Estate Planning for Dummies

ISBN-13: 9781394158546 / Angielski / Miękka / 2023 / 416 str.

Simon

Spis treści

Introduction 1Part 1: Getting Started with Estate Planning 5Chapter 1: Congratulations: You Have an Estate! 7Chapter 2: Bean Counting: Figuring Out What You're Worth 33Part 2: Where There's a Will, There's a Way 45Chapter 3: Understanding the Basics of Wills 47Chapter 4: Tied Hands and Helping Hands: What You Can and Can't Do with Your Will 69Chapter 5: Probate: Top of the Ninth Inning for Your Estate 83Chapter 6: Dodging Probate: Saving Time and Money with a Will Substitute 101Part 3: Matters of Trust 119Chapter 7: Understanding Trusts 121Chapter 8: Trusts You May Want to Trust -- or Not 137Chapter 9: Working a Trust into Your Estate Plan 149Part 4: Life, Death, and Taxes 159Chapter 10: Preparing for the Tug-of-War with the Taxman 161Chapter 11: The Gift Tax: Isn't Giving a Gift Enough? 171Chapter 12: Skipping around the Generation-Skipping Transfer Tax 187Chapter 13: Paying or Not Paying the Death Tax: That's the Question 197Chapter 14: Planning to Minimize All Your Estate-Related Taxes 211Part 5: Estate Planning for Family Businesses 229Chapter 15: Grasping the Basics of Estate Planning for Family Businesses 231Chapter 16: Transferring Ownership and Paying Estate Taxes in a Family Business 251Part 6: Crafting a Comprehensive Estate Plan 267Chapter 17: Factoring Insurance into Your Estate Plan 269Chapter 18: Connecting Your Retirement Funds to Your Estate Plans 293Chapter 19: Estate Planning in Exceptional Situations 313Part 7: The Part of Tens 337Chapter 20: Ten Questions to Get You Rolling on Your Estate Plan 339Chapter 21: Avoiding Ten Common Mistakes and Problems in Your Will 345Chapter 22: Ten Crucial Estate-Planning Questions 351Index 359

O autorze

Jordan S. Simon is a partner at the Venture West Group and coauthored the first edition of Estate Planning For Dummies.Joseph Mashinski is an attorney and consultant with more than 19 years' experience in estate planning, insurance, employee benefits, and ERISA compliance.