Generations: Planning Your Legacy : Practical Answers from America's Foremost Estate Planning Attorneys

Front Cover
Robert A. Esperti, Renno L. Peterson
Esperti Peterson Institute, Jan 1, 1999 - Law - 608 pages
Written in a hard-hitting, question-and-answer format, Generations is vitally useful information and techniques for individuals who care about creating their own legacies and providing for their loved ones. Its appeal is heightened by its presentation of complex issues in easy-to-understand language. Some of the issues discussed are disability, retirement, and asset protection planning; and planning for spouses, children, and grandchildren. It also contains information on planning tools such as revocable living trusts, irrevocable living trusts, irrevocable life insurance trusts,offshore asset protection trusts, and charitable trusts; and family limited partnerships. Generations is designed to educate and motivate you to take action. Good planning is planning that is well thought out, fashioned, and honed by knowledgeable professionals; implemented in a thorough and comprehensive manner; and monitored over time by understanding and compassionate advisors. Planning is more of a journey than a destination; it must survive the generations and be able to change with changing circumstances. For many of us, just knowing the questions to ask our attorneys will greatly help us to become involved in the planning process. Armed with the information in this book, you will be able to enter into estate planning with more confidence. Packaged with Generations is a free, 24-page supplement, "What the New Tax Law Means to You," that briefly explains the many changes resulting from the 1001 tax act.

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Contents

Exploring the Basics
1
Methods of Estate Planning
35
Part Planning with a Revocable Living Trust
97
Copyright

12 other sections not shown

Common terms and phrases

Bibliographic information