Quicken WillMaker Estate Planning Essentials, with CD-ROM

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The most respected and bestselling estate planning software is now available in an easy-to-use book format! No one wants to hire expensive lawyers to make a will and other important documents - so turn your readers to Quicken WillMaker, the most complete estate planning title available on the market.Quicken WillMaker is Nolo's "all in one" estate planning book, covering everything from the basics of wills to the latest information on living wills to sophisticated tax-saving strategies,. It provides readers ...
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Overview

The most respected and bestselling estate planning software is now available in an easy-to-use book format! No one wants to hire expensive lawyers to make a will and other important documents - so turn your readers to Quicken WillMaker, the most complete estate planning title available on the market.Quicken WillMaker is Nolo's "all in one" estate planning book, covering everything from the basics of wills to the latest information on living wills to sophisticated tax-saving strategies,. It provides readers straightforward explanations of every significant option available, so they can make the best decisions for their families. Best of all, your readers won't just understand wills, living trusts or financial power of attorney - they'll create them, quickly and easily. The interactive CD-ROM lets them make:
*legal will
*living trusts, including an AB (bypass) trust
*living will (health care directive)
*financial powers of attorney
*documents for your executor
*authorizations and agreements
*child and elder care forms
*promissory notes
*credit repair documents
*and moreMany companies publish books about estate planning, but Nolo is the only publisher to provide a complete solution to your readers' needs. Here are in-depth details about what you can do with Quicken WillMaker Plus:Your Will
Provide for family, friends and charities. Name a personal guardian to care for young children. Specify the executor (or "personal representative") of your estate. Select a trusted person to manage property left to young people. Revise and update your will whenever you like.Your Living Trust
Make a basic trust, whether you're married or single. If married, you can create a AB trust (or bypass trust) and spare your heirs from potentially heavy estate taxes. Create subtrusts for minor children and young adults. Name custodians for property left to children. Change or revoke your trust at any time.Your Living Will (Health Care Directive)
Outline medical procedures that you want provided or withheld, if you can't speak for yourself. Specify whether or not you want your life prolonged through artificial means. Appoint someone to make sure your wishes are carried out.Your Financial Power of Attorney
Name someone to make your financial decisions, in case you are medically incapacitated-and appoint an alternate in case that person cannot serve. Don't worry, you can grant as much authority as you wish.Your Final Arrangements
Plan a funeral or other ceremony. Clarify whether you want a cremation or burial. Select someone to oversee your final arrangements-and more!Documents for Your Executor
Make sure your executor ("personal representative" in some states) has all the forms and instructions he or she needs to do the job: Checklists, letters, notices, claim forms-and more.Personal Finance Documents
Over a dozen forms that let you handle financial situations you might face on any given day, such as disputing a credit card charge, lending or borrowing money to friends or family, creating bills of sale-and more!Home & Family Documents
Whether you need to authorize someone to travel with your child to another country, want to lend your car to a friend, or create an agreement with a trusted person to take care of your elderly parent, Quicken WillMaker Plus can handle all these family situations-and many more! Estate planning documents not valid in Louisiana.
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Editorial Reviews

Kiplinger's Personal Finance Magazine
"From a group of tough critics, Nolo's WillMaker got the most praise... superior on every front."
The Wall Street Journal
"Quicken WillMaker Plus... was easy to install from a CD, and we found the interview-style format intuitive. We found it the most complete of the five products we tried."
USA Today
"By far the most comprehensive program we reviewed, offering guidance on everything..."
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Product Details

