Book Description
Learn step by step how to craft a winning case statement!
This tool in the Excellence in Fund Raising Workbook Series offers you a practical, hands-on guide to creating the cornerstone of any successful fund raising program--an effective case for support. Written by Tim Seiler--a leader in the field of fund raising and a disciple of master fund raiser Hank Rosso--Developing Your Case for Support provides you with a complete framework for bringing together all the reasons nonprofits know they are worthy of support, and shows you how to develop a case that makes those reasons concrete and real for donors. Filled with helpful worksheets and examples, the workbook features a step-by-step methodology for gathering, organizing, and using the information essential for developing a compelling case statement.
Book Description
This quick read makes understanding the rules of estate planning easy!
Estate Planning Basics provides concise, straightforward and easy-to-read explanations of the major components of estate planning, so that you don't have to spend hours wading through endless options (most of which apply to the wealthy).
Learn about:
*choosing beneficiaries *estate planning by parents with minor children *wills *living trusts *other probate-avoidance methods, including using a retirement plan like an IRA or 401(k) as an estate planning device *estate taxes and tax-reduction methods *trusts for people in second marriages, or for those leaving property to a disabled person *planning for the handling of medical and financial decisions if one becomes incompetent
Attorney Denis Clifford gives you the reliable, plain-English answers you need, whether you're doling out the family heirlooms or steering clear of estate taxes. The 3rd edition is updated with the current rules of your state.
Download Description
This quick read makes understanding the rules of estate planning easy! Estate Planning Basics provides concise, straightforward and easy-to-read explanations of the major components of estate planning, so that you don't have to spend hours wading through endless options (most of which apply to the wealthy). Learn about: choosing beneficiaries estate planning by parents with minor children wills living trusts other probate-avoidance methods, including using a retirement plan like an IRA or 401(k) as an estate planning device estate taxes and tax-reduction methods trusts for people in second marriages, or for those leaving property to a disabled person planning for the handling of medical and financial decisions if one becomes incompetent Attorney Denis Clifford gives you the reliable, plain-English answers you need, whether you're doling out the family heirlooms or steering clear of estate taxes. The 3rd edition is updated with the current rules of your state.
Customer Reviews:
The right place to start.......2007-02-06
This was not the first estate planning book I bought, but it was the best. Without dumbing the issues down, the author carves out manageable modules to make each chapter as clear and understandable as possible. The book features anecdotal paragraph case studies based on real-life examples to flesh out the major points. In contrast to more encylopedic approaches, and as part of the NOLO series, this book is for non-lawyers. It makes clear that estate planning is about how to avoid probate and how to arrange for the conveyance of your assets to your heirs. That is, estate planning not about tax sheltering per se. Obvious, perhaps, to a lawyer, but not to most people. Another strong point is the clear and cogent explanation of trusts. A trust is a written agreement that defines the relationship among the grantor, the trustee, and beneficiaries. Here as well, the book delivers big-time by rendering legal abstractions accessible to the general reader. What a great service!
Highly recommended :).......2006-05-21
If you have ever embarked on a mission to get your affairs in order, or to help someone get theirs in order, you know how daunting the task can seem. I bought three other books prior to this one, and wish I would have started here. The other books are vast in their expertise, but are too complex for someone getting started. This book is the perfect place to start if you want to gain knowledge about estate planning prior to either making your own will (and/or living trust), or prior to going to see a lawyer for his or her help. This book explains the essentials in simple English. It truly delivers on its sub-title, "What you need to know & nothing more".
p.s. If you are going the do-it-yourself route, I recommend that your second purchase is Quicken WillMaker 2006.
A Must-Have for Estate Planning.......2004-03-01
This is the best book out there on Estate Planning Basics. Armed with this book and Quicken Personal Lawyer I was able to do our living trust, wills, life insurance and other estate planning documents and save the legal bills. Even if you end up using a lawyer, you should get this book first to get informed.
Customer Reviews:
A textbook for paralegals interested in learning things about estate administration work they would perform at a law office........2007-10-13
This book was OK. As I read it I got the feeling that it was a compilation of a community college instructor's notes he threw together to teach a course on estate administration to paralegal students. The key word in that last sentence was "threw." Although the author asserts early in the book that its purpose is to provide a basic understanding of the legal principles involved in estate work, the words used are just too sloppy and sometimes inaccurate to accomplish this goal. As a result, someone not already knowlegable about the subject matter of this book might be mislead or get the wrong impression of what estate work is about.
