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1 A First Look at Estate Planning |
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Evaluating Your Personal Situation |
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7 | (1) |
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8 | (2) |
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Choosing Your Beneficiaries |
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10 | (2) |
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Providing for Young Children |
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12 | (2) |
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14 | (1) |
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Transferring Your Property After You Die |
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15 | (2) |
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17 | (1) |
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17 | (1) |
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More Estate Planning Resources From Nolo |
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18 | (6) |
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24 | (3) |
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27 | (2) |
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29 | (11) |
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40 | (2) |
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42 | (5) |
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Naming Someone to Care for Young Children |
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47 | (3) |
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Naming Someone to Manage Your Child's Property |
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50 | (2) |
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Choosing How Your Children's Property Should Be Managed |
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52 | (6) |
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Naming Children as Beneficiaries of Life Insurance |
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58 | (1) |
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Tax-Saving Educational Investment Plans |
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59 | (1) |
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Leaving Property to Adult Children |
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60 | (1) |
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Leaving Property to Other People's Children |
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61 | (3) |
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4 Planning for Incapacity: Medical Care and Finances |
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64 | (8) |
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72 | (8) |
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80 | (4) |
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84 | (4) |
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88 | (2) |
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Using a Will in Your Estate Planning |
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90 | (4) |
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94 | (1) |
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95 | (4) |
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99 | (3) |
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Do You Need a Living Trust? |
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102 | (3) |
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105 | (1) |
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Living Trusts and Young Children |
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106 | (1) |
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Shared Living Trusts for Couples |
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106 | (3) |
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Making Key Decisions About Your Living Trust |
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109 | (7) |
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Preparing Your Living Trust Documents |
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116 | (6) |
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7 Other Ways to Avoid Probate |
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Pay-on-Death Bank Accounts |
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122 | (1) |
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Transfer-on-Death Accounts for Securities |
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123 | (1) |
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Transfer-on-Death Car Registration |
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124 | (1) |
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Transfer-on-Death Deeds for Real Estate |
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124 | (1) |
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125 | (4) |
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129 | (2) |
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Community Property With Right of Survivorship |
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131 | (1) |
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Simplified Probate Proceedings |
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132 | (1) |
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132 | (1) |
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133 | (4) |
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8 Retirement Plans as Estate Planning Devices |
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Individual Retirement Programs |
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137 | (2) |
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139 | (1) |
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Choosing Beneficiaries for Individual Retirement Programs |
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140 | (1) |
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Retirement Plans and Taxes |
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141 | (3) |
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Federal Estate Tax Exemptions |
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144 | (4) |
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State Estate and Inheritance Tax |
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148 | (1) |
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149 | (3) |
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The Federal Income-Tax Basis of Inherited Property |
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152 | (6) |
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10 Reducing Federal Estate Taxes |
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158 | (3) |
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161 | (1) |
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Tax-Saving Irrevocable Trusts |
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162 | (6) |
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168 | (2) |
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11 Property Control Trusts |
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Marital Property Control Trusts for Second or Subsequent Marriages |
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170 | (5) |
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Special Needs Trusts for People With Disabilities |
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175 | (2) |
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177 | (1) |
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178 | (1) |
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179 | (3) |
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182 | (2) |
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184 | (4) |
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188 | (2) |
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13 Finalizing Your Estate Plan |
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Storing Your Estate Planning Documents |
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190 | (1) |
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Revising Your Estate Plan |
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191 | (5) |
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A Appendix: Some Sample Estate Plans |
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Leslie and Martin: A Couple in Their Late 50s |
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196 | (2) |
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Michelle: A Single Mother in Her 40s |
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198 | (1) |
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Randy and Lisa: A Prosperous Older Couple |
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199 | (1) |
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Gail and Nick: A Young Married Couple |
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200 | (1) |
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201 | (2) |
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Clemencia and Pierre: A Couple in Their Second Marriage |
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203 | |
| Index |
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