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Plan Your Estate

Plan Your Estate
A Book

by Denis Clifford

  • Publisher : Nolo
  • Release : 2008
  • Pages : 548
  • ISBN : 1413307612
  • Language : En, Es, Fr & De
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A guide to estate planning covers property ownership laws, beneficiaries, probate avoidance, living trusts, joint tenancy, life insurance, estate taxes, wills, business ownership, and pensions.

Plan Your Estate with a Living Trust

Plan Your Estate with a Living Trust
A Book

by Denis Clifford

  • Publisher : NOLO
  • Release : 1992
  • Pages : 416
  • ISBN : 9780873371421
  • Language : En, Es, Fr & De
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A true self-help book that shows, in plain English, how to prepare an estate plan without the expensive services of a lawyer. Attorney Denis Clifford provides all the up-to-date forms and step-by-step instructions needed to let individuals with estates under $600,000 do the job themselves. "Instills in the reader a sense of self-confidence for handling delicate legal issues".--Library Journal.

How to Plan Your Estate

How to Plan Your Estate
A Book

by Robert M. Dunaway,Keith L. Ellerman

  • Publisher : Wallace-Homestead
  • Release : 1980
  • Pages : 191
  • ISBN : 9780870693526
  • Language : En, Es, Fr & De
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The Complete Guide to Planning Your Estate in Illinois

The Complete Guide to Planning Your Estate in Illinois
A Step-by-Step Plan to Protect Your Assets, Limit Your Taxes, and Ensure Your Wishes Are Fulfilled for Illinois Residents

by Linda C. Ashar,Sandy Baker

  • Publisher : Atlantic Publishing Company
  • Release : 2010
  • Pages : 336
  • ISBN : 1601384297
  • Language : En, Es, Fr & De
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What happens to your estate after you are gone is very much within your control. Estate planning is not only for the wealthy; it is for everyone. It is simply the process of deciding where your assets are to be distributed after your death. For those people who wish to preserve their assets for designated purposes -- such as family or special charities -- it becomes necessary to make special advance preparations. To ensure your assets are protected and final wishes are carried out, there are some common actions that should be taken now. Proper estate planning allows you to plan for yourself and your loved ones without giving up control of your affairs. Your estate plan should also allow for the possibility of your own disability. It should detail what you own and whom you want to leave it to at a time of your choosing and the way you want. Your estate plan should include fully disclosed, controlled costs for you and your loved ones. The last thing you want to worry about is having your estate drained of value through taxes and legal costs. The right plan can protect the value of your estate and spare your loved ones unnecessary hassles and legal conflicts. The Complete Guide to Planning Your Estate in Illinois will help you glide through this complicated process. This new book has been adapted to offer Ohio residents state-specific advice for estate planning. Co-authors Margo Pierce and Linda C. Ashar, attorneys at law, have crafted an estate planning primer, allowing Illinois residents to become more informed and more involved during the process. Many books on estate planning indicate you do not need the services of an attorney, but this book highly recommends using an attorney versed in this area: You should not go through the process alone. This book is intended explain the complicated issues, terminology, and planning strategies of estate planning so when you do meet with a qualified attorney, you will be well prepared. You will understand the legal terms and be ready to discuss issues and strategies with familiarity, saving you time and legal fees and ensuring peace of mind. Illinois -specific information is offered throughout this book, including: Illinois s probate code; Illinois rules, regulations, and laws specific to estate planning; elements of a valid Illinois will; planning your living will in Illinois; explanations of Illinois laws regarding durable health care power of attorneys, do not resuscitate (DNR) orders, and directives to withhold CPR. The book's easy-to-understand context clarifies this complicated and sensitive subject and gives readers the power to take control of their future. This book also offers an overview of abatement rules, settlement costs, guardianship and minor children, executors and trustees, life insurance, potential long-term care needs, marital deductions, types of trusts, gift splitting, survivorship deeds, 529 plans, reducing or eliminating estate taxes, avoiding tax on life insurance, using insurance to pay estate taxes, gift tax issues, generation skipping transfer tax, and tax-deferred accounts. Estate planning should be a positive experience. It involves reviewing your situation and planning for your future. Although few people want to think about the possibility of disability or disease, advance planning is also a way to show your love and to reduce potential distress later. Other books offer a non-state-specific overview of estate planning, causing many readers to be misinformed about rules and regulations particular to their state; but, this new book provides information Illinois residents need to know. Do not get outdated or wrong information that does not pertain to you specifically. Use this new book to craft an estate plan that is not only legally sound but also fully carries out your last wishes and protects your loved ones.

