Estate Planning, Wills and Trusts : For Business Owners and Entrepreneurs (Entrepreneur Legal Guides)

Estate plans are created for a variety of reasons, but they aren’t just about distributing your assets. First and foremost, you want the security of knowing that you have provided for your loved ones and minimized the legal issues and financial insecurity they might otherwise face upon your death. As a business owner, you need a plan for business succession or transition and have a unique set of considerations to take into account. You may even want to leave a charitable economic legacy. In any event, your estate plan should be tailored to fit your personal situation.

With a special emphasis on business owners, W. Rod Stern covers:

  • Wills, living trusts, gifts, charitable trusts and more
  • The pros and cons of probate
  • How to transition your business so your heirs can benefit
  • Selecting trustees and guardians
  • Reducing estate taxes
  • Long-term asset management

Begin now, and design an estate plan that protects both your family and your business.

Sample documents include:

  • Simplified Sample Will
  • Simplified Sample Family Trust
  • Financial Summary Worksheet
  • Total Assets and Liabilities Worksheet
  • Your Family Documentation Worksheet
  • Asset Value Test
  • Income and Expense Test
  • Calculating Life Insurance Needs
  • Tax Impact of Gifting
  • Common Distribution Provisions for Wills and Rrusts
  • IRS Publication 950 Introduction to Estate and Gift Taxes
  • IRS Publication 706 U.S. Estate Tax Return
  • IRS Publication 709 U.S. Gift Tax Return
  • IRS Publication 1041 U.S. Income Tax Return for Estates and Trusts
  • Schedule K1, 1041 Beneficiary’s Share of Income, Deductions, Credits, etc.

For 30 years, Entrepreneur has provided the most trusted business advice available to business owners. Our legal guides continue that tradition by offering current and cost-effective legal advice so you can resolve the business and legal issues you face on a daily basis. We also strive to help you identify when it’s in your best interest to seek the personalized advice and services of a practicing lawyer.

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Where Law Ends

Not since pirates plundered the coastline of South Carolina 300 years ago, capturing Charleston citizens and holding them hostage, had a crime created as much fear — and interest — as the murder of socialite Loris Campbell.

The intrigue begins on a sunny, spring morning with the discovery of Loris’s body at her Society Street home. Audrey Durant, assigned to the investigation by the Charleston Police Department, finds herself pulled in divergent directions. Instinct tells her that the murder was committed by a family member. Her search, however, uncovers unscrupulous lawyers, doctors armed with prescription pads, and a crowd of predatory conservators. Battling Audrey along the way is Solicitor Pinckney, whose political career is on the rise, and for whom a successful prosecution could open the door to the Governor’s mansion.

As Audrey unscrambles the family battle that forced Loris’s over-medicated husband into a nursing home, her unusual detective style draws on her fascination for South Carolina’s colorful history — finding echoes and clues from the past in the characters and realities of the present case and culminating in a disturbingly realistic conclusion that could happen to any family.Not since pirates plundered the coastline of South Carolina 300 years ago, capturing Charleston citizens and holding them hostage, had a crime created as much fear — and interest — as the murder of socialite Loris Campbell.

The intrigue begins on a sunny, spring morning with the discovery of Loris’s body at her Society Street home. Audrey Durant, assigned to the investigation by the Charleston Police Department, finds herself pulled in divergent directions. Instinct tells her that the murder was committed by a family member. Her search, however, uncovers unscrupulous lawyers, doctors armed with prescription pads, and a crowd of predatory conservators. Battling Audrey along the way is Solicitor Pinckney, whose political career is on the rise, and for whom a successful prosecution could open the door to the Governor’s mansion.

As Audrey unscrambles the family battle that forced Loris’s over-medicated husband into a nursing home, her unusual detective style draws on her fascination for South Carolina’s colorful history — finding echoes and clues from the past in the characters and realities of the present case and culminating in a disturbingly realistic conclusion that could happen to any family.

Buy Now!

List Price: $ 4.99
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