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         Estate Planning:     more books (100)
  1. Plan Your Estate (Plan Your Estate National Edition) by Denis Clifford, 2008-03
  2. Estate Planning for Domestic Partners by Jeffrey G. Marsocci, 2007-10-17

141. Defective Yeti: Estate Planning
defective yeti The Musings of Matthew Baldwin, Pretty Okay Guy.
http://www.defectiveyeti.com/archives/001367.html
Estate Planning If anyone in Seattle wants to recommend a lawyer for estate planning, drop me a line or mention them in the comments. I need to get a will and a living will, and would prefer not to pay so much that there's nothing left to bequeath. Suggestions for estate planning software packages are also welcomed, thanks. Posted on July 19, 2005
Comments If you do find that some software is way to irresistible, however, then AT THE VERY LEAST be sure to get the latest version, and the version specifically for Washington State but even then, I wouldn't trust it. We lawyers are a tricky bunch you never know what the legislators of your state have pulled off at the last minute, right after the release of the SW. JMHO. Good luck! K. Posted by: Karen on July 19, 2005 04:17 PM Can't make any recommendations about Great Northwesternly located Estate Lawyers either. But I will recommend that you look at the same time for a Financial Planner (find a certified one!) to help you out with your investments. Help you to build an estate worth planning around! Once you have a portfolio of investment accounts, you'll need to update your wills n such to reflect those items' beneficiaries. You'll want to do the investment planning in parallel as the estate planning so you won't have to pay extra to have the lawyers redraft your wills later. Don't scoff at the idea of having an investment portfolio just because you may not have much in the way of investments quite yet. Once you and the Queen change jobs, you'll likely have 401k accounts to roll into IRAs, if you don't already. Those can add up and need taking care of.

142. Wills, Trusts, And Technology - Corrections And Additions
Comprehensive listing of software for estate planning, estate administration, and drafting wills and trusts, assembled by Dan Evans.
http://evans-legal.com/dan/wtt-new.html
Corrections and Additions to
Wills, Trusts, and Technology
An Estate Lawyer's Guide to Automation, Second Edition

By Daniel B. Evans
Last updated: 5/7/2004
Appendix A: Software for an Estate Practice
The following is a list that both supplements and replaces Appendix A of the second edition of Wills, Trusts, and Technology
Estate Planning
General Calculations and Illustrations
The following programs can illustrate one or more estate planning strategies and recommendations, both through tax and financial calculations and projections and through charts and graphs. The capabilities of the programs vary greatly, but the tax calculations and strategies might include marital deduction decisions, lifetime giving, life insurance recommendations, tax elections for business interests, generation-skipping taxes, state death taxes, and charitable split-interest trusts. Program(s) Publisher Telephone# Web Site URL BNA Estate Tax Planner BNA Software www.bnasoftware.com CASE Wealth Design Center www.wealthdesigncenter.com Crescendo Estate Crescendo Software (Comdel, Inc.)

143. Wisconsin State Law Library - Estate Planning
Links to estate planning issues affecting Wisconsin residents.
http://wsll.state.wi.us/topic/estate.html
Estate Planning Wisconsin State Law Library Ask A Search Library Catalog Site Search
Estate Planning
The Law See also: Legal Forms: Estate Planning
See also: Life Insurance
See also: Legal Assistance
Funerals / Burial / Final Arrangements
The Law

144. Estate Planning
Retirement Guidance . estate planning Action Center. estate planning Tools.Protect more of your wealth with our suite of estate planning tools.
http://web.fidelity.com/EstatePlanning/main.jhtml
Estate Planning Tools
Protect more of your wealth with our suite of estate planning tools.
Estate Planner
Learn about strategies to help you leave as much as possible to your heirs.
Estate Tax Calculator
Estimate your future federal estate tax liability.
Estate Plan Organizer
Get organized, so you can avoid taxes and preserve assets.
Inheritor Services
Use these services to guide you through the process of inheriting accounts.
Understanding the Legal Process of Inheriting Accounts
Review how account ownership is transferred after the loss of a loved one.
Dealing with the Details of the Estate
Use these checklists for surviving spouses, inheritors and executors.
Transferring Ownership of Different Types of Fidelity Accounts
Begin the process of taking ownership of an inherited account.
Finding Fidelity Services to Meet Your Needs
Let us help you address your income and/or money management concerns. Frequently Asked Questions Personal Trust Services Ability to act as sole or co-Trustee Fiduciary expertise and administration Professional Investment Management Trust Accounting and Tax Preparation ... Successor Trustee Additional Resources Retirement Income Planning Tools Benefits of Wills Benefits of Trusts Learn About Beneficiary Designations ... Fidelity Products and Services Contact Fidelity Talk to a specialist Visit an Investor Center.

