60 Minute Estate Planner: Fast and Easy Illustrated Plans to Save Taxes, Avoid Probate and Maximize Inheritance
This important guide walks readers step-by-step through the entire estate planning process, and provides scores of plans for a variety of situations to help readers reduce, defer, or climinate taxes. Includes timesaving forms, worksheets, and checklists.
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The Busy Family's Guide to Estate Planning: 10 Steps to Peace of Mind
Liza Weiman Hanks
Limited preview - 2007
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amount Anatomical gift attorney for health avoid probate basics and add-ons Beneficiary designations buy-sell agreement bypass trust capital gains taxes Charitable gifts CHART AND WORKSHEET community property corporation court death benefits defer distribution direct transfers election executor federal estate taxes fees following plan documentation funding generation-skipping gift tax Giftmarks health care decisions health care power incapacitated heirs included income tax inheritance letter interest investment Irrevocable life insurance joint tenancy Keogh Lifetime Estate limited liability companies living trust assets marital deduction married couple Medical durable power minor or incapacitated partnership payment person Plan S10 pour-over power of attorney probate transfer process QTIP trust qualified receive revocable living trust right of survivorship save estate taxes Sixty-Minute Estate Plans surviving spouse tax purposes taxable estate Testamentary trust transfers property trust for minor trust or direct trustmaker trustmaker's unified credit