AARP Crash Course in Estate Planning: The Essential Guide to Wills, Trusts, and Your Personal Legacy

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Sterling Publishing Company, Inc., 2004 - Law - 266 pages
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Here is the absolutely essential and totally comprehensive guide to wills, trusts, estate planning, and crafting a personal legacy.

Scrutinized for accuracy by AARP’s legal specialists, this indispensable volume covers every aspect of planning an estate and creating a will. A crash course in one handy volume, the book walks readers through the entire process, from understanding the distinction between probate and nonprobate property to delegating a durable power of attorney, and from resolving possible tax issues ahead of time to safeguarding your assets.

In these pages you will find:
• comparisons of wills and simple living trusts;
• advice on guardianship and advance medical directives;
• explanations of the role and powers of a trustee—and what steps to take in the case of suspected misconduct;
• a primer on marshaling and protecting retirement assets;
• help in planning for children with disabilities;
• ideas for making sure your money stays in the family in case a spouse remarries; and much, much more.
 

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Contents

Foreword By Ric Edelman
1
Understanding EstatePlanning Basics
13
Choosing the Right
31
The Ins and Outs of the Probate Process
91
Whos in Charge Here?
107
When Things Go Wrong
137
Preparing for the Tax Man
147
EstatePlanning
161
Planning for Children or Grandchildren
171
Mom and Dads Basic Estate Tax Planning
177
Protecting Your Wealth with
211
Protecting Beneficiaries from Themselves
219
Estate Planning with
235
Using Trusts as Designated Beneficiaries
243
A List of Executor Duties and Tasks of Probate
251
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