Trust Law

Quicken Willmaker Plus 2007 Edition: Estate Planning Essentials (Book with CD-ROM)

Average customer rating:

egregious security violation
It does what it needs to do.
Willmaker Plus 2007 Very Impressive
Simplicity at it's finest!
Great product, just go to the notary, or have friends!

Quicken Willmaker Plus 2007 Edition: Estate Planning Essentials (Book with CD-ROM)
Editors of Nolo
Manufacturer: NOLO
ProductGroup: Book
Binding: Paperback

Consumer Law | Business | Law | Subjects | Books

Estates & Trusts | Taxation | Law | Subjects | Books

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ASIN: 141330527X

Book Description

America's No. 1 estate planning book with interactive CD-ROM software helps you create a will, living trust, living will -- and much more

Help protect your family and your assets, and save on legal fees! Quicken WillMaker Plus Estate Planning Essential 2007 Edition provides the legal forms you need. So comprehensive, the CD-ROM assembles your forms from among 40,000 document possibilities -- but so easy to use, you'll have them finished in minutes.

NEW! Quicken WillMaker Plus Estate Planning Essential 2007 Edition now includes a full "health care power of attorney." Dictate the health care you wish to receive if you can't speak for yourself, and be assured that your loved ones won't have to second-guess themselves!

Create your own:

Will

Living Trusts, including an AB Trust

Health Care Directive:

Living Will

Health Care Power of Attorney (NEW)

Financial Powers of Attorney

Final arrangements document

Important documents for executors

The CD-ROM also provides forms you can use every day, such as authorizations and agreements, child and elder care forms, promissory notes and documents to help you repair your credit.

For each document, Quicken WillMaker Plus Estate Planning Essentials 2007 Edition takes you through a step-by-step interview. Your documents will automatically reflect the laws of your state. If you have any questions, simply check out the comprehensive onscreen legal manual. Expert tech support is also available.

Need to know more? Here are in-depth details about what you can do with Quicken WillMaker Plus Estate Planning Essentials 2007 Edition:

Your Will

Provide for family, friends and charities. Name a personal guardian to care for young children. Specify the executor (or "personal representative") of your estate. Select a trusted person to manage property left to young people. Revise and update your will whenever you like.

Your Living Trust

Make a basic trust, whether you're married or single. If married, you can create a AB trust (or bypass trust) and spare your heirs from potentially heavy estate taxes. Create subtrusts for minor children and young adults. Name custodians for property left to children. Change or revoke your trust at any time.

Your Health Care Directive lets people who care for you make important decisions about your life and health when you can't. Create a:

NEW! Health Care Power of Attorney Permit a loved one to make important medical decisions for you if you are unable to do so yourself.

Living Will

Specify whether you want your life prolonged through artificial means. Appoint someone to make sure your wishes are carried out.

Your Financial Power of Attorney

Name someone to make your financial decisions, in case you are medically incapacitated. Don't worry, you can grant as much authority as you wish.

Your Final Arrangements

Plan a funeral or other ceremony. Clarify whether you want a cremation or burial. Select someone to oversee your final arrangements -- and more!

Documents for Your Executor

Make sure your executor ("personal representative" in some states) has all the forms and instructions he or she needs to do the job: Checklists, letters, notices, claim forms -- and more.

Personal Finance Documents

Over a dozen forms that let you handle financial situations you might face on any given day, such as disputing a credit card charge, lending or borrowing money to friends or family, creating bills of sale -- and more!

Home & Family Documents

Whether you need to authorize someone to travel with your child to another country, want to lend your car to a friend, or create an agreement with a trusted person to take care of your elderly parent, Quicken WillMaker Plus can handle all these family situations -- and many more!

Estate planning documents not valid in Louisiana.

Customer Reviews:

egregious security violation.......2007-06-25

This product requires administrator privilege in order to get program updates from the website while running Windows Vista. This is outrageous. As administrator they can disable your privacy and security protocols (while looking at your financial data). This is shocking and lazy behavior for Nolo. They should have designed the program updates to work with network security prompts, same as every other responsible software company. I suggest anyone using this product unplug themselves from the internet while working with it and uninstall it when done. Very disappointing.

It does what it needs to do........2007-06-15

If you take the time to read the information and follow the instructions carefully, this will do exactly what it's supposed to do. Great document generator.

Willmaker Plus 2007 Very Impressive.......2007-05-21

I am very impressed with this product. The 500-page book alone provides a massive, detailed, practical, easy-to-read, and extremely helpful guide to the world of estate-planning legal documents. Just reading the book was an awesome self-education experience for me. Then, by firing up the software, I am walked step-by-step through the process of creating a will (or any number of additional legal documents) in a very easy, logical manner. For the person who desires to create a will, or any of the other legal documents covered, I highly recommend this product. It stands head and shoulders above any other product I have seen.

