Plan Ahead: Protect Your Estate and Investments

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Self-Counsel Press, Jan 1, 2003 - Business & Economics - 160 pages
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This book will help you get your estate and your financial affairs in order without the expense of a lawyer. * Get your financial affairs in order * Understand how current tax laws affect your estate * Learn how to use trusts to protect your estate To protect the needs and interests of yourself as well as your loved ones, you must have a valid will, a thorough estate plan, and profitable investments. Written by a professional financial planner, Plan Ahead: Protect Your Estate and Investments will help you get your estate and your financial affairs in order without the expense of a lawyer. Using easy-to-understand language, this comprehensive guide takes you step-by-step through the process of understanding tax and estate laws and creating an estate-management system that effectively addresses your needs. Explaining all aspects of wills, estates and investments, this book also includes worksheets for trusts, investments and new tax laws, making it easier than ever to get your affairs in order! Even if you already have a sufficient will or estate plan in place, you must ensure that you update your plan as tax laws change. These changes can affect almost every American with an estate plan, a will, or related investments. Make sure that you are protected!

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Contents

ORGANIZING YOUR PERSONAL INFORMATION
3
SETTING UP YOUR BUDGET
9
WHAT HAPPENS TO YOUR ASSETS WHEN YOU DIE?
17
Copyright

10 other sections not shown

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About the author (2003)

Frank Eberhart is a financial planner and certified estate planner who currently works as a financial advisor. He conducts regular seminars on financial and estate planning.

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