lawyers. Save money. We The People is America's largest legal document services company. Dedicated to helping every American avoid the high cost of legal fees, We The People gives you the information you need to handle your own legal filings quickly, easily, and inexpensively. Hundreds of thousands of Americans have already liberated themselves from the tyranny of attorneys' fees--and now you can too! We The People's Guide to Estate Planning makes planning for your future as painless as possible--all without the added hassle of hiring a lawyer. This practical, nuts-and-bolts guide covers all the basics of do-it-yourself estate planning, and covers everything you need to know about living trusts, wills, probate, and estate taxes. Extra resources--a glossary of estate planning terminology; a section on frequently asked questions; samples of effective living trusts and a last will and testament; as well as worksheets and essential information on how to settle an estate--make this the best resource available for this important step in planning for the future. You'll have all the information you need to understand the legal language of a will or living trust and learn how to seek state-specific laws and customs so you can tailor your plans accordingly. In addition, you can download sample documents from which you can create your own. Inside, you'll learn all the basics and more: * Whether you need a living trust, a will, or both * Creating a valid last will and testament * Designating a successor trustee or executor to an estate * Deciding who gets what--and making sure they do * Setting up a living trust and funding it with assets * Understanding durable power of attorney documents and living wills * Tax-saving tips that help you leave more for your beneficiaries * Getting to know (in plain English) the legal language of your will or living trust * Where to download sample documents * Settling an estate with or without a valid will or living trust It's important to take care of the ones you love after you're gone. But if your estate planning isn't done clearly, precisely, and legally, you could end up creating more problems for your survivors than you solve. Do it right, do it inexpensively, and do it yourself--with We The People's Guide to Estate Planning. |
| estate planning frequently asked questions: Model Rules of Professional Conduct American Bar Association. House of Delegates, Center for Professional Responsibility (American Bar Association), 2007 The Model Rules of Professional Conduct provides an up-to-date resource for information on legal ethics. Federal, state and local courts in all jurisdictions look to the Rules for guidance in solving lawyer malpractice cases, disciplinary actions, disqualification issues, sanctions questions and much more. In this volume, black-letter Rules of Professional Conduct are followed by numbered Comments that explain each Rule's purpose and provide suggestions for its practical application. The Rules will help you identify proper conduct in a variety of given situations, review those instances where discretionary action is possible, and define the nature of the relationship between you and your clients, colleagues and the courts. |
| estate planning frequently asked questions: Estate Planning for What Matters Most Jeffrey A. Nirenstein, Barry D. Horowitz, Robert Armstrong, Sanford M. Fisch, 2018-08 You will be introduced to these new approaches in our informative and comprehensive new book Estate Planning for What Matters Most: Pass on Your Wisdom and Priceless Moments. This book goes far deeper than most guides to estate planning, while still introducing new ways of thinking about your legacy in an easy-to-understand and readable fashion.If you are not 100% sure you have put the right plans in place to fully protect your assets and autonomy while addressing the needs of your modern family, this book is for you. |
| estate planning frequently asked questions: Estate Planning 101 Vicki Cook, Amy Blacklock, 2021-08-03 Discover the ins and outs of planning your own or your loved one’s last wishes with this easy-to-understand guide to estate planning. No one likes to talk about death, but being prepared for any unexpected tragedy can help your loved ones navigate your loss more easily in the long run. From creating your advanced medical directives to designating your beneficiaries, estate planning can ensure that your wishes are carried out when you are no longer around. With Estate Planning 101, you can get your affairs in order before any unfortunate incident occurs. This easy-to-understand guide comes with detailed information on what needs to be done to protect your estate. With information on creating a living will, minimizing estate taxes, choosing an executor, and more, you will be prepared for the future, no matter what it brings. Estate Planning 101 offers you step-by-step instructions and checklists to keep you organized for whatever life throws your way. |
| estate planning frequently asked questions: How to Avoid Probate Norman F. Dacey, 1965 |
