Advertisement
| estate planning continuing education: A Practical Guide to Estate Planning in Vermont Jeanne C. Blackmore, 2015-05-29 |
| estate planning continuing education: 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 continuing education: AARP Crash Course in Estate Planning Michael T. Palermo, 2004-12-11 The Essential Guide to Wills, Trusts, and you personal legacy. What you need to know before consulting you attorney. |
| estate planning continuing education: Basic Estate Planning in Florida Florida Bar. Continuing Legal Education, 1980 |
| estate planning continuing education: A Practical Guide to Estate Planning in Massachusetts Patricia M. Annino, 2024 |
| estate planning continuing education: California Powers of Attorney and Health Care Directives Kevin Urbatsch, 2008-11 |
| estate planning continuing education: 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 continuing education: Personal Financial Planning , 2001 |
| estate planning continuing education: Essentials of Personal Financial Planning Susan M. Tillery, Thomas N. Tillery, 2018-09-21 ESSENTIALS OF PERSONAL FINANCIAL PLANNING Essentials of Personal Financial Planning was written to challenge the status quo by promoting personal financial planning (PFP) as a profession, not as a sales tool to gather assets under management or facilitate sales of insurance products. The book takes a comprehensive and integrated approach to PFP for accounting students, allowing them to view the profession through the lens of a CPA – with integrity and objectivity. This book systematically introduces the essentials of all the major PFP topics (estate, retirement, investments, insurance, and tax), as well as: The PFP process, concepts and regulatory environment. Professional responsibilities of a CPA personal financial planner and the requirements of the Statement on Standards in PFP Services. Time value of money concepts. The book then builds on these foundational concepts, showing their interconnectivity and professional opportunities, to provide a deeper understanding of PFP and its application. After reading this book, students will be able to apply the knowledge and skills gained from this course to have an immediate and long-term positive impact for themselves and for the clients they serve. |
| estate planning continuing education: Wills and Trusts Kit For Dummies Aaron Larson, 2009-03-09 Navigate probate, tax issues, and state laws Create an estate plan and protect your family's interests Need a will, but have no idea where to start? This friendly guide shows youhow to prepare a legal will or trust — either on your own or with professional help — and ensure that your wishes are honored. You'll handle everything from planning your bequests and writing and signing a will to selecting a trust and drafting your durable power of attorney. Discover how to: Provide for your children Hire and work with professionals Minimize tax liabilities Amend or revoke a will or trust Avoid common estate planning mistakes Note: CD-ROM/DVD and other supplementary materials are not included as part of eBook file. |
| estate planning continuing education: Basic Estate Planning in Florida, Fifth Edition Florida Bar. Continuing Legal Education, 2006 |
| estate planning continuing education: Special Needs Trusts , 2008 |
| estate planning continuing education: Maryland Estate Planning, Wills and Trusts Library Aryeh Guttenberg, 1998-01-01 Renowned Maryland trusts & estates attorney, Aryeh Guttenberg, has drawn from his extensive experience to bring you strategies & forms for virtually every situation you will encounter. His insightful commentary provides a thorough discussion & analysis of sophisticated strategies & many key areas of estate planning, including explanations of The Maryland Law of Wills, Organizational Checklist of Wills, The Unified Gift & Transfer Tax System, Generation-Skipping Transfer Tax, Guide to Selection of Personal Representative, Trustees & Guardians, Formula Clauses for Wills & Trusts, Special Right of Election in Maryland, Q DOTS, Power of Appointment, Types of Joint Ownership, Disclaimers & Uses of Dynasty Trusts. This book gives you instant access to forms for virtually every situation that are adaptable for your clients. From preparing simple wills to complex wills & trusts, you will find forms both in the book & on the companion CD-ROM. The forms are arranged as modular templates so that you can customize your document creation with the easily interchangeable provisions & even create your own library of wills & trusts. |
| estate planning continuing education: New Jersey Estate Planning, Will Drafting and Estate Administration Forms Alvin C. Martin, Robert D. Borteck, Richard Sanders, 1993-01 |
