Retirement and Wills
Aba/AARP Checklist for My Family: A Guide to My History, Financial Plans and Final Wishes
Aba/AARP Checklist for My Family
A Guide to My History, Financial Plans and Final Wishes
Paperback      ISBN: 1627229825

Put your life in order with this valuable new resource from AARP and the American Bar Association. Checklist for My Family guides you through the process of gathering in one place your finances, legal documents, online accounts, wishes about medical care, and more. Plus it tells you what you need, why you need it, what's missing, and where to get it. While giving you peace of mind, this book is also a gift to your loved ones. It spares them stressful decisions and needless frustrations when you're ill or upon your death. And it presents them with your legacy, by providing specific knowledge of family history and recollections about your life, interests, and accomplishments. Whether you choose to gather this critical information in the book itself or through the forms available free online, you can easily customize and organize your information. With this one-of-a-kind guide, you'll stay in control of your life and feel satisfied in knowing that if anything happens to you, you--and your family--will be well prepared.

Beyond the Grave, Revised and Updated Edition: The Right Way and the Wrong Way of Leaving Money to Your Children (and Others)
Beyond the Grave, Revised and Updated Edition
The Right Way and the Wrong Way of Leaving Money to Your Children (and Others)
Paperback      ISBN: 0062336223

This expert, one-of-a-kind handbook shows you how to

  • ensure that your inheritance instructions will be carried out the way you want them to be;
  • protect your children's inheritance from creditors, ex-spouses, addictions, tax troubles, mismanagement, squandering, and other risks of loss;
  • prevent family conflict that can arise when parents die and children divide the "family money";
  • leave more money to your children and grandchildren, and less to the IRS;
  • avoid creating inheritance problems in your family with "cautionary tales" of inheritance planning gone bad;
  • understand why you still have to deal with estate tax issues even if your net worth falls below the new death-tax-exemption.
The Boomer Burden: Dealing with Your Parents' Lifetime Accumulation of Stuff
The Boomer Burden
Dealing with Your Parents' Lifetime Accumulation of Stuff
Paperback      ISBN: 078522825x

A practical guide to advise Baby Boomers how to deal with the daunting task of facing a parents' eventual passing as it relates to residential contents, heirlooms, and the often difficult family interactions and feuds that accompany them.

With fascinating stories and comprehensive checklists, professional estate liquidator Julie Hall walks Baby Boomers through the often painful challenge of dividing the wealth and property of their parents' lifetime accumulation of stuff. From preparation while the parent is still living through compassionately helping them empty the family home, The Estate Lady(R) gives invaluable tips on negotiating the inevitable disputes, avoiding exploitation from scam artists, and eventually closing the chapter of their lives in a way that preserves relationships and maximizes value of assets.

Boomercide: From Woodstock To Suicide
Boomercide
From Woodstock To Suicide
Paperback      ISBN: 0988311909

Peter Levitan has scheduled his own death. Peter believed that after working 35 years he had set up a smart retirement plan. After the housing collapse, the financial meltdown and the continuation of an unstable economy, he realized that there were just too many variables out of his control to make any plan a guarantee. This book is about how Peter takes back control by eliminating one of the biggest uncertainties in future financial planning; his own life expectancy. Boomercide: From Woodstock to Suicide chronicles this Baby Boomer's need for personal control over his future and his resulting decision to use suicide as a financial planning tool. His research reveals that he is not alone. Baby Boomers haven't saved nearly enough and have the highest suicide rates in the U.S. and that rate is dramatically on the rise. Boomercide: From Woodstock to Suicide examines the concept of rational suicide, the act of suicide itself, religious and moral views about suicide, and Peter's very personal decision to schedule his own death, complete with his family's reaction. Rational suicide as a solution... what do you think?

The Essential Executor's Handbook: A Quick and Handy Resource for Dealing with Wills, Trusts, Benefits, and Probate
The Essential Executor's Handbook
A Quick and Handy Resource for Dealing with Wills, Trusts, Benefits, and Probate
Paperback      ISBN: 1632650312

Many of you, regardless of your feelings on the matter, will eventually be appointed as executor of your parents', spouse's, or another's estate.

Just calling an attorney isn't enough. Settling a decedent's estate may require the combined expertise of accountants, appraisers, auctioneers, realtors, bankers, brokers, insurance companies, a myriad of bureaucrats, and, yes, even lawyers.

Where do you start? How do you empty a house crammed with a lifetime's worth of knick-knacks, bad art, and unopened mail? How do you deal with long-lost relatives who think you're taking too long or charging too much? And how do you oversee those professionals who know so much more than you about the process?

The Essential Executor's Handbook not only explains the steps involved in settling an estate, but it shows you how to get all these professionals to do the work for you. You will learn everything you need to know about the basic laws and procedures involved; all the legal definitions you could possibly want; and why each professional is necessary, what they do, what they charge, and where to find them.

No matter how little you know about law, accounting, and the rest, The Essential Executor's Handbook will lead you by the hand through the settlement process.
Estate Planning for Dummies
Estate Planning for Dummies
Paperback      ISBN: 0764555014
Planning for your family's future made easy

If you're like most people, you want to be sure that, once you've passed on, no more of your property and money will be lost to the government than is absolutely necessary. You want to know that you'll be leaving your heirs your assets and not your debts. You want to be absolutely certain that your will is ship-shape, your insurance policies are structured properly, and that every conceivable hole in your estate plan has been filled. And most of all, you'd like to do all of this without driving yourself crazy trying to make sense of the complicated jargon, jumble of paperwork, and welter of state and federal laws involved in the estate planning process.