The Complete Guide to Planning Your Estate in Texas

The Complete Guide to Planning Your Estate in Texas
A Step-by-Step Plan to Protect Your Assets, Limit Your Taxes, and Ensure Your Wishes Are Fulfilled for Texas Residents

by Linda C. Ashar

  • Publisher : Atlantic Publishing Company
  • Release : 2011
  • Pages : 336
  • ISBN : 1601384262
  • Language : En, Es, Fr & De
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What happens to your estate after you are gone is very much within your control. Estate planning is not only for the wealthy; it is for everyone. It is simply the process of deciding where your assets are to be distributed after your death. For those people who wish to preserve their assets for designated purposes — such as family or special charities — it becomes necessary to make special advance preparations. To ensure your assets are protected and final wishes are carried out, there are some common actions that should be taken now. Proper estate planning allows you to plan for yourself and your loved ones without giving up control of your affairs. Your estate plan should also allow for the possibility of your own disability. It should detail what you own and whom you want to leave it to at a time of your choosing and the way you want. Your estate plan should include fully disclosed, controlled costs for you and your loved ones. The last thing you want to worry about is having your estate drained of value through taxes and legal costs. The right plan can protect the value of your estate and spare your loved ones unnecessary hassles and legal conflicts. The Complete Guide to Planning Your Estate in Texas will help you glide through this complicated process. This new book has been adapted to offer Texas residents state-specific advice for estate planning. Author Linda C. Ashar, Attorney at Law, has crafted an estate planning primer, allowing Texas residents to become more informed and more involved during the process. Many books on estate planning indicate you do not need the services of an attorney, but this book highly recommends using an attorney versed in this area: You should not go through the process alone. This book is intended explain the complicated issues, terminology, and planning strategies of estate planning so when you do meet with a qualified attorney, you will be well prepared. You will understand the legal terms and be ready to discuss issues and strategies with familiarity, saving you time and legal fees and ensuring peace of mind. Texas -specific information is offered throughout this book, including: Texas’s probate code; Texas rules, regulations, and laws specific to estate planning; elements of a valid Texas will; planning your living will in Texas; explanations of Texas laws regarding durable health care power of attorneys, do not resuscitate (DNR) orders, and directives to withhold CPR. The book’s easy-to-understand context clarifies this complicated and sensitive subject and gives readers the power to take control of their future. This book also offers an overview of abatement rules, settlement costs, guardianship and minor children, executors and trustees, life insurance, potential long-term care needs, marital deductions, types of trusts, gift splitting, survivorship deeds, 529 plans, reducing or eliminating estate taxes, avoiding tax on life insurance, using insurance to pay estate taxes, gift tax issues, generation skipping transfer tax, and tax-deferred accounts. Estate planning should be a positive experience. It involves reviewing your situation and planning for your future. Although few people want to think about the possibility of disability or disease, advance planning is also a way to show your love and to reduce potential distress later. Other books offer a non-state-specific overview of estate planning, causing many readers to be misinformed about rules and regulations particular to their state; but, this new book provides information Texas residents need to know. Do not get outdated or wrong information that does not pertain to you specifically. Use this new book to craft an estate plan that is not only legally sound but also fully carries out your last wishes and protects your loved ones.

