How to Plan and Settle Estates

Skyhorse Publishing, Inc.
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This up-to-date, thorough, and authoritative guide clearly explains all of the complexities of planning and administering an estate. From wills, trusts, and powers of attorney to health-care directives and probate, everything you need to know is presented in an accessible, friendly style. This indispensable tool provides readers with:

• A step-by-step planning process
• In-depth coverage of Federal tax issues
• Helpful checklists
• Real-life examples
• An extensive glossary of terms
• Sample forms and documents

How to Plan and Settle Estates is an invaluable resource for protecting loved ones, saving time and money, and reducing stress for anyone setting up or handling an estate.

Allworth Press, an imprint of Skyhorse Publishing, publishes a broad range of books on the visual and performing arts, with emphasis on the business of art. Our titles cover subjects such as graphic design, theater, branding, fine art, photography, interior design, writing, acting, film, how to start careers, business and legal forms, business practices, and more. While we don't aspire to publish a New York Times bestseller or a national bestseller, we are deeply committed to quality books that help creative professionals succeed and thrive. We often publish in areas overlooked by other publishers and welcome the author whose expertise can help our audience of readers.
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About the author


Edmund T. Fleming is a certified public accountant and attorney in private practice. He specializes in real estate, estate planning, and probate cases. A member of the Chicago Bar Association’s estate planning and probate committees, he served as chief of the US Railroad Retirement Board’s audit and compliance section. Earlier in his career, he spent ten years as an auditor for the Internal Revenue Service. He lives in Downers Grove, Illinois.
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Additional Information

Publisher
Skyhorse Publishing, Inc.
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Published on
Feb 4, 2014
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Pages
288
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ISBN
9781621533993
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Language
English
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Genres
Family & Relationships / Eldercare
Family & Relationships / Life Stages / Later Years
Law / Elder Law
Law / Estates & Trusts
Law / Living Trusts
Law / Wills
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Content Protection
This content is DRM protected.
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Read Aloud
Available on Android devices
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Eligible for Family Library

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New York Times best-seller and 2012 ECPA Book of the Year.*

Join Billy Graham as he shares the challenges of fading strength but still standing strong in his commitment to finishing life well.

Growing old has been the greatest surprise of my life,” said Billy Graham, known by many as God’s Ambassador. “I would have never guessed what God had in store for me, and I know that as I am nearing home, He will not forsake me the last mile of the way.”

Nearing Home, written by Billy Graham in his nineties, explores the challenges of aging while gleaning foundational truths from Scripture. Billy Graham invites us to journey with him as he considers the golden years while anticipating the hope of being reunited with his wife, Ruth, in his heavenly home that eclipses this world. “When granted many years of life, growing old in age is natural, but growing old with grace is a choice,” said the author. “Growing older with grace is possible for all who will set their hearts and minds on the Giver of grace, the Lord Jesus Christ.”

But I do not account my life of any value nor as precious to myself, if only I may finish my course and the ministry that I received from the Lord Jesus, to testify to the gospel of the grace of God. —Acts 20:24 (ESV)

“Explore with me not only the realities of life as we grow older but also the hope and fulfillment and even joy that can be ours once we learn to look at these years from God’s point of view and discover His strength to sustain us every day.” —BILLY GRAHAM



Planning your estate is a long, complicated process that requires much time and effort. The process of organizing your records for estate planning is equally time consuming and complex. Hiring an attorney to assist you may cost more than you are willing to spend. With the help of The Complete Guide to Organizing Your Records for Estate Planning, you can not only take charge of your estate planning documentation, but also save time, money, and effort.

In this new book, you will learn how to find an organizational system that works for you, where to look for records, what to record, who to tell, where to keep records, and how often to update your records. You will also find information on creating a will or a living will, setting up a trust, assigning power of attorney, and filling out health care directives.

Additionally, you will learn about the documents that should be included in your estate plan, such as insurance policies, Social Security cards, birth certificates of minor children, stock brokerage statements, credit card numbers and statements, certificates of deposit, real estate deeds, mortgage statements, retirement account savings, non-retirement account savings, and current bank statements. The CD-ROM is filled with sample documents and worksheets, as well as a checklist of often overlooked information, including any medications you take, where you worked, where your savings and checking accounts are located, where your car title is located, what your funeral plans or wishes are, and who should receive what.