Table of Contents

1 What You Can Do With Quicken WillMaker Plus
A Using Quicken WillMaker Plus to Plan Your Estate 3
B Documents for Executors 8
C Forms for Home and Family 10
D Personal Finance and Consumer Forms 12
2 About Wills
A Legal Requirements 2
B Dying Without a Will 3
C Making Basic Decisions About Your Will 4
D Other Ways to Leave Property 4
E Making Your Own Will 4
3 About Quicken WillMaker Plus Wills
A What You Can Do With a Quicken WillMaker Plus Will 2
B What You Cannot Do With a Quicken WillMaker Plus Will 6
C A Look at a Quicken WillMaker Plus Will 8
4 About You and Yours
A Your Name 2
B Your Gender 2
C Your Social Security Number 2
D Your State 2
E Marital Status 3
F Your Children 6
G Grandchildren 8
H Personal Guardians for Your Minor Children 8
5 About Your Property
A Property You Should Not Include in Your Will 2
B Property You Own With Others 6
C Property on Which You Owe Money 7
D Property Ownership Rules for Married People 7
E Your Spouse's Right to Inherit From You 12
6 How to Leave Your Property
A If You Are Married With Children 2
B If You Are Married With No Children 5
C If You Are Unmarried With Children 7
D If You Are Unmarried With No Children 10
E Making Specific Bequests 11
F Naming Residuary Beneficiaries 16
7 Providing Management for Children's Property
A Property Management for Your Children 2
B Property Management for Other Children 3
C An Overview of Property Management 3
D Property Management Under Quicken WillMaker Plus 4
E Property Guardians 8
F Naming a Custodian or Trustee 9
G Choosing an Age to End Management 11
H Examples of Property Management 11
8 Choosing an Executor
A Duties of an Executor 2
B Naming an Executor 3
C Naming an Alternate 7
9 Debts, Expenses and Taxes
A Forgiving Debts Others Owe You 2
B Liabilities at Your Death 3
C Types of Debts 3
D Paying Debts and Expenses 5
E Estate and Inheritance Taxes 8
F Choosing How to Pay Taxes 9
10 Make It Legal: Final Steps
A Checking Your Will 2
B Signing and Witnessing Requirements 2
C Changing Your Quicken WillMaker Plus Will 4
D Storing Your Will 5
E Making Copies of Your Will 5
11 Updating Your Will
A When to Make a New Will 2
B How to Make a New Will 4
12 Explanatory Letters
A An Introduction for Your Letter 2
B Expressing Sentiments and Explaining Choices 3
13 About Living Trusts
A The Probate-Avoidance Basic Living Trust 3
B The Tax-Saving AB Trust 8
C What Living Trusts Cannot Do 12
D Using a Back-Up Will 12
E Drawbacks of a Living Trust 14
F When Living Trusts Can Fail 16
14 What Kind of Living Trust Do You Need?
A When to Use a Basic Probate-Avoidance Trust 3
B When to Use a Regular Tax-Saving AB Trust 4
C When to Use a Disclaimer AB Trust 6
D If You're Married: One Trust or Two? 7
15 Creating an Individual Trust
How an Individual Trust Works: An Overview 3
Part 1 Your Name 4
Part 2 Trustees 4
A The Original Trustee 4
B The Successor Trustee 5
Part 3 Property to Be Put in Trust 9
A Inventory Your Valuable Property 9
B Decide What Property to Hold in Trust 10
C How to Describe Trust Property 15
Part 4 Beneficiaries of Trust Property 17
A How Do You Want Your Property Distributed? 17
B Entering Beneficiaries' Names 18
C Alternate Beneficiaries 19
Part 5 Residuary Beneficiaries 19
Part 6 Property Management for Young Beneficiaries 20
A Should You Arrange for Management? 20
B Which Is Best: Subtrust or Custodianship? 21
C Custodianships 23
D Children's Subtrusts 24
16 Creating a Shared Marital Trust
How a Shared Marital Trust Works: An Overview 3
Part 1 Your Names 4
Part 2 Trustees 5
A The Original Trustees 5
B The Trustee After One Spouse's Death or Incapacity 6
C The Successor Trustee 6
Part 3 Property to Be Put in Trust 10
A Inventory Your Valuable Property 10
B Decide What Property to Hold in Trust 13
C How to Describe Trust Property 19
Part 4 Beneficiaries of Trust Property 21
A How Do You Want Your Property Distributed? 22
B Entering Beneficiaries' Names 23
C Beneficiaries for Co-Owned Trust Property 23
D Alternate Beneficiaries 24
Part 5 Residuary Beneficiaries 24
Part 6 Property Management for Young Beneficiaries 25
A Should You Arrange for Management? 25
B Which Is Best: Subtrust or Custodianship? 26
C Custodianships 27
D Children's Subtrusts 28
