Estate Planning For Dummies

Estate Planning For Dummies

by N. Brian Caverly, Jordan S. Simon


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Product Details

ISBN-13: 9780764555015
Publisher: Wiley
Publication date: 02/24/2003
Series: For Dummies Series
Pages: 384
Sales rank: 250,826
Product dimensions: 9.24(w) x 10.88(h) x 0.85(d)

About the Author

N. Brian Caverly, Esq., is an attorney-at-law emphasizing estate planning and elder law. Jordan S. Simon is Vice President of Asset Management at Venture West, a Tucson-based investment firm.

Table of Contents


Part I: Estate Planning Fundamentals.

Chapter 1: Congratulations: You Have an Estate!

Chapter 2: Bean Counting — Figuring Out What You’reWorth.

Part II: Where There’s a Will, There’s aWay.

Chapter 3: Understanding the Basics of Wills.

Chapter 4: Tied Hands and Helping Hands: What You Can andCan’t Do with Your Will.

Chapter 5: Probate: Top of the Ninth for Your Estate.

Chapter 6: Dodging Probate: Saving Time and Money with a WillSubstitute.

Part III: Matters of Trust.

Chapter 7: Understanding Trusts.

Chapter 8: Trusts You May Want to Trust — or Not.

Chapter 9: Working a Trust Into Your Estate Plan.

Part IV: Life, Death, and Taxes.

Chapter 10: Preparing for the Tug of War with the Taxman.

Chapter 11: The Gift Tax: Isn’t Giving a Gift Enough?

Chapter 12: Skipping Around the Generation Skipping TransferTax.

Chapter 13: Paying or Not Paying the Death Tax: That’s theQuestion.

Chapter 14: Planning to Minimize All Your Estate-RelatedTaxes.

Part V: Estate Planning for Family Businesses.

Chapter 15: Grasping the Basics of Estate Planning for FamilyBusinesses.

Chapter 16: Transferring Ownership and Paying Estate Taxes in aFamily Business.

Part VI: Crafting a Comprehensive Estate Plan.

Chapter 17: Factoring Insurance into Your Estate Plan.

Chapter 18: Connecting Your Retirement Funds to Your EstatePlans.

Chapter 19: Estate Planning in Exceptional Situations.

Part VII: The Part of Tens.

Chapter 20: Ten Questions to Get You Rolling on Your EstatePlan.

Chapter 21: Avoiding Ten Common Mistakes and Problems in YourWill.

Chapter 22: Ten Estate-Planning Resources on the Internet.


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