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For those financial planners who need to effectively manage the estate planning challenge for their clients, best-selling author Paul J. Lochray provides the updated information necessary for the formation and monitoring of an estate plan.

Financial And Estate Planning Guide (2008)

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

David Bach is the author ofbStart Late, Finish Rich/b, which debuted on theiNew York Times/iAdvice bestseller list, theiWall Street Journal/ibusiness bestseller list, and theiUSA Today/ibusiness bestseller list. He is also the author of the runaway bestsellerbThe Automatic Millionaire/b, which spent fourteen weeks on theiNew York Times/ibestseller list, and was simultaneously number one on theiNew York Times/i,iUSA Today/i,iBusiness Week/i, andiWall Street Journal/ibusiness bestsellers lists. He is also the author of the national bestsellersbSmart Women Finish Rich/b,bSmart Couples Finish Rich/b, andbThe Finish Rich Workbook/b. Bach has appeared twice oniThe Oprah Winfrey Show/ito share his strategies for living and finishing rich, and he is a regular contributor to CNN

A complete guide to protecting the financial future of your family - packed with helpful forms, charts, and worksheets.

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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Net Worth Builder removes the tedium from keeping and organizing your vital financial information. It lets you see your financial strengths and weaknesses quickly, by helping you build 15 personal reports that all roll into one personal net worth statement. Get loans or other financing more quickly with the presentation-quality personal net worth statement. It will give your financial institutions information they need at a glance. Make changes instantly when financial conditions change--all your modifications "ripple" right through to your personal financial statement. Make your tax preparation faster and easier by using Fast-Worth's supporting schedules to help fill in your Schedules B (Interest and Dividends) and D (Capital Gains).

School Calendar is a universal calendar for teachers and pupils from high-schools and colleges, letting them track lessons and tasks to do, organize the studies more effectively than before. To plan time and eliminate overlapping of classes, the calendar lets you track a single pupil or teacher, group of pupils, classroom or school teaching staff. The calendar is ideal as a single reference point for information about classes, details, material, notes and comments. The calendar has an automatic search option and auto-completion of information about a class if it has ever been entered into the database. For more convenience, there are different viewing modes: calendar with a vertical or horizontal timeline or a table-like one. Reminders can help users never miss the class or important event again. Introduced specially for teachers is an ability to see the payment details for any particular date. The calendar data can be synced with Microsoft Outlook, exported to various formats, such as .xls, .txt, .html, .xml for use in other applications. Included is an auto-backup option with an opportunity to remove old archives automatically. The calendar is password protected against unauthorized access. There is a low-priced edition of the product for a workgroup that allows users to work simultaneously over the network.

Top Financial and Estate Planning Issues for 2008 CPE Course

This guide provides all the practical information needed to undertake confidently one of the most important steps of a career, planning for the disposition of your estate. Wills, trusts, probate, life insurance, taxes, and many other estate planning concerns are discussed in detail. Over a hundred of the most commonly asked questions are answered in simple, straightforward terms. Over two hundred examples are included to explain the most important estate planning ideas. Designed for the interested layperson as well as the financial planner, insurance advisor, or attorney who is not an estate planning specialist but who wants to gain a better understanding of the estate planning process, Death and Taxes is a practical reference guide that cuts through the complications, clarifies options, and points the way to achieving your family's objectives.