Simplicity at it's finest!.......2007-05-17

Since the more comprehensive reviewers here have already covered the features of Willmaker Plus 2007, I will only add a little opinion and a heep of praise to Quicken, for teaming up with Nolo in making this incredibly easy to use yet powerful program.

I must admit that I am not the sharpest tool in the shed, but I was able to create a simple Will without even opening the book because of the very easy to use step by step format. Legal jargon is explained brilliantly in laymans terms. This program is truly idiot proof!

Wills, Powers of Attorney for health care & finances along with other legal documents are the most important yet often neglected documents a person must deal with in life. Becoming incapacitated or dying without these documents in place can leave your loved ones with a real legal nightmare.

Completing my Will & Powers of Attorney and putting all of my important papers like deeds, titles, financial statements and insurance policies, in one place (known to loved ones) has given me tremendous peace of mind in knowing that my loved ones will have a much easier time resolving all of the legal matters if I become incapacitated or when I die.

Great product, just go to the notary, or have friends!.......2007-05-13

I have created a Will and a living will with this handy program. The book that comes with it is quite extensive, but the instructions are also viewed with each page you create. It guides you through the process and is really easy. The only problem is, when you are done with the document, you actually need to take action, and have someone witness your signature, and you need to have some documents notarized. It is a process you must do, or some of the documents you create are useless. Don't be lazy like me, get it done, and forget about it! In addition to wills and estate planning, it also has common legal documents, like things for pet sitters, credit history requests, and authorizations for temporary guardianships for minors. It is quite the package!

Asset Protection : Concepts and Strategies for Protecting Your Wealth

Average customer rating:

Asset protection
Well researched
Above the Norm
No Surprises Here
A "must read"!!

Asset Protection : Concepts and Strategies for Protecting Your Wealth
Jay Adkisson , and Chris Riser
Manufacturer: McGraw-Hill
ProductGroup: Book
Binding: Hardcover

Budgeting & Money Management | Personal Finance | Business & Investing | Subjects | Books

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ASIN: 0071432167

Book Description

Strategies that are effective and legal for putting one’s assets safely out of reach</p>

In today’s increasingly litigious world, the shielding of assets has become a prominent issue for financial planners, business owners, and high-net-worth individuals. Asset Protection details methods that are both legally and morally legitimate for protecting one’s assets from creditors, lawsuits, and scams.</p>

Bringing economic common sense and legitimacy to an area that is drowning in gimmickry, two of today’s top lawyers examine the fundamental issues in this growing area, avoiding dense legalese to make the book accessible to anyone. Asset Protection covers everything readers want to know about: </p> <ul>

Establishing an effective asset protection program

Today’s most popular, established strategies

Newer strategies that are still being resolved by the courts </ul>

Customer Reviews:

Asset protection.......2007-05-12

This well-written book does a great job of dispelling a lot of the mis-information that currently abounds in the market place.

Well researched.......2007-03-01

Jay Adkisson is my voice of reason in the field. This is heavily researched brain food for asset protection. The rule of law is constantly massaged and altered as the courts challenge provisions, and I always feel safest turning to Jay for his interpretation. In particular the Albright 291 Rptr. 538 ruling in Colorado has alot of LLC attorneys spooked. I'm sure we'll be hearing from Jay soon on this one.

Above the Norm.......2007-01-17

Asset protection is a good practical sense guide on the areas of trust, business entities and a dose of reality. If your at a point where the accumulated assets is worth protecting for yourself, spouse, kids and family then this is the book to read. Its not too technical but down to earth business sense. I find this book is geared to people that have some familarity with the business environment. If you know why you want to protect your assets then this book is the next step.

No Surprises Here.......2006-05-30

Adkisson and Riser are beacons in the darkness that is labeled asset protection. This book, and the attitudes it sets forth towards asset protection (when that term may be discretely used) are the de facto standard of care and woe be to the professional who believes otherwise. I say there are no surprises because the book is the embodiment of the professional, real life anti-scam viewpoint in this area Jay Adkisson has come to represent. Do not ignore the fact most of these five star reviews are by attorneys like myself who see the aftermath of so-called asset protection, off-shore entities and third world trusts. Don't miss it.

A "must read"!!.......2005-06-06

I have practiced estate planning, with an emphasis on asset protection planning, for many years. This book's explanation of various asset protection techniques, many of which I have used in my own practice, is both lucid and thorough. Not only will experienced practitioners find the book to be an invaluable source, but beginners too will discover a text that is highly readable and easy to understand. I am confident saying that Asset Protection spans "the universe" of such techniques, with both analysis of the fundamental "building blocks" of the area and coverage of more advanced methodologies. Apart from its useful content, I also found the format of Asset Protection to be particularly straightforward, starting with its discussion of the basic concepts of asset protection and its goals, as well as ethical considerations, proceeding to cover many trusts currently being employed in sophisticated estate planning, and ending with a thorough discussion of entities that should play a part in many sophisticated estate plans. In sum, for beginner and practitioner alike, this book is a "must read"!!

