| |
| |
Your Estate Planning Legal Companion | |
| |
| |
| |
A First Look at Estate Planning | |
| |
| |
Evaluating Your Personal Situation | |
| |
| |
Your Property | |
| |
| |
Choosing Your Beneficiaries | |
| |
| |
Providing for Young Children | |
| |
| |
Planning for Incapacity | |
| |
| |
Transferring Your Property After You Die | |
| |
| |
Estate Taxes | |
| |
| |
Making Changes | |
| |
| |
More Estate Planning Resources From Nolo | |
| |
| |
| |
Your Beneficiaries | |
| |
| |
Direct Beneficiaries | |
| |
| |
Alternate Beneficiaries | |
| |
| |
Beneficiary Complexities | |
| |
| |
Disinheritance | |
| |
| |
Talking It Over | |
| |
| |
| |
Children | |
| |
| |
Naming Someone to Care for Young Children | |
| |
| |
Naming Someone to Manage Your Child's Property | |
| |
| |
Choosing How Your Children's Property Should Be Managed | |
| |
| |
Naming Children as Beneficiaries of Life Insurance | |
| |
| |
Tax-Saving Educational Investment Plans | |
| |
| |
Leaving Property to Adult Children | |
| |
| |
Leaving Property to Other People's Children | |
| |
| |
| |
Planning for Incapacity: Medical Care and Finances | |
| |
| |
Medical Decisions | |
| |
| |
Financial Decisions | |
| |
| |
| |
Wills | |
| |
| |
Will Requirements | |
| |
| |
Types of Wills | |
| |
| |
Probate | |
| |
| |
Using a Will in Your Estate Planning | |
| |
| |
Preparing Your Will | |
| |
| |
Challenges to Your Will | |
| |
| |
| |
Living Trusts | |
| |
| |
How a Living Trust Works | |
| |
| |
Do You Need a Living Trust? | |
| |
| |
Living Trusts and Taxes | |
| |
| |
Living Trusts and Young Children | |
| |
| |
Shared Living Trusts for Couples | |
| |
| |
Making Key Decisions About Your Living Trust | |
| |
| |
Preparing Your Living Trust Documents | |
| |
| |
| |
Other Ways to Avoid Probate | |
| |
| |
Pay-on-Death Bank Accounts | |
| |
| |
Transfer-on-Death Accounts for Securities | |
| |
| |
Transfer-on-Death Car Registration | |
| |
| |
Transfer-on-Death Deeds for Real Estate | |
| |
| |
Joint Tenancy | |
| |
| |
Tenancy by the Entirety | |
| |
| |
Community Property With Right of Survivorship | |
| |
| |
Community Property Agreements | |
| |
| |
Simplified Probate Proceedings | |
| |
| |
Life Insurance | |
| |
| |
Gifts | |
| |
| |
| |
Retirement Plans as Estate Planning Devices | |
| |
| |
Individual Retirement Programs | |
| |
| |
Pensions | |
| |
| |
Choosing Beneficiaries for Individual Retirement Programs | |
| |
| |
Retirement Plans and Taxes | |
| |
| |
| |
Estate Tax | |
| |
| |
Federal Estate Tax Exemptions | |
| |
| |
State Estate and Inheritance Tax | |
| |
| |
Gift Tax | |
| |
| |
The Federal Income-Tax Basis of Inherited Property | |
| |
| |
| |
Reducing Federal Estate Taxes | |
| |
| |
Making Gifts During Life | |
| |
| |
Disclaimer Trusts | |
| |
| |
Tax-Saving Irrevocable Trusts | |
| |
| |
Disclaiming Gifts | |
| |
| |
| |
Property Control Trusts | |
| |
| |
Marital Property Control Trusts for Second or Subsequent Marriages | |
| |
| |
Special Needs Trusts for People With Disabilities | |
| |
| |
Education Trusts | |
| |
| |
Spendthrift Trusts | |
| |
| |
Flexible Trusts | |
| |
| |
| |
Lawyers | |
| |
| |
Will You Need a Lawyer? | |
| |
| |
Using Lawyers | |
| |
| |
Doing Your Own Research | |
| |
| |
| |
Finalizing Your Estate Plan | |
| |
| |
Storing Your Estate Planning Documents | |
| |
| |
Revising Your Estate Plan | |
| |
| |
| |
Finalizing Your Estate Plan | |
| |
| |
Leslie and Martin: A Couple in Their Late 50s | |
| |
| |
Michelle: A Single Mother in Her 40s | |
| |
| |
Randy and Lisa: A Prosperous Older Couple | |
| |
| |
Gail and Nick: A Young Married Couple | |
| |
| |
Richard: A Single Man | |
| |
| |
Clemencia and Pierre: A Couple in Their Second Marriage | |
| |
| |
Index | |