This book is about estate work a paralegal might be expected to do while working for an attorney who offers estate planning and estate administration services. This book talks a little about financial planning, retirement planning, estate planning, and estate administration.
In my humble opinion this book mischaracterizes financial planning and retirement planning as being related to estate planning and estate administration. Financial planning involves planning your finances while you are alive so you will accumulate assets. Retirement planning involves planning so your accumulated assets will support you after you retire. Estate planning involves planning how to transfer your wealth to others either during your life or after your death in such a way as to minimize paying wealth transfer taxes (gift, estate, and inheritance taxes). And estate administration involves legally transferring a decedent's wealth after his death and paying any wealth transfer taxes due. Law work has nothing to do with financial planning and very little to do with retirement planning.
This book seems to be written under the belief that lawyers must be a part of estate planning and estate administration. Nothing could be further from the truth! While it is true that many executors seek the help of a law firm to administer an estate, and that the law firm usually takes over the executor's duties in administering an estate, this is not a requirement. If it were, then why have an executor involved in the first place? Or why not just make lawyers executors in the first place?
Another problem I had with the book was the way probate was intertwined with the definition of estate administration. Everyone has an estate. And every estate has to be administered. But not all estates have to go through probate. There is such a thing as estate administration WITHOUT probate. And after reading this book I wouldn't know this fact.
If you are interested in reading a book about estate work a paralegal usually does, then you would do yourself a favor to read this book. This book documents how a paralegal usually does his work, but it DOES NOT document how estate work has to be done. This is probably my biggest gripe with this book. Most of what a paralegal does can be delegated back to the executor if the paralegal knew how to coach the executor. But then the law firm wouldn't be able to bill as many hours to the estate. Oh well.
I would have liked the book better if Chapter 4 regarding trusts had been more accurate and complete. And I would have liked the book better if Chapter 6 regarding Estate Planning for theElderly had been omitted. I also found it strange that the book asserted that paralegals don't usually calculate the taxes due by the estate. It's my understanding they regularly complete the tax returns and in doing so they calculate the taxes due. 3 stars!
Book Description
This book will show the home buyer how to own the most house for the least money. By understanding the principles in this book, anyone can achieve home ownership faster than they thought possible and with far less expense. The principles in this book should be understood by anyone who is contemplating getting a mortgage, and certainly by anyone who already has one.
Customer Reviews:
Informative and Helpful.......2007-03-14
Before reading this book, I hadn't the slightest idea about mortgages, the lending process or owning a home. This book layed out in a clear and concise way how mortgages work and how interest can affect your home loans. I had no idea it could take so long to actually begin to pay off your mortgage! For someone who barely made it through high school math successfully, the examples provided by the author help to illustrate the points made in a way even a math-challenged person can comprehend. I now feel I have the knowledge necessary to be able to own my own home sooner than I thought possible. The author communicates to the reader in such a way that it feels she is right there with you, explaining the whole process in a casual conversation. If you are feeling at all confused about mortgages and loans then pick up this book to ease your nerves.
Wrong Title.......2007-01-14
If you do not have a basic knowwdge of mortgages, then this book is for you, however if your trying to compare the pros and cons of different mortgage products, then this book falls short. It provides information that can easily be obtained either by speaking with various lenders, or by conducting research online, for free. The book should be titled Mortgage 101, and not the misleading title of lose your mortgage, because unless you have a lot of extra cash your still in it for the long haul.
money saving.......2006-08-31
I'm really glad I read this book because there were some mortgage types that initially sounded like good ideas until I read about them in this book and looked at the examples given for each one. I could see what damage some loan types can actually do to unsuspecting buyers! I took an economics class last semester that talked about different types of mortgages but I never understood any of them until I read this book. Thank you in advance for saving me lots of money :)
a big help.......2006-06-24
I recently bought a house and this book TOTALLY helped me on how I could actually OWN it instead of the bank owning my house. With the way the market is today this book will help you feel more in charge of buying and owning your home as opposed to feeling crushed by the daunting interest rates. You will be VERY suprised as to what REALLY goes on when it comes to financing your home.
