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bStanley Neeleman/bis a well-respected estate-planning attorney with more than 20 years of professional practice. He lives in Provo, UT.bCarla Garrity/bandbMitchell Baris/bare clinical psychologists specializing in family counseling. They live in Denver and Boulder, CO.Filled with real-life case examples,bEstate Planning for the Healthy, Wealthy Family/bcombines a positive attitude, deep psychological insight, and

What Do I Do When . . . ?: Estate and Financial Action Plans for Life

Up and Running in 30 Days: A Proven Plan for Financial Success in Real Estate

Baby boomers have amassed fortunes through their innovation, work, and investments; they are also the beneficiaries of the largest intergenerational transfer of wealth in history. Boomers who will receive this wealth are wondering how it will affect them and their families' lives and are beginning to seek the advice of competent professionals to help them achieve their highest financial and philanthropic aspirations. Author Scott Fithian shows advisors how to help wealth holders of all levels use their personal values to simplify the planning process, ensure lifetime financial independence, and control their ultimate family and social capital legacies. Featuring a step-by-step system, this book shows advisors how to motivate clients to develop clear, concise objectives, particularly when it comes to soft issues such as philanthropy and values.

The Legal Software Solution to Protect Your Family. Over 270 documents covering a complete range of personal legal needs. Perfect for estate planning, estate administration & more. Great new online & collaboration tools to simplify your legal life even more. Bonus legal and financial resources.

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Mortgage Interest, Donations, Educational and Medical Expenses Product Information Finds and maximizes your deductions. Guides you step-by-step through mortgage interest, charitable contributions, education, medical expenses, and more. Shows you how to qualify for deductions, looks for deduction opportunities, and tracks how much you've saved in deductions and credits. Includes ItsDeductible to help you accurately value items donated to charity. Plus includes one free state download. Easy for first time users. It guides you step-by-step, and it asks you questions in plain English. then, puts answers on IRS- and state-approved forms. It also double checks your Return and looks for errors and flags audit risks. Take advantage of over 350 possible deductions: Charitable contributions Property taxes Vehicle registration fees Child-care credits Medical and dental expenses Tax preparation fees Educational expenses Gambling losses Job-searching costs Mortgage interest Credit for hybrid cars New Features Shows you how to qualify for just about any deduction - so there are no lost opportunities. Looks for deduction opportunities as you go - shows you which deductions you've taken, which you haven't, and which you're not yet eligible to take. Tracks how much you've saved in deductions and shows the impact on your refund/bottom line. Helps find overlooked deductions - reviews your return to identify missing income information and missed deductions. Helps you accurately value items commonly donated to charity so you don't have to guess at donation values. Product Features Guides you through common life events - new home purchases, new dependents and much more. Shows how future life changes will affect next year's taxes and how to optimize your future tax situation. Audit Alerts - Flags items the IRS might question - before you file. US Averages Comparison - Compares your deductions to national averages for your income bracket so you can quickly see if your deductions fall outside the norm. Official IRS Publications - Access to the official IRS publications - with information straight from the source. Windows Requirements Windows 2000, XP Home/Media Edition/Pro (32-bit), Vista (32-bit) Home Basic/Home Premium/Ultimate/Business, Administrative rights required IBM or compatible 200 MHz Pentium processor 128 MB of RAM SVGA color monitors (high color-16 bit) 800 X 600 screen resolution Internet Connection: Desktop Products: 28.8 Kbps modem or direct Internet connection Microsoft Internet Explorer 6.0 or higher Macromedia Flash 7.0 MSXML 3.0 2X CD-ROM drive Federal Products: 250 MB Hard Disk Spac

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www.socrates.com Avoid costly legal fees. This easy-to-use e-book contains all the instructions and forms you need to set up and manage your own Limited Liability Company. An LLC gives you the tax advantages of a partnership and the liability protection of a corporation. Advantages and disadvantages of LLCs versus sole proprietorships, partnerships and corporations General provisions Guidelines for naming and registering your LLC Articles of organization Operating agreement Taking advantage of tax status Accounting and tax shelters Asset protection techniques Limited liability partnership Included Forms: Business Law Dictionary Assignment of Assets Bill of Sale Certificate of Amendment Limited Liability Companies Operating Agreement Meeting Minutes Limited Liability Company Register Quitclaim Deed Operating Agreement Operating System: Windows 2000 Professional Windows XP Home Windows XP Professional Others: Adobe Acrobat Reader 6.0 or higher Internet Explorer 6.0 or higher Word 2000 or higher Excel 2000 or higher .NET Framework 1.1 or higher .NET Framework 1.1 with Service Pack 1 Software SS4309 Socrates Media, LLC Limited Liability Companies Legal Reference Reference PC Socrates Limited Liability Companies US

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