Plan Your Estate

Plan Your Estate
A Book

by Anonim

  • Publisher : Unknown Publisher
  • Release : 2011
  • Pages : 329
  • ISBN : 9876543210XXX
  • Language : En, Es, Fr & De
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We The People's Guide to Estate Planning

We The People's Guide to Estate Planning
A Do-It-Yourself Plan for Creating a Will and Living Trust

by Ira Distenfield,Linda Distenfield

  • Publisher : John Wiley & Sons
  • Release : 2005-04-29
  • Pages : 320
  • ISBN : 0471730912
  • Language : En, Es, Fr & De
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WE THE PEOPLE No lawyers. Save money. We The People is America's largest legal document services company. Dedicated to helping every American avoid the high cost of legal fees, We The People gives you the information you need to handle your own legal filings quickly, easily, and inexpensively. Hundreds of thousands of Americans have already liberated themselves from the tyranny of attorneys' fees--and now you can too! We The People's Guide to Estate Planning makes planning for your future as painless as possible--all without the added hassle of hiring a lawyer. This practical, nuts-and-bolts guide covers all the basics of do-it-yourself estate planning, and covers everything you need to know about living trusts, wills, probate, and estate taxes. Extra resources--a glossary of estate planning terminology; a section on frequently asked questions; samples of effective living trusts and a last will and testament; as well as worksheets and essential information on how to settle an estate--make this the best resource available for this important step in planning for the future. You'll have all the information you need to understand the legal language of a will or living trust and learn how to seek state-specific laws and customs so you can tailor your plans accordingly. In addition, you can download sample documents from which you can create your own. Inside, you'll learn all the basics and more: * Whether you need a living trust, a will, or both * Creating a valid last will and testament * Designating a successor trustee or executor to an estate * Deciding who gets what--and making sure they do * Setting up a living trust and funding it with assets * Understanding durable power of attorney documents and living wills * Tax-saving tips that help you leave more for your beneficiaries * Getting to know (in plain English) the legal language of your will or living trust * Where to download sample documents * Settling an estate with or without a valid will or living trust It's important to take care of the ones you love after you're gone. But if your estate planning isn't done clearly, precisely, and legally, you could end up creating more problems for your survivors than you solve. Do it right, do it inexpensively, and do it yourself--with We The People's Guide to Estate Planning.

Nolo's Simple Will Book

Nolo's Simple Will Book
A Book

by Denis Clifford

  • Publisher : NOLO
  • Release : 2005
  • Pages : 288
  • ISBN : 1413303609
  • Language : En, Es, Fr & De
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Writing a will is a lot simpler than most people think. Nolo's Simple Will Book provides all the forms and instructions you need to create a legally valid will on your own, quickly and easily, without expensive lawyer's fees.

Plan Your Own Estate

Plan Your Own Estate
Passing on Your Assets and Your Values Legally and Efficiently

by Deirdre R. Wheatley-Liss

  • Publisher : Apress
  • Release : 2012-12-19
  • Pages : 350
  • ISBN : 1430244941
  • Language : En, Es, Fr & De
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Plan Your Own Estate: Passing on Your Assets and Your Values Legally and Efficiently takes a straightforward and engaging “you”-oriented approach to dealing with one of life’s certainties--death. While you "can’t take it with you," this book empowers you to decide how your assets can best help your family when you are gone. Experienced attorney Deirdre R. Wheatley-Liss concentrates into this book the experience she's had helping hundreds of families work through their estate plans. Whether you have modest or extensive assets, Plan Your Own Estate provides the knowledge you need to design your plan and the tools you need to move forward. The starting place is your goals. Part 1 of the book asks, "What do you want to accomplish for yourself and your family?" The next step depends on you. Are you looking to educate yourself about how a will or trust is structured, or how tax law works? Part 2, Resource Guides, breaks down tough topics like these and delivers actionable information. Have questions about what your estate plan should say? Part 3, Planning Guides, goes through an attorney’s analysis in considering the most frequently asked estate planning questions. Thinking about creating your own estate plan, or hiring an attorney? Part 4, Action Guides, helps you start your estate plan and make sure it’s complete, or review any plan you may already have in place. Nobody likes talking about death, taxes, or disability--but not thinking about them will not make them go away. Plan Your Own Estate will help you make a plan, put it in place, and take control of how your money and your values are being passed to your family. This book includes: Comprehensive “plain English” coverage of every aspect of planning your estate Methods to protect your loved ones' inheritance from taxes, immaturity, lack of financial knowledge, incapacity, creditors, and predators Planning guides for families with children, singles, second marriages, business owners, unmarried or same-sex couples, and more Up-to-date information regarding changing laws and best practices What you’ll learn Through this book, you will be able to: Create an estate plan that meets your goals, clearly communicates your intentions, and reduces the chance of family fighting when you are gone. Gain the insight of an attorney’s thought processes, both legal and practical, and how to apply them to your personal situation. Understand the structure of the documents at the heart of estate planning: wills, trusts, power of attorney, health care power, and other transfer devices designed to pass assets to your beneficiaries more easily. Decipher tax laws to incorporate provisions in your estate plan to reduce or eliminate taxes, and deal with a changing tax code. Master complicated legal terms and concepts. Understand the probate process and its alternatives. Who this book is for Plan your Own Estate is for anyone who wants to preserve the value of assets and leave them to beneficiaries in the most efficient manner. The book is for married couples with children and grandchildren, singles, unmarried couples, non-citizens, and same-sex couples. It teaches readers how to reduce or eliminate the government as a beneficiary by taking advantage of tax-reduction strategies. No matter your marital status or wealth, Plan your Own Estate empowers you to achieve financial security for loved ones and other beneficiaries.

