The 250 Estate Planning Questions Everyone Should Ask

The 250 Estate Planning Questions Everyone Should Ask

by Lita Epstein

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Product Details

ISBN-13: 9781440501067
Publisher: Adams Media
Publication date: 03/01/2008
Format: NOOK Book
Pages: 192
Sales rank: 664,074
File size: 390 KB

About the Author

Lita Epstein, MBA, has written more than a dozen business books on topics ranging from retirement planning to Social Security and Medicare. She is the author of Streetwise Crash Course MBA and Streetwise Retirement Planning. She is a faculty member of the College of Graduate Business and Management at the University of Phoenix. Epstein lives in Poinciana, FL.

Table of Contents

Introduction     v
The Basics of Estate Planning     1
Taking Time for Probate     7
When There's a Will     19
Intestate-When There's Not a Will     25
Will Substitutes, or How to Avoid Probate     29
Dealing with Taxes-Federal Unified Transfer Tax System     36
Calculating the Estate Tax     49
Estate Tax Planning     64
Rules on Giving-Federal Gift Tax     74
Generation-Skipping Transfer Tax     88
Giving While You're Alive-Estate Transfer During Lifetime     93
Selling Property-Intrafamily Transfers     113
Business Dealings-Transfer of Closely Held Business Interests     118
Life Insurance Planning     123
Estate Shrinkage     130
Postmortem Liquidity Planning     136
Problems of Incompetency     141
Planning for Incompetency     147
An Incompetent Person's Medical Needs     153
Estate Planning for Cohabitation or Nontraditional Family Arrangements     159
Appendix: The 250 Questions     163
Index     177
About the Author     186

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