| estate planning continuing education: 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 continuing education: McElroy's Alabama Evidence Charles Gamble, Robert Goodwin, Terrence McCarthy, 2020-06 The 7th edition is authored by Dean Emeritus Charles W. Gamble, Professor Emeritus Robert J. Goodwin, and Terrence W. McCarthy. Judges at all levels and lawyers alike depend on McElroy's Alabama Evidence as the complete and final authority regarding Alabama evidence issues. This 3-volume set is a must-have research tool for members of the State Bar. |
| estate planning continuing education: Medical and Dental Expenses , 1990 |
| estate planning continuing education: IRS Tax Preparer Course and RTRP Exam Study Guide 2012 Rain Hughes, 2012-03-01 How do you become a Registered Tax Return Preparer (RTRP)? You do not need an advanced degree, or even a college education; however, it does require some work. First, you must prepare for the IRS competency exam. The IRS has two separate tests that you can take depending on the type of returns you will file. This course covers both tests and provides FREE access to an online test bank for you to practice. Practice exams are also available online. We designed this course with you in mind, utilizing the experience of Enrolled Agents, CPA's and former IRS employees. In addition to providing you with a solid foundation in tax knowledge, this course has the essential material you must know to pass the test. New regulations require all paid tax return preparers-other than certain exempt individuals-to register for a PTIN, pass a competency exam, and complete 15 hours of annual continuing education. These registered tax return preparers will need to follow the rules in Circular 230 but are not enrolled to practice before the IRS. |
| estate planning continuing education: Handling Residential Real Estate Transactions in Massachusetts Jacqueline M. Hudkins, 2023-05-31 |
| estate planning continuing education: Financial Peace Dave Ramsey, 2002-01-01 Dave Ramsey explains those scriptural guidelines for handling money. |
| estate planning continuing education: Estate Planning for People with a Chronic Condition or Disability Martin M. Shenkman, CPA, MBA, JD, 2009-03-26 This is the first comprehensive estate-planning guide for those living with a chronic disease or disability. This book is targeted at those planning for the disbursement of their estates, no matter their size. Estate-planning is crucial for those living with a chronic disease or disability: individuals must express their preferences whether to receive long-term care at home rather than in a nursing home in the event that they become more disabled, and it is more important for one who has a chronic illness to name a power of attorney. Estate Planning for People with a Chronic Condition or Disability covers all of those topics plus: How to write your will How to determine how much life insurance your family needs How to figure out whether you need a living trust Learn about powers of attorney When to work with a lawyer, if you need to The book also includes downloadable sample forms for: Power of Attorney Living Will Designation of Proxy for Financial and Health Decisions |
| estate planning continuing education: The Living Trust Henry W. Abts, 1997 The failproof way to pass along your estate to your heirs without lawyers, courts, or the probate system. |
| estate planning continuing education: The Estate Planning Short Course Illinois State Bar Association. Probate and Trust Law Section, 1965 |
| estate planning continuing education: Searching the Law - The States Francis R Doyle, 2022-11-14 |
| estate planning continuing education: Ohio Estate Planning, Wills, and Trusts Library Edward M. Segelken, Lori-Lou Kimm, 2004 |
| estate planning continuing education: AARP JK Lasser's New Rules for Estate and Tax Planning Stewart H. Welch, III, 2012-04-17 AARP Digital Editions offer you practical tips, proven solutions, and expert guidance. A complete guide to planning an estate under today's tax rules When it comes to an estate (no matter how big or small it may be) nothing should be left to chance. Proper planning is necessary to protect both your assets and your heirs. Estate Planning Law Specialists Harold Apolinsky and Craig Stephens and expert financial planner Stewart Welch III know this better than anyone else, and in the revised and updated edition of J.K. Lasser's New Rules for Estate and Tax Planning, they offer valuable advice and solid strategies to help you plan your estate under today's tax rules as well as preserve your wealth. Packed with up-to-the-minute facts, this practical resource covers a wealth of important issues. Reveals how new legislation will impact inheritances and trusts and offers guidance for estate and generation-skipping tax planning Explains the role of wills, executors, and trusts and shows how to treat charitable contributions Outlines the do's and don'ts of gifting and explains life insurance and retirement planning Filled with in-depth insights and expert advice, this book will show how to efficiently arrange your estate today so that you can leave more to those you care about tomorrow. |
