Bøger udgivet af Legacy Planning Partners, LLC

Do you know what to do when someone dies? Losing a loved one is one of life's most difficult experiences. There are so many conflicting emotions and yet, if you have the responsibility as a successor trustee or personal representative there's so much to do. Where do you begin? Who can you trust? Where do you turn to get your questions answered? Straight Talk! What To Do When Someone Dies provides you with insight about the things you should be doing, how to speak the language, who to trust and ultimately how to get the results you (and your loved one) intend. In their straight forward, easy to read style, Peggy Hoyt and Debbie Roser will answer your questions and help you navigate your fiduciary responsibilities, including what you should and shouldn't be doing during the administration process. They will help you understand probate, trust administration and the important differences between Wills and Trusts. You'll learn how to prepare your own estate plan for your loved ones to prevent unexpected results, including the costs of estate planning (or not planning), and why how you own your property is so important. Straight Talk! What To Do When Someone Dies is a must read for everyone who has ever lost a loved one or might lose a loved one someday!

Straight Talk! About Estate Planning provides a no-nonsense look at the importance of estate planning and how to create an estate plan that works! In their straight forward, easy to read style, Peggy Hoyt and Debbie Roser lead you on a journey through the maze of legal potholes that include staying out of the guardianship courts, avoiding probate, reducing gift and estate taxes and making more than sure your plan accomplishes your personal and family goals. Meet Mary, mother of three who visits attorney Harry Hurry and ends up with an estate plan that is a complete waste of money and doesn't come close to accomplishing her simple goal of providing for her children. Discover the importance of how assets are titled, how beneficiaries are designated and how to avoid the bad things that happen to good people. Get acquainted with Annabelle, a beloved dog whose owner leaves for an ordinary day and never returns. Discover how to protect the people and pets you love through special planning considerations that include special needs trusts, trusts for unmarried partners, lifetime protective trusts and pet trusts. Straight Talk! About Estate Planning will entertain you while imparting crucial information you need for every aspect of your life - now while you are alive and well, in the event of your mental disability and at the time of your death. It's a must read for everyone!