Estate Planning Checklists for Clients


Book Description

Most of us avoid estate planning, which in plain English means getting our affairs in order, until we face a life-changing event such as: The birth or adoption of a child; the diagnosis of an illness that threatens disability or death; a family member or close friend dies unexpectedly; a new marriage with one or both spouses having children from a previous marriage. And sometimes it's just because we're about to take a trip. I congratulate you because you've decided to take action rather than wait for a crisis or emergency. If you've made an appointment with an estate planning attorney or are about to make that appointment, this book will help you get the estate plan that meets your needs and objectives, not your attorney's needs and objectives. How do I know, because I've been an estate planning and probate attorney for 30 years. This book does NOT include fill-in-the-blank Wills, Trusts, Powers of Attorney or Guardianship forms. If you want a do-it-yourself estate plan this is not the book for you. In 30 years as an estate planning and probate attorney, I've seen only heartache and regret from the use of do-it-yourself legal forms. It almost always turns out to be the proverbial penny-wise and pound-foolish. My objective is to guide you, the Client, to an excellent Client experience and the estate plan that's best for you.




Estate Planning Checklist


Book Description

A complete and detailed examination of the client's financial affairs is necessary for estate planning to be effective. The matters to be borne in mind include: estate duties; gift duties; the client's items of property; the client's taxable income; cash flow of the client's business; and the income and asset position of the client's partner and family. As at 2009, much of the substantive law discussed in this note has been amended or repealed. In particular, while the Estate and Gift Duties Act 1968 is still on the statute book, the rates of the estate duty are now zero, in effect abolishing the tax. Nevertheless, the practical methodology suggested for advising personal clients remains of use for practitioners today.







The Big List


Book Description

Nothing in life is certain except uncertainty, so the best course of action is to take some prudent steps to minimize the potential damage to your life in case a natural disaster, sudden illness, or other unforeseen emergency might occur. In "The Big List," author and attorney Bernard Max Resnick, Esq., provides a detailed questionnaire to help you provide key information to a trusted family member or a close friend, so they can easily provide assistance during an urgent time. Designed to supplement other estate planning documents, this essential resource helps you prepare for the future by providing your loved ones with vital confidential material required to help you achieve a full and speedy recovery from an unexpected disaster. With detailed questions about your assets, liabilities, and much more, Resnick provides a quick and easy way to catalog all of your most important details to better empower a trustworthy relative or confidant should a catastrophic need ever arise. For the young and old alike, this powerful tool enables you to plan things in advance so you can more easily navigate troubling and unexpected bumps on the road of life. Use it yourself or give it to a loved one, so you will be prepared to help them in their time of need.




Sudden Death Checklist


Book Description

A workbook for Business Owners, their family and advisors to prepare the company and family for their sudden death or severe disability













Estate Planning 101


Book Description

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 Checklist


Book Description