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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List Price: $ 32.95
Price: $ 3.53

Minimum Data Set (MDS) 3.0 Coding Manual: item-by-item instructions for completing the MDS 3.0

  • ISBN13: 9781451540734
  • Condition: New
  • Notes: BRAND NEW FROM PUBLISHER! 100% Satisfaction Guarantee. Tracking provided on most orders. Buy with Confidence! Millions of books sold!

This Minimum Data Set (MDS) 3.0 Coding Manual is an authoritative source of information about coding the MDS 3.0. The contents of this manual represent Chapter 3 of the Centers for Medicare and Medicaid Services’ (CMS) Long-Term Care Facility Resident Assessment Instrument (RAI) User’s Manual Version 3.0. Updated with CMS changes through 7/12/10. This manual includes item-by-item instructions for all required sections and items in the comprehensive MDS Version 3.0 item set with improved Table of Contents and pagination for faster reference. The goal is to facilitate the accurate coding of the MDS resident assessment and to provide assessors with the rationale and resources to optimize resident care and outcomes. Throughout this manual, MDS assessment sections are presented using a standard format for ease of review and instruction. Screenshots of each section are available for illustration purposes. The Appendix contains the entire MDS 3.0 as one document. To purchase bulk order copies of this manual, visit: www.ElderGuru.com/MDS

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List Price: $ 49.95
Price: $ 39.16

The Medicaid Planning Handbook: A Guide to Protecting Your Family’s Assets From Catastrophic Nursing Home Costs

  • ISBN13: 9780316103749
  • Condition: New
  • Notes: BRAND NEW FROM PUBLISHER! 100% Satisfaction Guarantee. Tracking provided on most orders. Buy with Confidence! Millions of books sold!

A guide for seniors, disabled individuals, and their families explains how to preserve personal assets while ensuring long-term care, covering such topics as interfamily transfers and trusts. Tour.

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List Price: $ 16.99
Price: $ 4.50

The 101 Biggest Estate Planning Mistakes

  • ISBN13: 9780470375037
  • Condition: New
  • Notes: BRAND NEW FROM PUBLISHER! 100% Satisfaction Guarantee. Tracking provided on most orders. Buy with Confidence! Millions of books sold!

A trust and estate lawyer to the stars offers an engaging look at how to avoid numerous estate planning mistakes

In The 101 Biggest Estate Planning Mistakes, author Herbert Nass, an estate planner for some of today’s most famous celebrities, offers an entertaining look at what not to do when setting up an estate plan, or administering an estate. By examining the mistakes made by some of the most well-known celebrities-from Bob Marley to John F. Kennedy, Sr. and Jr.-this book will guide readers toward making a successful estate plan and help them avoid many common pitfalls. Chapters cover such topics as: mistakes involving tangible personal property, real estate, executors and trustees, minors, or persons with disabilities; as well as disgruntled family and friends left behind.

  • Puts estate planning in perspective through entertaining examples of mistakes celebrities have made in developing their own plans
  • Taps into the voyeuristic interest we have in the lives of the rich and famous
  • Offers an insider’s look at many fascinating wills of the rich and famous

Given the emotional, financial, and legal issues that arise from the death of a loved one-and the substantial assets that are transferred from one generation to the next at this time-understanding estate planning is essential. This book will put you in a better position to make more informed estate planning decisions.

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List Price: $ 19.95
Price: $ 12.20

Everyday Law for Seniors

  • ISBN13: 9781594517020
  • Condition: New
  • Notes: BRAND NEW FROM PUBLISHER! 100% Satisfaction Guarantee. Tracking provided on most orders. Buy with Confidence! Millions of books sold!

Seniors are a wide ranging and exponentially growing special status group that the law treats differentially with respect to rights, responsibilities, and benefits. This book is written to inform and assist seniors and those who care for them. The topics covered range from retirement strategies, housing options, and long-term care to federal benefit programs such as Social Security, Medicare, and Medicaid, and ultimately, to end of life decisions. Whether you are someone looking out for your parents; a new retiree concerned about your legal rights; or one of the growing number of old old eighty-five years or older who needs answers to confusing legal issues, this book provides essential information in clear language about timely topics such as reverse mortgages, long-term care insurance, powers of attorney, guardianship, and the hidden problem of elder abuse. Each chapter includes Did You Know opening outlines as well as web-based resources for additional information. The authors are nationally known elder law experts and are frequently asked to consult with national commissions, legislatures, bar associations, and individuals from every walk of life. In Everyday Law for Seniors, they provide advice appropriate for everyone, senior or not (yet).

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List Price: $ 24.95
Price: $ 17.23