8 Ways to Avoid ProbateAttorney Mary Randolph details eight key strategies to avoiding the probate money pit, including how to: § set up payable-on-death bank accounts § name a beneficiary for retirement accounts § register stocks & bonds, and vehicles, in transfer-on-death forms § hold property in joint ownership § take advantage of special procedures for small estates § create a living trust § give away property now Includes worksheets and sample letters, as well as state-by-state charts that pinpoint which strategies are viable in each state. The 6th edition provides up-to-date federal estate/gift tax rules and on expanded information on how to leave real estate without probate. |
