Forms include: Last Will and Testament Checklist, Last Will and Testament, Self-Proving Affidavits, Living Will, Ethical Will, Power of Attorney Checklist, Durable Power of Attorney for Healthcare, Financial Durable Power of Attorney, Trust Checklist, Living Trust-Single and Married Couples and much more. Estate planning can be done without a lawyer if you have the right information and the right forms. 25 Estate Planning Forms provides you with easy to use forms that you can follow and make legal. No matter the size of your estate, an estate plan may help reduce your estate's taxes, reduce conflict among family members, and provide you with the peace of mind of knowing your final arrangements have been planned. For many people, they already know how they want to distribute their estate, but don't have the necessary forms to make it legal. This book can help. It includes sample forms that you can understand because they are written in plain-English. Often people have more diverse needs than they may have initially thought. Having a variety of forms can help you figure out what your final wishes are and how those wishes may be accomplished.

Now in its twelfth edition, Todd & Wilson's Textbook on Trusts & Equity continues to strike the balance between introductory and more challenging texts. Carefully written with the student in mind, the text provides an accessible, yet intellectually stimulating, introduction to the subject. Sarah Wilson excels at writing in a clear and enthusiastic way, enlightening the more complex issues of trusts law without undue simplifications. The book is structured to reflect the content of a typical LLB course, and offers in-depth coverage of trusts law. Students are encouraged to critically engage with the material through real-life examples, key scholarship and current contextual and theoretical perspectives, including related commercial settings. Todd & Wilson's Textbook on Trusts & Equity engages with wider considerations, drawn from trusts scholarship and beyond, to provide an analysis of the subject which is not only rounded, but also designed to be stimulating and revelatory. Rigorously revised every two years, this book can be relied upon as one of the most up-to-date trusts texts available.

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

This book is essential for anyone involved with a living trust. This is the second book in a four part book series. It's purpose is to give practical advice to trustees on steps to take in the settlement of a trust. You will gain very valuable information on the responsibilities of a trustee by reading this book. It covers both the powers given to the trustee by the trust itself and those implied by law. The authors have decades of experience as an estate planning attorney and as a settlement officer for trust estates. They present the material in an easy to digest question and answer format. Legal jargon is avoided but technical matters are handled simply and practically for the first time trustee If you are looking for a dynamic, thorough, and interesting book on the powers of the trustee, pick this one. Questions? Contact the authors at [email protected].

The Will and Trust Companion Guide is the perfect companion document to your will and trust. Even if you don't have a will or trust, this guide will be valuable for organizing your current personal records. In most wills and trusts many important personal records are not included. Instead of having your heirs search for this information, this helpful guide will provide a clear path to the whereabouts of your personal records and final wishes. The Will and Trust Companion Guide is easy to fill in and update. It was designed to be completed within just a few hours. Fillable pages include a checklist, location or records, business interests, cards, charities, contacts (personal and professional), final wishes, financial assets, financial liabilities, insurances, personal information, personal property, safe deposit box information, social security information, real estate, and vehicles. A notes section is also included. This easy to fill in guide will be your heirs' companion when they need it most.

This book examined the trend in tenant eviction, methods adopted for eviction, its causes and effects on stakeholders in the study area. Primary data were collected from the practising estate surveying firms, evicted tenants and landlords selected by stratified random sampling using structured questionnaire. Data analysis by descriptive and inferential statistical techniques showed an increasing trend in eviction during the period and that residential properties were more prone to eviction than commercial properties, and the low income group were the most vulnerable The study's result also revealed that rent default caused more than half of all the evictions recorded during the period. It was also revealed that enmity, and waste of material and financial resources were the most significant consequences of eviction. The study will be of considerable source of knowledge to students, professional property managers and the public in general as a handy reference material on leases, tenant eviction, property management and related issues.Policy makers, property investors, property professionals, landlords, tenants and the public at large will also find it useful.

The Government Has Already Written Your Will

Nobody likes estate planning, but without it every dime you've saved and even your house will go where Uncle Sam says, which isn't where you want them to go. You will also incur excessive court costs and legal fees and wade through miles of bureaucratic red tape.

As an attorney with a focus on estate planning, Eric Gullotta counsels clients on what will happen to their assets under California intestacy laws. He also shows them how to "disinherit" the government and ensure their assets go to their families, friends, or other recipients of their choosing.

Did the Government Write Your Will? provides an education on the true cost of leaving your estate in the government's hands and will help you make informed, proactive decisions regarding your assets.

What Other People Are Saying

"If you are interested in making smart choices about your estate, you need this book."
-Montgomery Taylor, CPA, RIA, CRDS; author of Before It's Too Late and The New Rules of Success

"An excellent summary of the laws and procedures surrounding settlement of estates... Gives an overview of probate and estate administration law with great information for the average reader."
-Malcolm Manwell, estate planning attorney; partner at Perry, Johnson, Anderson, Miller and Moskowitz

"Eric walks you through what happens if you don't make decisions and explains in clear terms what some of the decision points are...You should keep it on your shelf, right next to your estate plan, so you can reference your wise decision."
-Charles Daniels, III, financial planner; principal at Harvest Financial, LLC

"This is a must-read for all who are wondering why they need a will or a revocable trust."
-Jennifer Hainstock, estate planning attorney

WHO SHOULD OWN THE GUIDE?