Book of Estate Planning Questions and Answers

Book of Estate Planning Questions and Answers
A Book

by Albert C. Todd

  • Publisher : Univ of South Carolina Press
  • Release : 2004-07
  • Pages : 154
  • ISBN : 9781570035760
  • Language : En, Es, Fr & De
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Writing in a question-and-answer format, Todd includes questions most frequently asked by clients during the course of his more than twenty-seven years of estate planning practice. Attorneys will benefit by providing the book as a reference for clients, while laypeople can use it as a preparation guide when seeking assistance from an estate planning lawyer.

Estate Planning Basics

Estate Planning Basics
A Book

by Denis Clifford

  • Publisher : Nolo
  • Release : 2020-02-04
  • Pages : 240
  • ISBN : 1413326706
  • Language : En, Es, Fr & De
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Estate planning, in plain English This book provides concise, straight forward, and easy to read information about the major components of estate planning – without going into endless detail about arcane options that apply only to the wealthy. Topics include: choosing beneficiaries estate planning by parents with minor children wills living trusts avoiding probate trusts for people in a second marriage, and planning for incapacity. Best-selling Nolo author Denis Clifford uses plain-English to make these estate planning issues easy to understand, and lets you know which tasks you can handle yourself, and when you’ll need a lawyer’s help.

The Complete Guide to Planning Your Estate in North Carolina

The Complete Guide to Planning Your Estate in North Carolina
A Step-By-Step Plan to Protect Your Assets, Limit Your Taxes, and Ensure Your Wishes Are Fulfilled for North Carolina Residents

by Linda C. Ashar,Sandy Baker

  • Publisher : Atlantic Publishing Company
  • Release : 2009-12-15
  • Pages : 336
  • ISBN : 1601384343
  • Language : En, Es, Fr & De
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What happens to your estate after you are gone is very much within your control. Estate planning is not only for the wealthy; it is for everyone. It is simply the process of deciding where your assets are to be distributed after your death. For those people who wish to preserve their assets for designated purposes âe" such as family or special charities âe" it becomes necessary to make special advance preparations. The right plan can protect the value of your estate and spare your loved ones unnecessary hassles and legal conflicts. The Complete Guide to Planning Your Estate in North Carolina will help you glide through this complicated process. This new book has been adapted to offer North Carolina residents state-specific advice for estate planning. Coauthors Linda C. Ashar, attorney at law, and Sandy Baker have crafted an estate planning primer, allowing North Carolina residents to become more informed and more involved during the process. North Carolina-specific information is offered throughout this book, including: North Carolinaâe~s probate code; North Carolina rules, regulations, and laws specific to estate planning; elements of a valid North Carolina will; planning your living will in North Carolina, and explanations of North Carolina laws regarding durable health care power of attorneys, do not resuscitate (DNR) orders, and directives to withhold CPR. The bookâe(tm)s easy-to-under- stand context clarifies this complicated and sensitive subject and gives readers the power to take control of their future. Atlantic Publishing is a small, independent publishing company based in Ocala, Florida. Founded over twenty years ago in the company presidentâe(tm)s garage, Atlantic Publishing has grown to become a renowned resource for non-fiction books. Today, over 450 titles are in print covering subjects such as small business, healthy living, management, finance, careers, and real estate. Atlantic Publishing prides itself on producing award winning, high-quality manuals that give readers up-to-date, pertinent information, real-world examples, and case studies with expert advice. Every book has resources, contact information, and web sites of the products or companies discussed.