145. Law Firm Of Skidmore & Hall
Medina firm, offering services including real estate, domestic relations, estate planning, probate, criminal defense, corporate law.
http://www.skidmoreandhall.com/
Home
Attorneys Services Will Preparation ... Links A Sponsor for:
"Dynamic Representation by Caring Counsel"

146. Estate Planning
estate planning . Calculate Your Federal Estate Taxes This should not beused as the primary basis for making estate planning decisions, and you should
http://web.fidelity.com/EstatePlanning/tools/tax/taxCalc.jhtml;webSessionId=TUKJ
Estate Planning
Estate Planning Tools
Overview

Estate Planner

Estate Tax Calculator
Estate Plan Organizer

Inheritor Services
Understanding the Legal Process

Dealing with Details of the Estate

Transferring Ownership of Accounts

Finding Fidelity Services
... FAQs Estate Planning Resources Wills Trusts Learn About Beneficiary Designations Working with a Tax Advisor or Attorney ... Estate Planning Calculate Your Federal Estate Taxes Estimated Time to Complete: 20 Minutes The Estate Tax Calculator is designed to help you: Estimate your taxable estate and potential federal estate tax liability Plan more efficiently Complete our online Estate Planner Before beginning the Estate Tax Calculator, please answer the following: Single Married Important Estate Planning Information

147. Asset Protection, Estate Planning, Medicaid Planning, Trusts And Wills - Mr.Esta
Albany firm, specializing in estate planning, estate administration and asset protection.
http://www.mrestateplan.com
Asset Protection, Estate Planning, Me dicaid Planning, Trusts and Wills Home Free Seminars Free Newsletter EP Resources ... Search Our Law Firm Welcome from Mr. Estate Plan - Sholom Koplovitz
You are about to enter a truly unique web site. Here you will find literally hundreds of pages of FREE information to answer your estate planning and administration questions. My goal, and that of my partners at Herzog, Engstrom and Koplovitz, P.C. is to give more information than you would ever need to successfully navigate the estate planning and administration waters. As an estate planning attorney for 35 years, former city court judge, radio host, TV commentator and author, I will present information to you that is easy to understand and apply. I would like to caution you that this site is not meant to replace a competent Estate Planning attorney , but rather to help you understand basic estate planning and administration so that you can better deal with your chosen attorney. Estate Planning Estate
Administration
Nursing Home ... Contact Us New This Month: Seminars for September 2005 Estate and Medicaid Planning - Wednesday, Sept. 21st

148. PROFITguide.com | Tests & Quizzes | Estate Planning Quiz
Profitguide.com is PROFIT magazine s online centre for Canadian entrepreneursfeaturing key business information on exporting, buying selling online,
http://www.profitguide.com/quizzes/estate.asp
SITE SEARCH
Current Issue

Money ... Plan. Preserve. Pass it on.
10 minute quiz for business owners sponsored by Grant Thornton LLP. Instructions Take the test. Click on your answer to each multiple choice question, then hit "submit." Get your score. And you'll also see a detailed explanation of the estate planning point covered in each question. Print your results. Have your printout on hand for your next meeting with your estate planning professional.
  • Income tax and other laws are constantly changing. Also, personal circumstances may change due to such events as a death in the family, a divorce or new marriage. Is your will up to date?
    a. Yes
    b. I have no will
    c. No, or I'm not sure
  • To deal with constantly changing tax rules, your will should allow your executors to make any elections or decisions that might be needed to minimize tax. Do your executors have the flexibility to administer your estate in a manner that will minimize income taxes payable by your estate and / or your beneficiaries?
    a. Yes
  • 149. Home » Hiscock & Barclay, Attorneys At Law
    Providing business, corporate, estate planning and real estate legal services from offices in Albany, Syracuse and Buffalo.
    http://www.hiscockbarclay.com/

    150. Estate Planning: Introduction
    estate planning Considerations for Ohio Families. Introduction It can providethe basis for understanding estate planning terms and assist in outlining
    http://ohioline.osu.edu/estate/
    Estate Planning Considerations for Ohio Families
    Introduction
    The purpose of this website is to acquaint our Ohio readers with the issues associated with estate creation and transfer. It can provide the basis for understanding estate planning terms and assist in outlining personal objectives. This knowledge will be of assistance when selecting and working with estate planning counselors. The general principles discussed here should not be applied to specific situations without the advice of an attorney.
  • Background and Basics pdf Retirement Planning and Medical Insurance pdf ... Index
  • This website is not intended to substitute for legal or financial counsel or serve as a final answer to personal estate and financial planning problems. Statements made here apply to general situations. Solutions to specific problems depend upon the facts of the situation and the desires of family members involved. Legal and other appropriate counsel is advised for dealing with the planning, maintenance, and transfer of an individual estate.
    Acknowledgments
    • Jim Polson, CPA (inactive), District Specialist, Farm Management, OSU Extension (Emeritus)

