60 Minute Estate Planner: Fast & Easy Illustrated Plans to Save Taxes, Avoid Probate and Maximize InheritanceThis important guide walks readers step-by-step through the entire estate planning process, and provides scores of plans for a variety of situations to help readers reduce, defer, or climinate taxes. Includes timesaving forms, worksheets, and checklists. |
Contents
HOW TO DEVELOP YOUR SIXTYMINUTE ESTATE PLAN | 3 |
Probate Living Trust and Alternative Estate Administration Asset Transfer | 9 |
DEMYSTIFYING TAX PLANNING | 17 |
Copyright | |
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Add-ons to Consider Anatomical gift attorney for health Avoids probate basics and add-ons Beneficiary designations buy-sell agreement bypass trust capital gains taxes Charitable gifts CHART AND WORKSHEET community property court death benefits defer distribution direct transfers distribution of assets documentation is recommended estate administration estate situation fits executor federal estate taxes following plan documentation generation-skipping gift tax Giftmarks health care decisions health care power incapacitated heirs included income tax inheritance letter interest investment joint tenancy Lifetime Estate limited liability companies Limited Transfers living trust assets marital deduction married couple Medical durable power minor or incapacitated payment person Plan S10 power of attorney probate transfer process QTIP trust receive revocable living trust save estate taxes situation fits closely Sixty-Minute Estate Plans surviving spouse Tax No probate tax purposes taxable estate Testamentary trust transfers property trust for minor trust or direct trustmaker