| |
| |
| |
Your Estate Planning Companion | |
| |
| |
| |
Picking Guardians: You CAN Do It! | |
| |
| |
Get It Done | |
| |
| |
How Guardianships Work | |
| |
| |
What Guardians Are (and Are Not) Responsible For | |
| |
| |
Picking the Right Guardian | |
| |
| |
After You've Chosen a Guardian: Talking It Over | |
| |
| |
Giving Guardians Some Written Guidance | |
| |
| |
| |
Getting Organized, or Trying To | |
| |
| |
Cash | |
| |
| |
College Savings Plans and Custodial Accounts for Children | |
| |
| |
Safe Deposit Box | |
| |
| |
Real Estate | |
| |
| |
Investments, Retirement and Otherwise | |
| |
| |
Life Insurance | |
| |
| |
Pensions | |
| |
| |
Annuities | |
| |
| |
Government Benefits | |
| |
| |
Automobiles and Personal Property | |
| |
| |
Moving On | |
| |
| |
| |
Leave Money to Your Kids? Are You Nuts? | |
| |
| |
Custodial Accounts | |
| |
| |
Trusts | |
| |
| |
Your Backup Plan: Appoint a Property Guardian | |
| |
| |
| |
Yes, You Need a Will | |
| |
| |
Why a Simple Will Is Just Fine | |
| |
| |
Making a Will: A DIY Project or Not? | |
| |
| |
What Wills Don't Do | |
| |
| |
What Happens If You Don't Make a Will? | |
| |
| |
Taking Care of Business: Picking an Executor | |
| |
| |
The Will Worksheet | |
| |
| |
Simple Will Worksheet | |
| |
| |
| |
Creating a Living Trust (Maybe) | |
| |
| |
Probate: A Judge Makes Sure the Right Things Happen | |
| |
| |
What Is a Living Trust? | |
| |
| |
Do You Need a Living Trust? | |
| |
| |
Creating a Living Trust | |
| |
| |
Casting the Play: Selecting Trustees and Beneficiaries | |
| |
| |
Transferring Assets Into the Trust | |
| |
| |
Do You Still Need a Will? | |
| |
| |
| |
Those Retirement Accounts: Naming the Right Beneficiaries | |
| |
| |
Alphabet Soup: Plans Explained | |
| |
| |
What Beneficiaries Have You Already Named? | |
| |
| |
Retirement 101: The Basic Rules of Choosing Beneficiaries | |
| |
| |
Naming Your Beneficiaries | |
| |
| |
A Little Housekeeping: Clean Up Your Retirement Plans | |
| |
| |
Filling Out the Forms | |
| |
| |
| |
Life Insurance: Not Just for Other People | |
| |
| |
Do You Need Life Insurance? | |
| |
| |
What Is Life lnsurance? | |
| |
| |
Life Insurance Primer | |
| |
| |
How Much Is Enough? | |
| |
| |
How Much Life Insurance Costs | |
| |
| |
Naming Beneficiaries | |
| |
| |
| |
Payable-on-Death Accounts (Weird Name, Handy Tool) | |
| |
| |
When POO and TOD Accounts Are a Good Idea-And When They're Not | |
| |
| |
How POD and TOD Accounts Work | |
| |
| |
How to Set Up a POD or TOD Account | |
| |
| |
| |
Powers of Attorney: You Really Need These | |
| |
| |
Health Care Directives | |
| |
| |
Durable Powers of Attorney for Finances | |
| |
| |
| |
Life Changes-So Will Your Plan | |
| |
| |
What You've Accomplished | |
| |
| |
Storing Your Estate Plan | |
| |
| |
Whom to Give Copies To | |
| |
| |
Keeping Your Plan Current | |
| |
| |
When to Update Your Plan | |
| |
| |
How to Make Changes to Your Estate Plan | |
| |
| |
Appendix: Estate Planning Worlfsheets | |
| |
| |
Will Worksheet | |
| |
| |
The Ideal Guardian | |
| |
| |
Potential Guardians | |
| |
| |
Guardians for My Children | |
| |
| |
Family Inventory | |
| |
| |
Inheritance Planner | |
| |
| |
My Children's Money Manager | |
| |
| |
How Much Could Your Kids Inherit? | |
| |
| |
Property Guardians for My Children | |
| |
| |
My Executors | |
| |
| |
Family Retirement Assets: Current Beneficiaries | |
| |
| |
My Health Care Agent | |
| |
| |
My Agent for Financial Management | |
| |
| |
Index | |