Turn to Plan Your Estate for straightforward, plain-English explanations of each of your estate-planning options, so you can make the best decisions for you and those you love.
Attorney Denis Clifford shows you how to:
avoid probate
leave property through a will or trust
use life insurance to provide for your loved ones
name a guardian for your minor children
leave property to a young person
plan for incapacity
implement strategies specific to business owners
reduce estate taxes, and
make final arrangements.
Applies in all U.S. states except Louisiana.
विषयसूची
Part I: Setting Your Goals
1. Selecting Your Estate Planning Goals
2. Personal Concerns and Estate Planning
Part II: Laying the Groundwork
3. Special Property Ownership Rules for Married People
4. Inventorying Your Property
5. Your Beneficiaries
Part III: Children
6. Children
Part IV: Wills
7. Wills
Part V: Probate and How to Avoid It
8. Probate and Why You Want to Avoid It
9. Living Trusts
10. Joint Tenancy and Tenancy by the Entirety
11. Pay-on-Death Designations, Regristrations, and Deeds
12. Life Insurance
13. Retirement Benefits
14. State Law Exemptions From Normal Probate
Part VI: Understanding Estate and Gift Taxes
15. Estate Taxes
16. Gifts and Taxes
Part VII: Reducing or Eliminating Estate Taxes
17. An Overview of Ongoing Trusts
18. AB Disclaimer Trusts
19. Other Estate Tax–Saving Marital Trusts
20. Charitable Trusts
21. Other Estate Tax–Saving Trusts
22. Disclaimers: After-Death Estate Tax Planning
23. Combining Estate Tax–Saving Trusts
Part VIII: Imposing Controls Over Property
24. Property Control Trusts for Second or Subsequent Marriages
25. Trust and Other Devices for Imposing Controls Over Property
Part IX: Taking Care of Personal Issues
26. Incapacity: Making Medical and Financial Decisions
27. Body and Organ Donation, Funerals, and Burials
Part X: Family Business Estate Planning
28. Family Business Estate Planning
Part XI: Going Further
29. Using Lawyers
30. After You Complete Your Estate Plan
31. After a Death Occurs
Part XII: Sample Estate Plans
32. Some Estate Plans
Glossary
Index
लेखक के बारे में
Denis Clifford, a graduate of Columbia Law School, where he was an editor of The Law Review, is a lawyer who specializes in estate planning. He is the author of many Nolo titles, including Quick and Legal Will Book, Make Your Own Living Trust and Plan Your Estate and coauthor of A Legal Guide for Lesbian and Gay Couples. He has been interviewed by such major media as The New York Times, Los Angeles Times, and Money Magazine.