Estate planning basics
Book - 1999
Saved in:
- Subjects
- Genres
- Law for laypersons
- Published
-
Berkeley :
Nolo Press
1999-
- Language
- English
- Physical Description
- volumes ; 23 cm
- Bibliography
- Includes index.
- ISBN
- 9781413331493
- Your Estate Planning Legal Companion
- 1. A First Look at Estate Planning
- Evaluating Your Personal Situation
- Your Property
- Your Beneficiaries
- Providing for Young Children
- Planning for Incapacity
- Transferring Your Property After You Die
- Estate Taxes
- Making Changes
- More Estate Planning Resources From Nolo
- 2. Your Beneficiaries
- Direct Beneficiaries
- Alternate Beneficiaries
- Beneficiary Complexities
- Disinheritance
- Talking It Over
- 3. Children
- Naming Someone to Care for Young Children
- Naming Someone to Manage Your Child's Property
- Choosing How Your Children's Property Should Be Managed
- Naming Children as Beneficiaries of Life Insurance
- Tax-Saving Accounts
- Leaving Property to Adult Children
- Leaving Property to Other People's Children
- 4. Planning for Incapacity: Medical Care and Finances
- Medical Decisions
- Financial Decisions
- 5. Wills
- Will Requirements
- Types of Wills
- Probate
- Using a Will in Your Estate Planning
- Preparing Your Will
- Challenges to Your Will
- 6. Living Trusts
- How a Living Trust Works
- Do You Need a Living Trust?
- Living Trusts and Taxes
- Living Trusts and Young Children
- Shared Living Trusts for Couples
- Making Key Decisions About Your Living Trust
- Preparing Your Living Trust Documents
- 7. Other Ways to Avoid Probate
- Pay-on-Death Bank Accounts
- Transfer on Death Accounts for Securities
- Transfer on Death Car Registration
- Transfer on Death Deeds for Real Estate
- Joint Tenancy
- Tenancy by the Entirety
- Community Property With Right of Survivorship
- Community Property Agreements
- Simplified Probate Proceedings
- Life Insurance
- Gifts
- 8. Retirement Plans as Estate Planning Devices
- Individual Retirement Programs
- Pensions
- Choosing Beneficiaries for Individual Retirement Programs
- Retirement Plans and Taxes
- 9. Estate Tax
- Federal Estate Tax Exemptions
- State Estate and Inheritance Tax
- Gift Tax
- The Federal Income-Tax Basis of Inherited Property
- 10. Reducing Federal Estate Taxes
- Making Gifts During Life
- Disclaimer Trusts
- Tax-Saving Irrevocable Trusts
- Disclaiming Gifts
- 11. Property Control Trusts
- Marital Property Control Trusts for Second or Subsequent Marriages
- Special Needs Trusts for People With Disabilities
- Education Trusts
- Spendthrift Trusts
- Flexible Trusts
- 12. Lawyers
- Will You Need a Lawyer?
- Working With a Lawyer
- Doing Your Own Research
- 13. Finalizing Your Estate Plan
- Storing Your Documents
- Sharing Your Documents
- Revising Your Documents
- Appendix
- Some Sample Estate Plans
- Leslie and Martin: A Couple in Their Late 50s
- Michelle: A Single Mother in Her 40s
- Randy and Lisa: A Prosperous Older Couple
- Gail and Nick: A Young Married Couple
- Richard: A Single Man
- Clemencia and Pierre: A Couple in Their Second Marriage
- Index