| estate planning frequently asked questions: Nine Steps to Financial Freedom Suze Orman, 2000 Suze Orman has transformed the concept of personal finance for millions by teaching us how to gain control of our money -- so that money does not control us. She goes beyond the nuts and bolts of managing money to explore the psychological, even spiritual power money has in our lives. The 9 Steps to Financial Freedom is the first personal finance book that gives you not only the knowledge of how to handle money, but also the will to break through all the barriers that hold you back. Combining real-life recommendations with the motivation to overcome financial anxieties, Suze Orman offers the keys to providing for yourself and your family, including: * seeing how your past holds the key to your financial future * facing your fears and creating new truths * trusting yourself more than you trust others * being open to receiving all that you are meant to have * understanding the lessons of the money cycle The 9 Steps to Financial Freedom is useful advice and inspiration from the leading voice in personal finance. As Orman shows, managing money is far more than a matter of balancing your checkbook or picking the right investments. It's about redefining financial freedom -- and realizing that you are worth far more than your money. |
| estate planning frequently asked questions: Ask a Manager Alison Green, 2018-05-01 From the creator of the popular website Ask a Manager and New York’s work-advice columnist comes a witty, practical guide to 200 difficult professional conversations—featuring all-new advice! There’s a reason Alison Green has been called “the Dear Abby of the work world.” Ten years as a workplace-advice columnist have taught her that people avoid awkward conversations in the office because they simply don’t know what to say. Thankfully, Green does—and in this incredibly helpful book, she tackles the tough discussions you may need to have during your career. You’ll learn what to say when • coworkers push their work on you—then take credit for it • you accidentally trash-talk someone in an email then hit “reply all” • you’re being micromanaged—or not being managed at all • you catch a colleague in a lie • your boss seems unhappy with your work • your cubemate’s loud speakerphone is making you homicidal • you got drunk at the holiday party Praise for Ask a Manager “A must-read for anyone who works . . . [Alison Green’s] advice boils down to the idea that you should be professional (even when others are not) and that communicating in a straightforward manner with candor and kindness will get you far, no matter where you work.”—Booklist (starred review) “The author’s friendly, warm, no-nonsense writing is a pleasure to read, and her advice can be widely applied to relationships in all areas of readers’ lives. Ideal for anyone new to the job market or new to management, or anyone hoping to improve their work experience.”—Library Journal (starred review) “I am a huge fan of Alison Green’s Ask a Manager column. This book is even better. It teaches us how to deal with many of the most vexing big and little problems in our workplaces—and to do so with grace, confidence, and a sense of humor.”—Robert Sutton, Stanford professor and author of The No Asshole Rule and The Asshole Survival Guide “Ask a Manager is the ultimate playbook for navigating the traditional workforce in a diplomatic but firm way.”—Erin Lowry, author of Broke Millennial: Stop Scraping By and Get Your Financial Life Together |
| estate planning frequently asked questions: Guiding Those Left Behind in Indiana Amelia E. Pohl, Charles E. Murphy, Randall K. Craig, 2006 |
| estate planning frequently asked questions: Estate Planning for the Modern Family: A Georgian's Guide to Wills, Trusts, and Powers of Attorney John P. Farrell, 2018-07-16 Imagine the patriarch of the family is in his second marriage. He is retired from a business he currently owns and has several children. Imagine two of his children are grown, married, and from his first marriage. One of his children is a toddler and is from his second marriage. Also, imagine he is the stepfather to a child born to his second wife. Now, imagine his daughter runs the business he created and owns. She is married to a man who is a real estate agent and they have three children together. His son is in a same-sex marriage and he and his partner have adopted a daughter. Imagine from one man you have a second marriage, retiree, raising a toddler, stepson, married daughter, same-sex marriage, adoption, and grandchildren. Sounds like the makings of a good sitcom, doesn |
| estate planning frequently asked questions: Medical and Dental Expenses , 1990 |
