| Description |
1 online resource (419 p.) |
| Contents |
Intro -- Title Page -- Copyright Page -- Table of Contents -- Introduction -- About This Book -- A Special Note for Residents of Louisiana -- Conventions Used in This Book -- Foolish Assumptions -- Icons Used In This Book -- Beyond the Book -- Where to Go from Here -- Part 1 Getting Started with Your Will or Trust -- Chapter 1 Ensuring That Your Last Wishes Are Honored -- The Good, the Bad, and the Ugly: What Can Happen When You Don't Plan Your Estate -- Reaping the Benefits of Planning Your Estate -- Planning for your care while you're alive -- Ensuring that your assets go where you want |
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Making things easier for your family -- Looking Out for Common Pitfalls -- Benefits and dangers of jointly titling real estate, property, and bank accounts -- Benefits and dangers of having your assets "pay or transfer on death" -- Benefits and dangers of life estates -- Danger of subjecting an asset to Medicaid spend-down rules -- Potential for increased tax exposure -- Realizing What Happens If You Don't Have an Estate Plan -- Following the laws of intestate succession -- Determining the custodian of your minor children -- Creating Your Will or Trust -- Deciding who should create it |
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Understanding the process -- Thinking about your kids, money, life insurance, and more -- Telling Your Family about Your Estate Plan -- Chapter 2 Making Crucial Decisions -- Going It Alone -- Are you comfortable doing it yourself? -- How complicated is your estate? -- Choosing a Will or Trust for Your Estate -- What a will can do for you -- What a trust can do for you -- You may benefit from having both -- Going with a Pro -- How lawyers and accountants can help -- Do you save money in the long haul? -- Working with a Professional -- Hiring a lawyer -- Meeting with your lawyer |
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Reviewing and executing the documents -- Taking the final steps -- Safeguarding Your Estate Plan -- The problem of the disappearing document -- Storing your will or trust -- Registration of wills and trusts -- Chapter 3 Gathering Per tinent Information -- Asking Yourself Some Basic Questions -- Identifying Your Assets -- Real estate -- Personal property -- Titled personal property -- Savings -- Investments -- Insurance policies and annuities -- Retirement savings -- Pensions -- Considering Community and Jointly Owned Property -- Valuing Your Property -- Chapter 4 Planning Your Bequests |
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Calculating Your Assets -- Determining Your Intended Heirs and Beneficiaries -- Individuals -- Institutions or charities -- Other bequests -- Thinking about Your Family Circumstances -- Talking to your family -- Jealousy and rivalry -- Pressure from your family -- Property That Pays or Transfers on Death -- Estate Planning for Second Families -- Giving your new spouse a life estate -- Using trusts to hold your assets -- More tools to consider -- Estate Planning for Your Business -- Inheritance of your sole proprietorship -- Inheritance of your share of a business |
| Notes |
Description based upon print version of record |
|
Appointing the People Who Will Carry Out Your Estate Plans |
| Form |
Electronic book
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| ISBN |
9781119832195 |
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1119832195 |
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