| estate planning continuing education: Price on Contemporary Estate Planning John Richard Price, Samuel A. Donaldson, 2008 A mine of information and expertise packed with valuable practice tips; this is the most current and comprehensive single-volume estate planning resource available. Providing theoretical grounding and a practice-oriented approach, Price shows how to handle the full range of estate planning problems and techniques. |
| estate planning continuing education: Texas Estate Planning Statutes with Commentary Gerry W Beyer, 2021-07-14 Texas Estate Planning Statutes with Commentary: 2021-2023 Edition is a compilation of Texas statutes that are significant to law school and paralegal courses related to estate planning, such as wills and estates, trusts, estate administration, probate, elder law, and guardianship. Changes made by the 2021 Texas Legislature are printed in red-lined format to make the revisions easy for the reader to locate. Many sections include carefully written commentary entitled Statutes in Context. These annotations provide background information, explanations, examples, and citations to key cases which will assist the reader in identifying the significance of the statutes and how they operate. |
| estate planning continuing education: Texas Estate Planning Dianne Reis, 2005-02 Texas Estate Planning. |
| estate planning continuing education: Flexible Trusts and Estates for Uncertain Times Jerold I. Horn, 2003 |
| estate planning continuing education: Estate Planning For Dummies Jordan S. Simon, Joseph Mashinski, 2023-03-06 Get your arms around wills, trusts, probate, inheritance taxes, and other important estate planning essentials Estate Planning For Dummies teaches you the ins and outs of estate planning. It’s all about drafting wills, dealing with probate, assigning powers of attorney, establishing living trusts, and beyond. Think you don’t have enough assets to merit estate planning? Think again. This everyone-friendly guide walks you through building a solid estate plan, whatever your current financial situation. In easy-to-understand language, you’ll learn the ins and outs of estate planning, including what happens to your stuff—cash, real estate, businesses, retirement funds, everything—when you pass away. This new edition is updated for the many recent changes in estate taxes and inheritance law. Make sure your assets get into the pockets of your heirs or wherever you want them to go, and learn how to accomplish it the For Dummies way. Understand state and federal estate and inheritance taxes Build an air-tight will and make sure your heirs get as much as they can Protect your estate’s privacy even after you’re gone Plan for the transition of a family business Prevent disagreements and uncertainty among your heirs Figure out how to pass on your digital assets This friendly guide is a must for people of any age in the process of drafting their wills and planning where their assets ultimately end up. |
| estate planning continuing education: Louisiana Estate Planning, Will Drafting, and Estate Administration Max Nathan, Carole Cukell Neff, 1992-01-01 |
| estate planning continuing education: J.K. Lasser's New Rules for Estate and Tax Planning Harold I. Apolinsky, Stewart H. Welch, III, 2002-03-12 Planning Your Estate Under the New Tax Law is Easy with J. K. Lasser The Economic Growth and Tax Relief Reconciliation Act of 2001 will affect numerous aspects of your financial life-none more important than how you plan your estate. This new tax law includes the first major estate tax revision in over twenty years. Use J.K. Lasser's New Rules for Estate and Tax Planning to learn how the rules have changed and what you can do now to effectively plan your estate. Learn what the new law means for you and your family, and find out how to use it to keep what has taken a lifetime to accumulate. With this book, you'll understand: * The repeal of the Estate Tax * Wealth-transfer exemption * How the new legislation will impact trusts and inheritances * The role of wills, executors, guardianship, and trusts * Treatment of charitable contributions J.K. Lasser-Practical Guides for All Your Financial Needs Please visit our Web site at www.jklasser.com |
| estate planning continuing education: Continuing Education Programs and Services for Women United States. Women's Bureau, 1971 |