Plan Your Estate

Plan Your Estate
A Book

by Denis Clifford Attorney

  • Publisher : Nolo
  • Release : 2012-04-30
  • Pages : 528
  • ISBN : 1413317332
  • Language : En, Es, Fr & De
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When you're thinking about estate planning, you want to make sure that you choose the right plan for your family. Turn to Plan Your Estate, Nolo's bestselling book of estate planning essentials. Get straightforward, plain-English explanations of every significant estate-planning option available, so you can make the best decisions for you and those you love. Let Nolo's bestseller Plan Your Estate show you how to: avoid probate leave property through a will or trust use life insurance to provide for your loved ones name a guardian for your minor child leave property to a young person plan for incapacity implement strategies specific to business owners reduce estate taxes make final arrangements This edition is completely revised with the latest federal and state laws, plus updated estate and gift tax information, and enhanced discussions about 529 plans, same-sex marriage, tax-saving trusts, and retirement benefits.

An Attorney Shows You how to Plan Your Estate

An Attorney Shows You how to Plan Your Estate
A Book

by George Hardisty,Margaret Hardisty

  • Publisher : Unknown Publisher
  • Release : 1983
  • Pages : 191
  • ISBN : 9780913143001
  • Language : En, Es, Fr & De
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Estate Planning Made Easy

Estate Planning Made Easy
Your Step-by-step Guide to Protecting Your Family, Safeguarding Your Assets, and Minimizing the Tax Bite

by David T. Phillips,Bill S. Wolfkiel

  • Publisher : Dearborn Trade Publishing
  • Release : 1998
  • Pages : 205
  • ISBN : 9780793127122
  • Language : En, Es, Fr & De
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Provides estate planning strategies to safeguard assets and minimize taxes

The Australian Guide to Wills and Estate Planning

The Australian Guide to Wills and Estate Planning
How to Plan, Protect and Distribute Your Estate

by Andrew Simpson

  • Publisher : John Wiley & Sons
  • Release : 2019-07-16
  • Pages : 320
  • ISBN : 0730373207
  • Language : En, Es, Fr & De
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Where will your wealth go when you go? Get peace of mind for you and your family with current and valid estate planning. The Australian Guide to Wills and Estate Planning helps you leave your wealth to your selected beneficiaries, avoid family disagreements and protect your financial legacy. This plain-English guide makes estate planning easy — providing exactly what you need to know to get started. You have spent substantial amounts of time and energy creating your wealth. However, planning how your wealth is to be distributed after your death likely receives little attention. It is common for people to consider preparing a will only when a personal life event brings the topic to the fore – the death of a family member or close friend, a personal health issue or overseas travel. The emotional stress and time constraints associated with such circumstances are avoidable if you plan your estate today. Wills and estates expert Andrew Simpson shares his extensive knowledge to help answer your questions and prepare for the future today. From planning your retirement, to writing a will, to distributing your assets, each aspect of estate planning is highlighted by informative case studies, practical examples and easy-to-read explanations. This clear, jargon-free guide answers your estate planning questions and enables you to understand the fundamentals of the estate planning process. Designed specifically for readers with little to no experience with wills and estate planning, this book will help you: understand the vital aspects of the estate planning process know what to look for when choosing a professional estate planner minimise tax burdens for yourself and your family use trusts to safeguard your assets protect your will from legal challenges. With the latest financial and tax guidelines, this is a must-have resource for anyone seeking to confidently pass on their wealth to future generations. The Australian Guide to Wills and Estate Planning is for anyone wishing an easy, stress-free way to sort their affairs and enjoy peace of mind.

