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Index
Cover
Title Page
Copyright
Contents
Foreword
Introduction
Part One: First Steps
1: Why You Should Plan Your Estate
How You Can Save Money and Be Sure You’ve Done It Right
2: Getting Started
Don’t Procrastinate
Part Two: Transferring Property Without a Will
You Have Many Ways of Getting Money to People Without Fuss or Delay
3: Lots of Little “Wills”
Your Guide to Will Substitutes
4: Life Insurance
An Old Standby Has Lots of Uses
5: Joint Tenancy
It’s Easy and Cheap—but Watch Out for Pitfalls
Part Three: Wills: What Should Be in Yours?
6: Wills 101
The Basics
7: What Goes in the Will
What to Put In and What to Leave Out
8: After the Will Is Written
Follow These Steps to Be Sure Your Will Does the Job
Part Four: Trusts and Living Trusts
They Can Do a Lot—but They’re Not for Everyone
9: How Trusts Work
A Quick Look at a Misunderstood Tool
10: Do You Need a Trust?
As Usual in the Law, It Depends
11: Living Trusts 101
The Basics
12: Setting Up a Living Trust
Your Guide to Doing It Right
Part Five: Putting the Tools to Work
Some Tips for People with Particular Needs
13: Providing for the Kids
Tips for Every Age of Offspring
14: Married … With or Without Children
Most of Us Want to See That Our Spouse Is Taken Care of, but How?
15: Splitting Up
Divorce and Remarriage
16: Beyond Convention
No Two Families Are the Same
17: Estate Planning for Those with Chronic Illness
18: Estate Planning for Business Owners
The Law Gives You Lots of Options—but You Have to Use Them Well
19: Providing Income for Your Final Years
Estate Planning and Retirement
20: Controlling Costs in Your Final Years
Paying for Long-Term Care
Part Six: Death and Taxes
Strategies for Holding On to As Much As You Can
21: Death and Taxes
Trying to Make Sense Out of Rules That Keep Changing
22: Tax Planning 101
Trusts
23: Tax Planning 102
The Benefits of Living Gifts and Life Insurance
Part Seven: When You Can’t Make the Decision
Confronting Your Biggest Fear Now Can Make a Big Difference Later
24: Delegating Decisions
Advance Directives
25: Planning for End-of-Life Decisions
Living Wills and Organ Donation
Part Eight: Putting the Plan into Action After Your Death
Steps You Can Take Now to Help Your Survivors
26: Easing the Burden on Your Family
There’s a Lot You Can Do to Help—Now
27: Choosing the Executor
Some Tips on Getting the Right Person
28: Trustees
You Can Choose a Person or a Company to Get the Job Done
29: Probate
A Quick Primer on How It’s Done
Where Do You Go From Here?
Appendix A: Estate-Planning Checklist
Appendix B: Sample Basic Will (Annotated)
Appendix C: Health-Care Advance Directive
Index
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