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
Legal Aspects of Elder Care
Planning, providing, and evaluating geriatric care raises a wide variety of legal issues for health and human services practitioners and those who advocate for, develop, and enforce the public policies within which services are delivered. This text offers excerpts from selected statutes and regulations, judicial opinions, and the legal and health care journal literature, as well as commentary on these materials, discussion questions and hypothetical cases, and suggestions of other information sources for the teacher and student. Ideal for courses or programs in health administration, nursing, law, ethics, social work, or gerontology, this text will stimulate class reflection and interaction regarding the meaning and relevance of key legal concepts for the present or future health care professional. For the healthcare professional, it will inform and sensitize those who will deal with older persons about some of the current and potentially emerging legal issues they may encounter in providing services to older patients/clients, and to help them respond intelligently to legal issues and the responsibilities they impose.
List Price: $ 100.95
Price: $ 79.21