| estate planning continuing education: A Practical Guide to Probate in Maine Miles C. Hunt, 2020-09-28 |
| estate planning continuing education: Personal Financial Planning Estate Planning Certificate Program and Exam Bundle AICPA, 2020-03-31 The Personal Financial Planning (PFP) Estate Planning Certificate Program and Exam Bundle (13.0 CPE Credits) is an informative and engaging learning experience that will enhance your knowledge of personal financial planning. Part of the Personal Financial Planning Certificate Program, this certificate program is comprised of five courses, including four case studies, covering the clients' planning life cycle. You will learn to navigate the regulatory environment, understand the PFP standards, use fundamental concepts in a systematic planning process, and utilize your technical knowledge for the benefit of your clients. If you are seeking a thorough understanding of the planning process and your responsibilities as a planner with real-world application of how the PFP topics integrate with your clients life goals, this program is for you! This series of courses includes: PFP Standards and Responsibilities PFP Regulatory Landscape and Fiduciary Practices Personal Financial Planning Process Cash Management Strategies PFP in Practice - Putting It All Together, Part 1 and 2 If you are an active CPA desiring to obtain the PFS credential, the certificate program provides an alternative pathway to meeting the exam and education requirements. See aicpa.org/pfs for details. Digital Badge: Your Professional Distinction Set yourself apart as a future-ready financial professional. Upon completion, you will be awarded with a certificate in the form of a digital badge. Digital badges allow you to distinguish yourself in the marketplace and show your commitment to quality. The badge can be posted to your social media profiles and linked to your resume or email signature, providing maximum visibility to your achievement. Credit Info CPE CREDITS: Online: 13.0 (CPE credit info) NASBA FIELD OF STUDY: Specialized Knowledge LEVEL: Intermediate PREREQUISITES: None ADVANCE PREPARATION: None DELIVERY METHOD: QAS Self-Study COURSE ACRONYM: PFP-PROCB Online Access Instructions A personal pin code is enclosed in the physical packaging that may be activated online upon receipt. Once activated, you will gain immediate online access to the product for one full year. System Requirements AICPA’s online CPE courses will operate in a variety of configurations, but only the configuration described below is supported by AICPA technicians. A stable and continuous internet connection is required. In order to record your completion of the online learning courses, please ensure you are connected to the internet at all times while taking the course. It is your responsibility to validate that CPE certificate(s) are available within your account after successfully completing the course and/or exam. Supported Operating Systems: Macintosh OS X 10.10 to present Windows 7 to present Supported Browsers: Apple Safari Google Chrome Microsoft Internet Explorer Mozilla Firefox Required Browser Plug-ins: Adobe Flash Adobe Acrobat Reader Technical Support: Please contact service@aicpa.org. |
| estate planning continuing education: Estate Planning , 1982 |
| estate planning continuing education: Top Financial and Estate Planning Issues for 2008 CPE Course CCH Tax Law Editors, 2008-03 |
| estate planning continuing education: Continuing Education Programs for Women Jean Alice Wells, United States. Women's Bureau, 1966 |
| estate planning continuing education: Continuing Education Programs for Women United States. Women's Bureau, 1967 |
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 us help you find an estate sale or estate …
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 sales every week.
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 distinct political powers. : the degree, quality, nature, and extent of one's interest in …
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. We are based in Chesapeake, Virginia and …
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 to all of the outstanding real estate …
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 …
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 us help you find an estate sale or estate …
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 sales every week.
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 distinct political powers. : the degree, quality, nature, and extent of one's interest in …
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. We are based in Chesapeake, Virginia and …
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 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, …
