Best Estates & Trusts Law Books
Here you will get Best Estates & Trusts Law Books For you.This is an up-to-date list of recommended books.
1. Quicken Willmaker & Trust 2021: Book & Software Kit
Author: by Editors of Nolo
Quicken Willmaker & Trust 2021 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.
Quicken Willmaker & Trust 2021 includes: A customized estate plan, including a will, revocable living trust (individual and shared), health care directive, durable power of attorney for finances, and other essential documents An easy-to-use interview format that lets you complete documents at your own pace A user-friendly legal manual to answer common questions A team of lawyer-editors working to ensure each document reflects the laws of your state* Quicken Willmaker & Trust 2021 is the original will-writing software, created and updated regularly by Nolo’s experts.
Free legal updates will keep your program current through 2021. Technical support is also available. Here’s more about the documents you can make with Quicken Willmaker & Trust 2021: Your Will: The heart of every estate plan is a will, also known as a last will and testament.
2. Get It Together: Organize Your Records So Your Family Won't Have To
Author: by Melanie Cullen
Everything you need to get organized Do your loved ones know where to find your life insurance policies, online banking passwords, real estate deeds, or even your will? If you’re like a lot of people, you keep important informationfrom the whereabouts of family heirlooms to online passwords to automatic bill-pay detailsin your head or stashed in the odd desk drawer.
Unfortunately, this disorganization will likely cause hassles for those who someday take care of you or your estate. Get It Together provides an easy, straightforward method to help you and others keep track of: secured places and passwords employment records insurance policies real estate records tax records retirement accounts estate planning documents funeral arrangements letters to loved ones We’ve reorganized this 9th edition to make the process more straightforward.
In the first half, you’ll find the pages to create your personal planner. In the second half, you’ll find step-by-step instructions and helpful resources. With downloadable forms: organize your records using worksheets (details inside). Save the worksheets to your computer and then complete, print, and store them at your convenience.
3. Wills, Trusts, and Estates, Tenth Edition [Connected Casebook] (Aspen Casebook)
Author: by Robert H. Sitkoff
Buy a new version of this Connected Casebook and receive access to the online e-book, practice questions from your favorite study aids, and an outline tool on CasebookConnect, the all in one learning solution for law school students. CasebookConnect offers you what you need most to be successful in your law school classes portability, meaningful feedback, and greater efficiency.
Hailed as one of the best casebooks in legal education, the text combines interesting cases, thoughtful analysis, notes, images, and a clear organization for an excellent teaching tool. Retaining the late Jesse Dukeminier’s blend of wit, erudition, and playfulness, the Tenth Edition uses cartoons, illustrations, case documents, and photographs to provide visual commentary that augments the wide-ranging cases and other readings.
Sidebars on relevant but unique persons, places, and events provide thought-provoking and fascinating context. This casebook is not only fun to read, but fun for professors to teach. New to the Tenth Edition: All new section on electronic or digital wills and the emerging case law that has begun to accept them All new section on trust decanting, now recognized in 25 states, with attention to the breadth of statutory and case law treatments of decanting Reworked coverage of same-sex marriage in light of Obergefell v.
4. Living Trusts for Everyone: Why a Will Is Not the Way to Avoid Probate, Protect Heirs, and Settle Estates (Second Edition)
Author: by Ronald Farrington Sharp
March 21, 2017
Readers say it best: “Very informative.” “Saved me a lot of money and headaches!” “Recommend it for everyone who has to plan estates for their elderly parents”Living Trusts for Everyone is the best resource for setting up a living trust.
Explaining in specific terms what benefits a trust will have, Ronald Farrington Sharp gives the tools necessary to set up a loved one’s trust with no lawyers and no expense. Wills benefit lawyers. Trusts benefit the clients. Too often lawyers sell wills to clients only to sit back and wait to sell their probate services to their clients’ heirs.
Ronald Farrington Sharp describes the best way to handle modern estate planning and details the many advantages trusts have over wills in not only eliminating probate but in also protecting your assets for your heirs. Sharp explains why legal services are not needed to do the clerical work in settling a trust after death.
This updated edition includes new information on an array of subjects, including:Elimination of the federal estate tax for most estates due to increased exemption amountsOnline assetsThe use of passwords, usernames, and websitesKeeping trustees honest and the process of removing trustees for malfeasanceForms for simplifying the planning processStrategies to lower attorneys’ feesWith no legal jargon, just step-by-step instructions and sample form letters, Living Trusts for Everyone takes the mystery out of the process of setting up a trust.
5. Executor's Guide, The: Settling a Loved One's Estate or Trust
Author: by Mary Randolph J.D.
The step-by-step guide to serving as an executor If you need to wrap up the affairs of a loved one who has died, you may feel overwhelmedespecially 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) determining whether probate is necessary filing taxes navigating probate court proceedings dealing with family members handling simple trusts, and working with lawyers, appraisers, accountants, and other experts.
The 9th edition contains updated tables outlining key points of each state’s laws. Applies in all states except Louisiana. With Downloadable Worksheets – download and customize worksheets detailing information executors need to get organized, including an inventory of assets and debts (details inside).
6. Make Your Own Living Trust
Author: by Denis Clifford Attorney
Save your family time, money, and headaches Unlike a will, a living trust lets your family bypass probate courtwhich saves everyone money, delay, and hassle. Whether you are single or part of a couple, Make Your Own Living Trust can help you make a living trust that’s valid in your state.
Use this book to: decide whether a living trust is right for your family keep control over trust property while you live appoint someone to manage trust property, if needed name beneficiaries to inherit your assets set up property management for young beneficiaries, and learn how to transfer all types of assets to your trust, including real estate, stocks, jewelry, art, or business assets.