| estate planning frequently asked questions: Ettinger on Elder Law Estate Planning Michael Ettinger, 2010 Elder Law Estate Planning is a niche area of law which combines the features of elder law and estate planning that pertain most to the needs of the middle class. In 1991, AARP published a Consumer Report on Probate concluding that probate was a process to be avoided. That marked the end of traditional will planning and started the living trust revolution. Since then, millions of people have set up trusts to: * Save time and money in settling the estate * Avoid legal guardianship if they become disabled * Avoid having their personal and financial matters made public * Reduce the chance of a will contest * Keep control in the family and out of the court system By 1990, the field of elder law also emerged to help people navigate the increased complexity of state Medicaid rules and regulations, the soaring costs of nursing home stays, and the fact that people were living considerably longer. Elder law and estate planning continue to grow independently of each other, sometimes to the detriment of clients. Estate planning lawyers are of little value when the estate plan to avoid probate fails to prevent a nursing home stay consuming all of the assets, because the lawyer is unfamiliar with elder law. On the other hand, elder law attorneys often protect assets but overlook basic estate planning issues such as saving taxes and keeping assets in the blood. The practice of Elder Law Estate Planning means: * Getting your assets to your heirs, in the best possible way, with least amount of taxes and legal fees * Keeping those assets in the blood for your grandchildren, and * Protecting your assets from the costs of long-term care and qualifying for government benefits available to pay for care. Middle class clients today need an elder law estate planning attorney to address their estate planning needs as well as to help with long-term care, disability and Medicaid issues as they arise. |
| estate planning frequently asked questions: Financial Peace Dave Ramsey, 2002-01-01 Dave Ramsey explains those scriptural guidelines for handling money. |
| estate planning frequently asked questions: Book of Estate Planning Questions and Answers Albert C. Todd, III, 2004-07 Writing in a question-and-answer format, Todd includes questions most frequently asked by clients during the course of his more than twenty-seven years of estate planning practice. Attorneys will benefit by providing the book as a reference for clients, while laypeople can use it as a preparation guide when seeking assistance from an estate planning lawyer. |
| estate planning frequently asked questions: Texas Estate Planning Dianne Reis, 2005-02 Texas Estate Planning. |
| estate planning frequently asked questions: Estate Planning Secrets of the Affluent Brenda L. Geiger, 2015 |
| estate planning frequently asked questions: Secrets of Great Estate Planning Brenda Geiger, 2016-04 |
| estate planning frequently asked questions: Airplane Flying Handbook, Faa-H-8083-3b ( Full Version ) Federal Aviation Administration, 2018-05-12 Airplane Flying Handbook Front Matter Table of Contents Chapter 1: Introduction to Flight Training Chapter 2: Ground Operations Chapter 3: Basic Flight Maneuvers Chapter 4: Maintaining Aircraft Control: Upset Prevention and Recovery Training (PDF) Chapter 5: Takeoffs and Departure Climbs Chapter 6: Ground Reference Maneuvers Chapter 7: Airport Traffic Patterns Chapter 8: Approaches and Landings Chapter 9: Performance Maneuvers Chapter 10: Night Operations Chapter 11: Transition to Complex Airplanes Chapter 12: Transition to Multiengine Airplanes Chapter 13: Transition to Tailwheel Airplanes Chapter 14: Transition to Turbopropeller-Powered Airplanes Chapter 15: Transition to Jet-Powered Airplanes Chapter 16: Transition to Light Sport Airplanes (LSA) Chapter 17: Emergency Procedures Glossary Index |
| estate planning frequently asked questions: Modern Estate Planning Yvonne Novak, Robert Armstrong, Sanford M. Fisch, 2020-09-03 |
| estate planning frequently asked questions: A Practical Guide to Estate Planning in Massachusetts Patricia M. Annino, 2024 |
| estate planning frequently asked questions: Estate Planning in Florida , 1996-01-01 |
| estate planning frequently asked questions: Estate Planning and You Jui Seck Lim, 2020 |
| estate planning frequently asked questions: Planning for Disability Robert B. Fleming, Rebecca C. Morgan, 2024 ... addresses planning for disability from two perspectives: when the client is planning for the client's own disability or incapacity, and when the client is planning for the disability or incapacity of a family member. The Detailed Analysis discusses the various planning options available, based on whether the client is planning for the client's own disability or incapacity or for that of a family member--Portfolio description (Page (iii)). |
| estate planning frequently asked questions: Getting Started with Arizona Estate Planning Scott David Stewart, 2021-03-04 Estate planning guide introduces basic precepts, documents, and legal concepts in Arizona law and estate planning practice. |
| estate planning frequently asked questions: Five-Minute Lawyer's Guide to Estate Planning Michael A. Cane, 1995-04 This collection of the most frequently asked questions about estate planning gives you thousands of dollars worth of legal advice. It also tells you where to find out more without unnecessary fees or high costs. From the Five-Minute Lawyer series. |
