Alpha Teach Yourself Estate Planning in 24 Hours - Couverture souple

Lyman J.D. CFP, Keith R.; CFP

 
9780028641973: Alpha Teach Yourself Estate Planning in 24 Hours

Synopsis

Alpha Teach Yourself Estate Planning in 24 Hours covers every aspect of the estate-planning process, with a focus on tools readers can use to preserve their assets, minimize taxes, and ensure a smooth transfer of property. The book will cover: reasons for proper planning; understanding types of asset ownership; creating and changing wills; setting up trusts; granting power of attorney; establishing health care directives; insurance planning; minimizing inheritance and estate taxes; avoiding probate, and gift planning.

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À propos de l'auteur

Keith R. Lyman, J.D., CFP, has been practicing law for more than 20 years. He is a member of the American Bar Association; Indiana Bar Association; Probate, Trust, and Real Property section of the Indiana Bar Association; National Association of Estate Planners; and the National Academy of Elder Law Attorneys. He is also a certified financial planner and frequent speaker on estate-planning issues.

Keith R. Lyman, J.D., CFP, graduated from Washburn University School of Law in Topeka, Kansas, in 1978, and is a member of the American Bar Association, Indiana Bar Association, Probate, Trust, and Real Property section of the Indiana Bar Association, Terre Haute Bar Association, National Association of Estate Planners and Councils, and the National Academy _of Elder Law Attorneys. Mr. Lyman has spoken twice for the Indiana Continuing Legal Education Forum on the topics of "Drafting Your First Trust Under $650,000" and "Drafting Your First Trust Under $675,000."

Mr. Lyman is licensed to practice law in both Indiana and Kansas and is also a certified financial planner, having received his designation through the College for Financial Planning in Denver, Colorado. His firm, Lyman-Kincaid, PC, handles estate planning and planning for long-term care, and is located at 401 Ohio St. #10, Terre Haute, Indiana 47807.

À propos de la quatrième de couverture

Every year, approximately 66% of Americans die without a will or trust-causing assets to be unnecessarily tied up in probate, and the IRS to get up to 55% of the estate. Alpha Teach Yourself Estate Planning in 24 Hours is a step-by-step guide to understanding the entire estate-planning process with an emphasis on tax reduction and asset preservation strategies.

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