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Clifford, Denis

Summary: Covers the basics of estate planning, including wills, trusts, and health care directives. It prepares readers to start planning their estate, with or without an attorney. The 10th edition is updated with the latest laws and tax information.

Format: text

Publisher / Publication Date: Nolo 2020

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Clifford, Denis

Summary: Estate planning sounds difficult--but most people just need a few basic documents. Let Plan Your Estate show you how to protect your loved ones from legal hassles and financial uncertainty after your death.

Format: text

Publisher / Publication Date: Nolo 2018

Copies Available at Woodmere

1 available in Adult Non-fiction, Call number: 346.05 CLI

Hollander, Stuart J.

Summary: "Whether you're a parent planning to pass on a cottage to your children, someone who has inherited a cabin with your siblings or other relatives, or someone who is thinking about buying a vacation home, you want to know how to keep the property in the family--and avoid squabbles over it. This book tells you how. You'll find out how to:. Prevent a family member from forcing a sale of the...

Format: text

Publisher / Publication Date: Nolo 2013

Copies Available at Interlochen

1 available in Adult Non-fiction, Call number: Business Hollander

Schneiderman, Abby

Summary: "A step-by-step program for getting your life in order, so you're prepared for the unexpected. The odds of getting hit by a bus are 495,000 to 1. But the odds that you're going to die some day? Exactly. Even the most disorganized among us can take control of our on- and off-line details so our loved ones won't have to scramble later. The experts at Everplans, a leading company in digital life...

Format: text

Publisher / Publication Date: Workman Publishing 2020

Copies Available at Woodmere

1 available in Adult Non-fiction, Call number: 306.9 SCH

1 hold on 1 copy

Summary: "Achieve greater peace of mind with an approachable, step-by-step guide to financial, legal and estate planning."--Container

Format: moving image

Publisher / Publication Date: 2020

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Summary: Quicken WillMaker Plus 2019 is the easiest way to create your estate plan, whether you're just getting started or you want to update your previous arrangements. This powerful software guides you through the process from beginning to end, giving you the practical and legal information you need to make the best decisions for you and your family.

Format: text

Publisher / Publication Date: Nolo 2018

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Summary: Quicken WillMaker Plus 2018 is the easiest ways to create your estate plan, whether it's your first time or you want to update a previous plan. You'll be guided through the process from beginning to end with practical and relevant legal information so that you can make the best decisions for you and your family.

Format: text

Publisher / Publication Date: Nolo 2017

Copies Available at East Bay

1 available in Adult Non-fiction, Call number: 346.05 QUI

Hammond, Greg

Summary: Greg Hammond and Ron Ware help people just like you discover that both generous living and generous giving are possible! With their guidance, you can learn how to gain confidence, clarity, and financial freedom. You can create a life and legacy plan that provides abundantly for your family and makes a powerful impact on the charitable causes and organizations you care about most.

Format: text

Publisher / Publication Date: Advantage 2013

Copies Available at Woodmere

1 available in Adult Non-fiction, Call number: 332 HAM

Iverson, Jon.

Contents: Wills -- Probate -- Trusts -- Living trusts --Gift, estate and inheritance taxes -- Long-term care insurance -- Medicaid assistance for the elderly -- Fiduciaries -- Executor -- Trustee -- Conservator -- Guardians.

Format: text

Publisher / Publication Date: Stonemark Pub. 2005

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Clifford, Denis

Summary: Covers the basics of estate planning, including wills, trusts, and health care directives. It prepares readers to start planning their estate, with or without an attorney. The 9th edition is updated with the latest laws and tax information.

Format: text

Publisher / Publication Date: Nolo 2017

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Condon, Jeffrey L.

Contents: How you established your living trust without a clear understanding of what it is and how it works, or You don't know what you don't know about your living trust -- What does the living trust do, and how does it do it?, or The best explanation of the living trust you will ever get -- Do you really need a living trust? or, Don't let someone sell you something you don't need -- Who should you...

Format: text

Publisher / Publication Date: John Wiley & Sons 2008

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Grimaldi, Judith D.

Summary: Many people discover too late that they need some essential legal documents to deal with common health and end of life issues. Failing to prepare these documents ahead of time can create major legal headaches that often require expensive trips to court to resolve. Written by expert attorneys, “5@55” is a slim, easy-to-read guide to the five most important legal documents you should have by age...

