Your estate planning goals -- Personal concerns and estate planning -- Special property ownership rules for married people -- Inventorying your property -- Your beneficiaries -- Children -- Wills -- 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 -- Estate taxes -- Gifts and gift 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 -- Property control trusts for second or subsequent marriages -- Trusts and other devices for imposing controls over property -- Incapacity: making medical and financial decisions - Body and organ donation, funerals, and burials -- Family business estate planning -- Using lawyers -- After you complete your estate plan -- After a death occurs -- Some estate plans.
Summary:
This book provides the information and encouragement you need to create security for your property, your children, and your health. In plain English, it covers every standard estate planning topic in detail. The information in this book will help you formulate your plan and will save you time and money, whether you create your own estate plan or go to a lawyer for assistance.
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.