The will and living will toolkit The ultimate guide to preparing your will and living will
Book - 2009
Saved in:
- Subjects
- Published
-
Carbondale, Ill. :
Nova Pub. Co
c2009.
- Language
- English
- Main Author
- Edition
- 1st ed
- Item Description
- "Includes CD-ROM with dozens of easy-to-use legal forms"--Cover.
"Includes all forms, in both text and PDF formats, on an enclosed CD"--P. [4] of cover. - Physical Description
- 303 p. : forms ; 23 cm. + 1 CD-ROM (4 3/4 in.)
- Format
- Windows and Mac compatible.
- Bibliography
- Includes bibliographical references and index.
- ISBN
- 9781892949479
- List of Forms
- Introduction To The Will And Living Will Toolkit
- Installation Instructions for Installing Forms-on-CD
- Installation Instructions for PCs
- Installation Instructions for MACs
- Instructions for Using Forms-On-CD
- To Access Adobe PDF Forms
- To Fill in and Use PDF Forms
- To Access and Complete the Text Forms
- Technical Support
- Chapter 1. Why Do You Need a Will and Living Will?
- Reasons for Having an Estate Plan
- To Provide Advance Health Care Plans for Emergencies
- To Avoid the State Deciding Who Will Receive Your Property
- To Avoid the Delays and Expense of Probate
- To Save Money on the Distribution Your Estate
- To Appoint Someone to Administer Your Property
- To Appoint a Guardian for Your Minor Children
- To Appoint Someone to Administer a Minor Child's Property
- To Disinherit a Child or Other Relative
- To Accomplish Other Results
- Chapter 2. Developing Your Own Personal Estate Plan
- Qualifications for Having an Estate Plan
- Estate Planning Tools
- Distribution of Property on Death
- Last Will and Testament
- Avoiding Probate
- Joint Tenancy with Right of Survivorship
- Living or Revocable Trusts
- Life Insurance
- Retirement Accounts and/or Pension Plans
- Payable-on-Death Bank Accounts
- Gifts to Minors
- Reducing Taxes
- Healthcare Concerns
- Living Will
- Health Care Power of Attorney
- Durable Power of Attorney for Financial Affairs
- Advance Health Care Directive
- Designation of Primary Physician
- Organ Donation
- Steps in Preparing Your Estate Plan
- Estate Planning Quick Checklist
- Estate Planning Chart
- Chapter 3. Property and Taxation Information
- What Property May Be Disposed of With Your Estate Plan?
- Community Property States
- Common-Law Property States
- Federal and State Taxes Relating to Estates
- Federal Estate Taxes
- State Estate Taxes
- State Inheritance Taxes
- Federal Gift Tax
- Income Tax on Inheritances
- Property Questionnaire Instructions
- Property Questionnaire
- What Are Your Assets?
- What Are Your Liabilities?
- Net Worth of Your Estate
- Chapter 4. Beneficiary and Gift Information
- Who May Be a Beneficiary?
- What Types of Gifts May You Make?
- Beneficiary Questionnaire
- Who Will Receive Which of Your Assets?
- Are There Any Other Relatives, Friends, or Organizations to Whom You Wish to Leave Gifts?
- Are There Any Persons Whom You Wish to Specifically Leave Out of Your Will and/or Living Trust?
- Chapter 5. Probate and Executor Information
- Overview of a Typical Probate Proceeding
- Simplified Probate Procedures
- Choosing a Executor
- Executor Duties Checklist Instructions
- Executor Duties Checklist
- Immediate Executor Duties
- Executor Duties Within First Month
- Executor Financial Duties
- Executor Information Checklist Instructions
- Executor Information Checklist
- Location of Records
- Funeral or Cremation Arrangements
- Persons, Businesses, and Organizations to Contact
- Relatives to Contact
- Friends to Contact
- Newspaper Obituary Information
- Chapter 6. Selecting a Will
- Instructions for Selecting Your Will
- Instructions for will for Married Person with Children (Using Children's Trust)
- Will for Married Person with Children (Using Children's Trust)
- Instructions for Will for Single Person with Children (Using Children's Trust)
- Will for Single Person with Children(Using Children's Trust)
- Instructions for will for Married Persons with No Children
- Will for Married Person with No Children
- Instructions for Will for Single Person with No Children
- Will for Single Person with No Children
- Chapter 7. Preparing and Signing a Will
- Instructions for Preparing Your Will
- Instructions for Signing Your Will
- Safeguarding Your Will
- Chapter 8. Changing a Will
- Instructions for Changing Your Will
- Codicil
- Chapter 9. Preparing a Living Will
- Typical Living Will Provisions
- Instructions for Preparing and Signing a Living Will
- Living Will Declaration and Directive to Physicians
- Instructions for Revoking a Living Will
- Revocation of Living Will
- Chapter 10. Preparing a Health Care Power of Attorney
- When You Should Use a Health Care Power of Attorney
- Revoking Your Durable Health Care Power of Attorney
- Instructions for Durable Health Care Power of Attorney and Appointment of Health Care Agent and Proxy
- Health Care Power of Attorney and Appointment of Health Care Agent and Proxy
- Instructions for Revocation of Durable Health Care Power of Attorney
- Revocation of Health Care Power of Attorney
- Instructions for witness Affidavit of Revocation of Durable Health Care Power of Attorney
- Witness Affidavit of Revocation of Durable Health Care Power of Attorney
- Chapter 11. Preparing a Durable Unlimited Power of Attorney for Financial Affairs
- When You Should Use a Durable Unlimited Power of Attorney for Financial Affairs
- State-Specific Power of Attorney Forms
- Instructions for Durable Unlimited Power of Attorney for Financial Affairs(1)
- Unlimited Durable Power of Attorney for Financial Affairs (Effective immediately)
- Instructions for Durable Unlimited Power of Attorney for Financial Affairs (2)
- Unlimited Durable Power of Attorney for Financial Affairs (Effective on disability)
- Instructions for Revocation of Durable Unlimited Power of Attorney for Financial Affairs
- Revocation of Durable Unlimited Power of Attorney for Financial Affairs
- Chapter 12. Preparing an Advance Health Care Directive
- What is an Advance Health Care Directive
- Living Will
- Health Care Power of Attorney
- Designation of primary Physician
- Organ Donation
- When You Should Use an Advance Health Care Directive
- Witness and Notary Requirements
- Instructions for Preparing Your Advance Health Care Directive
- Revoking Your Advance Health Care Directive
- Instructions for Revocation of Advance Health Care Directive
- Revocation of Advance Health Care Directive form
- Instructions for Witness Affidavit of Oral Revocation of Advance Health Care Directive
- Witness Affidavit of Oral Revocation of Advance Health Care Directive form
- Instructions for Additional Information for Advance Health Care Directive
- Additional Information for Advance Health Care Directive form
- Chapter 13. Preparing a Designation of Primary Physician
- Instructions for a Designation of Primary Physician
- Designation of Primary Physician
- Chapter 14. Preparing an Organ Donation Form
- Instructions for an Organ Donation Form
- Organ Donation Form
- Appendix: State Estate Planning Laws
- Glossary of Estate Planning Terms
- Index