With Downloadable Forms Completely updated, this new edition provides all the forms and worksheets you need to create an individual or shared living trust and a basic willavailable for download (details inside). The legal forms in this book are not valid in Louisiana.
7. Estate Planning Basics
Author: by Denis Clifford Attorney
Estate planning, in plain English Get the need-to-know basics about wills, trusts, avoiding probate, and planning for incapacity with Estate Planning Basics. This book lays out your options in plain English, guiding you to the right estate plan for you and your family.
Learn about: making a will or living trust naming a guardian for your children avoiding probate choosing an executor using durable powers of attorney, and preparing a health care directive. The 10th edition is completely updated to reflect the latest information about estate planning.
8. Plan Your Estate
Author: by Denis Clifford Attorney
Protect your family with solid estate planning Estate planning sounds difficultbut 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.
Learn about: wills and living trusts avoiding probate bypass (AB) trusts naming guardians for children leaving property to children estate, gift, and inheritance taxes strategies for business owners leaving property to charity health care directives, and financial powers of attorney.
The 15th edition of Plan Your Estate is completely updated to reflect the latest state and federal laws.Applies in all U.S. States except Louisiana. (Note: This book contains no estate planning forms, but it does tell you how to get the forms you need.
9. Saving the Family Cottage: Creative Ways to Preserve Your Cottage, Cabin, Camp, or Vacation Home for Future Generations
Author: by Stuart J. Hollander Attorney
Estate planning for family cottages and cabins No matter whether you’re planning to pass on a cottage to your children, or you’ve inherited a cabin with your siblings, it’s never too early to take steps to preserve a beloved family property for generations to come.
Shared ownership of vacation propertyespecially when the co-owners are family memberscan be fraught with problems. The idyllic dream of a cottage getaway can be shattered when co-owners’ emotions, financial concerns, and opinions on how the property should be used come into play.
Fortunately, a solid plan that dictates how the property will be owned and managed can prevent squabbles over the family cottage. Saving the Family Cottage lays out a roadmap for creating and implementing this plan. It also explains the possible pitfalls of co-owing a family vacation property, and provides time-tested guidance on how to: keep the peace among heirs prevent a family member from forcing a sale of the property keep your vacation home out of the hands of in-laws and creditors, and smoothly transition ownership of the property from one generation to the next.
10. Executor's Guide, The: Settling a Loved One's Estate or Trust
Author: by Mary Randolph J.D.
If you need to wrap up the affairs of a loved one who has died, you may feel overwhelmedespecially 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.
11. Estate & Trust Administration For Dummies
Author: by Margaret A. Munro
Estate and Trust Administration For Dummies, 2nd Edition (9781119543879) was previously published as Estate and Trust Administration For Dummies, 2nd Edition (9781118412251). While this version features a new Dummies cover and design, the content is the same as the prior release and should not be considered a new or updated product.
Your plain-English guide to administering an estate and/or trust As more and more of the population reach senior agesincluding baby boomers, many of whom do not have willsan increasing number of people are being thrust into the role of executor, administrator, personal representative of an estate, or trustee of a trust after the death of a loved one.
This updated edition of Estate & Trust Administration For Dummies guides you through the confusing process of administering an estate and/or trust. Settling an estate and administering a trust can be complicated, messy, and time-consuming for individuals named as executor or trustee, most of whom have no previous experience with such matters.
12. The Complete Family Office Handbook: A Guide for Affluent Families and the Advisors Who Serve Them
Author: by Kirby Rosplock
Discover new insights on how to setup, manage, and advise wealthy families and their family offices The Complete Family Office: A Guide for Affluent Families and the Advisors Who Serve Them, 2nd Edition represents the newest update to an essential series.
This book prepares the members of wealthy families to collectively manage, sustain, and grow their wealth across multiple generations. It also assists professionals who advise families to better serve their needs. This book teaches those who advise family offices and wealthy families on: How to setup, structure, and advise a family office Current compliance, fiduciary and risk management practices for a family office Forward-thinking investment management, estate planning, and private trust company considerations Fresh insights on philanthropy, legacy, and impact investing Best practices to managing family wealth education and preparing next generation owners New insights on family governance, strategic planning, and succession Methods to create a family constitution, mission, and vision for families and their family offices.
13. Special Needs Trusts: Protect Your Child's Financial Future
Author: by Kevin Urbatsch Attorney
Leave money to a loved one with a disabilitywithout losing benefits 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 trustswhether you make one yourself with this book or have an attorney draft one for you. The authors explain: how special needs trusts work the trustee’s role ways to pass important information to successor trustees the pros and cons of joining a pooled trust.
With Downloadable Forms -Trust forms and sample letters are provided in the book and are available for download at nolo. Com (details inside).
14. Family Wealth–Keeping It in the Family: How Family Members and Their Advisers Preserve Human, Intellectual, and Financial Assets for Generations
Author: by James E. Hughes Jr.
The landmark book that changed the way exceptional families think about their heritage, their wealth, and their legacy to future generations-now revised and expanded. Every family, looking at the next generation, hopes to confer advantages that are more than just material and financial-to inculcate character and leadership, to inspire creativity and enterprise, to help all family members find and follow their individual callings, and to avoid the financial dependency and loss of initiative that can all too often be an unwanted consequence of financial success.
Yet many families never succeed in realizing that vision, much less sustaining it for three, four, or five generations and beyond. James Hughes has thought deeply about these challenges, and his insights are at once practical and profound. For more than three decades, he has personally guided multiple generations of families in creating strategies to preserve their human and intellectual capital as well as their financial assets.
16. The Executor's Handbook: A Step-by-Step Guide to Settling an Estate for Personal Representatives, Administrators, and Beneficiaries, Fourth Edition
Author: by Theodore E. Hughes
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 estateReaders 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.