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

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Sterling Publishing Company, Inc., Feb 1, 2008 - Business & Economics - 266 pages
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Scrutinized for accuracy by AARP’s legal specialists, and completely up-to-date, 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 advanced 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.
• 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

III
15
IV
31
V
69
VI
91
VII
107
VIII
125
IX
137
X
147
XVII
197
XVIII
199
XIX
211
XX
219
XXI
225
XXII
235
XXIII
237
XXIV
243

XI
161
XII
163
XIII
171
XIV
177
XV
185
XVI
189
XXV
251
XXVI
258
XXVII
259
XXVIII
263
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About the author (2008)

Ric Edelman is the chairman and CEO of Edelman Financial Services, LLC and the author of numerous books about personal finance. He graduated Cum Laude from Rowan University in 1980, and from the Executive Program from Singularity University in 2012. He hosts a weekly radio show entitled, The Truth about Money with Ric Edelman, and his similarly titled tv show airs on over 200 public television stations. His books include the bestseller, The Truth about Retirement Plans and IRAs, as well as The Truth about Money, Rescue Your Money, and The Lies about Money.

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