Plan Your Estate

Plan Your Estate

by Denis Clifford Attorney

Paperback(Fifteenth Edition)

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Protect your family with solid estate planning

Estate planning sounds difficult—but most people just need a few basic documents. Let Plan Your Estate show you how to protect your loved ones from legal hassles and financial uncertainty after your death.

Learn about:

  • wills and living trusts
  • avoiding probate
  • bypass (AB) trusts
  • naming guardians for children
  • leaving property to children
  • estate, gift, and inheritance taxes
  • strategies for business owners
  • leaving property to charity
  • health care directives, and
  • financial powers of attorney.

The 15th edition of Plan Your Estate is completely updated to reflect the latest state and federal laws.
Applies in all U.S. states except Louisiana.

(Note: This book contains no estate planning forms, but it does tell you how to get the forms you need.)

Product Details

ISBN-13: 9781413327786
Publisher: NOLO
Publication date: 04/28/2020
Edition description: Fifteenth Edition
Pages: 528
Sales rank: 161,556
Product dimensions: 6.90(w) x 8.90(h) x 1.10(d)

About the Author

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

Table of Contents

Part I: Setting Your Goals

1. Selecting Your Estate Planning Goals

2. Personal Concerns and Estate Planning

Part II: Laying the Groundwork

3. Special Property Ownership Rules for Married People

4. Inventorying Your Property

5. Your Beneficiaries

Part III: Children

6. Children

Part IV: Wills

7. Wills

Part V: Probate and How to Avoid It

8. Probate and Why You Want to Avoid It

9. Living Trusts

10. Joint Tenancy and Tenancy by the Entirety

11. Pay-on-Death Designations, Regristrations, and Deeds

12. Life Insurance

13. Retirement Benefits

14. State Law Exemptions From Normal Probate

Part VI: Understanding Estate and Gift Taxes

15. Estate Taxes

16. Gifts and Taxes

Part VII: Reducing or Eliminating Estate Taxes

17. An Overview of Ongoing Trusts

18. AB Disclaimer Trusts

19. Other Estate Tax–Saving Marital Trusts

20. Charitable Trusts

21. Other Estate Tax–Saving Trusts

22. Disclaimers: After-Death Estate Tax Planning

23. Combining Estate Tax–Saving Trusts

Part VIII: Imposing Controls Over Property

24. Property Control Trusts for Second or Subsequent Marriages

25. Trust and Other Devices for Imposing Controls Over Property

Part IX: Taking Care of Personal Issues

26. Incapacity: Making Medical and Financial Decisions

27. Body and Organ Donation, Funerals, and Burials

Part X: Family Business Estate Planning

28. Family Business Estate Planning

Part XI: Going Further

29. Using Lawyers

30. After You Complete Your Estate Plan

31. After a Death Occurs

Part XII: Sample Estate Plans

32. Some Estate Plans



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