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.
List Price: $ 69.99
Price: $ 3.49
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.
List Price: $ 32.95
Price: $ 3.53
AARP Crash Course in Estate Planning, Updated Edition: The Essential Guide to Wills, Trusts, and Your Personal Legacy
In these pages you will find:
• 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.
List Price: $ 14.95
Price: $ 5.98
Wills and Estate Planning For Canadians For Dummies
Wills & Estate Planning For Canadians For Dummies walks you through the steps of planning your estate. This friendly guide will help you
- Reduce the tax you or your estate will pay
- Plan for your children’s future
- Leave a charitable legacy
- Decipher the legal lingo in wills
- Prepare a living will to ensure you get the treatment you want
- Hire an estate planning team that will meet your needs
Through practical advice from expert authors, this book helps you ensure that your affairs are in order, and your loved ones will be looked after.
List Price: $ 24.99
Price: $ 18.99
AARP Crash Course in Estate Planning: The Essential Guide to Wills, Trusts, and Your 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.
List Price: $ 14.95
Price: $ 5.39
How to Protect Elders from Harm (Oceana’s Legal Almanacs: Law for the Layperson)
As an increasing percentage of our population moves into their elder years, there is a growing concern about elder care issues. What constitutes maltreatment? What laws are in place to protect elders from danger? When should a lawsuit be considered? These are just as few of the questions James T. O’Reilly addresses in this publication.
The author presents a number of real-life scenarios and offers expert advice on how to prevent harmful situations as well as how to take appropriate legal action if necessary. O’Reilly explores each situation in detail so readers can make informed decisions to maximize the responsiveness of each option. Topics covered include understanding the risks to the safety of elders, how the government protects elders against risk, medication issues for elders and abuse and assault.
How to Protect Elders from Harm is a must-have resource for anyone interest in learning more about protecting elders from insufficient care or maltreatment.
List Price: $ 45.00
Price: $ 39.22
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.
List Price: $ 195.00
Price:
Theories on Law and Ageing: The Jurisprudence of Elder Law
The fundamental idea of “law and ageing” as a discrete category of legal principle and theory is controversial: What special feature and characteristics of “older adults” justify and even require a particular theoretical approach? Is it possible to formulate legitimate generalizations about a group identified as “older adults”, while avoiding the harmful stereotypes of ageism? And what if anything is gained by the approach?
In an attempt to provide answers to these difficult questions, this book presents a collection of different theoretical frameworks to the field of law and ageing. Written by the leading scholars in the field, this book describes the diverse and rich theoretical landscape of this field, and argues that time has come to recognize the importance of “Jurisprudential Gerontology” for the future development of the socio-legal science of ageing.
List Price: $ 189.00
Price: $ 132.00
New Times, New Challenges: Law and Advice for Savvy Seniors and Their Families
If your parents are growing older, if you are growing older (or at least you hope to), you will face new times and new challenges. This book will help. A law professor and a leading elder law lawyer team up to offer legal and practical advice on retirement issues (finances, housing, health care), walk you through various estate planning options (living trusts, wills, advance directives), and help your family in truly sad times, disability and death in the family. They also help you avoid, and, if that’s too late, deal with bad folks: caretakers who abuse elders, obnoxious bill collectors, scam artists, identity thieves, and those discriminate on the basis of age or disability. Alas, there are even legal problems associated with grandparenting and remarriage (the triumph of hope over experience).
As to driving and sex, while there is both good and bad news, one message stands out: never at the same time.
The topics may be sobering, but the style is not. It’s a good read, often funny and even, on occasion, profound. Charles Sabatino, the director of the American Bar Association’s Commission on Law and Aging, writes that the book is ”an encyclopedic legal reference with the down-home philosophy and wit of Will Rogers, wryly enriched by poetry, humor, and existential musings.” Doctor Andrew Weil finds the book ”entertaining and uplifting with very practical and sensible suggestions.” He will use it himself and will recommend it to patients, friends, and loved ones.
Whether you buy this book or not, the time is now to face the new challenges that are hurrying near. How? Sit down for an hour and write a letter to your family, covering such things as end-of-life care, living arrangements in the case of disability, and who gets the grandfather clock. (There is a suggested model in the book.) Discuss your letter with loved ones. You will save you and your family, money, confusion, and heartbreak. Challenges, unaddressed, fester.
Professor Hegland has spent his career teaching law, mostly at Arizona but also UCLA and Harvard. He has degrees from Stanford, UC Berkeley, and Harvard. Author of several legal books, he is known for his wit and clarity. Robert Fleming has spent his career practicing elder law. He lectures nationally and authors a legal treatise used by many of the nation’s elder law lawyers.
They know their stuff. And now you can too.
List Price: $ 27.00
Price: $ 24.94
Women and Money A Practical Guide to Estate Planning
Women control 75 percent of the total personal wealth in the United States today, fill more than half the jobs, earn more than half the college degrees, and make up the fastest growing sector of new business owners. Yet most American women have not taken steps to put the legal mechanisms in place through estate planning to protect their assets, their families and themselves. This book is for you. Women and Money, A Practical Guide to Estate Planning is an exhortation, a resource, and a trusted companion. Written by attorney Patricia Annino, who has been advising both men and women about estate planning for more than two decades, the book makes a complicated process easily accessible to readers by explaining away the legal jargon, bringing the issues to life with real life stories, and addressing the concerns of women in all age and economic groups. The first time a new mother leaves her baby with a sitter, she leaves detailed instructions. Estate planning is a way to leave instructions for a lifetime, a way to make sure that if anything ever happens to you, the person you want to take care of your children will do so, your directions will determine the care they will be given, and your finances will be great enough to cover all costs. This is a book for women with significant assets and women with concerns about their financial futures, women with elderly parents and women with special needs children, single, married, divorced, widowed, and remarrying women. In short, this is a book for you and for any woman who wants to control her own financial destiny, protect herself and protect those she cares about most.
List Price: $ 21.95
Price: $ 18.96