Administration of Will Trusts and Estates, 3E (The West Legal Studies Series)

Average customer rating:

poor at best

Administration of Will Trusts and Estates, 3E (The West Legal Studies Series)
Gordon W. Brown
Manufacturer: Thomson Delmar Learning
ProductGroup: Book
Binding: Paperback

General | Business & Investing | Subjects | Books

Estates & Trusts | Taxation | Law | Subjects | Books

General | Law | Subjects | Books

Wills | Practical Guides | Law | Subjects | Books

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ASIN: 0766852814

Book Description

If you are interested in wills, trusts, and estates, this easy-to read text provides content and context for a complicated subject area. [The wills of Theodore Roosevelt, John F. Kennedy, Jr., Princess Diana, and George Burns are provided here for your review.] This new edition is enhanced by celebrity features that help you relate to a real-life scenario and step out of legal theory. All legal terms are clearly defined when first presented in the text. State-by-state information is presented clearly with the use of maps, tables and case studies. Charts and boxed cases help to make complex topics easier to understand.

Customer Reviews:

poor at best.......2007-03-08

I thought this was a text book I was buying, same author and title. It is, in fact, just a vocabulary list, NOT in alphabetical order, and often repeats words from chapter to chapter. Otherwise, it is blank lined paper. I am using it to take notes in for my law class.

Family Wealth--Keeping It in the Family: How Family Members and Their Advisers Preserve Human, Intellectual, and Financial Assets for Generations

Average customer rating:

Family Wealth - Keeping it in the Family
Immensely valuable for members of a family business
Hands on, long term familiy peace
Addresses issues of significant importance in the wealth management process
Recognizing the importance of human and intellectual capital in family business settings

Family Wealth--Keeping It in the Family: How Family Members and Their Advisers Preserve Human, Intellectual, and Financial Assets for Generations
James E. Hughes Jr.
Manufacturer: Bloomberg Press
ProductGroup: Book
Binding: Hardcover

General | Popular Economics | Business & Investing | Subjects | Books

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ASIN: 157660151X

Book Description

This is the landmark book that changed the way exceptional families think about their heritage, their wealth, and their legacy to future generations - now revised and expanded. "A masterpiece. No one is more astute than Jay Hughes about the topics of family wealth and family life." - Charles W. Collier, Senior Philanthropic Adviser, Harvard Univesity.

Customer Reviews:

Family Wealth - Keeping it in the Family.......2007-02-16

As an advisor, preparing for my first Family Meeting, I found this more helpful than most other books on Family Governance. I really liked the way in which it talks about not just financial capital, and social capital, but human & intellectual capital as well. It resonated well with me and with my Family Office clients. It gives more of a structure for developing the governance model than other books I've seen.

Immensely valuable for members of a family business.......2007-01-03

Chapter 1 applied most directly to my situation, and this chapter alone makes the book worth having on my shelf. Hughes' perspective, from both his own family and his experience advising other families, gives the book authority.

Often family wealth seems to be treated as a "dirty little secret" where money concerns trump people concerns. Hughes provides a framework where financial, human, and intellectual assets can all be considered. He shows that family wealth can be a path towards growth of individuals, families, and their wealth, through investments, philanthropy, and professional development.

Bravo!

Hands on, long term familiy peace.......2006-08-19

I profound and comprehensive book on long term principles and practices to preserve family wealth (human an financial).
A must reading for medium family businesses.

Addresses issues of significant importance in the wealth management process.......2006-08-18

As principal of a financial planning and wealth management firm, I highly recommend this book for families who have acquired wealth and want their children and future generations to be concerned about their human, intellectual and social development in addition to the growth of their financial resources.

Family Wealth does a good job of addressing issues of importance to wealthy families such as the need to create and establish mission statements, plan for family governance and how to create a mutually rewarding relationship with trustees and financial advisors.

As someone with practical experience in planning and/or supervising all aspects of a client's financial planning needs with the goal of protecting and enhancing retirement assets and estates, I especially like the emphasis by Hughes on the need for long-term thinking and how personal and intellectual development is just as important as financial decisions in the family organization.

This book has added a new dimension to our multi-disciplined practice. Along with our principal specialty, retirement income and retirement plan distribution strategies, we now help our clients think of ways to use their financial capital to nurture and enhance their human and intellectual capital.

Recognizing the importance of human and intellectual capital in family business settings.......2006-03-28

I have read many books on the subject of family businesses, and this book has done an excellent job in recognizing that the development of human and intellectual capital in families is a precondition for the continued development of financial capital.

The book has a slightly more philosophical tone than some of the other family business books I've read (such as some of John Ward's excellent books), but nonetheless is an extremely valuable read to anyone involved in a family business setting (or serving as an advisor to such family businesses).