| estate planning frequently asked questions: Estate Planning Wayne M. Gazur, Robert M. Phillips, 2008 Using a case-study and problems approach, Estate Planning: Principles and Problems, Second Edition, introduces students To The principles of estate planning - progressing from fundamental to complex issues - and then encourages application of those principles by asking students to analyze short problems and exercises using real life client situations. This comprehensive and straightforward Coursebook Series paperback includes a CD containing a broad assortment of common and necessary forms employed in an estate planning practice that can be used to provide students with the drafting experience they will need as practicing attorneys. This hands-on coursebook is organized for maximum effect: fundamental issues are discussed first, then the authors move on to more complex issues, providing the student with the building blocks necessary to master the topics each chapter begins with an overview of topics covered, followed by a more detailed discussion of legal doctrines and principles case studies and exercises emphasize problems and solutions that arise in the actual estate planning process exercises and case studies explore a broad variety of issues and allow flexibility in teaching adaptable organization presents a life-cycle progression reflecting the changing needs of clients from youth through old age, and modest wealth to significant wealth an electronic forms supplement in CD effectively supports a drafting component To The course, essential to master the techniques coverage of federal tax issues is provided for those who wish to teach it, but the topic can be taught or omitted at the instructor's discretion a bibliography at the end of each chapter provides extensive reference sources Completely revamped with a new cover and a new title that better reflects its scholarly nature and comprehensive scope, The Second Edition offers further refinements: updated text to reflect developments in particular subject matters such as the Health Insurance Portability and Accountability Act of 1996, Circular 230 opinion letters, Rule Against Perpetuities, same-gender relationships, asset protection and Medicaid planning revised forms to reflect changes in the law since the First Edition Chapter 16 has been expanded into two chapters: one providing a comprehensive overview of the wealth transfer tax and planning techniques, and the other dealing with probate administration and preparation of the federal estate tax return now includes full texts of crucial cases and rulings, As well as teachable cases, such as: People v. Berge (attorney conflict of interest ethical discipline case) in Re Marriage of Guinn (marital property division case) Estate of Maria Cristofani (Crummey trusts) Revenue Ruling 2004-64 (defective grantor trusts) Revenue Ruling 95-58 (settlor's power to choose trustees) Audrey J. Walton (zeroed-out GRATs) Revenue Ruling 93-12 and Technical Advice Memorandum 9436005 (minority interest discounts) Revenue Ruling 66-167 (waiver of personal representative fees) Revenue Ruling 2006-26 (QTIP IRA trusts) Give your students the best preparation possible For The issues they will face in estate planning. Estate Planning: Principles and Problems, Second Edition , provides the opportunity for students not only to analyze realistic case studies but to experience the hands-on preparation of the appropriate forms and documents. |
| estate planning frequently asked questions: The Essential Guide to the Best (and Worst) Legal Sites on the Web Robert J. Ambrogi, 2004 This comprehensive resource helps lawyers and non-lawyers know which legal web sites are worth their time, which aren t, and why. Organized into more than 30 specific areas of legal expertise, it includes information about web sites on administrative law, bankruptcy, consumer protection, estate planning, immigration, intellectual property, Internet law, job listings, legal news, public records, and real estate. Each site is reviewed and assigned a rating of up to five stars, creating an invaluable research tool for lawyers, law librarians, paralegals, and anyone interested in legal resources on the web. This replaces 0970597037. |
