Plan Your Estate, 9th Edition

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 9th 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. (20080201)

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    List Price: $ 44.99
    Price: $ 7.00

  • Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials (Book with Software)

    • Living Trusts, including an AB Trust
    • Health Care Directive: Living Will
    • Health Care Power of Attorney
    • Financial Powers of Attorney
    • Final arrangements document

    Nearly 60 percent of Americans lack a legal will – and Quicken WillMaker: Estate Planning Essentials is the simple estate-planning solution they need! Step by step, it provides readers with a straightforward path through the complexities of ensuring their families’ futures. Best of all, your readers will not only understand wills, living trusts and financial powers of attorney – they’ll also create them, quickly and easily. The interactive CD-ROM helps them to make their own: legal wills; living trusts; living wills; health care powers of attorney; financial powers of attorney; final arrangements documents and forms for executors. Plus, Quicken WillMaker provides other financial and legal documents that help protect their families and property, such as authorizations, agreements and promissory notes – over 50 forms in all. What’s new? The 5th edition is completely updated to provide the latest state and federal laws, and all documents are revised to reflect each state’s specifications. In addition, Quicken WillMaker now makes it much easier to arrange for pet care – and much more. Many companies publish books about estate planning, but Nolo is the only publisher to provide a complete solution to your readers’ needs! Good in every state except Louisiana.

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    List Price: $ 69.99
    Price: $ 3.49

    Introduction to Estate Planning in a Nutshell, Fifth Edition (In a Nutshell (West Publishing))

    This Nutshell presents an introduction to estate planning. Subjects covered include the transfer of property at death at will under the intestate law, survivor interests, community property, and “simple” wills. Addresses insurance, estates arising from status, Social Security, pensions, workers’ compensation, and veterans benefits. Discusses charitable trusts, the rule in Shelley’s case, the Doctrine of Worthier Title, the Rule Against Perpetuities, and the Rule Against Accumulations. Also addresses fiduciary administration and federal estate and gift taxes.

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    List Price: $ 38.00
    Price: $ 32.87

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

    Scrutinized for accuracy by AARP’s legal specialists, and completely up-to-date, 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 advanced 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.
    • 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.

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    List Price: $ 14.95
    Price: $ 5.98

    Wills, Trusts, and Estates, Eighth Edition

    Retaining the late Jesse Dukeminier’s signature blend of wit, erudition, insight, and playfulness, Wills, Trusts, and Estates, now in its Eighth Edition, continues to offer interesting cases, well written notes, and a logical organization.

    The Eight Edition’s new Companion Website, available with adoptions, includes an electronic version of the Teacher’s Manual, PowerPoint slides on selected topics, and author updates.

    A stellar example of a great casebook, Wills, Trusts, and Estates features:

    • eminently clear presentation of topics
    • comprehensive substantive coverage
    • inspired case selection
    • engaging notes, questions, and problems that connect and highlight legal themes and principles
    • humorous and illustrative cartoons, art, photographs, and other images

    With many new and revised notes, questions, and problems, the carefully updated Eighth Edition explores:

    • New developments in law reform by the ALI and NCCUSL, such as:
      • the 2008 Amendments to the Uniform Probate Code, including validation of notarized wills, reformation of wills for mistake, and a reworking of the spousal share
      • the Uniform Power of Attorney Act
      • further progress in the Restatement (Third) of Trusts and Restatement (Third) of Property
    • Ongoing developments in the law, in such areas as:
      • inheritance rights for same-sex partners
      • the posthumous right of publicity
      • the power of an agent to alter an incompetent principal’s estate plan
      • liberalized rules of trust modification and termination, and of trustee removal
      • standing for donors in suits against the trustees of charitable trusts
      • perpetual trusts and self-settled asset protection trusts
    • Increasingly important topics such as:
      • the movement to cure will execution defects and reform mistakes in wills
      • fiduciary administration and trust investment law
      • will contests, particularly the law of capacity and insane delusion

    Co-authors Robert Sitkoff and James Lindgren took great care to preserve the voice and spirit of Jesse Dukeminier, while fulfilling the trust and expectation among users for timely and relevant coverage, cases, and note material.

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    List Price: $ 185.00
    Price: $ 151.69

    Medicare & You – 2011 Edition

    This is the official U.S. government Medicare handbook with important information about :
    – What’s new
    – Medicare costs
    – What medicare covers
    – Health and prescription drug plans
    – Your Medicare rightsThis is the official U.S. government Medicare handbook with important information about :
    – What’s new
    – Medicare costs
    – What medicare covers
    – Health and prescription drug plans
    – Your Medicare rights

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    List Price: $ 0.99
    Price:

    2011 Field Guide to Estate Planning, Business Planning, & Employee Benefits

    The Book for Agents and Planners who want to serve their clients. Step-by-step solutions to your planning challenges.

    The 2011 Edition of Field Guide to Estate Planning, Business Planning, & Employee Benefits is the sales-strategy tool that no agent, producer, manager, or financial planner should go without.

    It offers step-by-step solutions to hundreds of planning needs and challenges.

    Field Guide to Estate Planning, Business Planning, & Employee Benefits is the definitive guide for agents and financial planners to identify, understand, and employ the concepts and techniques used in estate, business, and employee benefit planning. Plus, Field Guide is completely cross-referenced to Tax Facts on Insurance & Employee Benefits, so you will always know the all of the relevant tax implications of your recommendations.