The Complete Guide to Organizing Your Records for Estate Planning will help you prepare your documents and record your final instructions and wishes. By using the information provided in this book you will save money you might otherwise have spent on legal and accounting fees. In addition, you will save your family the frustration of searching for these documents if something should ever happen to you. This book, written in an easy-to-understand language, will walk you through the process of organizing your records and make the process much easier for you and your family. The companion CD-ROM is included with the print version of this book; however is not available for download with the electronic version. It may be obtained separately by contacting Atlantic Publishing Group at sales@atlantic-pub.com

Atlantic Publishing is a small, independent publishing company based in Ocala, Florida. Founded over twenty years ago in the company presidentâe(tm)s garage, Atlantic Publishing has grown to become a renowned resource for non-fiction books. Today, over 450 titles are in print covering subjects such as small business, healthy living, management, finance, careers, and real estate. Atlantic Publishing prides itself on producing award winning, high-quality manuals that give readers up-to-date, pertinent information, real-world examples, and case studies with expert advice. Every book has resources, contact information, and web sites of the products or companies discussed.
If you’re like most people, you want to be sure that, onceyou’ve passed on, no more of your property and money will belost to the government than is absolutely necessary. You want toknow that you’ll be leaving your heirs your assets and notyour debts. You want to be absolutely certain that your will isship-shape, your insurance policies are structured properly, andthat every conceivable hole in your estate plan has been filled.And most of all, you’d like to do all of this without drivingyourself crazy trying to make sense of the complicated jargon,jumble of paperwork, and welter of state and federal laws involvedin the estate planning process.

Written by two estate planning pros, this simple, easy-to-useguide takes the pain out of planning for your ultimate financialfuture. In plain English, the authors walk you step-by-step througheverything you need to know to:

Put your estate into orderMinimize estate taxesWrite a proper willDeal with probateSet up trustsMake sure your insurance policies are structured properlyPlan for special situations, like becoming incompetent and petcare Craft a solid estate plan and keep it up-to-date

Don’t leave the final disposition of your estate up tochance and the whims of bureaucrats. Estate Planning ForDummies gives you the complete lowdown on:

Figuring out what you're really worthMastering the basics of wills and probateUsing will substitutes and dodging probate taxesSetting up protective trusts, charitable trusts, living trustsand moreMaking sense of state and federal inheritance taxesAvoiding the generation skipping transfer taxMinimizing all your estate-related taxesEstate planning for family businessesCreating a comprehensive estate plan

Straightforward, reader-friendly, easy-to-use, EstatePlanning For Dummies is the ultimate guide to planning yourfamily’s future.

The massive change in your life after a spouse leaves can be overwhelming, both emotionally and financially. With a divorce rate holding steady at 36 percent per capita, according to the National Center for Health Statistics, and the wide range of individuals stricken by their spouse's early death, the dilemma of having to handle your own finances and relearn the single lifestyle can be a heavy blow. With this book, you will learn not only how to pick up the pieces and once again live alone, but how to successfully organize your finances, run your life, and keep yourself afloat.

The first step in rebuilding and returning to the lifestyle you have not lived in years is to analyze how you saved and ran your finances during marriage. You will learn how to sort through your existing finances and how to redefine what kind of financial risk you present whether you are a saver or a spender, and how you can use this knowledge. You will learn when, and if, you should seek professional help in outlining your financial options and putting everything in order and how to do so.

Every situation in which you find yourself alone again will affect your finances differently and so, a chapter has been provided that details how each different form of divorce and the death of a spouse directly affects you and your financial standing. You will learn how to reassess your assets and liabilities and what will have carried over from your spouse. The process of assessing your finances and looking at cash flow statements will be provided alongside a detailed walkthrough of the process involved in deciding how your future finances will be managed.

The complex process of filing and filling out the necessary paperwork will be broken down into easy steps for every situation you might find yourself in, including the reallocation of powers of attorney, wills, and insurance coverage. You will learn how to reassess your career and how to restart your savings successfully, regardless of what happened. The reduction of debt and the management of existing investments are discussed in depth along with the detailed interviews and professional opinions of financial and legal experts in the field who provide tips and strategies for anyone trying to rebuild when single again.

Finally, you will be shown how your restructuring can and will affect your children and why you should start planning as quickly as possible for their needs. If you have recently gone through a divorce or suffered the loss of your spouse, it can be a rough experience trying to rebuild your life, but this book will help you through the most meticulous and nerve wracking aspects step-by-step.

Atlantic Publishing is a small, independent publishing company based in Ocala, Florida. Founded over twenty years ago in the company presidentâe(tm)s garage, Atlantic Publishing has grown to become a renowned resource for non-fiction books. Today, over 450 titles are in print covering subjects such as small business, healthy living, management, finance, careers, and real estate. Atlantic Publishing prides itself on producing award winning, high-quality manuals that give readers up-to-date, pertinent information, real-world examples, and case studies with expert advice. Every book has resources, contact information, and web sites of the products or companies discussed.

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