AARP crash course in estate planning: the essential guide to wills, trusts, and your personal legacy
AARP/Sterling Pub. Co., 2005 - Business & Economics - 501 pages
This clear, concise guide from a respected organization renowned for helping older Americans is a great way to learn what you need to know before consulting an attorney about estate planning and protecting your personal legacy.
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Foreword By Ric Edelman
Introduction A Crash Course Designed
Parti Understanding Estate
15 other sections not shown
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AARP account owner agent agreement allow asset protection benefit cash chapter charitable child claims Closer Look common community property consider creditors Crummey death decedent decedent's decisions disabled distributions donor DPOA durable power elective share erty estate planning estate tax example executor or trustee federal estate tax fees fiduciary funds gift tax give grantor guardian health-care Hint ILIT income tax institutional trustee investment lawyer liability lifetime gifts living trust marital deduction married couples ment million nonprobate parents partner payments person potential power of attorney prenuptial agreement probate court probate estate prop real estate retirement account Roth IRA share simple situation someone spouse's successor trustee surviving spouse survivor tate tax-protected amount taxable estate testamentary testamentary trust tion transfer trust document trust protector trustee's