Estate Planning Basics
(by Attorney Denis Clifford)

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Why read Estate Planning Basics

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Blurb includes:

an easy-to-understand guide to wills, trusts, and other documents you need to protect your loved ones ... Find out about:

  • making your will
  • naming someone to take care of young children
  • easy ways to avoid probate
  • creating a living trust to avoid probate
  • state and federal estate tax basics
  • who to name as your executor
  • how to disinherit heirs
  • living wills and durable powers of attorney for finances
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Index:

Introduction: The Trustee's Companion

Brief introduction to this practical workbook.

1. A First Look at Estate Planning

  1. Evaluating Your Personal Situation
  2. Choosing Your Beneficiaries
  3. Providing for Young Children
  4. Planning for Incapacity
  5. Transferring Your Property After You Die
  6. Estate Taxes
  7. Making Changes
  8. More Estate Planning Resources From Nolo

2. Your Beneficiaries

  1. Direct Beneficiaries
  2. Alternate Beneficiaries
  3. Beneficiary Complexities
  4. Disinheritance
  5. Talking It Over

3. Children

  1. Naming Someone to Care for Young Children
  2. Naming Someone to Manage Your Child's Property
  3. Choosing How Your Children's Property Should Be Managed
  4. Naming Children as Beneficiaries of Life Insurance
  5. Tax-Saving Educational Investment Plans
  6. Leaving Property to Adult Children
  7. Leaving Property to Other People's Children

4. Planning for Incapacity: Medical Care and Finances

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  1. Medical Decisions
  2. Financial Decisions

5. Wills

  1. Will Requirements
  2. Types of Wills
  3. Probate
  4. Using a Will in Your Estate Planning
  5. Preparing Your Will
  6. Challenges to Your Will

6. Living Trusts

  1. How a Living Trust Works
  2. Do You Need a Living Trust?
  3. Living Trusts and Taxes
  4. Living Trusts and Young Children
  5. Shared Living Trusts for Couples
  6. Making Key Decisions About Your Living Trust
  7. Preparing Your Living Trust Documents

7. Other Ways to Avoid Probate

  1. Pay-on-Death Bank Accounts
  2. Transfer-on-Death Accounts for Securities
  3. Transfer-on-Death Car Registration
  4. Transfer-on-Death Deeds for Real Estate
  5. Joint Tenancy
  6. Tenancy by the Entirety
  7. Community Property With Right of Survivorship
  8. Simplified Probate Proceedings
  9. Life Insurance
  10. Gifts

8. Retirement Plans as Estate Planning Devices

  1. Individual Retirement Programs
  2. Pensions
  3. Choosing Beneficiaries for Individual Retirement Programs
  4. Retirement Plans and Taxes

9. Estate Tax

  1. Federal Estate Tax Exemptions
  2. State Estate and Inheritance Tax
  3. Gift Tax
  4. The Federal Income-Tax Basis of Inherited Property

10. Reducing Federal Estate Taxes

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  1. Making Gifts During Life
  2. The AB Trust
  3. Other Tax-Saving Trusts
  4. Disclaiming Gifts

11. Property Control Trusts

  1. Marital Property Control Trusts for Second or Subsequent Marriages
  2. Special Needs Trusts for People With Disabilities
  3. Education Trusts
  4. Spendthrift Trusts
  5. Flexible Trusts

12. Lawyers

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Buy: Make Your Own Living Trust: setting up a trust.

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  1. Will You Need a Lawyer?
  2. Using Lawyers
  3. Doing Your Own Research

13. Finalizing Your Estate Plan

  1. Storing Your Estate Planning Documents
  2. Revising Your Estate Plan

Glossary and Appendixes

Glossary

Terms include [pp. 307-310]:

Appendixes

  1. State information.
  2. Sample trust.

Books

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