| estate planning frequently asked questions: Estate Planning For Dummies N. Brian Caverly, Jordan S. Simon, 2011-03-08 Planning for your family's future made easy! If you’re like most people, you want to be sure that, once you’ve passed on, no more of your property and money will be lost to the government than is absolutely necessary. You want to know that you’ll be leaving your heirs your assets and not your debts. You want to be absolutely certain that your will is ship-shape, your insurance policies are structured properly, and that every conceivable hole in your estate plan has been filled. And most of all, you’d like to do all of this without driving yourself crazy trying to make sense of the complicated jargon, jumble of paperwork, and welter of state and federal laws involved in the estate planning process. Written by two estate planning pros, this simple, easy-to-use guide takes the pain out of planning for your ultimate financial future. In plain English, the authors walk you step-by-step through everything you need to know to: Put your estate into order Minimize estate taxes Write a proper will Deal with probate Set up trusts Make sure your insurance policies are structured properly Plan for special situations, like becoming incompetent and pet care Craft a solid estate plan and keep it up-to-date Don’t leave the final disposition of your estate up to chance and the whims of bureaucrats. Estate Planning For Dummies gives you the complete lowdown on: Figuring out what you're really worth Mastering the basics of wills and probate Using will substitutes and dodging probate taxes Setting up protective trusts, charitable trusts, living trusts and more Making sense of state and federal inheritance taxes Avoiding the generation skipping transfer tax Minimizing all your estate-related taxes Estate planning for family businesses Creating a comprehensive estate plan Straightforward, reader-friendly, easy-to-use, Estate Planning For Dummies is the ultimate guide to planning your family’s future. |
| estate planning frequently asked questions: Plan Your Own Estate Deirdre R. Wheatley-Liss, 2014-03-01 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 life’s certainties--death. While you can’t 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 she's 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 attorney’s 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 it’s 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 |
| estate planning frequently asked questions: Embracing the Heart of Caregiving: A Compassionate Guide for Dementia Care Rae A. Stonehouse, 2024-06-29 In Embracing the Heart of Caregiving: A Compassionate Guide for Dementia Care, retired registered nurse and caregiver Rae A. Stonehouse offers a beacon of hope, understanding, and practical advice for anyone navigating the complex journey of caring for a loved one with dementia. Drawing from over 40 years of experience in psychiatry and mental health nursing, as well as his personal experience caring for his wife with frontal lobe dementia, Stonehouse provides a compassionate and insightful roadmap for the dementia caregiving journey. With empathy and wisdom, he explores the emotional terrain of becoming a caregiver, the importance of early detection and personalized care, strategies for effective communication and managing challenging behaviors, and the profound impact dementia has on families. This comprehensive guide covers essential topics such as understanding the types and stages of dementia, creating a safe and supportive home environment, navigating legal and financial planning, and prioritizing self-care for the caregiver. Stonehouse emphasizes a person-centered approach, offering guidance on how to tailor care to the unique needs, abilities and life history of the individual. Woven throughout are Stonehouse's own reflections as a caregiver, offering a deeply personal perspective on love, loss, resilience and finding moments of joy amidst the challenges. He reminds us that while the road ahead may be difficult, it can also unveil the unbreakable bonds and profound depths of the human heart. More than just an informational guide, Embracing the Heart of Caregiving offers a compassionate voice of support and a gentle reminder that no one walks this path alone. It serves as an invaluable companion for family members and caregivers, health professionals, and anyone seeking to provide the best possible care for a person living with dementia. |
| estate planning frequently asked questions: The Final Tithe: A Christian Approach to Estate Planning Rollyn H. Samp, 2005 |
| estate planning frequently asked questions: Wills and Estate Planning 2/e Mark Fairweather, Rosy Border, 2013-03-04 This book shows you how to write a legally binding will in plain English to suit your circumstances. |
| estate planning frequently asked questions: MemoryBanc Kay H. Bransford, 2015-05-05 “If only we had [this book] when my wife and I were caring for our aging parents. We’ll be using it to make sure our kids have everything they need.” —Bart Astor, author of AARP Roadmap for the Rest of Your Life When you, or your loved ones, are reaching a certain age, life can get a lot more complicated. Without well-organized, easy access to information, trying to navigate through the maze can be incredibly challenging—and it can cost you. Today, more than $58 billion is sitting with state and federal treasurers representing bank accounts, insurance, tax returns, and retirement accounts that were lost in the shuffle of a move, personal crisis, or death. Nearly half of adults over forty can expect to face a short-term disability before they reach sixty-five—and 70 percent of American’s over sixty-five will need three years of care and support. The MemoryBanc system makes it easy to document accounts, usernames, and medical histories, so they can be easily found or shared should they ever be needed by spouses, children, or other caregivers. Don’t wait for an emergency while trying to store and keep track of information in your head, on your phone, in a file, or under a keyboard—learn how to capture it all in one place, stay organized, and secure your assets for your and your family’s future. |