Hughes places a great deal of emphasis on the 'human' elements of family businesses, and suggests that the families should be primarily concerned with the development of the human and intellectual capital within the family. According to Hughes, such an emphasis will enable continued growth of financial capital, however many families make the mistake of placing the primary emphasis on the financial, rather than on these human and intellectual elements. Throughout the book he suggests that the family's role is to support each individual in their own pursuits of happiness, and that doing so will ensure the growth of all the classes of family capital - human, intellectual, and financial. Throughout the book he also discusses a number of other themes and ideas including: the importance of education, shared values, long term planning and group participation; the distinction between ownership and control; the different types of forms of government and the need to select a particular form to govern the family; the various roles of philanthropy; and, the use of, and complexities of using trusts as a family planning vehicle.

In summary, the book offers an insightful look into the ideas that have enabled many families to see to it that the notion of 'shirtsleeves to shirtsleeves in three generations' does not apply to their family business.

West Federal Taxation 2007: Corporations, Partnerships, Estates, and Trusts (with RIA Checkpoint and Turbo Tax Business CD-ROM)

Average customer rating:

West Federal Taxation 2007: Corporations, Partnerships, Estates, and Trusts (with RIA Checkpoint and Turbo Tax Business CD-ROM)
William H. Hoffman , William A. Raabe , James E. Smith , and David M. Maloney
Manufacturer: South-Western College/West
ProductGroup: Book
Binding: Hardcover

General | Business & Investing | Subjects | Books

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Advanced Accounting

Accessories:

Practice Sets for Hoffman/Raabe/Smith/Maloney's West Federal Taxation 2007: Corporations, Partnerships, Estates, and Trusts, 30th
Study Guide for Hoffman/Raabe/Smith/Maloney's West Federal Taxation: Corporations, Partnerships, Estates, and Trusts, 30th

ASIN: 0324313616

Book Description

WEST FEDERAL TAXATION: CORPORATIONS, PARTNERSHIPS, ESTATES, & TRUSTS, 2007 EDITION covers tax legislation as it impacts Corporations, Partnerships, Estates, and Trusts. Renowned for its thoroughness in these areas, the text provides comprehensive coverage of C Corporations, Flow-Through Entities, Family Tax Planning, and more, while highlighting materials of critical interest to the serious tax practitioner.

Average customer rating:

great reference
Nearly useless if you have retirement accounts
PLANNING FOR THE INEVITABLE
Outstanding and comprehensive coverage of estate planning.
Plan Your Estate 8th Edition

Plan Your Estate
Denis Clifford , and Cora Jordan
Manufacturer: NOLO
ProductGroup: Book
Binding: Paperback

General | Personal Finance | Business & Investing | Subjects | Books

Estate Planning | Personal Finance | Business & Investing | Subjects | Books

Estates & Trusts | Taxation | Law | Subjects | Books

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Executor's Guide: Settling a Loved One's Estate or Trust (2nd Edition)

ASIN: 1413304060

Book Description

The most comprehensive-- yet easy to read -- guide to estate planning on the market!

Plan Your Estate covers everything from the basics of wills and living trusts to sophisticated tax-saving strategies. The authors give you straightforward, plain-English explanations of every significant estate-planning option available, so you can make the best decisions for you and those you love.

The book covers:

*wills

*probate and how to avoid it

*living trusts

*property-control trusts

*naming guardians for children

*leaving property to children

*estate taxes and how to reduce them

*living wills (health care directives)

*financial powers of attorney

*final arrangements

*strategies for business owners

*and much more.

The 8th edition is completely updated with the latest federal and state laws, and now covers ethical wills -- a new way to pass on values, beliefs and important personal experiences. Good for all states except Louisiana.

Download Description

"The most comprehensive -- yet easy to read -- guide to estate planning on the market! Plan Your Estate covers everything from the basics of wills and living trusts to sophisticated tax-saving strategies. The authors give you straightforward, plain-English explanations of every significant estate-planning option available, so you can make the best decisions for you and those you love. The book covers: -federal estate and gift taxes -trusts used to control property left to beneficiaries -charitable remainder trusts -durable powers of attorney -living wills -funerals and burials Completely updated, the 8th edition discusses new state estate tax rules, the new ""disclaimer trust"" for couples who aren't sure whether they need an AB trust, educational saving plans for kids, transfer-on-death deeds to avoid probate for real estate - and much more. Good for all states except Louisiana. "

Customer Reviews:

great reference.......2007-06-15

Let's face it, this stuff is complicated, and pretty much meant to keep lawyers in business. Get this book as a reference and be able to answer a lot of the questions on your own.

