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Estate planning basics  Cover Image Book Book

Estate planning basics / by Denis Clifford.

Clifford, Denis (Author).

Record details

  • ISBN: 9781413307023
  • ISBN: 1413307027
  • Physical Description: 212 pages ; 23 cm
  • Edition: 4th ed.
  • Publisher: Berkeley, CA : Nolo, [2007]

Content descriptions

General Note:
Includes index.
Formatted Contents Note:
A first look at estate planning -- Your beneficiaries -- Children -- Planning for incapacity : medical care and finances -- Wills -- Living trusts -- Other probate-avoidance methods -- Retirement plans as estate planning devices -- Estate tax -- Reducing federal estate taxes -- Property control trusts -- Lawyers -- Finalizing your estate plan.
Subject: Estate planning > United States > Popular works.

Available copies

  • 1 of 1 copy available at Evergreen Indiana.

Holds

  • 0 current holds with 1 total copy.
Show Only Available Copies
Location Call Number / Copy Notes Barcode Shelving Location Status Due Date
Linton PL - Linton 346.7305 CLI (Text) 30149000413152 Circulation Desk Available -

Electronic resources

Version of Resource: http://www.loc.gov/catdir/toc/ecip0711/2007007618.html

  • Table of contents only


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Your Estate Planning Legal Companion 1(2)
A First Look at Estate Planning
3(16)
Evaluating Your Personal Situation
7(1)
Choosing Your Beneficiaries
8(2)
Providing for Young Children
10(2)
Planning for Incapacity
12(1)
Transferring Your Property After You Die
12(2)
Estate Taxes
14(1)
Making Changes
14(2)
More Estate Planning Resources From Nolo
16(3)
Your Beneficiaries
19(22)
Direct Beneficiaries
20(3)
Alternate Beneficiaries
23(3)
Beneficiary Complexities
26(10)
Disinheritance
36(2)
Talking It Over
38(3)
Children
41(18)
Naming Someone to Care for Young Children
43(3)
Naming Someone to Manage Your Child's Property
46(2)
Choosing How Your Children's Property Should Be Managed
48(6)
Naming Children as Beneficiaries of Life Insurance
54(1)
Tax-Saving Educational Investment Plans
55(1)
Leaving Property to Adult Children
56(1)
Leaving Property to Other People's Children
57(2)
Planning for Incapacity: Medical Care and Finances
59(14)
Medical Decisions
60(8)
Financial Decisions
68(5)
Wills
73(18)
Will Requirements
74(4)
Types of Wills
78(4)
Probate
82(2)
Using a Will in Your Estate Planning
84(4)
Preparing Your Will
88(2)
Challenges to Your Will
90(1)
Living Trusts
91(22)
How a Living Trust Works
93(3)
Do You Need a Living Trust?
96(3)
Living Trusts and Taxes
99(1)
Living Trusts and Young Children
100(1)
Shared Living Trusts for Couples
100(2)
Making Key Decisions About Your Living Trust
102(7)
Preparing Your Living Trust Documents
109(4)
Other Probate-Avoidance Methods
113(14)
Pay-on-Death Bank Accounts
114(1)
Transfer-on-Death Accounts for Securities
115(1)
Transfer-on-Death Car Registration
116(1)
Transfer-on-Death Deeds for Real Estate
117(1)
Joint Tenancy
117(4)
Tenancy by the Entirety
121(2)
Community Property With Right of Survivorship
123(1)
Simplified Probate Proceedings
124(1)
Life Insurance
124(1)
Gifts
125(2)
Retirement Plans as Estate Planning Devices
127(8)
Individual Retirement Programs
129(3)
Pensions
132(1)
Choosing Beneficiaries for Individual Retirement Programs
132(2)
Retirement Plans and Taxes
134(1)
Estate Tax
135(18)
Federal Estate Tax Exemptions
137(5)
State Estate and Inheritance Tax
142(1)
Gift Tax
143(4)
The Federal Income-Tax Basis of Inherited Property
147(6)
Reducing Federal Estate Taxes
153(20)
Making Gifts During Life
155(2)
The AB Trust
157(9)
Other Tax-Saving Trusts
166(6)
Disclaiming Gifts
172(1)
Property Control Trusts
173(12)
Marital Property Control Trusts for Second or Subsequent Marriages
174(5)
Special Needs Trusts for People With Disabilities
179(1)
Education Trusts
180(2)
Spendthrift Trusts
182(1)
Flexible Trusts
183(2)
Lawyers
185(10)
Will You Need a Lawyer?
186(2)
Using Lawyers
188(4)
Doing Your Own Research
192(3)
Finalizing Your Estate Plan
195(6)
Storing Your Estate Planning Documents
196(1)
Revising Your Estate Plan
197(4)
Index 201


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