    Discover targeted planning opportunities and illustrated strategies for:

    Estate Planning

    Life Insurance

    Business Valuation

    Cross-Purchase Agreement

    Split-dollar insurance

    And more!

    Field Guide to Estate Planning offers detailed information on literally hundreds of estate and business planning concepts that today’s financial professional will encounter. Each technique described covers the following:

    Detailed explanation of what the concept is

    Charts, tables, and graphs illustrating how the concept works

    Client question prompts to gather information required for analysis and proposal

    Cross references to specific related questions in Tax Facts on Insurance & Employee Benefits

    Footnotes providing further details and where to find more in-depth information on the topic

    Authored by Donald F. Cady, J.D., LL.M., CLU, Field Guide to Estate Planning, Business Planning, & Employee Benefits reflects his expertise and ease in communicating planning concepts and techniques to financial professionals of all levels.

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    List Price: $ 86.00
    Price: $ 65.49

    60-Minute Estate Planner: Fast and Easy Plans for Saving Taxes, Avoiding Probate, and Maximizing Inheritance (Sixty Minute Estate Planner)

    Now in a new edition and thoroughly updated, “60-Minute Estate Planner” simplifies the complicated process of estate planning. Readers will learn what information they need to gather before they begin, and how to communicate with heirs, manage tax considerations associated with estates, provide for the special needs of the old and young, and much more. In addition, the book contains tons of helpful tools such as sample forms and worksheets – everything readers need to ensure that their loved ones are taken care of after they’re gone.

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    List Price: $ 21.95
    Price: $ 14.13

    New York Elder Law Handbook (March 2011 Edition)

    Thousands of advocates for older, blind, and disabled New York State residents rely on PLI’s New York Elder Law for useful, authoritative guidance on the legal issues confronting their clients and on the ways these practitioners can work more effectively with various federal and state agencies to help their clients.

    New York Elder Law taps experts in their respective fields to cover the latest legal issues and pertinent figures with regard to Social Security; Supplemental Security Income; Social Security and SSI Disability; Medicare; Supplemental Medical Insurance; Medicaid for the elderly, blind and disabled; home care; protective services; housing; nursing homes; health care decision-making; veteran’s benefits; and retirement plans.

    New York Elder Law contains numerous checklists to save you time and help you stay up to speed with rapidly changing laws and numbers, including up-to-date eligibility and benefit levels, benefit checklists for older adults, and flow charts for step-by-step guidance through complex appeals processes.

    Updated at least once a year, New York Elder Law is an essential handbook for attorneys, health care professionals, social workers, financial planners, and other advocates for older clients.

    Founded in 1933, Practising Law Institute (Practicing Law Institute, PLI) is the nation’s foremost provider of continuing legal education. PLI is a leading publisher of authoritative legal references and other information resources and offers more than 300 live and electronic programs nationally.

    About the Author

    Sadin Institute on Law & Public Policy of the Brookdale Center for Healthy Aging and Longevity, Hunter College/City University of New York has been in operation since 1977 as a legal support system for advocates who serve the elderly. It is a past recipient of the National Academy of Elder Law Attorney’s President’s Recognition Award for lasting contributions in the field of elder law and in advocating for the elderly.

    Thousands of advocates for older, blind, and disabled New York State residents rely on PLI’s New York Elder Law for useful, authoritative guidance on the legal issues confronting their clients and on the ways these practitioners can work more effectively with various federal and state agencies to help their clients.

    New York Elder Law taps experts in their respective fields to cover the latest legal issues and pertinent figures with regard to Social Security; Supplemental Security Income; Social Security and SSI Disability; Medicare; Supplemental Medical Insurance; Medicaid for the elderly, blind and disabled; home care; protective services; housing; nursing homes; health care decision-making; veteran’s benefits; and retirement plans.

    New York Elder Law contains numerous checklists to save you time and help you stay up to speed with rapidly changing laws and numbers, including up-to-date eligibility and benefit levels, benefit checklists for older adults, and flow charts for step-by-step guidance through complex appeals processes.

    Updated at least once a year, New York Elder Law is an essential handbook for attorneys, health care professionals, social workers, financial planners, and other advocates for older clients.

    Founded in 1933, Practising Law Institute (Practicing Law Institute, PLI) is the nation’s foremost provider of continuing legal education. PLI is a leading publisher of authoritative legal references and other information resources and offers more than 300 live and electronic programs nationally.

    About the Author

    Sadin Institute on Law & Public Policy of the Brookdale Center for Healthy Aging and Longevity, Hunter College/City University of New York has been in operation since 1977 as a legal support system for advocates who serve the elderly. It is a past recipient of the National Academy of Elder Law Attorney’s President’s Recognition Award for lasting contributions in the field of elder law and in advocating for the elderly.


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    List Price: $ 195.00
    Price:

    Elder Law in a Nutshell, 5th (In a Nutshell (West Publishing))

    The Fifth Edition includes the following topics: the new Elder Justice Act responding to elder abuse and neglect; criminal background checks of workers who work with older patients; major Medicare changes, including: cost-free annual wellness visits and personalized prevention assessments, end-of-life planning, tax increases on both earned and investment income, increased premiums on higher-income enrollees in Part D, gradual filling of the Part D doughnut hole; Medicaid spousal impoverishment protection changes; revamped Medigap plan options effective July 2010; new long-term care insurance program operated by the Federal government, and more.

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    List Price: $ 38.00
    Price: $ 34.00

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