Exam Prep for: Plan Your Estate

Exam Prep for: Plan Your Estate
A Book

by Anonim

  • Publisher : Unknown Publisher
  • Release : 2021
  • Pages : 329
  • ISBN : 9876543210XXX
  • Language : En, Es, Fr & De
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JK Lasser's New Rules for Estate, Retirement, and Tax Planning

JK Lasser's New Rules for Estate, Retirement, and Tax Planning
A Book

by Stewart H. Welch, III,Harold I. Apolinsky,J. Winston Busby

  • Publisher : John Wiley & Sons
  • Release : 2014-09-19
  • Pages : 320
  • ISBN : 1118930002
  • Language : En, Es, Fr & De
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Current, relevant estate, retirement and tax planning strategieswith expert insight and advice JK Lasser's New Rules for Estate, Retirement and TaxPlanning is the authoritative guide to estate, retirement andtax planning, fully updated to reflect new changes and legalupdates. Written by some of the most recognized experts in thefield, this book offers useful planning advice for people ofvarious ages and income levels, including information on retirementplanning, trusts, charitable contributions, gifts, life insurance,and wills. In this guide, you'll find up-to-the-minute facts,valuable insight, and solid strategies to help you preserve yourwealth and plan your estate under current tax rules. The helpfulcompanion website provides spreadsheets, tools, and additionalreading to help you get organized, while the book's expert guidanceprovides the background information you need to prepareproperly. Estate planning is a complex topic, made even more complex byconstantly changing laws. Failing to plan properly can result inyour loved ones losing out on much of your hard-earned assets, andresearching the topic on your own can be a minefield ofassumptions, misunderstandings, and potential legal consequences.New Rules for Estate, Retirement and Tax Planning helps yousidestep the confusion, distilling the information down to what'srelevant and current. This practical resource covers a wealth ofimportant issues, including: Estate planning, taxation, and investing for maximumgrowth The role of wills, executors, and trusts, and how to treatcharitable contributions Life insurance, retirement planning, Social Security claimingstrategies and the do's and don'ts of gifting Business planning, including succession, asset protection, andfamily limited partnerships You've worked hard your entire life. You managed to accumulateassets. New Rules for Estate, Retirement and Tax Planningwill help you maximize the transfer of your assets to the peopleand charities you love rather than the federal government in theform of taxes.

Not Dead Yet

Not Dead Yet
So Plan Your Estate

by Eric Matlin

  • Publisher : Unknown Publisher
  • Release : 2016-03-01
  • Pages : 329
  • ISBN : 9780991246229
  • Language : En, Es, Fr & De
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The text of not dead yet is as detailed as it needsto be and as concise as it can be. In order to minimize the boredom factor inherent in any book ever written on estate planning, the 24 chapters are interwovenwith a graphic novel story featuring a hero, estate planning nightmares, a disruption of the time-spacecontinuum, the hero's estate planning epiphany and a happily-ever-after ending.

Estate Planning For Dummies

Estate Planning For Dummies
A Book

by N. Brian Caverly,Jordan S. Simon

  • Publisher : John Wiley & Sons
  • Release : 2011-03-08
  • Pages : 384
  • ISBN : 1118053958
  • Language : En, Es, Fr & De
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If you’re like most people, you want to be sure that, once you’ve passed on, no more of your property and money will be lost to the government than is absolutely necessary. You want to know that you’ll be leaving your heirs your assets and not your debts. You want to be absolutely certain that your will is ship-shape, your insurance policies are structured properly, and that every conceivable hole in your estate plan has been filled. And most of all, you’d like to do all of this without driving yourself crazy trying to make sense of the complicated jargon, jumble of paperwork, and welter of state and federal laws involved in the estate planning process. Written by two estate planning pros, this simple, easy-to-use guide takes the pain out of planning for your ultimate financial future. In plain English, the authors walk you step-by-step through everything you need to know to: Put your estate into order Minimize estate taxes Write a proper will Deal with probate Set up trusts Make sure your insurance policies are structured properly Plan for special situations, like becoming incompetent and pet care Craft a solid estate plan and keep it up-to-date Don’t leave the final disposition of your estate up to chance and the whims of bureaucrats. Estate Planning For Dummies gives you the complete lowdown on: Figuring out what you're really worth Mastering the basics of wills and probate Using will substitutes and dodging probate taxes Setting up protective trusts, charitable trusts, living trusts and more Making sense of state and federal inheritance taxes Avoiding the generation skipping transfer tax Minimizing all your estate-related taxes Estate planning for family businesses Creating a comprehensive estate plan Straightforward, reader-friendly, easy-to-use, Estate Planning For Dummies is the ultimate guide to planning your family’s future.