Plan your estate

Main Author: Clifford, Denis (Author)
Corporate Authors: Nolo (Firm)
Format: Books Print Book
Language: English
Published: Berkeley, California : Nolo, 2014.
Edition: 12th edition.
Subjects:
Table of Contents:
  • Setting your goals. Selecting your estate planning goals ; Personal concerns and estate planning
  • Laying the groundwork. Special property ownership rules for married people ; Inventorying your property ; Your beneficiaries
  • Children
  • Wills
  • Probate and how to avoid it. Probate and why you want to avoid it ; Living trusts ; Joint tenancy and tenancy by the entirety ; Pay-on-death designations, registrations, and deeds ; Life insurance ; Retirement benefits ; State law exemptions from normal probate
  • Understanding estate and gift taxes. Estate taxes ; Gifts and gift taxes
  • Reducing or eliminating estate taxes. An overview of ongoing trusts ; AB disclaimer trusts ; Other estate tax-saving marital trusts ; Charitable trusts ; Other estate tax-saving trusts ; Disclaimers : after-death estate tax planning ; Combining estate tax-saving trusts
  • Imposing controls over property. Property control trusts for second or subsequent mortgages ; Trust and other devices for imposing controls over property
  • Taking care of personal issues. Incapacity : making medical and financial decisions ; Body and organ donation, funerals, and burials
  • Family business. Family business estate planning
  • Going further. Using lawyers ; After your complete your estate plan ; After a death occurs
  • Sample estate plans.