Plan Your Estate

Plan Your Estate

by Denis Clifford, Clifford Jordan, Cora Jordan
     
 

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Plan Your Estate covers everything from the basics of wills and living trusts to sophisticated tax-saving strategies. The authors give you straightforward, plain-English explanations of every significant estate-planning option available, so you can make the best decisions for you and those you love.

The book covers:
*federal estate and gift

Overview

Plan Your Estate covers everything from the basics of wills and living trusts to sophisticated tax-saving strategies. The authors give you straightforward, plain-English explanations of every significant estate-planning option available, so you can make the best decisions for you and those you love.

The book covers:
*federal estate and gift taxes
*trusts used to control property left to beneficiaries
*charitable remainder trusts
*durable powers of attorney
*living wills
*funerals and burials

Completely updated, the 7th edition discusses new state estate tax rules, the new "disclaimer trust" for couples who aren't sure whether they need an AB trust, educational saving plans for kids, transfer-on-death deeds to avoid probate for real estate – and much more. Good for all states except Louisiana.

Editorial Reviews

U.S. News & World Report
How to protect your family and make an orderly exit even if your estate is small.
Money Magazine
Following Clifford’s advice in this laymen’s guide can save your heirs a bundle.
Washington Times
Probably one of the most comprehensive estate-planning books available to mature adults. It is also written so that everyone can understand new and complex theories, laws, regulations, advantages and disadvantages, with issues ranging from basic estate planning to sophisticated tax-savings strategies.
Los Angeles Times
Plan Your Estate is particularly helpful to the layperson... a clear, comprehensive and even charming book.
Plan Your Estate is particularly helpful to the layperson... a clear, comprehensive and even charming book.
Wall Street Journal
"Nolo's home page is worth bookmarking."
The New York Times
"...excellent source of information on wills and estate planning."
Los Angeles Times
"Plan Your Estate is particularly helpful to the layperson.. a clear, comprehensive and even charming book."
Parenting Magazine
"From the country's leading publisher of do-it-yourself legal guides...get your affairs in order without any help -- or fees -- from lawyers."
CBS News
"Walks you through... provisions you need to consider for your situation."
The Wall Street Journal
"An exhaustive guide, explaining everything from simple wills to complex trusts. Particularly helpful are a series of 'profiles' that illustrate how estate plans can benefit various individuals and families."
Kiplinger's Retirement Report
Comprehensive, up to date and organized to make it easy to find the information you want.... clearly explain the nuts and bolts of estate planning.
Small Business Opportunities
A comprehensive guide that will enable you to put together a plan that's right for you and your family.
Chicago Tribune
A superb book.
CBS MoneyWatch
"...can walk you through making a will and provisions you need to consider for your situation"
Eric Tyson
Among my favorite resources for explaining trusts and other aspects of estate planning...
From the Publisher
" An excellent source of information on wills and estate planning. "The New York Times

"Particularly helpful are a series of 'profiles' that illustrate how estate plans can benefit various individuals and families." The Wall Street Journal

"A clear, comprehensive and even charming book." The Los Angeles Times

"Now in a newly updated and expanded thirteenth edition, "Plan Your Estate" continues to be a definitive and reliably informative reference for anyone wanting to create a will, a trust, avoid probate, create a living well or a power of attorney, and minimize estate and gift taxes on a state and/or federal level. "Plan Your Estate" also covers the naming of guardians for children, leaving property to children, strategies for business owners, leaving property to charity, and a great deal more. "Plan Your Estate" also comes with a website at www.nolo.com that features hundreds of articles and FAQs on estate planning, useful legal forms, and in-depth profiles of estate planning lawyers for any given area of the country. Exceptionally well written, organized and presented, "Plan Your Estate" is an absolutely vital reference and resource that should be a part of every personal, professional, community, and academic library Money/Finance instructional reference collection."The Midwest Review

Product Details

ISBN-13:
9780873375801
Publisher:
NOLO
Publication date:
01/28/2001
Series:
Plan Your Estate Series
Edition description:
Older Edition
Pages:
490
Product dimensions:
8.40(w) x 10.84(h) x 1.00(d)

Related Subjects

Read an Excerpt

Personal Concerns and Estate Planning

Underlying the creation of any estate plan are profound human concerns: a primal urge for order and the desire to pass on property to loved ones. A good estate plan is an accurate reflection of your deepest personal wishes. Although much of this book is about mechanics, methods and documents, it's important to remember that no matter how well you deal with legal devices, your estate plan won't succeed unless you take human concerns into account, too.

We make no claim to being experts on the psyche. Indeed, we are wary of "experts" (or anyone) who claim precise understanding of something as complex and mysterious as human beings. Happily, you don't need an expert to cope with the human realities that can come up in your estate planning. You do need common sense and candor about the strengths, weaknesses and genuine needs of close family members, and perhaps friends as well. Legal aspects of estate planning are significant, of course (that's why we're here), but should never interfere with what you know in your heart needs to be done.

Many people face no serious personal problems in their estate planning. They know who they want to leave their property to. They do not foresee any possibility of conflict between their beneficiaries, nor threat of a lawsuit by someone claiming they were illegally denied their inheritance. On the human level, these people can, happily, focus on the satisfactions they expect their gifts to bring.

Other people's situations are not so clear and straightforward. They must deal with more difficult human dynamics, such as possibilities of family conflicts, or dividing property unequally between children, or providing care for minor children, or handling complexities arising from second or subsequent marriages.

What People are saying about this

Eric Tyson
"Among my favorite resources for explaining trust and other aspects of estate planning...." -- Eric Tyson, syndicated columnist and author of Personal Finance for Dummies

Meet the Author

Denis Clifford, a graduate of Columbia Law School, where he was an editor of The LawReview, is a lawyer who specializes in estate planning. He is the author of many Nolo titles, includingQuick and LegalWill Book,Make Your Own Living Trust and Plan Your Estateandcoauthor of A Legal Guide for Lesbian and Gay Couples. He has been interviewed by such major media as TheNew York Times,Los Angeles Times, andMoney Magazine.

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