The Will and Living Will Toolkit: The Ultimate Guide to Preparing Your Will and Living Will

Overview

Here in one place are all the tools that you'll need to understand and prepare your own customized will and Living without the need for hiring an expensive attorney.

Complete and understandable instructions, easy checklists, user-friendly questionnaires, and professional-quality legal forms are all provided in this valuable book and on the enclosed CD.

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Overview

Here in one place are all the tools that you'll need to understand and prepare your own customized will and Living without the need for hiring an expensive attorney.

Complete and understandable instructions, easy checklists, user-friendly questionnaires, and professional-quality legal forms are all provided in this valuable book and on the enclosed CD.

Read More Show Less

Product Details

  • ISBN-13: 9781892949479
  • Publisher: Nova Publishing Company IL
  • Publication date: 11/16/2009
  • Pages: 288
  • Product dimensions: 7.00 (w) x 8.90 (h) x 0.80 (d)

Table of Contents

List of Forms 9

Introduction To The Will And Living Will Toolkit 10

Installation Instructions for Installing Forms-on-CD 13

Installation Instructions for PCs 13

Installation Instructions for MACs 14

Instructions for Using Forms-On-CD 14

To Access Adobe PDF Forms 15

To Fill in and Use PDF Forms 16

To Access and Complete the Text Forms 17

Technical Support 18

Chapter 1 Why Do You Need a Will and Living Will? 19

Reasons for Having an Estate Plan 20

To Provide Advance Health Care Plans for Emergencies 21

To Avoid the State Deciding Who Will Receive Your Property 21

To Avoid the Delays and Expense of Probate 25

To Save Money on the Distribution Your Estate 26

To Appoint Someone to Administer Your Property 26

To Appoint a Guardian for Your Minor Children 27

To Appoint Someone to Administer a Minor Child's Property 27

To Disinherit a Child or Other Relative 28

To Accomplish Other Results 28

Chapter 2 Developing Your Own Personal Estate Plan 30

Qualifications for Having an Estate Plan 30

Estate Planning Tools 33

Distribution of Property on Death 33

Last Will and Testament 33

Avoiding Probate 34

Joint Tenancy with Right of Survivorship 35

Living or Revocable Trusts 38

Life Insurance 39

Retirement Accounts and/or Pension Plans 39

Payable-on-Death Bank Accounts 40

Gifts to Minors 41

Reducing Taxes 41

Healthcare Concerns 42

Living Will 42

Health Care Power of Attorney 42

Durable Power of Attorney for Financial Affairs 43

Advance Health Care Directive 43

Designation of Primary Physician 44

Organ Donation 44

Steps in Preparing Your Estate Plan 45

Estate Planning Quick Checklist 47

Estate Planning Chart 48

Chapter 3Property and Taxation Information 51

What Property May Be Disposed of With Your Estate Plan? 53

Community Property States 54

Common-Law Property States 55

Federal and State Taxes Relating to Estates 58

Federal Estate Taxes 58

State Estate Taxes 59

State Inheritance Taxes 60

Federal Gift Tax 60

Income Tax on Inheritances 61

Property Questionnaire Instructions 61

Property Questionnaire 63

What Are Your Assets? 63

What Are Your Liabilities? 73

Net Worth of Your Estate 78

Chapter 4 Beneficiary and Gift Information 79

Who May Be a Beneficiary? 81

What Types of Gifts May You Make? 81

Beneficiary Questionnaire 86

Who Will Receive Which of Your Assets? 86

Are There Any Other Relatives, Friends, or Organizations to Whom You Wish to Leave Gifts? 92

Are There Any Persons Whom You Wish to Specifically Leave Out of Your Will and/or Living Trust? 94

