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Contents Foreword Introduction ONE: First Steps 1. Why You Should Plan Your Estate How Your Can Save Money and Be Sure You've Done It Right 2. Getting Started Don't Procrastinate (This Means You) TWO: Transferring Property Without a Will You Have Many Ways of Getting Money to People Without Fuss or Delay 3. Lots of Little "Wills" Your Guide to Will Substitutes 4. Life Insurance An Old Standby Has Lots of Uses 5. Joint Tenancy They're Easy and Cheap-But Watch Out for Pitfalls THREE: Wills What Should Be in Yours? 6. Wills 101 The Basics 7. What Goes in the Will Your Guide to What to Put in-and Leave Out 8. After the Will Is Written Follow These Steps to Be Sure Your Will Does the Job FOUR: Trusts and Living Trusts They Can Do a Lot-But They're Not for Everyone 9. How Trusts Work A Quick Look at a Misunderstood Tool 10. Do You Need a Trust? As Usual in the Law, It Depends 11. Living Trusts 101 The Basics 12. Setting Up a Living Trust Your Guide to Doing It Right FIVE: Putting the Tools to Work Some Tips for People with Particular Needs 13. Estate Planning: Providing for the Children Tips for Every Age of Offspring 14. Estate Planning for Married Couples Most of Us Want to See Than Our Spouse Is Taken Care of, but How? 15. Estate Planning in Divorce and Remarriage Tips for Blended Families 16. Estate Planning for Nontraditional Families A Rapidly Growing Category Needs to Plan Especially Carefully 17. Estate Planning for Business Owners The Law Gives You Lots of Options-But You Have to Use Them Well 18. Tying Estate Planning to Planning for Retirement Income and Housing Looking Ahead Can Make Retirement What You'd Hoped 19. Tying Estate Planning to Planning for Medical and Care Expenses Planning Can Help Alleviate a Big Set of Worries SIX: Death and Taxes Strategies for Holding on to as Much as You Can 20. Death Tax Basics Trying to Make Sense Out of Rules That Keep Changing 21. Tax Planning 101: Trusts Some Tips on the Taxpayer's Best Friend 22. Tax Planning 102: Giving It Away Insurance and a Gifting Program Can Save Tens of Thousands SEVEN: Changing Lives, Changing Plans Life Does Not Stand Still-and Neither Should Your Plan 23. Changing Your Mind A Little Chapter with a Big Message EIGHT: When You Can't Make the Decision Confronting Your Biggest Fear Now Can Make a Big Difference Later 24. Delegating Decision Making The Law Gives You Lots of Options 25. Living Wills An Old Planning Tool Still Has Its Uses NINE: After Your Death: Putting the Plan into Action Steps You Can Take Now to Help Your Survivors 26. Easing the Burden on Your Family There's a Lot You Can Do to Help-Now 27. Executors Some Tips on Getting the Right Person 28. Trustees You Can Choose a Person or a Company to Get the Job Done 29. Probate and Estate Administration A Quick Primer on How It's Done TEN: Where Do You Go from Here? 30. Where to Get More Information The Best Places to Turn APPENDIX A: Estate-Planning Checklist APPENDIX B: Sample Will, Annotated APPENDIX C: Health-Care Advance Directive
Library of Congress Subject Headings for this publication: Estate planning United States Popular works, Tax planning United States Popular works, Wills United States Popular works, Trusts and trustees United States Popular works