Thinking about probate avoidance -- Set up payable-on-death accounts -- Name a beneficiary for your retirement accounts -- Name a beneficiary for stocks and bonds -- Name a beneficiary for your vehicles -- Name a beneficiary for your real estate -- Hold property in joint ownership -- Create a living trust -- Take advantage of special procedures for small estates -- Make gifts -- Putting it all together.
Summary:
Randolph explains simple and effective methods to skip the probate process. Completely updated, this edition includes the latest state laws on probate avoidance methods, such as transfer-on-death deeds. The book also covers current estate and gift tax rules under the Tax Cuts and Jobs Act of 2017.
This resource is supported by the Institute of Museum and Library Services under the provisions of the Library Services and Technology Act as administered by State Library of Iowa.