    151. Colorado Estate Planning Lawyer; Tax And Probate Attorney
    estate planning attorney, with offices in Littleton.
    http://www.hemry.com/
    wills, trusts, estate tax, small business planning and counsel, estate administration and litigation advice.
    Tom A. Hemry, P.C.
    Attorney At Law
    P.O. Box 2118
    Littleton, CO 80161
    Telephone
    Fax

    The importance of your careful estate planning, especially if you have children, is prevention of disarray if you become incapacitated or suffer an untimely death. Each person has a unique set of circumstances that need consideration and require precision in estate planning. Whether your interests include your small business, investments, inheritance, the guardian of your minor children, or planning for a parent's or child's disability, sound effective preparation for a successful life and death depends upon properly considered decisions you make now.
    To do my best to understand each client and their unique circumstances; to effectively communicate the law affecting each client’s situation; and to work individually with every client along with my staff to prepare the estate planning or business planning documents the meet each client’s unique needs. My firm's experience includes drafting and litigating wills, trusts, and business documents. My knowledge of estate tax laws and procedures effecting estates and small businesses (from start-up to sale) enables me to give a client full and efficient estate planning service. Hopefully our commitment to quality and caring service affords the most successful results.

    152. Clifton Gunderson LLP - Services - Estate Planning
    Quick reference of estate planning Services offered by CG. See complete EstatePlanning Services information. SignUp for our free Tax News Wire
    http://www.cliftoncpa.com/Services/EstatePlan.asp
    Estate Planning Services
    We help you ensure that your legacy is passed on to the next generation.

    Proper estate planning helps ensure that only your intended heirs benefit from your estate. On the other hand, failing to plan properly may be costly. Estate taxes and administrative costs can consume a lifetime of hard work and careful saving, leaving little to pass on to your heirs. The professionals at Clifton Gunderson can help you organize and plan for the transfer of your assets, maximizing the amount your heirs receive while minimizing taxes and related expenses. If you are currently a Clifton Gunderson client, our one-to-one relationship with you means we are already familiar with your financial information and details regarding your business interests. If you haven't worked with us previously, you will be pleasantly surprised at the valuable benefits of establishing a relationship with Clifton Gunderson.
    Quick reference of Estate Planning Services offered by CG
    See complete Estate Planning Services information
    Sign-Up
    for our free Tax News Wire
    e-newsletter.

    153. Satter, Beyer, Bertram Gabor
    Firm practices in estate planning, insurance law, and probate and estate administration. Located in Pontiac.
    http://sbbglaw.lawoffice.com

    154. WM Financial Services - Estate Planning
    Learn why, when and how to start your estate planning.
    http://www.wamu.com/wmfinancial/planningeducation/educationalarticles/estateplan
    var g_bIsPilot = false; var g_dtToday = new Date("09/21/2005"); /* g_sCookieState is set in StateSelect.js */ var g_sCookieDomain = '.wamu.com'; var g_sThisURL = '/wmfinancial/planningeducation/educationalarticles/estateplanning.htm'; var g_sThisPage = '/wmfinancial/planningeducation/educationalarticles/estateplanning'; var g_sThisPageState = 'False'; var g_sTargetURL = '/wmfinancial/planningeducation/educationalarticles/estateplanning.asp'; var g_bIsSSPage = 'False'; var g_bIsCMSPage = 'True'; var g_bIsValidSSCMSName = 'False'; Open an Account Contact Us Help Search ...
    Estate Planning

    Estate Planning Estate Planning: Why? When? How?
    What is estate planning, and when should you do it? We'll explain—and give you a few easy steps to get started. More Estate Planning Strategies
    If you know what assets are in your estate, learn some ways to limit estate taxes and smoothly pass your assets to your heirs. The Tax Advantages of Life Insurance
    Life insurance can be a great investment for people who want to save on taxes—and for their beneficiaries. Should you Have Long-Term Care Insurance?