IF you are named on your own, parent's, relative's, friend's or neighbor's estate plan as a trustee, you will need to know your responsibilities and have the system to successfully address the trust placed in you.

IF you are establishing an estate plan with an independent third party, bank or corporate trustee, you will want to use the guide's, "Notify-Respond-Verify" system. Make sure they get it correct.

IF you are a parent or grandparent, what gift could be more important or useful than a well drafted estate plan and a system to make it work? Give your heirs the tools they can use to make the plan a success.

WHO SHOULD GIVE THE GUIDE?

IF you are an estate planning attorney you realize your clients need a system for transferring and tracking their assets. This is it. The Guide for the Successful Trustee.

IF you are an accountant do your clients have their assets properly titled? Use the "Guide" to get the proper registration and use the system to keep it that way. Thousands of dollars in unnecessary taxes and fees are generated by incorrect registrations.

IF you are a financial advisor, have your peers and predecessors titled all of their clients' past investments properly? What is your liability to clients on past transactions and current estate plans? Meet with the client and family go over the three phases of estate planning. Illustrate the phases and the differences between the three. "The Guide for the Successful Trustee" has the system to make it simple and successful.

Almost everyone experiences the duties of a Trustee as a once in a life time event. Unless you are a professional fiduciary, you will not have had occasion to work in this capacity before. This means that you are liable to make mistakes - sometimes very serious ones - because of lack of experience in these matters. That is why this book is so valuable to you. Here we provide you both important answers and psychological relief. You can move forward with confidence, knowing that you have all the right questions covered and you have received the correct answers from true professionals. The book is very easy reading because it is provided in a question and answer format. You want to know what you need to know and you want to be assured that you are asking all the right questions. The authors have decades of experience in the field of estate planning. They apply their considerable knowledge of working with trustees on the settlement of a wide variety of estates to make you feel confident that you will be able and prepared to perform your duties. You will get the answers you need and you can be assured that the subject is covered very thoroughly. So, if you are looking for a book on the settlement of an estate, or if you need to know what you have to do as a trustee, this is the perfect book for you. So let me congratulate you. You have done the right thing, made a wise choice in purchasing this book. Questions? Contact the authors at [email protected].

New issues in estate planning today include the inheritance rights of sperm bank children, increasing recognition of an action for Intentional Interference with an Expectancy (Anna Nicole Smith case), the Harmless Error rule, and the increasing liability for attorneys who do a poor job of drafting. The book uses the richness of relatively full versions of contemporary cases - interspersed with segments of relevant statutes - to show the variety of important issues involved in any real case, and the variety of different techniques which may be employed to try to reach a particular result. Memorable stories and recent cases illustrate the fundamentals of estate planning. A few of the major issues in probate are included, such as entry into the safe deposit box of the deceased, giving (or avoiding) notice to creditors, and disputes over who is entitled to serve as personal representative when there is a serious dispute between creditors and heirs. The combination of good stories, relevant statutes, and important contemporary issues should give the reader a rich understanding of the area of estate planning. About the author: Prof. Lucy A. Marsh, a graduate of Smith College and the University of Michigan Law School, has taught Trusts & Estates for many years at the University of Denver Sturm College of Law, and is the author of assorted books and articles in the field. She is Founder and Director of the Wills Lab, in which students write real wills, medical powers of attorney, living wills, and related documents for low-income clients under the direct supervision of practicing attorneys - thus giving law students the opportunity to learn the important skills of interviewing, advising, and drafting from lawyers who are experts in the field. Her goal is to help students learn how to apply theory to practice - effectively.

In this expanded second edition of "What You Need to Know About Estate Planning in Texas," family law attorney Thomas Daley explains the building blocks of a comprehensive estate plan in plain English. Even if you don't know the difference between a Springing Power of Attorney and a bottle of spring water, "What You Need to Know About Estate Planning in Texas" will explain all the important concepts you need to understand. Written in the crisp style of a litigation attorney, this expanded second edition of Thomas Daley's popular title contains descriptions of Miller Trusts, used to divert income so that a nursing home patient can qualify for Medicaid and Lady Bird Deeds that allow a Medicaid recipient to pass their homestead to family members without being subject to Medicaid Estate Reimbursement Program ("MERP") claims. The appendices contain numerous sample forms and a questionnaire that you can complete before meeting with an estate planning attorney. Your estate plan speaks for you when you can no longer speak for yourself. This book is a practical, no-nonsense first step in creating your own comprehensive estate plan.

One of the fastest ways to transfer property after your death is through a living trust because trusts are not required to go through probate court. In addition to saving time and avoiding probate costs, a trust lets you control who will receive property after you die. "8 Living Trust Forms" helps you create your own living trust forms to meet your needs.

