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Book details
  • Genre:BUSINESS & ECONOMICS
  • SubGenre:Personal Finance / Retirement Planning
  • Language:English
  • Pages:80
  • eBook ISBN:9780991250189

What's the Deal with Estate Planning?

by Peggy Hoyt

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Overview
Are you and your family prepared in the event of a disability or death? In her previous book, Straight Talk! About Estate Planning, author Peggy Hoyt provided a fresh new approach to thinking about estate planning that focuses on the personal aspect, not just the documents involved!. To be relevant, your estate plan must be well-counseled, fully funded and up to date. Don’t rely on your state’s default laws to create an estate plan for you – create one for yourself that meets your specific needs, goals and concerns. This requires that you understand your own situation and that of your family – and every family is unique! What’s the Deal With Estate Planning? explores Peggy’s unique approach to estate planning and addresses important questions regarding planning for mental incapacity, planning for long term care and ultimately, planning for your death, including a peak into what happens when someone dies. In this book, Peggy addresses the following questions: Why is Estate Planning Important? Should I Plan for Mental Disability? Doesn’t the Government Pay for Long Term Care? How vital is a Will and what does it provide for me and my family? Can you Trust Your Family? What if I have Unique Planning Concerns? Are Taxes a Big Concern? What Should I Do When Someone Dies? What about my Pets? This book also discusses the latest information for same-sex couples. It also includes a comprehensive list of resources for further information so that you can stay up to date with the latest laws and advice. Remember, every family’s situation is unique – a cookie cutter approach to estate planning will not work! It’s your family – provide them with the best possible outcomes. Educate yourself today before meeting with your estate planning professional tomorrow. Let Peggy’s book help you and your family plan for the future.
Description
Are you and your family prepared in the event of a disability or death? In her previous book, Straight Talk! About Estate Planning, author Peggy Hoyt provided a fresh new approach to thinking about estate planning that focuses on the personal aspect, not just the documents involved!. To be relevant, your estate plan must be well-counseled, fully funded and up to date. Don’t rely on your state’s default laws to create an estate plan for you – create one for yourself that meets your specific needs, goals and concerns. This requires that you understand your own situation and that of your family – and every family is unique! What’s the Deal With Estate Planning? explores Peggy’s unique approach to estate planning and addresses important questions regarding planning for mental incapacity, planning for long term care and ultimately, planning for your death, including a peak into what happens when someone dies. In this book, Peggy addresses the following questions: Why is Estate Planning Important? Should I Plan for Mental Disability? Doesn’t the Government Pay for Long Term Care? How vital is a Will and what does it provide for me and my family? Can you Trust Your Family? What if I have Unique Planning Concerns? Are Taxes a Big Concern? What Should I Do When Someone Dies? What about my Pets? This book also discusses the latest information for same-sex couples. It also includes a comprehensive list of resources for further information so that you can stay up to date with the latest laws and advice. Remember, every family’s situation is unique – a cookie cutter approach to estate planning will not work! It’s your family – provide them with the best possible outcomes. Educate yourself today before meeting with your estate planning professional tomorrow. Let Peggy’s book help you and your family plan for the future.
About the author
Peggy is a founding partner of The Law Offices of Hoyt & Bryan, a family wealth and legacy planning law firm specializing in wills, trusts and estates and elder law. She is a three-time Stetson University graduate receiving her B.B.A., cum laude, in 1981, her M.B.A. in 1982 and her J.D., cum laude, in 1993. Her passion is her pets - all of them - including 3 horses, 6 dogs - including one service puppy and 4 cats! She enjoys competitive trail and limited distance endurance riding. Peggy practices in the areas of family wealth and legacy counselling, including trust and estate planning and administration, elder law, small business creation, succession and exit planning, real estate transactions and animal law. In addition to her law degree, she holds a Florida real estate license. Peggy formerly held a NASD Series 7 license and health, life and variable annuities licenses. She serves as a certified FINRA Arbitrator and is also a Florida Circuit Court Mediator concentrating in family business, elder law and estate matters along with the resolution of pet disputes. Peggy holds Board Certifications from the Florida Bar in both Wills, Trusts, and Estates and Elder Law. Peggy and two friends, Kim Radcliffe and Casey Taylor have recently founded the Center for Animal Advocacy, a Central Florida law firm dedicated to legal issues related to animals and the people who love them. The firm is available for consultation on animal related issues such as custody disputes, landlord tenant issues, dog bite concerns, just to name a few. Peggy is the author of "All My Children Wear Fur Coats - How to Leave a Legacy to Your Pet", an informative and inspirational guide for pet owners who want to include their pets as part of their estate plans. In addition, she has just released, "The Pet Lover's Guide to Mediation", for pet owner's who need guidance as they try and resolve pet related disputes. She authors a blog on pet disputes at www.PetDisputes.com. She co-authored the following books with Candace M. Pollock: "Special People, Special Planning - Creating a Safe Legal Haven for Families with Special Needs" designed to educate families about the planning options and protections for their special needs family members; "Loving Without a License - An Estate Planning Survival Guide for Unmarried Couples and Same Sex Partners", created to address the unique planning needs of unmarried individuals in today's society; "A Matter of Trust - The Importance of Personal Instructions" stressing the importance of supplementing legal estate planning with personal instructions; "Women in Transition - Navigating the Legal and Financial Challenges in Your Life" created for all women as they learn, live and grow throughout their lives. She co-authored with Scott Farnsworth "Like a Library Burning - Sharing and Saving a Lifetime of Stories", addressing the whys and hows of protecting and passing on a lifetime of stories. Peggy co-authored with Deborah Roser, "Thank Everybody for Everything! Grow your Life and Your Business with Gratitude", and the companion five-year gratitude journal, "Gratitude Expressions". She lives by the daily mantra of "thoughts become things, choose the good ones." Peggy and Debbie have started a new books series with "Straight Talk! About Estate Planning" available in paperback and on Kindle. Their second in the series "Straight Talk! What To Do When Someone Dies" will be released in late February 2013. They have already begun, "Straight Talk! Yours, Mine and Ours - Estate Planning for Blended Families" expected summer 2013.
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