17 Creating an AB Trust
How an AB Trust Works: An Overview 4
Part 1 Your Names 6
Part 2 Trustees 6
A Your Duties as Trustees 6
B The Successor Trustee 8
Part 3 Property to Be Put in Trust 11
A Taking Inventory of Your Valuable Property 12
B Who Owns What? 13
C How Much Property to Put in Your AB Trust 14
D What Kinds of Property to Hold in Trust 17
E How to Describe Trust Property 20
Part 4 Specific Beneficiaries 22
A Choosing Specific Beneficiaries 23
B Alternate Beneficiaries 23
C Common Concerns 24
D Entering Beneficiaries' Names 24
Part 5 Final Beneficiaries 25
A How It Works 25
B Choosing Final Beneficiaries 26
C Final Beneficiaries' Rights 26
D If You Change Your Mind 27
Part 6 Property Management for Young Beneficiaries 27
A Your Options 27
B Should You Arrange for Management? 27
C Which Is Best: Subtrust or Custodianship? 28
D Custodianships 29
E Children's Subtrusts 30
18 Signing, Storing and Registering Your Trust
A Before You Sign 2
B Consulting a Lawyer 2
C Signing Your Trust Document in Front of a Notary 2
D Making Copies 3
E Registering the Trust 3
F Storing the Trust Document 4
19 Transferring Property to the Trust
A Making a Certification or Abstract of Trust 2
B Property Without Title Documents 7
C Real Estate 7
D Bank Accounts and Safe Deposit Boxes 9
E Vehicles 9
F Securities 10
G Mutual Fund Accounts 11
H Business Interests 11
I Limited Partnerships 12
J Copyrights 12
K Patents 12
L Property That Names the Trust as Beneficiary 12
20 Living With Your Living Trust
A What to Do If... 2
B Amending Your Living Trust Document 7
C Revoking Your Living Trust 19
21 After a Grantor Dies
A What Happens When a Grantor Dies: An Overview 3
B Who Serves as Trustee 6
C Getting an Appraisal 7
D Preparing an Affidavit of Assumption of Duties 8
E Notifying Beneficiaries 8
F Splitting the Trust Into Trusts A and B (AB Trust Only) 9
G The Surviving Spouse's Duties and Rights (AB Trust Only) 10
H Transferring Property to the Surviving Spouse (Basic Trust Only) 11
I Transferring Property to Beneficiaries 11
J Preparing and Filing Tax Returns 12
K Administering a Child's Subtrust 12
L Administering a Custodianship 13
22 Durable Powers of Attorney for Finances
A What Quicken WillMaker Plus Can Do 5
B What This Document Can Do 5
C What This Document Cannot Do 8
D About Your Attorney-in-Fact 9
E The Basics of Your Durable Power of Attorney 12
F When Your Document Takes Effect 13
G Choosing Your Attorney-in-Fact 14
H Specific Financial Powers 18
I Additional Duties and Responsibilities 28
J Paying Your Attorney-in-Fact 33
K Nominating a Conservator or Guardian 34
L Making It Legal 34
M What to Do With the Signed Document 40
N Making and Distributing Copies 42
O Keeping Your Document Up to Date 42
P Revoking Your Durable Power of Attorney 42
Q When the Power of Attorney Ends 49
R Possible Challenges to Your Document 50
23 Health Care Directives
A What Quicken WillMaker Plus Can Do 3
B Legal History 3
C Putting Your Wishes in Writing 5
D Identifying Whom the Document Is For 10
E Life-Prolonging Medical Care 12
F Comfort Care (Palliative Care) 16
G Artificially Administered Food and Water 16
H Directing Health Care for Different Situations 17
I Choosing a Health Care Proxy 20
J Your Representative's Powers 28
K When Your Documents Take Effect 29
L How Pregnancy May Affect Your Directive 30
M Making It Legal: Final Steps 34
N Making and Distributing Copies 49
O Keeping Your Documents Up to Date 50
P Revoking Your Documents 50
Q Expressing Additional Concerns 51
24 Final Arrangements
A Making Final Arrangements in Advance 3
B The Basics of Your Final Arrangements 4
C Help With Your Final Arrangements 5
D Body and Organ Donations 7
E Burial or Cremation 10
F Embalming 11
G Caskets 12
H Ceremonies 13
I Final Disposition of Your Body 15
J Markers and Headstones 17
K Epitaphs 17
L Choosing Someone to Oversee Your Wishes 18
25 If You Need More Help
A Learning More 2
B What Kind of Expert Do You Need? 2
C Different Ways to Get Legal Advice From a Lawyer 2
D Finding a Lawyer 3
E Working With a Lawyer 5
F Doing Your Own Legal Research 6
Users' Manual
Quicken WillMaker Plus Index
Users' Manual Index
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