You'll discover how to:

avoid probate,

distribute property quickly,

keep property distributions private,

provide an alternative to creating a will,

ensure your possessions will be distributed as you wish,

reduce the potential family conflicts,

and much more.

For many people, a will is their first choice for passing on property to their loved ones, but it's not the only document that should be considered. Both a will and living trust contain your inheritance instructions, meaning they state who gets what property, when they will get it, and how they will get it. To create a living trust, a lawyer is not required or necessary, especially for simple living trusts. All you really need is a little bit of intelligence and the right information. A living trust can be an important part--and in some cases, the most important part--of your estate. A living trust can help ensure that your assets are managed according to your wishes, even if you become unable to manage the trusts yourself.

Sample Living Trust Forms Include:

Single Person Living Trust

Married Living Trust

Married AB Living Trust

Florida Witness Statement for Living Trust

Assignment of Property to a Living Trust

Affidavit of Assumption of Duties by Successor Trustee

Living Trust Amendment

Revocation of Living Trust

Checklist

The Legal Self-Help Guide series provides information to those who want to understand their legal rights and responsibilities in an effort to resolve legal problems or know enough to feel confident in their decision to retain legal counsel. This Guide provides plain-English explanations as an alternative to the legal jargon that fills legal books.

Express Your Rights.

At Peerless Legal we believe the law is only useful when people have the tools they need to understand their rights. Join us on our quest to make the law usable and accessible to anyone.

No CDs No Confusing Online Application Forms No Monthly (Or Hourly) Fees

Save Time Save Money Make It Legal Learn Basics

Learn more and get updates at www.PeerlessLegal.com.

Approximately 70% of Americans will face difficult end of life medical decisions. Making these decisions for ourselves is hard, but making these decisions for our loved ones can be heart-wrenching. Chances are you know someone who has been in the position of needing to make important medical decisions for a dying family member. More often than not, these decisions are followed by second guessing and self-doubt. Why Every Adult Must Have A Health Care Directive is a fun and fast read covering the reasons for having a Health Care Directive and the steps to preparing one. A free Minnesota Health Care Directive form is included.

This book will guide you, step-by-step, as you to get your financial and legal affairs in order after the death of your Spouse. Some of the topics included are: do you need to probate; how to organize and manage your finances; how to apply for social security, insurance and retirement benefits; when you need an accountant; what if your Spouse owned a business; how to pick an attorney; how to get your own affairs in order; beneficiary designations; power of attorney; medical power of attorney; guardians; wills; trusts; how you can avoid probate. There are no do-it-yourself legal forms, but there are 10 forms and checklists you can download (included in the price of the book) which streamline the process and save you time and energy. A Personal Note from the Author "Although I've been an estate planning and probate attorney for 30 years, I'm really in the peace of mind business. Once your affairs are in order, you will have made things as easy as possible for yourself and you will achieve peace of mind."

This book initially describes the existence of kampung in the centre of Jakarta and the most prominent strategy to tackle in the past-KIP (Kampung Improvement Program)- with its shortcomings. Then, the book elaborates the concept of land readjustment in general and examines the practice of land readjustment in Germany and Japan as references for possible application in Jakarta. Lessons learnt are taken from both countries experiences and ultimately put forward a model of potential application for kampung upgrading in Jakarta.

To many, asset protection seems like an ultra-luxury. The aim of this book is to let people know who can provide competent asset protection planning, what asset protection is, where asset protection can be done, when asset protection should be done, why it is no longer a luxury, but a necessity, and how asset protection can be achieved. To this end, it is written in a (hopefully) approachable format for both the interested public and financial professionals, and should cover the broad strokes of asset protection planning in one sitting. If you believe that you don't own enough to protect, ask yourself: How long did it take for me to pay for and earn all of these assets? How would I feel if a creditor took them, and my only alternative to save it is to declare bankruptcy and ruin my credit?

New Tax Court decisions have had a major impact on wealth succession planning the last few years, including the popular use of the family limited partnership. This guide will keep you current with legal arguments and technical analyses that apply to estate and gift tax law specific to the business valuation profession, including family limited partnership and wealth succession planning. 220 estate and gift tax law court case abstracts dating back to 1995 including in-depth analysis on the recent Astleford, Bigelow, Holman, and Jelke decisions; articles on estate and gift tax law and FLPs excerpted from the Business Valuation Update; 4 never-before-published research articles by experts William Chandler, Bruce Johnson, Will Frazier, and Owen Fiore; plus a quick reference summary table that outlines the cases abstracted. Court case abstracts from the past year, including in-depth analysis on the Astleford, Bigelow, Holman, and Jelke decisions.

Equity and Trusts in Nigeria covers wide-ranging issues in this area of law and draws from a mixture of property law and the law of obligation. Some of the topics covered are: History and Development of Equity; Equitable interest in land; The nature of trust; Matrimonial property and trusts; Charitable trust; General equitable defenses; Trustees' fiduciary duties; Commercial trusts and insolvency; and the future of equity.