AARP Crash Course in Estate Planning: The Essential Guide to Wills, Trusts, and Your Personal Legacy

Overview

We all want to make sure our loved ones are provided for after we are gone. But where to begin? Do you need a will or a trust? How do retirement accounts fit into your plan? Do simple estates require a will? The fact is that if you want to protect your heirs--and ensure they aren't burdened with unnecessary taxes--you need an estate plan. But creating it doesn't have to be painful or complicated. Attorney ...
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Overview

We all want to make sure our loved ones are provided for after we are gone. But where to begin? Do you need a will or a trust? How do retirement accounts fit into your plan? Do simple estates require a will? The fact is that if you want to protect your heirs--and ensure they aren't burdened with unnecessary taxes--you need an estate plan. But creating it doesn't have to be painful or complicated. Attorney Michael T. Palermo explains everything you need to know about wills, trusts, and more in plain, easy-to-understand English, including:

  • Wills and the probate process
  • The pros and cons of living trusts
  • Taxes--and how to pay less
  • Naming a guardian for your minor children
  • Living wills and other advance medical directives
  • a primer on marshaling and protecting retirement assets
  • ideas for making sure your money stays in the family in case a spouse remarries; and much, much more

With a foreword by consumer finance guru Ric Edelman and a handy glossary of terms, the AARP Crash Course in Estate Planning offers expertise you can trust--from the 35-million-member association dedicated to addressing the needs of older Americans.
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Product Details

  • ISBN-13: 9781402718380
  • Publisher: Sterling
  • Publication date: 12/11/2004
  • Series: AARP Series
  • Edition description: New Edition
  • Pages: 272
  • Product dimensions: 6.98 (w) x 8.96 (h) x 0.66 (d)

Meet the Author

An established expert in the field, Michael T. Palermo is a practicing estate-planning attorney in Kentucky. He is among the few attorneys who are also CERTIFIED FINANCIAL PLANNER professionals, and has been quoted in numerous publications, including Parade, The Christian Science Monitor, and Family Money.
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Table of Contents

Introduction    What Is Estate Planning?

Part One    Understanding Estate-Planning Basics
Chapter One    Different Kinds of Property and the Law
Chapter Two    Wills and Trusts: Choosing the Right Tools to Make Your Estate Plan Work
Chapter Three   Beyond Wills and Trusts: The Rest of the Estate Planner's Toolkit
Chapter Four    The Ins and Outs of the Probate Process
Chapter Five    Who's in Charge Here? Choosing Your Executor or Trustee
Chapter Six      Using a Trust Protector: Someone to Trust Besides Your Trustee
Chapter Seven  When Things Go Wrong
Chapter Eight    Preparing for the Tax Man

Part Two    Applying the Basics: Estate-Planning Tools for Common Life Situations
Chapter Nine       Providing for Young Children: Some Useful Trust Provisions
Chapter Ten        Planning for Children with Disabilities
Chapter Eleven    Mom and Dad's Basic Estate Tax Planning
Chapter Twelve   Subsequent Marriages: Providing for a Spouse Without Giving Away the Family Fortune
Chapter Thirteen  Charitable Donations: Gifts that Give Back

Part Three    Preserving Your Estate: Keeping Creditors, Spendthrifts, and the Tax Man at Bay
Chapter Fourteen    An Introduction to Asset Protection Planning
Chapter Fifteen       Protecting Your Wealth with an Irrevocable Life Insurance Trust
Chapter Sixteen      Protecting Beneficiaries from Themselves
Chapter Seventeen  Minding Your Business: Protecting Investment Interests

Part Four    Estate Planning with Retirement Assets
Chapter Eighteen     Distribution Solutions for Beneficiaries
Chapter Nineteen    Using Trusts as Designated Beneficiaries

Appendix                A List of Executor Duties and Tasks of Probate
Acknowledgments
Glossary
Index

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Sort by: Showing all of 4 Customer Reviews
  • Anonymous

    Posted February 13, 2005

    A Must-Read For All Retirees

    This exceptional, easy-to-understand reference MOTIVATES its readers to take action, which qualifies it as the most comprehensive source recently written on estate planning. It challenges the reader to probe deeper than 'I need to write my own will,' especially emphasizing today's re-marriage, children-by-various-spouses scenarios. Mr. Palermo's writings provides the REASONING behind will, trust, estate, and control decisions, and therefore empowers its readers beyond the normal estate planning verbage. I highly recommend this version to retirees who have the time, desire, and knowledge to consider an unbiased source when contemplating their financial legacies. This belongs on many required reading lists.

    Was this review helpful? Yes  No   Report this review
  • Anonymous

    Posted February 23, 2005

    An Excellent Way to Get the Basic Information People Want and Need

    Most people don't want to be a burden to others. They want to make a plan, to be certain things happen the way they want if they die or become sick. Lawyers know the best way to get this done in their local jurisdiction. What makes this book so helpful is that it doesn't pretend to substitute for a legal education, years of experience in the field of taxation and estate planning, and advice based on an understanding of your personal situation. Instead, it helps people get the general information they need so they can maximize the time they spend with their lawyer. That way they will get a plan they can know will work for themselves and their families when the chips are down. And that way, they can get the peace of mind that estate planning is really all about.

    Was this review helpful? Yes  No   Report this review
  • Anonymous

    Posted January 25, 2005

    Understandable and Highly Informative

    This is an excellent book for anyone with questions, or people who don¿t know what questions to ask. It¿s easy to ready, well organized, and has some interesting stories, some of which I can relate to. Plus, if you¿re like me, a single parent, you want to protect your assets for your children. I looked into living trusts, and learned a lot from Mr. Palermo. There are a lot of books out there, but I¿m glad I started with this one. I think the AARP Crash Course will be a book I¿ll refer to again and again. By the way, I strongly disagree with the previous reviewer. This book is not just a plug for lawyers. In fact, there is an Appendix with a list of the steps involved in probating a will by yourself. Mr. Palermo points out, however, that it is easy to overlook something. It seems well worth hiring a lawyer for an hour or so, just to review what you¿ve done, as Mr. Palermo recommends. If you do your own estate planning or probate work, you'll have peace of mind in knowing it was done correctly.

    Was this review helpful? Yes  No   Report this review
  • Anonymous

    Posted January 14, 2005

    A promotion for lawyer services

    The primary goal of this book is to convince the reader that they need to use the services of estate attorneys for both planning and probate. The author tells you why you need a will or a trust, and then goes on to tell you how critical it is to have an attorney handle your estate both before and after death. Sadly lacking is information about avoiding the use of attorneys for what are really very routine matters, such as probating uncontested wills. If you are smart enough to read and understand this book, then you are probably smart enough to do a lot of the work yourself that the author urges you to have an attorney handle. Although this book contains lots of useful information about estate planning, it should not be your only source of estate planning advice. Read one of the Nolo books, too, to get a more balanced viewpoint about when the services of an attorney are needed.

    Was this review helpful? Yes  No   Report this review
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