| estate planning frequently asked questions: Estate Planning Wayne M. Gazur, Robert M. Phillips, 2015-04-27 This casebook introduces students to the principles of estate planning and challenges them to analyze simulated client scenarios. Featuring a case-study and problems approach in which the principles of estate planning are first introduced and then demonstrated through student analysis of short exercises and simulated client situations. A forms supplement on a CD is an additional tool for giving students practice with drafting exercises. |
| estate planning frequently asked questions: Your Digital Undertaker Sharon Hartung, 2019-02-22 If you are an adult Canadian who uses e-mail and surfs the internet, this book is for you. In a unique and humorous way, this former military officer and tech executive shares what she’s learned about the estate industry and the taboo topic of preparing for one’s own death. Preparing for death doesn’t need to be scary or foreboding. It can actually be liberating and energizing. Join Your Digital Undertaker in an exploration of death in the digital age in Canada, which lifts the lid on how the deathcare and estate industry works today, and tackles it through the project management and digital lens. This exploration includes simple diagrams, easy to understand scenarios, and user options that require only a couple of mouse clicks. You’ll learn your digital life is not isolated from your physical life, as technology is the new player at the estate planning table. Cracking the code to digital death and its afterlife requires deciphering the code for your regular and physical life. By the end of this book, you should feel armed with questions and a perspective on how to tackle your digital life in the context of your overall estate. You might even walk away inspired to get on with dealing with your will and estate plan with estate planning professionals. If you are a named executor in a will or appointed in a Power of Attorney, this book is for you as well, as it might motivate you to ask a lot more questions about your role before you get handed “digital hell in a hand basket”. For those having the challenging conversations with their parents, family members or clients, let Your Digital Undertaker ask some of the basic questions and open the door for a meaningful discussion. |
| estate planning frequently asked questions: The Caregiver's Toolbox Carolyn P. Hartley, Peter Wong, 2015-08-03 Millions of Americans are or will be amateur caregivers for ill spouses, parents, or friends. Caregivers today, more than ever, use technology to help manage schedules, medication routines and pharmacy reminders, legal and financial affairs, as well as travel and expenses. Yet recent insurance options and health care’s emerging digital world make for an overwhelming, complex process. If you are one of the 64 million current caregivers, could you access your parents’ critical documents in an emergency, using their user IDs and passwords? Do you know how often your parents or parents-in-law are taking medications, how often your loved one goes to the doctor, and how to be involved in medical and life decisions? Statistics show 85 percent of caregivers are not trained in caregiving, so many people are likely winging it, picking up pieces of information here and advice there. The Caregiver’s Toolbox is your guide to cool apps and online tools, insider tips on how to reduce your medical bills, your privacy rights as a caregiver, where to go for free and low-cost help, and much more. It clearly shows which tools will relieve your stress, and those that may add stress. The authors dedicate much of their professional lives to helping people navigate the health care matrix. For updates on tools, applications, and emerging technology, visit the authors’ website, www.caregivers-toolbox.com. |
| estate planning frequently asked questions: Nolo's Encyclopedia of Everyday Law Shae Irving, Nolo Editors, 2020-04-01 Everything you ever wanted to know about the law, but couldn’t afford to ask The law affects practically every aspect of our lives, and legal questions come up daily. When they do, turn to Nolo’s Encyclopedia of Everyday Law, a handy, information-packed desk reference. Written by Nolo’s expert team of attorneys, this book answers more than 1,000 of the most frequently asked questions about everyday legal issues, including: Credit & debt Workplace rights Wills & trusts Buying a house Divorce Small claims court Domestic violence Adoption Traffic accidents Inventions Privacy rights Child custody & support Elder care Bankruptcy Noisy neighbors Home businesses Name changes Searches & seizures Tenant rights Criminal law The 11th edition is completely updated to reflect the latest laws, government agency contacts, and resources. There’s also a helpful glossary of legal terms and an appendix on how to do your own legal research. |