Nearly useless if you have retirement accounts.......2007-02-15

I bought this book prior to seeing an attorney to set up a will/trust so that I would be reasonably knowledgeable about the issues to consider before the meter started running. In particular, I, like many others have much of my net worth in IRAs and other tax advantaged retirement accounts and was concerned about how best to pass on these accounts. To my utter astonishment (and disgust), this book for all practical purposes provides no help with IRAs, 401Ks, etc. For heavens sake, after a home, retirement accounts are the major assets of most people and an estate planning book of 443 pages ought to be able to squeeze in basic advice on this topic.

Actually, I'm exagerating; they do provide two pieces of advice on IRAs. Their advice on page 179 is to buy a separate book from Nolo Press (whose title I will NOT cite) and on page 181 they suggest you download publications 560 and 590 from the IRS. Gee thanks. You don't suppose they intentionally omitted retirement accounts so you'd have to buy another one of their publications? Could I be getting cynical in my old age?

If you don't have IRAs this book is pretty good (reason for two stars), otherwise you 're flying blind.

PLANNING FOR THE INEVITABLE.......2007-01-09

Well written with concise explinations along with a strategic approach to estate planning.

Outstanding and comprehensive coverage of estate planning........2006-10-18

The book is so clearly written, with explanations followed by simple examples. It covers every aspect I could think of, with occasional advice that you could do this yourself, or sometimes that you really need a lawyer. If you have a substantial estate you will probably want to have an expert do the work. But you should read this book so you know what the expert is doing (or you could pay the expert $200-300 an hour to educate you on basics). Simply the best book I have read all year.

Plan Your Estate 8th Edition.......2006-07-31

Excellent resource for estate planning. Readable (plain English) , concise and to the point. Covers many areas of estate planning that most other estate planning books fail to mention

Executor's Guide: Settling a Loved One's Estate or Trust (2nd Edition)

Average customer rating:

Helpful but repetitious and ultimately insufficient
Thorough Detailed Insight of The Executor's Role
Executor reviews Executor's Review
Review of Executor's Guide
Comprehensive, if a little redundant

Executor's Guide: Settling a Loved One's Estate or Trust (2nd Edition)
Mary Randolph
Manufacturer: NOLO
ProductGroup: Book
Binding: Paperback

General | Personal Finance | Business & Investing | Subjects | Books

Estate Planning | Personal Finance | Business & Investing | Subjects | Books

Estates & Trusts | Taxation | Law | Subjects | Books

Wills | Practical Guides | Law | Subjects | Books

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Your Trustee Duties: How to Dissect a Trust Contract, Prepare Form 1041, Distribute Income and Principal to Beneficiaries, and Terminate the Trust (Series 300: Retirees & Estates)

ASIN: 1413304087

Book Description

Settling an estate can be like moving through a maze -- let The Executor's Guide lead the way.

If you're faced with wrapping up the affairs of a loved one who has died, you may feel overwhelmed by all the work ahead -- especially when you're grieving. But with the right legal and practical information, you can do it.

The Executor's Guide will show you how to get organized, get the help you need and make progress one step at a time. Let it help you navigate an unfamiliar land of legal procedures and terminology. It explains:

*preparing for the job of executor or trustee *the first steps to take *claiming life insurance, Social Security and other benefits *making sense of a will *what to do if there is no will *how to determine whether probate is necessary *caring for children and their property *taxes *an overview of probate court proceedings *dealing with family members *handling trusts *looking up your state's laws *working with lawyers, appraisers, accountants and other experts

The 2nd edition contains updated tables outlining key points of each state's laws, the latest information on estate taxes and worksheets that help you stay organized and on track.

Download Description

"Settling an estate can be like moving through a maze -- let The Executor's Guide lead the way. If you're faced with wrapping up the affairs of a loved one who has died, you may feel overwhelmed by all the work ahead -- especially when you're grieving. But with the right legal and practical information, you can do it. The Executor's Guide will show you how to get organized, get the help you need and make progress one step at a time. Let it help you navigate an unfamiliar land of legal procedures and terminology. It explains: -preparing for the job of executor or trustee -the first steps to take -claiming life insurance, Social Security and other benefits -making sense of a will -what to do if there is no will -how to determine whether or not probate is necessary -caring for children and their property -taxes -an overview of probate court proceedings -dealing with family members -handling trusts -looking up your state's laws -working with lawyers, appraisers, accountants and other experts "

Customer Reviews:

Helpful but repetitious and ultimately insufficient.......2007-05-12

On almost every page we are reminded that we must be honest. Give me a break. On the other side of the detail spectrum, there are a lot of dead ends, e.g. where one must fill out a form, but not send it to anyone. The main thing this book did for my cluster of heirs was put us all into a frame of agreement, i.e. we all bought the book, so we all had the same information. If the executor was not keeping up with something, the rest of us knew to send a reminder. But in the end, we decided to hire a lawyer to do the job. He knew a lot of stuff that wasn't in the book. What a relief.