Average customer rating:
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Basic Wills, Trusts, and Estates for Paralegals: Trusts and Estates for Paralegals (Little, Brown Paralegal Series)
Jeffrey A. Helewitz
Manufacturer: Little Brown & Co Law & Business
ProductGroup: Book
Binding: Paperback
 Civil Procedure
| Procedures & Litigation
| Law
| Subjects
| Books
Estates & Trusts
| Taxation
| Law
| Subjects
| Books
General
| Law
| Subjects
| Books
Wills
| Practical Guides
| Law
| Subjects
| Books
Private Law
| Law
| Subjects
| Books
Civil Procedure
| Procedures & Litigation
| Law
| Professional & Technical
| Subjects
| Books
Estates & Trusts
| Taxation
| Law
| Professional & Technical
| Subjects
| Books
ASIN: 0316177326 |
Book Description
If you want to create a will with the least amount of time and trouble, Quick & Legal Will Book is for you. It provides fill-in-the-blank forms and step-by-step instructions to make a basic will that meets your needs. In just a few minutes, you can:
*create a will that distributes your property as you wish
*choose a guardian to care for your children
*set up a trust for property left to children
*name an executor (personal representative)
*sign your will and have it witnessed
Not only does this book provide an all-purpose will form, it also includes customized will forms for a:
*single person with no children
*single person with children or leaving property to children
*married person with children or leaving property to children
*married person with no children
The completely updated 3rd edition is presented in a larger format to make the book and forms easier to use. It contains the latest laws of your state and provides new information about your options. Helps you create your own will in all states except Louisiana.
Customer Reviews:
A wonderful primer on writing your own basic Will and it delivers on what it promises!.......2007-10-08
I loved this book. It told me right up front what it was going to tell me and then told me. It was well written and very informative. This book is for people who want to make a simple inexpensive and basic Will. It is not for someone who expects to owe Federal Estate Taxes when they die. But it is for people who don't plan to die in the near future and currently they would not owe estate taxes. If you think you might owe some estate taxes, then you still may want to read this book to learn about the basics of understanding and creating a Will. But this book is not going to help you do real estate planning. You should get other books or consult professionals to help you do that. To minimize estate taxes you will probably need to create a trust or two. And this book is only about simple Wills.
This book will help the young person (whether married or not) learn how to leave their property to select beneficiaries, to name a guardian for their children, to name a trustee for their minor childrens' trust, and name an executor or executors. As the concepts are discussed there are numerous examples included to help the reader better and more easily understand what it is they are reading. And there are five sample Wills that work in all states (except Louisiana) and DC. The sample Wills are very straightforward and easy to use. Also, the book explains what happens if you don't have a Will when you die. After reading this book you will more than likely be convinced that you should take the time and effort to have your own Will. And if you have minor children you will see that you would be stupid not to have a Will. 5 stars!
Great book if you need to write a basic will!.......2006-09-06
Absolutely the best resource for anyone wanting to write a basic will who doesn't need anything complicated. Now, in this 4th edition, the fill-in-the-blank will forms (the best part of the book) come on CD-ROM, so you don't have to type everything out. You could literally have a completed will half an hour after getting this item (you'll need two witnesses to sign your will, but no notary required). Plenty of descriptions of each section of the will, so you'll know all about wills in just a few hours if you read the whole book. If you need a more complicated will, NOLO (they have a great website too) has a more thorough book, "Nolo's Simple Will Book". But this book will work for most people, whether single, divorced, married (with or without kids), etc.
Quick & Legal Will Book.......2000-04-01
No more laywers needed! This book walks you through creating a will that suits your needs. With no outrageous legal fees, this is great for starter families!
An extremely helpful how-to guide.......1998-12-16
I bought this book and three hours after opening it, I had a will written and ready to be witnessed. Denis Clifford has written an excellent resource for those of us with simple needs in ensuring our assets will go to the right individuals when we die. Extremely common-sense advice, a reassuring style, and a quick read! Great advice for the unmarried (like me), the married with or without children, and the single parent.
Product Description
This manual will focus on the practical considerations involved in the estate planning process. The manual will enable readers to effectively advise their clients regarding the benefits and disadvantages of using various estate planning tools to ensure the client's estate is preserved to fulfill the clients goals. Readers will learn about common pitfalls and problems with estate planning, and how to find the estate planning vehicle that best fits the client's needs.
Average customer rating:
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Basic Estate Planning
Bell
Manufacturer: Practising Law Institute
ProductGroup: Book
Binding: Paperback
ASIN: 1402400527 |
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