Format: text

Publisher / Publication Date: Quill Driver Books 2015

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Contents: Why you should plan your estate -- Getting started -- Lots of little "wills" -- Life insurance -- Joint tenancy -- Wills 101 -- What goes in the will -- After the will is written -- How trusts work -- Do you need a trust? -- Living trusts 101 -- Setting up a living trust -- Providing for the kids -- Married, with or without children -- Splitting up -- Beyond convention -- Estate planning for...

Format: text

Publisher / Publication Date: Random House Reference 2009

Copies Available at Fife Lake

1 available in Adult Non-fiction, Call number: 346.73 AME

Jacobs, Deborah L.

Summary: The fourth edition, which replaces earlier editions, is completely revised to include how income taxes affect estate planning, the pros and cons of credit shelter trusts and the law on planning for same-sex couples. Celebrity case studies illustrate estate planning strategies and mistakes by, among others: Humphrey Bogart, Lauren Bacall, James Gandolfini, Philip Seymour Hoffman, John Updike and...

Format: text

Publisher / Publication Date: DJWorking Unlimited 2013

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Price, Steven D.

Contents: The death -- The funeral home -- The service -- Grief counseling and therapy -- Housekeeping -- Probate: an overview -- The probate process -- Estate planning -- Appendixes : A checklist -- Funeral practices -- A sample basic will -- Small estate affidavit -- The primary provision of a Living trust -- A bouquet of quotations.

Format: text

Publisher / Publication Date: 2014

Copies Available at Interlochen

1 available in Adult Non-fiction, Call number: Self H Grief Price

Barnes, Richard E.

Contents: The view from the mountaintop -- Identifying your goals and conerns -- Balancing your planning for spouses, children, and stepchildren -- You and your spouse : talking it though, working it out -- Taxes -- Tools and techniques for blended families -- Spouses of unequal wealth -- The May-December romance -- Family property -- Choosing executors and trustees -- Planning for disability and...

Format: text

Publisher / Publication Date: Nolo 2009

Copies Available at Woodmere

1 available in Adult Non-fiction, Call number: 346.05 BAR

Jameson, Marni

Summary: "A guide to estate planning that helps you turn your material assets into a meaningful legacy"--

Format: text

Publisher / Publication Date: The Experiment, LLC 2021

Copies Available at Woodmere

2 available in Adult Non-fiction, Call number: 332.024 JAM

Copies Available at East Bay

1 available in Adult Non-fiction, Call number: 332.024 JAM

Ventura, John.

Format: text

Publisher / Publication Date: Kaplan Pub. 2008

Copies Available at Woodmere

1 available in Adult Non-fiction, Call number: 332.024 VEN

Condon, Jeffrey L.

Summary: "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...

Format: text

Publisher / Publication Date: HarperBusiness, an Imprint of HarperCollinsPublishers 2014

Copies Available at Woodmere

1 available in Adult Non-fiction, Call number: 346.05 CON

Shenkman, Martin M.

Contents: Steps of estate planning -- Chronic illness estate planning basics -- Organizing legal, financial, and other information : the key to your security -- Competency : essential to taking legal actions to protect yourself -- Power of attorney : authorizing someone to take legal action for you -- Access to your medical records : HIPAA -- Your health care proxy and living will : designating someone...

Format: text

Publisher / Publication Date: Demos Medical Pub. 2009

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Urbatsch, Kevin

Summary: Use a special needs trust to provide financial security for your child (or anyone) with a disability, without jeopardizing important government benefits. Funds in a special needs trust do not count against eligibility for benefits and can be used to improve the quality of your child's life. This book provides everything you need to know about special needs trusts--whether you make one yourself...

Format: text

Publisher / Publication Date: Nolo 2017

Copies Available at Woodmere

1 available in Adult Non-fiction, Call number: 346.05 URB

Randolph, Mary

Summary: Randolph explains simple and effective methods to skip the probate process.

Format: text

Publisher / Publication Date: Nolo 2014

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Aliche, Tiffany

Summary: "Introducing the powerful idea of striving for financial wholeness instead of early retirement or millionaire status, Get Good with Money guides us through the ten short-term steps that lead to long-term security. From the simple (best practices for budgeting and saving) to the more sophisticated (investing, taking charge of your credit score, and calculating your insurance needs), Tiffany...

Format: text

Publisher / Publication Date: Harmony Books 2021

Copies Available at Woodmere

1 available in Adult Non-fiction, Call number: 332.024 ALI

Richards, Susan C.

Format: text

Publisher / Publication Date: Dearborn Financial 1999

Copies Available at Woodmere

1 available in Adult Non-fiction, Call number: 332.024 RIC

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