Plan Your Own Estate: Passing on Your Assets and Your Values Legally and Efficiently

ISBN-13: 9781430244943 / Angielski / Miękka / 2012 / 348 str.

Deirdre R. Wheatley-Liss

Opis

Plan Your Own Estate: Passing on Your Assets and Your Values Legally and Efficientlytakes a straightforward andengaging you -oriented approach to dealing with one of life s certainties--death.While you "can t take it with you," this book empowers you to decide how your assets can best help your family when you are gone.Experienced attorney Deirdre R. Wheatley-Liss concentrates into this book the experience she's had helping hundreds of families work through their estate plans. Whether you have modest or extensive assets, Plan Your Own Estate provides the knowledge you need to design your planand the tools you need to move forward. The starting place is your goals. Part 1 of the book asks, "What do you want to accomplish for yourself and your family?" The next step depends on you.Are you looking to educate yourself about how a will or trust is structured, or how tax law works? Part 2, Resource Guides, breaks down tough topics like these and delivers actionable information.Have questions about what your estate plan should say? Part 3, Planning Guides, goes through an attorney s analysis in considering the most frequently asked estate planning questions.Thinking about creating your own estate plan, or hiring an attorney?Part 4, Action Guides, helps you start your estate plan and make sure it s complete, or review any plan you may already have in place. Nobody likes talking about death, taxes, or disability--but not thinking about them will not make them go away.Plan Your Own Estate will help you make a plan, put it in place, and take control of how your money and your values are being passed to your family.This book includes:

• Comprehensive plain English coverage of every aspect of planning your estate
• Methods to protect your loved ones' inheritance from taxes, immaturity, lack of financial knowledge, incapacity, creditors, and predators
• Planning guides for families with children, singles, second marriages, business owners, unmarried or same-sex couples, and more
• Up-to-date information regarding changing laws and best practices

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Spis treści

1. Introduction
2. What Are Your Goals? 
3. What Are Your Assets?  
4. What Goes into a Will?
5. Will Alternatives and Avoiding Probate
6. Trust in Trusts 
7. Rounding Out the Plan
8. Taxes
9. Gifting
10. Insurance Trusts
11. Advanced Tax Strategies
12. Fiduciaries
13. Planning Guide for Kids
14. Planning Guide for Marrieds
15. Planning Guide for Singles
16. Planning Guide for Unmarried and Same-Sex Couples
17. Planning Guide for Second Marriages
18. Planning Guide for the Family Business
19. Planning Guide for Noncitizens
20. Planning Guide for Your Parents
21. Planning Guide for Special-Needs Children
22. Action Guide: Getting Started
23. Action Guide: Completing Your Plan
24. Action Guide: Reviewing What You Have
25. Estate Analysis Checklist: Married
26. Estate Analysis Checklist: Single
27. Financial Worksheet: Married
28. Financial Worksheet: Single
29. Glossary

O autorze

Deirdre R. Wheatley-Liss, Esq. is a Certified Elder Law Attorney and a practicing trusts and estates attorney with over fifteen years' experience. Her passion is educating the public about the law so they can be empowered to use it to their benefit. She graduated with honors from Johns Hopkins University, earned her law degree at Boston College Law School, and holds an advanced Masters of Law degree in taxation from New York University School of Law. Deirdre authors the award-winning New Jersey Estate Planning and Elder Law Blog, and she is a sought-after speaker and contributor to national publications such as the New York Times, Consumer Digest, and Money magazine. Deirdre often hears that she makes estate planning and tax law "fun," and that she is adept at breaking down complex topics into understandable, and actionable, elements. The author of Plan Your Own Estate (Apress, 2013), she resides in Northern New Jersey with her husband and son.