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Using Self-Help Law Books | ix | |
Introduction | xiii | |
Chapter 1 | Probate: The Good, The Bad, and The Ugly | 1 |
Understanding the Probate Process | ||
Understanding when Probate is Necessary | ||
Property Subject to Probate | ||
The Role of Your Will in the Probate Process | ||
Disadvantages of Probate | ||
Advantages of Probate | ||
Conclusion | ||
Chapter 2 | Probate Alternatives and Beneficiary Designations: Side Stepping the Probate Process | 15 |
Benefits of Probate Alternatives | ||
Dangers of Probate Alternatives | ||
Methods of Holding Title to Assets | ||
Community Property | ||
Transfers of Property by Contract | ||
Gifts | ||
Chapter 3 | Estate and Inheritance Taxes: Is Uncle Sam a Beneficiary of Your Estate? | 31 |
Federal Estate Tax | ||
Planning to Reduce Your Estate Tax Burden | ||
Chapter 4 | Living Trusts: The Nuts and Bolts | 37 |
Trusts | ||
Trust Types | ||
Parties to a Trust | ||
Living Trust Advantages | ||
Living Trust Disadvantages | ||
Chapter 5 | Your Assets: What Do You Have and How Much Do You Have? | 51 |
Calculating Your Net Worth | ||
The Worksheet | ||
Identify Your Assets | ||
Retirement/Employment Related Plans | ||
Identify Your Liabilities | ||
Calculate Your Net Worth | ||
Net Worth Worksheet | ||
Net Worth Summary | ||
Personal Contacts Worksheet | ||
Chapter 6 | Creating Your Living Trust: Putting It All into Action | 67 |
The Trustee | ||
The Beneficiaries | ||
Executing Your Living Trust | ||
Amending the Living Trust | ||
Revocation of the Living Trust | ||
Chapter 7 | Funding Your Living Trust: If You've Got It, Fund It! | 85 |
Deciding which Property to Transfer | ||
Title | ||
Taxpayer Identification Number | ||
Asset Ownership | ||
Transferring Assets to Your Living Trust | ||
Living Trust Recordkeeping | ||
Chapter 8 | Estate Tax and Probate Savings of Living Trusts: You Earn It, You Keep It! | 95 |
I Love You Wills | ||
Case Studies | ||
Estate Tax Planning with Living Trust | ||
Family Trust Appreciation | ||
Guardianships-the Living Probate | ||
Chapter 9 | Ancillary Documents to Avoid Living Probate: Complete Your Planning with All the Documents You Need | 105 |
Powers of Attorney-Guardianship Alternatives | ||
Declaration of Guardian in Advance of Need | ||
Designation of Guardian for Minor Children | ||
Chapter 10 | Administration of Your Living Trust after Your Death: The Final Steps | 111 |
Obtain Death Certificates | ||
Gather Personal Information | ||
Contact Social Security Administration | ||
Safe Deposit Box | ||
Obtain Tax Identification Number for Trust | ||
Contact Life Insurance Companies | ||
Inventory Assets | ||
Identify Debts of Decedent | ||
Final Income Tax Return | ||
Trust Income Tax Returns | ||
Distribution of Assets to Beneficiaries | ||
Epilogue | 117 | |
Glossary | 119 | |
Appendix A | Tax Explanations and Charts | 131 |
Appendix B | State-by-State Laws | 135 |
Appendix C | The Design of the Forms | 149 |
Appendix D | Blank Forms | 159 |
Index | 353 | |
About the Author | 359 |
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Add THe Living Trust Kit: Saves Taxes, Avoid Probate, and Ensure Financial Security for Your Loved Ones, Did you know that the government may be able to take nearly half of the assets you leave your family?Did you know that your family could have to wait to access the funds you saved for them? A Living Trust can do so much more than a will to ensure that mon, THe Living Trust Kit: Saves Taxes, Avoid Probate, and Ensure Financial Security for Your Loved Ones to the inventory that you are selling on WonderClubX
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Add THe Living Trust Kit: Saves Taxes, Avoid Probate, and Ensure Financial Security for Your Loved Ones, Did you know that the government may be able to take nearly half of the assets you leave your family?Did you know that your family could have to wait to access the funds you saved for them? A Living Trust can do so much more than a will to ensure that mon, THe Living Trust Kit: Saves Taxes, Avoid Probate, and Ensure Financial Security for Your Loved Ones to your collection on WonderClub |