| estate planning frequently asked questions: Planning Your Will, Trust, Lpa & More: Estate Planning for the Modern Family Keon Chee, 2020-09-24 With society's rising affluence, children and families stand to inherit properties and many thousands and millions of dollars when parents and relatives pass away. The importance of setting out clear instructions about the distribution of your assets or wealth while you are still alive cannot be overstated. This process of estate planning involves making a will and perhaps setting up a trust, depending on your personal circumstances. The rise of the modern family and what such a family is likely to own, add to the diversity of planning required. In addition to the traditional two-parent family, we have families with single parents, partners of different races, nationalities and faiths, and same-sex partners. The modern family is likely to own foreign assets, a business, pets and digital assets, and likely to consider charitable giving in their estate planning. In this book, well-known estate planner Keon Chee takes you through the various aspects of estate planning, including the writing of a will, the setting up of a trust, planning your Lasting Power of Attorney (LPA) and setting out other important final wishes. The author has invited several highly experienced practitioners to share their specialist knowledge throughout the book enhancing the breadth of coverage. |
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Welcome to V & V Antiques and Estate Sales, LLC. We have been in the antiques business since 1997 and have conducted estate sales since 2006. We are based in Chesapeake, Virginia and …
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Find geospatial resources to make Chesapeake, VA an exceptional place to live, learn, work, farm, and play. The user of this service will have access to all of the outstanding real estate taxes and …
Chesapeake VA Real Estate and Homes for Sale - TREG.com
4 days ago · Search homes for sale in Chesapeake, VA. Chesapeake is a progressive, growing community and the third largest city in Virginia. Chesapeake VA offers small town charm …
Estate Sales Chesapeake VA
Listed below are all of the upcoming Chesapeake VA estate sales. To search Chesapeake VA estate sales for specific items, use our zip-radius-keyword estate sale search above.
Chesapeake, VA Estate Sales around 23321
Listed below are all the estate sales that are currently scheduled for the Norfolk / Virginia Beach / Newport News area. You may also be interested in estate sale companies in Norfolk / Virginia …
New Day Estate Sales And Cash Home Offers - Hampton Roads VA
New Day Estate Sales provides caring and complete estate sale services and cash home offers for Southeastern Virginia families in life transitions. You will be treated like family, with honesty, …
Find Estate Sales
Jun 6, 2025 · EstateSales.NET provides detailed descriptions, pictures, and directions to local estate sales, tag sales, and auctions in your area. Let …
Chesapeake Estate Auctions - EstateSales.org
1 day ago · View photos and descriptions of 20 estate sales & auctions happening this week near Chesapeake, Virginia . New estate …
Chesapeake VA Real Estate & Homes For Sale - Zillow
3 days ago · View listing photos, review sales history, and use our detailed real estate filters to find the perfect place.
ESTATE Definition & Meaning - Merriam-Webster
specifically : one of the great classes (such as the nobility, the clergy, and the commons) formerly vested with …
V & V Antiques and Estate Sales
Welcome to V & V Antiques and Estate Sales, LLC. We have been in the antiques business since 1997 and have conducted estate sales since 2006. …
Property Information | Chesapeake, VA
Find geospatial resources to make Chesapeake, VA an exceptional place to live, learn, work, farm, and play. The user of this service will have access …
Chesapeake VA Real Estate and Homes for Sale - TREG.com
4 days ago · Search homes for sale in Chesapeake, VA. Chesapeake is a progressive, growing community and the third largest city in Virginia. …
Estate Sales Chesapeake VA
Listed below are all of the upcoming Chesapeake VA estate sales. To search Chesapeake VA estate sales for specific items, use our zip-radius-keyword …
Chesapeake, VA Estate Sales around 23321
Listed below are all the estate sales that are currently scheduled for the Norfolk / Virginia Beach / Newport News area. You may also be interested in estate …
New Day Estate Sales And Cash Home Offers - Hampton Road…
New Day Estate Sales provides caring and complete estate sale services and cash home offers for Southeastern Virginia families in life transitions. …