Thorough Detailed Insight of The Executor's Role.......2007-01-27

I purchased this book in June 2006 along with another Nolo publication called "Get It Together: Organizing Your Records for Loved Ones". Both books offer a treasure trove of information, resources, forms, websites, government agencies, etc. to plan the nuts and bolts of your estate should there be an unfortunate call from the grim reaper for you or close relatives or friends.

I feel such a sense of freedom and security knowning all my affairs are in order should I be involved in an accident, be incapacitated or die. In addition, I have educated myself now in a cogent state of mind. The Executor's Guide covers a lot of territory, so you do not what to be learning what to do under emotional and tragic circumstances if at all possible.

Just by looking at the Table of Contents alone, I think it's safe to conclude there will be a number of chapters of where you will have a basic understanding of the title, but lack a more detailed appreciation of the subject matter. All materials are presented in a down to earth style with hints, tricks and traps to avoid along the way.

Executor's Guide is at it's greatest when discussing an event or responsibility, who does and doesn't need to be involved, discussing the legal ramifications and how the legal system works generally with respect to the event and the next steps to take. Please pickup this excellent resource you can share with others in your family or friends, so you can effectively deal with someone's estate if you are asked and learn some tips to manage your own records.

Executor reviews Executor's Review.......2007-01-10

An excellent guide for those of us struggling to manipulate the legal maze of probate. After having read the book, I was able to avoid asking as many questions of an attorney resulting in savings to the estate of hundreds of dollars. More importantly, I was able to deal with heirs and family members in a fair and intelligent manner. No one has been able to complain of things not being explained clearly or of the process moving too slowly. I would recommend the book to anyone who is about to administer an estate.It is a great tool for an heir or family member who simply wants to be better informed.

Review of Executor's Guide.......2006-08-09

I discovered this book in the our city library, and decided to purchase it as I felt that it would be very useful. It covered most of the areas of information an Executor or Trustee would want to know. My neighbor also read the book and some of the subject areas made her decide to go back to an attorney with more questions concerning her current Trust.

I would highly recommend this book for individuals who may become Executors or Trustees. It covered information in a simplistic manner in lieu of using lawyer language. It also covers tax ramifications but is not the basic goal of this helpful publication.

Comprehensive, if a little redundant.......2006-07-24

I would recommend The Executor's Guide not only to people who have been (or expect to be) named executors, but to anyone preparing a will or living trust. One of the most valuable chapters, in fact, is designed to help a future executor, by listing information he or shw would need to settle your estate -- bank accounts, location of vital records, etc. For those who are about to go through probate or distribute property held in trust, the book literally gives step-by-step instructions, all with a minimum of legalese and jargon. My only criticism is that some ideas -- even whole paragraphs -- are repeated in different chapters. But if you don't intend to read the book cover to cover, that wouldn't be a problem (and it might not bother you even if you do).

AARP Crash Course in Estate Planning: The Essential Guide to Wills, Trusts, and Your Personal Legacy (AARP)

Average customer rating:

Cuting planning costs
Don't Visit Your Attorney without Being Informed
This book is outdated.
The best advice
A Must Have If You Know Nothing About Estate Planning

AARP Crash Course in Estate Planning: The Essential Guide to Wills, Trusts, and Your Personal Legacy (AARP)
Michael T. Palermo
Manufacturer: Sterling
ProductGroup: Book
Binding: Paperback

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The American Bar Association Guide to Wills and Estates, Second Edition: Everything You Need to Know About Wills, Estates, Trusts, and Taxes (American Bar Association Guide to Wills & Estates)
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Estate Planning Basics
Plan Your Estate

ASIN: 1402718381

Book Description

Here is the absolutely essential and totally comprehensive guide to wills, trusts, estate planning, and crafting a personal legacy.

Scrutinized for accuracy by AARP’s legal specialists, this indispensable volume covers every aspect of planning an estate and creating a will. A crash course in one handy volume, the book walks readers through the entire process, from understanding the distinction between probate and nonprobate property to delegating a durable power of attorney, and from resolving possible tax issues ahead of time to safeguarding your assets.

In these pages you will find:
• comparisons of wills and simple living trusts;
• advice on guardianship and advance medical directives;
• explanations of the role and powers of a trustee—and what steps to take in the case of suspected misconduct;
• a primer on marshaling and protecting retirement assets;
• help in planning for children with disabilities;
• ideas for making sure your money stays in the family in case a spouse remarries; and much, much more.

Customer Reviews:

Cuting planning costs.......2007-01-19

This book is a must for senions who need to understand the ramifacations of nursing home costs and related retirement issues. Attorney costs as high as $200.00 per hour and or flat fees of thousands of dollars, cause seniors to procasinate from getting their financial house in order. This book does a good job of explaining the need for proper planning and the ease in which it can be done withour having an attorney do ever phase, and prepare every document. Yet it does point out the need for an attorney in properly preparing the more difficult documents. I highly recoment this book for seniors and others also.

