|
Plan Your
Estate
Everything You Need to Know to Protect Your Loved Ones

Plan Your Estate
|
|
by Attorneys Denis Clifford & Cora Jordan
ON SALE (Reduced Prices)
Limited time only
List Price: $44.99
Save $9.00 ▬
Order Today
(Only $35.99)
ORDER TODAY - CALL 1-800-782-7424 or
ORDER
ON-LINE (Secure
On-Line Ordering)
ISBN: 0-87337-778-8
6th
Edition, Jul '02
480 pp., 8˝"
x 11" |
"I highly recommend that
you purchase a copy of “Plan
Your Estate” to guide your step-by-step through this process. It is the
ultimate estate planning guide and covers all states except Louisiana
which has a legal system based on Napoleonic Code. You can also visit your local
library to review this excellent resource. Many libraries have this title in
their reference section. When I was completing my estate plan I used this book
extensively, highlighting important information, underlining text, and writing
notes in the margins. I refer to it as situations change and keep it on my
reference shelf."
Dennis
V. Damp
$
Summary
$
Table of Contents
$
Press Reviews
Summary
Plan Your Estate covers everything from the basics of wills and
living trusts to sophisticated tax-saving strategies. The authors give you
straightforward, plain-English explanations of every significant
estate-planning option available, so you can make the best decisions for
you and those you love.
The book covers:
- federal estate and gift taxes
- trusts used to control property left to beneficiaries
- charitable remainder trusts
- durable powers of attorney
- living wills
- funerals and burials
The 6th edition is completely revised to cover new federal estate tax
laws, gift tax rules, and information on Educational IRAS and 529 plans.
It also provides and expanded discussion of retirement benefits. Good
for all states except Louisiana.
Table of Contents
Introduction: How to Use This Book
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
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 Gift Taxes
Part VII: Reducing or Eliminating Estate Taxes
17. An Overview of Ongoing Trusts
18. Estate Tax-Saving Bypass 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 VII: Imposing Control Over Property
24. Property Control Trusts for Second or Subsequent Marriages
25. Trusts 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 Your Estate Plan Is Completed
31. After a Death Occurs
Part XII: Sample Estate Plans
32. Some Estate Plans
Glossary
Appendix: State Death Tax Rules
Index
Press Reviews
| Probably one of the most
comprehensive estate-planning books available to mature adults. It is
also written so that everyone can understand new and complex theories,
laws, regulations, advantages and disadvantages, with issues ranging
from basic estate planning to sophisticated tax-savings strategies.
Washington Times
|
| Plan Your Estate is
particularly helpful to the layperson... a clear, comprehensive and
even charming book.
Los Angeles Times
|
| Among my favorite
resources for explaining trusts and other aspects of estate
planning...
Eric Tyson, syndicated columnist
|
| How to protect your
family and make an orderly exit even if your estate is small.
U.S. News & World Report
|
| If Clifford's Estate
Planning Basics was the appetizer, this is the main course.
Library Journal
|
HOME || TOP
|| ORDER |
|