Written by two estate planning pros, this simple, easy-to-use guide takes the pain out of planning for your ultimate financial future. In plain English, the authors walk you step-by-step through everything you need to know to:

  • Put your estate into order
  • Minimize estate taxes
  • Write a proper will
  • Deal with probate
  • Set up trusts
  • Make sure your insurance policies are structured properly
  • Plan for special situations, like becoming incompetent and pet care
  • Craft a solid estate plan and keep it up-to-date

Don't leave the final disposition of your estate up to chance and the whims of bureaucrats. Estate Planning For Dummies gives you the complete lowdown on:

  • Figuring out what you're really worth
  • Mastering the basics of wills and probate
  • Using will substitutes and dodging probate taxes
  • Setting up protective trusts, charitable trusts, living trusts and more
  • Making sense of state and federal inheritance taxes
  • Avoiding the generation skipping transfer tax
  • Minimizing all your estate-related taxes
  • Estate planning for family businesses
  • Creating a comprehensive estate plan

Straightforward, reader-friendly, easy-to-use, Estate Planning For Dummies is the ultimate guide to planning your family's future.

Ethical Wills: Putting Your Values on Paper
Ethical Wills
Putting Your Values on Paper
2nd Edition    Paperback      ISBN: 0738210552

As evidenced in the Terri Schiavo case that made national headlines, having a living will is an essential element in ensuring that the way in which you would like to spend your last days will be respected. It informs both family and doctors of your medical treatment preferences in specific situations. An ethical will is a complementary text that communicates personal values, beliefs, blessings, and advice to relatives and to future generations. It can be more meaningful to friends and family than any material possession you could bequeath to them. Together, living and ethical wills ensure that your wishes and hopes are "on the record," not to be lost, ignored, or forgotten. Offering practical and inspirational advice for people at any stage of life, Ethical and Living Wills includes: --Three recommended writing approaches to capturing our feelings for posterity --Expert information for understanding the legal and practical issues involved in documenting your medical care and treatment preferences in commonly occurring situations --Advice on when to distribute both ethical and living wills -- Tips to protect the legacy you leave in an ethical will-preparing and caring for the document you create

The Executor's Guide: Settling a Loved One's Estate or Trust
The Executor's Guide
Settling a Loved One's Estate or Trust
Paperback      ISBN: 1413324800

If you need to wrap up the affairs of a loved one who has died, you may feel overwhelmed--especially when you're grieving. But you can do it, and this book will show you how.

A roadmap to follow. The Executor's Guide will lead you through an unfamiliar land of legal procedures and terminology. You'll learn what to do right away and what can wait. Find help on:
  • preparing for the job of executor or trustee
  • claiming life insurance, Social Security, and other benefits
  • making sense of a will (and what to do if there is no will)
  • how to determine whether probate is necessary
  • filing taxes
  • probate court proceedings
  • dealing with family members
  • handling simple trusts, and
  • working with lawyers, appraisers, accountants, and other experts.
The 8th edition contains updated tables outlining key points of each state's laws. Applies in all states except Louisiana.
The Executor's Handbook: A Step-By-Step Guide to Settling an Estate for Personal Representatives, Administrators, and Beneficiaries
The Executor's Handbook
A Step-By-Step Guide to Settling an Estate for Personal Representatives, Administrators, and Beneficiaries
4th Edition    Paperback      ISBN: 1626364214
Acting as the executor, representative, or administrator of an estate is a complicated and time-consuming task. It's time consuming, complicated, and emotionally taxing. Here is a comprehensive guide to help you understand the basics of the procedures that settle an estate

Readers say it best: This book covers all aspects of estate settlement in a complete and thorough manner., The book is written in easy-to-understand terms, with lots of good practical advice., I actually bought it to place in my file cabinet along with my Trust documents, Living Will and other documents, We liked it so much, I bought this book for a friend who was handling a new estate.

.In practical and straightforward language, it covers all aspects of estate administration, including funeral arrangements, organ donation, administering probate, dealing with the deceased's assets and liabilities, and personal representative's compensation. You will understand not only your responsibilities but the responsibilities of those who will be assisting you. Tables of state income tax rates, intestacy laws, and state-by-state probate requirements are also included, and a glossary, index, and list of recommended works complete this handbook.
The Experience of Retirement
The Experience of Retirement
Paperback      ISBN: 0801472520

Retirement brings with it the promises of leisure and freedom as well as the risks of boredom and isolation. When retirees rid their schedules of anything resembling the kinds of obligations that once had been imposed by work, they will experience a sometimes-uncomfortable absence of structure. In The Experience of Retirement, the distinguished sociologist Robert S. Weiss provides a detailed description of how some people plan their retirement, what life in retirement is like, and what makes for a fulfilling retirement. His engaging book can thus serve as a most useful guide. Weiss shows us both retirement's benefits and its possible costs, both the relief retirees can feel once free of work's stresses and constraints and the discomfort that can be caused by loss of the positive aspects of working life.The book is based on extensive interviews with eighty-nine men and women before and after their retirement from middle-income careers. Weiss makes vivid their experiences by presenting, in their own words, their descriptions of leaving their careers, considering what to do with their time, confronting issues of income in retirement, dealing, sometimes, with social isolation, and reorganizing their lives. The interviews reveal the way in which retirement affects marriages and other familial relationships. Weiss concludes by presenting advice about retirement based on the actual experiences of retirees. For anyone approaching the age of retirement or already retired and looking for a more satisfying post-career life, for personnel managers, health care professionals, and all those who provide services for the retired, The Experience of Retirement will be an illuminating guidebook to this phase of life.