DAVIS'S TEXAS ESTATE PLANNING FORMS 2018
Author | : Mickey R. Davis |
Publisher | : |
Total Pages | : 1848 |
Release | : 2018 |
Genre | : Estate planning |
ISBN | : 9781598392937 |
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Author | : Mickey R. Davis |
Publisher | : |
Total Pages | : 1848 |
Release | : 2018 |
Genre | : Estate planning |
ISBN | : 9781598392937 |
Author | : Mickey R. Davis |
Publisher | : |
Total Pages | : 0 |
Release | : 2020 |
Genre | : Estate planning |
ISBN | : 9781539209072 |
Davis's Texas Estate Planning Forms is designed not only to help you draft wills, but also to help you develop a comprehensive estate plan for your clients. It provides carefully drafted and highly adaptable forms to assist you through the entire process, including client-intake forms, fee agreements, financial and medical powers of attorney, and other impaired-judgment documents.Naturally, it also includes complete will and trust forms that range from the simplest to the most sophisticated, along with many additional provisions that address a wide variety of commonly encountered situations. But like any other tool, a form doesn't work by itself. That is why we've included expert commentary to guide you on how to choose the right forms as a starting point for every individual client and to educate you about critical factors to consider when selecting and adapting provisions.
Author | : Alvin C. Martin |
Publisher | : |
Total Pages | : |
Release | : 1993-01 |
Genre | : |
ISBN | : 9780327131724 |
Author | : Dianne Reis |
Publisher | : |
Total Pages | : |
Release | : 2005-02 |
Genre | : Estate planning |
ISBN | : 9781580120999 |
Texas Estate Planning.
Author | : L. Rush Hunt |
Publisher | : |
Total Pages | : 316 |
Release | : 2009 |
Genre | : Business & Economics |
ISBN | : |
An estate plan can have several elements--a will; an assignment of power of attorney; a living will or healthcare proxy; and in some cases, a trust. As an estate planner, you must be mindful of both federal and state laws governing estates when assembling plans for clients. Estate Planning Forms, by L. Rush Hunt, covers all elements of estate planning in detail with easy-to-follow, time-saving forms. This book empowers attorneys to establish trusts to reduce estate and gift taxes and to distribute assets to the heirs without the costs, delays, and publicity of probate court. The primary purpose of Estate Planning Forms is to ensure that the greatest amount of the estate passes to the estate owner's intended beneficiaries. With the guidance in this book, you will be able to offer greater protection of your client's assets from creditors and lawsuits. CD-ROM Included!Includes the following forms: Letters of engagement Privacy notices Powers of attorney Wills Pre and post-marital agreements Trusts
Author | : Dwight F. Bickel |
Publisher | : Lexis Nexis Matthew Bender |
Total Pages | : |
Release | : 1993 |
Genre | : Law |
ISBN | : 9780820510811 |
This practice-oriented forms book contains everything necessary to understand, present & implement a living revocable or irrevocable trust. 1 Volume; Looseleaf; updated with annual revision.
Author | : Sanket Mistry |
Publisher | : |
Total Pages | : 216 |
Release | : 2014-06-03 |
Genre | : |
ISBN | : 9781940788111 |
Forms include: Last Will and Testament Checklist, Last Will and Testament, Self-Proving Affidavits, Living Will, Ethical Will, Power of Attorney Checklist, Durable Power of Attorney for Healthcare, Financial Durable Power of Attorney, Trust Checklist, Living Trust-Single and Married Couples and much more. Estate planning can be done without a lawyer if you have the right information and the right forms. 25 Estate Planning Forms provides you with easy to use forms that you can follow and make legal. No matter the size of your estate, an estate plan may help reduce your estate's taxes, reduce conflict among family members, and provide you with the peace of mind of knowing your final arrangements have been planned. For many people, they already know how they want to distribute their estate, but don't have the necessary forms to make it legal. This book can help. It includes sample forms that you can understand because they are written in plain-English. Often people have more diverse needs than they may have initially thought. Having a variety of forms can help you figure out what your final wishes are and how those wishes may be accomplished.
Author | : Vicki Cook |
Publisher | : Simon and Schuster |
Total Pages | : 272 |
Release | : 2021-08-03 |
Genre | : Business & Economics |
ISBN | : 1507216408 |
Discover the ins and outs of planning your own or your loved one’s last wishes with this easy-to-understand guide to estate planning. No one likes to talk about death, but being prepared for any unexpected tragedy can help your loved ones navigate your loss more easily in the long run. From creating your advanced medical directives to designating your beneficiaries, estate planning can ensure that your wishes are carried out when you are no longer around. With Estate Planning 101, you can get your affairs in order before any unfortunate incident occurs. This easy-to-understand guide comes with detailed information on what needs to be done to protect your estate. With information on creating a living will, minimizing estate taxes, choosing an executor, and more, you will be prepared for the future, no matter what it brings. Estate Planning 101 offers you step-by-step instructions and checklists to keep you organized for whatever life throws your way.
Author | : Wayne M. Gazur |
Publisher | : |
Total Pages | : 406 |
Release | : 2004 |
Genre | : Business & Economics |
ISBN | : |
Now you can help your students learn the principles of estate planning by working on the kind of problems clients actually present. Case Studies in Estate Planning with Abridged Student Forms gives students hands-on experience that will prepare them for practice. the authors make their book both efficient and effective: Case studies in every chapter emphasize problems that arise in the estate planning process. the principles of estate planning are first introduced, then demonstrated through short exercises and simulated client situations. Exercises and case studies explore a broad variety of issues for great flexibility in teaching. Each chapter begins with an overview, then moves to more detailed discussion of legal doctrines and principles. an electronic forms supplement on CD supports a drafting component To The course. the book progresses from fundamental to more sophisticated topics. Organization presents a life-cycle progression, reflecting the changing needs of clients from youth through old age. Coverage of federal tax issues can be omitted at the professor's discretion. End-of-chapter bibliographies provide extensive reference sources. Can be used with a variety of other material. to capture student attention, The book presents high-interest materials, such as: Client conflicts of interest in diverse circumstances. Medical care directives, organ and tissue donations, and final arrangement instructions. Marital agreements. Transfer on death deeds. Asset protection techniques. Section 529 plans and other educational savings gift structures. Tax planning for retirement assets. Spend some time examining this new casebook and see for yourself how skillfully the authors help you lead students to enlightenment.
Author | : W. Thomas Coffman |
Publisher | : |
Total Pages | : |
Release | : 1905-06-01 |
Genre | : |
ISBN | : 9780327138846 |