Foreword |
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1 | (4) |
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Introduction A Crash Course Designed to Give You a Soft Landing |
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5 | (10) |
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Part 1 Understanding Estate-Planning Basics |
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Different Kinds of Property and the Law |
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15 | (16) |
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Wills and Trusts: Choosing the Right Tools to Make Your Estate Plan Work |
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31 | (38) |
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Beyond Wills and Trusts: The Rest of the Estate Planner's Toolkit |
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69 | (22) |
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The Ins and Outs of the Probate Process |
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91 | (16) |
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Who's in Charge Here? Choosing Your Executor and Trustee |
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107 | (18) |
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Using a Trust Protector: Someone to Trust besides Your Trustee |
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125 | (12) |
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137 | (10) |
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Preparing for the Tax Man |
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147 | (16) |
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Part 2 Applying the Basics: Estate-Planning Tools for Common Life Situations |
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Providing for Young Children: Some Useful Trust Provisions |
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163 | (8) |
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Planning for Children or Grandchildren with Disabilities |
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171 | (6) |
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Mom and Dad's Basic Estate Tax Planning |
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177 | (8) |
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Subsequent Marriages: Providing for a Spouse Without Giving Away the Family Fortune |
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185 | (4) |
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Charitable Donations: Gifts That Repay the Kindness |
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189 | (10) |
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Part 3 Preserving Your Estate: Keeping Creditors, Spendthrifts, and the Tax Man at Bay |
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An Introduction to Asset Protection Planning |
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199 | (12) |
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Protecting Your Wealth with an Irrevocable Life Insurance Trust |
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211 | (8) |
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Protecting Beneficiaries from Themselves |
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219 | (6) |
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Minding Your Business: Protecting Investment Interests |
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225 | (12) |
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Part 4 Estate Planning with Retirement Assets |
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Distribution Solutions for Beneficiaries |
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237 | (6) |
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Using Trusts as Designated Beneficiaries |
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243 | (8) |
Appendix: A List of Executor Duties and Tasks of Probate |
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251 | (7) |
Acknowledgments |
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258 | (1) |
Glossary |
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259 | (4) |
Index |
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263 | |