Chapter 5 Probate and Executor Information 94

Overview of a Typical Probate Proceeding 95

Simplified Probate Procedures 97

Choosing a Executor 98

Executor Duties Checklist Instructions 99

Executor Duties Checklist 100

Immediate Executor Duties 100

Executor Duties Within First Month 100

Executor Financial Duties 101

Executor Information Checklist Instructions 103

Executor Information Checklist 104

Location of Records 104

Funeral or Cremation Arrangements 105

Persons, Businesses, and Organizations to Contact 106

Relatives to Contact 110

Friends to Contact 111

Newspaper Obituary Information 112

Chapter 6 Selecting a Will 114

Instructions for Selecting Your Will 114

Instructions for will for Married Person with Children (Using Children's Trust) 123

Will for Married Person with Children (Using Children's Trust) 126

Instructions for Will for Single Person with Children (Using Children's Trust) 131

Will for Single Person with Children(Using Children's Trust) 134

Instructions for will for Married Persons with No Children 139

Will for Married Person with No Children 141

Instructions for Will for Single Person with No Children 145

Will for Single Person with No Children 147

Chapter 7 Preparing and Signing a Will 151

Instructions for Preparing Your Will 151

Instructions for Signing Your Will 153

Safeguarding Your Will 154

Chapter 8 Changing a Will 156

Instructions for Changing Your Will 161

Codicil 162

Chapter 9 Preparing a Living Will 165

Typical Living Will Provisions 167

Instructions for Preparing and Signing a Living Will 170

Living Will Declaration and Directive to Physicians 172

Instructions for Revoking a Living Will 176

Revocation of Living Will 177

Chapter 10 Preparing a Health Care Power of Attorney 178

When You Should Use a Health Care Power of Attorney 179

Revoking Your Durable Health Care Power of Attorney 182

Instructions for Durable Health Care Power of Attorney and Appointment of Health Care Agent and Proxy 183

Health Care Power of Attorney and Appointment of Health Care Agent and Proxy 184

Instructions for Revocation of Durable Health Care Power of Attorney 190

Revocation of Health Care Power of Attorney 191

Instructions for witness Affidavit of Revocation of Durable Health Care Power of Attorney 192

Witness Affidavit of Revocation of Durable Health Care Power of Attorney 193

Chapter 11 Preparing a Durable Unlimited Power of Attorney for Financial Affairs 194

When You Should Use a Durable Unlimited Power of Attorney for Financial Affairs 195

State-Specific Power of Attorney Forms 197

Instructions for Durable Unlimited Power of Attorney for Financial Affairs(1) 198

Unlimited Durable Power of Attorney for Financial Affairs (Effective immediately) 199

Instructions for Durable Unlimited Power of Attorney for Financial Affairs (2) 203

Unlimited Durable Power of Attorney for Financial Affairs (Effective on disability) 204

Instructions for Revocation of Durable Unlimited Power of Attorney for Financial Affairs 208

Revocation of Durable Unlimited Power of Attorney for Financial Affairs 209

Chapter 12 Preparing an Advance Health Care Directive 210

What is an Advance Health Care Directive 210

Living Will 211

Health Care Power of Attorney 212

Designation of primary Physician 212

Organ Donation 212

When You Should Use an Advance Health Care Directive 214

Witness and Notary Requirements 215

Instructions for Preparing Your Advance Health Care Directive 216

Revoking Your Advance Health Care Directive 220

Instructions for Revocation of Advance Health Care Directive 220

Revocation of Advance Health Care Directive form 221

Instructions for Witness Affidavit of Oral Revocation of Advance Health Care Directive 222

Witness Affidavit of Oral Revocation of Advance Health Care Directive form 223

Instructions for Additional Information for Advance Health Care Directive 224

Additional Information for Advance Health Care Directive form 225

Chapter 13 Preparing a Designation of Primary Physician 226

Instructions for a Designation of Primary Physician 226

Designation of Primary Physician 227

Chapter 14 Preparing an Organ Donation Form 228

Instructions for an Organ Donation Form 229

Organ Donation Form 230

Appendix: State Estate Planning Laws 231

Glossary of Estate Planning Terms 292

Index 300

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