| Part No |
Price |
Item |
|   |
  |
Audio Cassette Resources |
| Tape 001 |
$8.95
|
Scriptural & Practical Methods of Household Management: Understanding the Household. Learn what the Bible says about the significance of the household in the kingdom of God.
If you buy only one tape, this is the one! |
| Tape 002 |
$8.95
|
Scriptural & Practical Methods of Household Management: Setting Your Financial House in Order. This tape discusses practical strategies for not only achieving financial independence, but attaining the four percent population status of U.S. millionaire. |
| Tape 003 |
$8.95
|
Scriptural & Practical Methods of Household Management: Legal Foundations for Household Management. A thorough discussion of life probate issues (unanticipated disability or incapacity) and death probate issues (estate transfer) which can devastate a household and how to prepare for them. |
| Tape 004 |
$8.95
|
Scriptural & Practical Methods of Household Management: Tools Needed To Protect Assets, Provide for Estate Planning. A summarization of how the Funded Revocable Living Trust, the Family Limited Partnership, the Irrevocable Life Insurance Trust, and the Charitable Remainder Trust could be right for your household. |
| All Tapes |
$19.95
|
Scriptural & Practical Methods of Household Management: |
| Part No |
Price |
Item |
|   |
  |
Publication Resources |
| Pub 001 |
$12.95
|
"Study Manual For Small Estates" Practical explanation for the understanding of issues relating to estates under $650,000.
Approx. 14 pages. |
| Pub 002 |
$129.95
|
"Planning Portfolio for Small Estates" A comprehensive study manual and model forms book designed for a married couple with an estate of under $650,000. Legal forms available for your application and use include non-tax planning will (simple will), Durable Power of Attorney, Medical Power of Attorney, Declaration of Guardian in the Event of Later Incompetence or Need of a Guardian, A Living Will (life support directive), an Anatomical Gift Donor Form (organ gifting), Funeral and Burial Instruction Letter and Inheritance Letter (Information Letter of Testator).
Approx. 55 pages. |
| Pub 003 |
$19.95
|
"Study Manual For Larger Estates" Successful Estate Planning concepts which include minimizing tax liability for estates over $650,000.
Approx. 15 pages. |
| Pub 004 |
$187.50
|
"Planning Portfolio for Larger Estates" A comprehensive study manual and model forms book designed to eliminate or minimize Federal Estate Taxes for the estates of a married couple with an estate in excess of $650,000. Legal forms available for your application and use include a tax-planning will (including by-pass and marital trust provisions), Durable Power of Attorney, Medical Power of Attorney, Declaration of Guardian in the Event of Later Incompetence or Need of a Guardian, A Living Will (life support directive), an Anatomical Gift Donor Form (organ gifting), Funeral and Burial Instruction Letter and Inheritance Letter (Information Letter of Testator).
Approx. 65 pages. |
| Pub 005 |
$19.95
|
"Study Manual Using Living Trusts in Estate Planning" An understandable and objective presentation to help the reader decide, "Is the Living Trust for Me?".
Approx. 27 pages. |
| Pub 006 |
$198.95
|
"Living Trusts in Estate Planning" A thorough and easily read study manual and model forms book which will not only answer your questions about living trusts, but will give you an opportunity to implement your own living trust. Documents necessary for you to transfer assets into the trust are included.
In addition to the revocable living trust agreement (designed for husband and wife), other legal forms and documents include, a Pour-Over Will, List of Assets Form, Quit Claim Deed Form, Personal Property Distribution List, Sample Letters of Ownership Transfer(s), Declaration of Guardian in the Event of Later Incompetence or Need of Guardian, Durable Power of Attorney, Medical Power of Attorney, Living Will (Life Support Directive), Anatomical Donor Gift Form (organ gifting), Funeral and Burial Instruction Letter and Inheritance Letter (information letter of testator).
Approx. 93 pages. |
| Pub 007 |
$19.95
|
"Study Manual on Lawsuit and Asset Protection" A concise, but complete introduction to the triple values (estate tax minimization, asset protection and income tax minimization) of the Family Limited Partnership and the Limited Liability Company.
Approx. 17 pages. |
| Pub 008 |
$219.50
|
"Lawsuit And Asset Protection" A detailed layman's analysis of the tax and liability benefits provided by the Family Limited Partnership and/or the Limited Liability Company. Model forms included consist of over 155 pages of legal documents, alone worth a minimum of $5-6,000 in attorney fees.
Forms include Limited Partnership Agreement, Certificate of Limited Partnership, Deed of Gift, IRS Tax forms and instructions, Limited Liability Company Regulations, Articles of Organization, Deed of Gift, and IRS Tax Forms with instructions for filing.
Approx. 170 pages. |
| Pub 009 |
$19.95
|
"Study Manual on Tax Planning" The benefits of charitable giving are discussed to include the use of a Charitable Remainder Trust, even putting into place your own non-profit corporation to create your own family controlled "charity" (private foundation.)
Approx. 30 pages. |
| Pub 010 |
$165.95
|
"Tax Planning Handbook" A fabulous tool designed for the owner of estates larger than $1.5 million, or for property owners facing large capital gains taxes consistent with the sale of appreciated assets. Not content to pay Uncle Sam what he wants, this study manual and forms book takes the reader through a step-by-step process most lawyers are not familiar with; i.e., the gifting of assets through a Charitable Remainder Trust into your own private family foundation.
The forms contain the Charitable Remainder Trust agreement (Unitrust), Articles of Incorporation for your non-profit corporation, By-laws, Minutes for the Organizational Meeting, and sample Board of Director meetings minutes forms. After state incorporation, steps for applying for tax exemption can be used by completing IRS Forms SS-4, 1023, 872-C and 8718 all included with instructions. Also included are required information returns for tax exempt entities including private foundations (for 990PF, Form 990, Form 990EZ and Form 990T).
Approx. 229 pages. |
| Pub 011 |
$15.00
|
"Study Manual for Use of the Life Insurance Trust" This manual shows you the options of providing Life Insurance benefits to children and grandchildren all tax free at a fraction of the costs it would take to assimilate comparable assets.
Approx. 19 pages. |
| Pub 012 |
$139.95
|
"Life Insurance Trust" A study manual and all inclusive legal forms book which enables the small estate owner to add maximum financial leverage to modest assets through the use of a trust. For a few pennies on the dollar, even millions can be provided for beneficiaries using the enclosed forms and documents.
Included: Irrevocable Trust Agreement, Trust Schedule, "Crummy" Letters (gift, beneficiary and withdrawal), and IRS tax form SS-4 with instructions.
Approx. 40 pages. |