Don't Visit Your Attorney without Being Informed.......2006-09-28

As an estate planner and attorney, I know that presenting this kind of information in an easy-to-grasp way isn't, well . . . easy. But Michael Palermo has done it. In Crash Course in Estate Planning, he explains everything from wills to planning for children to protecting your investment interests. The fact that the AARP endorses The Essential Guide is a great indication of the value of the information. The "Hints" and "Warnings" that Michael gives throughout the book could only have come from a real life practicing estate attorney who has faced these problems with clients many times. In addition to having an estate planning practice, Michael is also a Certified Financial Planner and the combination of wisdom garnered from his financial background and legal background serves his readers well. Michael knows which issues take a little more effort to understand, and he provides more detail accordingly. This is a great book for anyone who is preparing to tackle the estate planning process. Palermo provides clear and direct answers to very difficult questions. I highly recommend his book. Be advised though, if you read the book you may, at least in some areas, find you know more than your attorney!

James Lange, CPA/Attorney and author of Retire Secure! Pay Taxes Later: The Key to Making Your Money Last as Long as You Do

This book is outdated........2006-06-21

It is difficult to understand how this book got the endorsement of AARP. It has only had three reviews and the last one was in October of 2005. Being published in 2004 puts the information behind the times, especially if you live in California. As the author of the book "Everything A Baby Boomer Should Know," published only weeks ago, I think AARP should reevaluate what it recommends to us Baby Boomers as a reliable resource to educate our need to know how the system works.

The best advice.......2005-10-28

This is not a "how to" book. It is an exhaustive discussion of all of the options people have in planning their estates. This includes what can go wrong and how to avoid these problems.

It covers all of the possible ways to minimize taxes for your estate and your heirs.

The writing style is concise.

A Must Have If You Know Nothing About Estate Planning.......2005-08-15

This is the second book I purchased to help me gain some understanding about estate planning before talking to an attorney. It has been extremely helpful in giving info on many aspects of estate planning. I even took it to the trust dept at my local bank when talking to them about trust accounts. The trust adviser was very impressed with my knowledge and the level of planning I had already done and commented that this looked like a good reference source. I highly recommend it to anyone wanting to know about estate planning.

The Law of Tax-Exempt Organizations, 7th Edition

Average customer rating:

An excellent technical resource
Very comprehensive "hornbook."
The single most important treatise on the law of nonprofits

The Law of Tax-Exempt Organizations, 7th Edition
Bruce R. Hopkins
Manufacturer: John Wiley & Sons
ProductGroup: Book
Binding: Hardcover

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Similar Items:

Planning Guide for the Law of Tax-Exempt Organizations: Strategies and Commentaries (Wiley Nonprofit Law, Finance and Management Series)
650 Essential Nonprofit Law Questions Answered
Nonprofit Law Made Easy
Private Foundations: Tax Law and Compliance, 2006 Cumulative Supplement
Starting and Managing a Nonprofit Organization: A Legal Guide

ASIN: 0471196290

Book Description

Nonprofit organizations face a special set of rules governing everything from how they charter their organization, to their methods of measuring unrelated business income, and how they lobby (and if, in fact, they should continue to be allowed to lobby).

Nonprofit lawyers, accountants, and directors need an easy-to-use reference work in understandable language to help them comprehend the issues and make informed decisions.

This core volume (ISBN 0471-196290) is supplemented annually.

The 2002 Cumulative Supplement (ISBN 0471-443425)includes:<ul>

New information on: relief of the poor, constitutional law framework, business leagues, public use of facilities, taxation of social clubs, and the sale of club assets.

New and revised sections on Internet activities, ancillary joint ventures, and state action doctrine.</ul>This supplement updates the core volume, Hopkins/The Law of Tax-Exempt Organizations, 7th Edition (ISBN 0471-196290).

Customer Reviews:

An excellent technical resource.......2001-04-26

The nonprofit sector is a huge part of the American economy. Nonprofits range from multinationals to your local little league. While, technically, the same body of tax laws applies to all of them, the level of sophistication varies as dramatically as the size of the nonprofit. And while the big nonprofits can afford to buy expertise, smaller nonprofits have to manage more of the tasks themselves. This book can help.

Hopkins' book is an excellent reference for attorneys and accounts and nonprofit executives with some knowledge of nonprofit tax laws work. It's not likely to be useful to and it's not written for the average volunteer. This is a fairly technical resource, and while nonprofit tax law gets a lot more complicated than Hopkins, this is a very good middle-level resource.

If I have any criticism of Hopkins it's this: in recent editions he has removed important subjects from this reference and spun them off into separate books at equally high prices. Most of the treatment of charitable donations, for example, is now in a different book. Private foundations are now in a different book. Excess benefits transactions are in a different book. You can spend a ton of money on Professor Hopkins. It costs him one star in my rating.