    155. Kevin M. Burns & Associates, P.A.
    Provides full range of CPA services including estate planning and insurance. Cape Coral, Florida.
    http://www.kmbcpa.com
    Certified Public Accountants/Certified Financial Planners - Diverse accounting practice providing tax services to individuals as well as construction, real estate and service businesses. We prepare a diverse variety of tax returns including estates.
    Providing the following client services:
    Consulting Services:
    Consulting Services
    Business Succession Planning
    Business Valuations
    Computer Consulting
    Estate Planning
    Financial Planning
    Retirement Planning
    Business Consulting Investment Review Business Entity Selection Tax Services: Tax Services Tax Preparation IRS Representation International Taxation Payroll Services Sales Tax Services Accounting Services: Accounting Services Compilations Bookkeeping/Write-Up Financial Statements Other Services: Other Services Expert Witness Services Litigation Support Contact Information: Firm Information Certified Public Accountants 4507 SE 16th Place Cape Coral, Florida 33904 Phone: Fax: Firm Contacts: Kevin M. Burns , CPA

    156. Estate Planning Necessary To Transfer Property, Prepare For Disabilities
    NEW YORK Families have a lot of misconceptions about estate planning. estate planning is important to anybody who cares about what happens after
    http://www.post-gazette.com/pg/05206/541086.stm
    Business Personal Business Mortgage Rates Salary Info ... Car Buyers' Guide
    Estate planning necessary to transfer property, prepare for disabilities
    Monday, July 25, 2005 By Eileen Alt Powell, The Associated Press
    NEW YORK Families have a lot of misconceptions about estate planning. Some think it's something only old people need to do. Others think it's all about avoiding taxes, or that it's only about money. But proper estate planning while it can involve all those things is much more. It's about who gets your possessions when you die. It's about who raises your children if they're still minors. It's about who makes critical medical decisions if you're incapacitated. "Estate planning is important to anybody who cares about what happens after they die, irrespective of wealth or age," said David Ness, president of the Raymond James Trust Co., which is headquartered in St. Petersburg, Fla. But many Americans apparently can't get over the emotions associated with death, and that stops them from putting their estates in order. A recent Gallup Poll found that half of American adults do not have a will, the legal document in which you name the people who are to receive your property after you die. And nearly 60 percent of Americans haven't prepared a living will, which spells out the medical care you do or don't want to receive if you become incapacitated by an accident or terminal illness.

    157. Morse Kimmel & Company
    Beverly Hills firm offering tax, financial and estate planning accounting, business consulting and bookkeeping. Includes service-bureau provided financial tips.
    http://www.morsekimmel.com/
    Providing the following client services:
    Contact Information:
    Firm Information
    8383 Wilshire Blvd. Suite 232
    Beverly Hills, CA 90211
    Phone:
    Fax:
    Email:
    lon@morsekimmel.com
    Firm Contacts:
    Lawrence D Morse (323) 653-1021
    lon@morsekimmel.com
    Additional Offices Additional Office 1 San Fernando Valley 18823 Los Alimos Street Northridge California 91326 Phone: (818) 360-7444 Fax: (818) 360-8641 Email: fred@morsekimmel.com Firm Contacts: Fredric B Kimmel (323) 653-1021 lon@morsekimmel.com Site Map Designed by ProSystem fx Site Builder - http://www.execusite.com

    158. The Estate Planning Links Web Site Has Moved To Www.estateplanninglinks.com
    The estate planning Links Web Site has moved. The new URL ishttp//www.estateplanninglinks.com.
    http://users.aol.com/dmk58/epl.html
    THE ESTATE PLANNING LINKS WEB SITE HAS MOVED.
    ITS NEW URL IS http://www.estateplanninglinks.com . Please visit the new site and change your bookmarks or favorites accordingly.
    Please click here to go to the new address. For those of you who are curious about what I am now doing, please feel free to visit my site at http://www.denniskennedy.com . Thank you. - Dennis Kennedy

    159. NAMI | Story Intro Into SNEP
    NAMI s Special Needs estate planning Guidance System is a service of NAMI, theNation s Voice on Mental Illness. To learn more about NAMI and our other
    http://www.nami.org/template.cfm?section=Special_Needs_Estate_Planning

    160. Welcome To Allegan Law Offices , P.C. Serves All Of Southwest Michigan, Includin
    Allegan general practice litigation firm, representing clients in criminal defense, personal injury, family law, estate planning, and medical negligence.
    http://www.alleganlaw.com/
    Welcome to the website of Allegan Law Offices, P.C. Allegan Law Offices, P.C. serves all of Southwest Michigan, including Allegan, Kent, Ottawa, Van Buren, Barry, St. Joseph, and Berrien Counties In addition, Attorney C. Michael Villar accepts select personal injury cases from all over the State of Michigan. Heystek Technologies

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