Wills and Trusts Kit For Dummies

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John Wiley & Sons, Mar 9, 2009 - Law - 384 pages
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Navigate probate, tax issues, and state laws

Create an estate plan and protect your family's interests

Need a will, but have no idea where to start? This friendly guide shows youhow to prepare a legal will or trust — either on your own or with professional help — and ensure that your wishes are honored. You'll handle everything from planning your bequests and writing and signing a will to selecting a trust and drafting your durable power of attorney.

Discover how to:

  • Provide for your children

  • Hire and work with professionals

  • Minimize tax liabilities

  • Amend or revoke a will or trust

  • Avoid common estate planning mistakes

Note: CD-ROM/DVD and other supplementary materials are not included as part of eBook file.

 

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Contents

Table ofContents
Getting Started with Your Will or Trust
Gathering Pertinent Information
Planning Your Bequests
Providing forYour Children and Dependents
Dipping into Your Pocket The Tax Man and Others
Everything You Need to Knowabout Wills
Navigating the Land Mines Identifying Common Land Mines Disinheriting heirs known and unknown
Putting Your Trust into Effect
Bypass trusts
When You Already Have a Trust
Planning for Your Incapacity
Reviewing your living will
ThoseCushy Retirement Funds
Taking a Look at the Different Types of Life Insurance
Designating Beneficiaries for Your Insurance Policy

When YouAlready Have aWill Reviewing and UpdatingYour Will Changes in yourfamily circumstances
Estate Administration What Happens in Probate Court
Trust Me How Trusts Work
Selecting a Trustee
Should Ownership ofYourHome Be Held byYourTrust? The Drawbacks Of AddingYour Heirs tothe Title The cons outweigh thepros
The Part of Tens
A trust
Copyright

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About the author (2009)

Aaron Larson is an attorney practicing law in Ann Arbor, Michigan, where he lives with his wife and daughter. After graduating from the University of Michigan Law School, Aaron started practice as a quintessential small town lawyer, providing legal services that included estate planning, probate, and guardianship services. He subsequently worked for the Institute of Continuing Legal Education in Ann Arbor, Michigan, where he developed professional education programs for lawyers in areas including estate planning, litigation, and family law. His present legal practice focuses on civil appeals. He operates the ExpertLaw Web site (www.expertlaw.com), offering free legal information and assistance to consumers, as well as resources for legal professionals.

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