Even so, as a basic entry point, this book is indispensable. I've attended seminars by Prof. Hopkins and read most his books, and he is very knowledgeable and does a good job at the difficult task of translating IRS-speak into comprehensible language. This book should be a part of every nonprofit lawyer and accountant's library.

Very comprehensive "hornbook.".......1999-08-13

In mid-1999 I read this treatise in conjunction with the author's one day course on the Law of Tax Exempt Organizations. The book is essentially a "hornbook:" a summary of law geared towards lawyers and accountants, rather than the casual reader. It would be especially helpful for lawyers and accountants in outside firms who counsel a variety of different tax exempt organizations and are confronted with questions of how to structure an organization or several related organizations. The material is valuable but no easy slogging, so if you can take the course (which in mid-1999 was approx. $230 and included the book), it would be worth the extra $70 or so.

The single most important treatise on the law of nonprofits.......1998-06-09

US nonprofit boards, officers, senior managers, and funddevelopment professionals have enough to contend with without alsoracing to keep pace with the accelerating changes in the multi-faceted law of tax-exempt organizations.

As with his prior editions, Hopkins has managed to address, within the covers of a single volume well, actually, he added another book to more fully cover private foundations!

This is definitely a must-have book for anyone working for or with US nonprofit organizations, such as board members, officers, senior staff, fund development staff or fund-raising consultants, grantwriters, attorneys and accountants advising tax-exempt organizations, and anyone else requiring a single-volume treatise covering the law of tax-exempt organizations.

The Living Trust : The Failproof Way to Pass Along Your Estate to Your Heirs
Average customer rating:

The Living Trust

The Living Trust: The failproof way to pass along your estate to heirs

A popular estate planning alternative in easy to understand book

The BEST BOOK on this subject - Period!

The BEST

The Living Trust : The Failproof Way to Pass Along Your Estate to Your Heirs
Henry W Abts
Manufacturer: McGraw-Hill
ProductGroup: Book
Binding: Paperback

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ASIN: 0071387099

Book Description

If you are concerned about estate planning you may be surprised that, even with a will, the probate system can eat up as much as 10 percent of an inheritance and delay the process two years. In The Living Trust, noted living trust authority Henry Abts presents a simple, inexpensive legal alternative that eliminates the costs and delays of probate and ensures that your loved ones will receive their inheritance promptly and exactly as you intended. This new edition has been completely updated to reflect the federal tax codes and up-to-the-minute developments in the legal system.</p>

Customer Reviews:

The Living Trust.......2007-05-15

This was a gift for my grown daughter. She says it is very useful.

The Living Trust: The failproof way to pass along your estate to heirs.......2006-11-10

It is an excellent guide book IF you have a Living Trust. There are a couple other books that Mr. Abts wrote that precede this one which are all very good and information everyone should know about, if you do not want to go through the expense of lawyers and probate. I am very glad that we had our's drawn up back in 1992. My husband passed in 2001, and this has been a great help to me, along with the help and support of an excellent Trust and Financial Advisor. The Living Trust is valid in every state in the Union.

A popular estate planning alternative in easy to understand book.......2006-08-19

As principal of a financial planning and wealth management firm, an important part of my service is to help clients coordinate their estate plan with other aspects of their financial picture, such as investments, retirement planning, insurance and tax issues.

The key to making the right decision is information about the potential advantages and disadvantages of each option for their particular situation. I highly recommend this book to my clients, which provides a clear and concise overview of the living trust and other wealth preservation vehicles.

In The Living Trust, Abts does a good job of exposing the drawbacks of probate, including complexity, cost, lack of privacy and delay. He explains why the living trust is an alternative for many people and for many reasons, including greater organization, greater assurance of complete probate avoidance and lower total cost than probate.

If you are interested in the fundamentals of trusts, estate taxes, and the administration of an estate, this book will answer many of your questions.

If you are interested in setting up a trust, this book will make you an educated client before meeting with a professional advisor and/or local attorney to set up your trust.

The BEST BOOK on this subject - Period! .......2004-07-24

Henry Abts is the foremost authority on the workings of a Living Trust in the nation. After researching more I learned that Henry was basically the pioneer of hte living trust industry and has collected the best legal minds to help him in his handling of this important subject.
This book is the best and most easily understood reference in print today. Henry has a special and unique talent of taking a complex and difficult subject and then break it down so that it is both understandable and interesting.
After reading this book twice, I did a lot more research and everything else I learned was already addressed by Henry. He also has another book on settling the Living Trust that helped me greatly. This is my way of saying thanks to a great author and educator. You will not be disappointed in this book.
rh from California

The BEST.......2004-05-28

This book gives all the answers in clear, easy to understand language. I have spent a lot of time researching the subject and this is the only source I feel I can trust (get the pun?)

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