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What You Can Do With Quicken WillMaker Plus
Using Quicken WillMaker Plus to Plan Your Estate 3
Documents for Executors 8
Forms for Home and Family 10
Personal Finance and Consumer Forms 11
About Wills
Legal Requirements 16
Dying Without a Will 17
Making Basic Decisions About Your Will 18
Other Ways to Leave Property 18
Making Your Own Will 18
About Quicken WillMaker Plus Wills
What You Can Do With a Quicken WillMaker Plus Will 22
What You Cannot Do With a Quicken WillMaker Plus Will 26
A Look at a Quicken WillMaker Plus Will 28
About You and Yours
Your Name 42
Your Gender 42
Your Social Security Number 42
Your State 42
Marital Status 44
Your Children 47
Grandchildren 48
Personal Guardians for Your Minor Children 49
About Your Property
Property You Should Not Include in Your Will 54
Property You Own With Others 58
Property on Which You Owe Money 58
Property Ownership Rules for Married People 59
Your Spouse's Right toInherit From You 64
How to Leave Your Property
If You Are Married With Children 68
If You Are Married With No Children 71
If You Are Unmarried With Children 73
If You Are Unmarried With No Children 76
Making Specific Bequests 77
Naming Residuary Beneficiaries 82
Providing Management for Children's Property
Property Management for Your Children 86
Property Management for Other Children 87
An Overview of Property Management 87
Property Management Under Quicken WillMaker Plus 88
Property Guardians 92
Naming a Custodian or Trustee 93
Choosing an Age to End Management 95
Examples of Property Management 95
Choosing an Executor
Duties of an Executor 98
Naming an Executor 100
Naming an Alternate 103
Debts, Expenses and Taxes
Forgiving Debts Others Owe You 106
Liabilities at Your Death 107
Types of Debts 107
Paying Debts and Expenses 109
Estate and Inheritance Taxes 112
Choosing How to Pay Taxes 113
Make It Legal: Final Steps
Checking Your Will 116
Signing and Witnessing Requirements 116
Changing Your Quicken WillMaker Plus Will 118
Storing Your Will 119
Making Copies of Your Will 119
Updating Your Will
When to Make a New Will 122
How to Make a New Will 124
Explanatory Letters
An Introduction for Your Letter 126
Expressing Sentiments and Explaining Choices 127
About Living Trusts
The Probate-Avoidance Basic Living Trust 132
The Tax-Saving AB Trust 138
What Living Trusts Cannot Do 141
Using a Back-Up Will 142
Drawbacks of a Living Trust 144
When Living Trusts Can Fail 146
What Kind of Living Trust Do You Need?
When to Use a Basic Probate-Avoidance Trust 150
When to Use a Regular Tax-Saving AB Trust 151
When to Use a Disclaimer AB Trust 154
If You're Married: One Trust or Two? 155
Creating an Individual Trust
How an Individual Trust Works: An Overview 161
Your Name 162
Trustees 162
The Original Trustee 162
The Successor Trustee 163
Property to Be Put in Trust 167
Inventory Your Valuable Property 167
Decide What Property to Hold in Trust 168
How to Describe Trust Property 173
Beneficiaries of Trust Property 175
How Do You Want Your Property Distributed? 176
Entering Beneficiaries' Names 177
Alternate Beneficiaries 177
Residuary Beneficiaries 178
Property Management for Young Beneficiaries 178
Should You Arrange for Management? 179
Which Is Better: Subtrust or Custodianship? 180
Custodianships 180
Children's Subtrusts 182
Creating a Shared Marital Trust
How a Shared Marital Trust Works: An Overview 193
Your Names 194
Trustees 195
The Original Trustees 195
The Trustee After One Spouse's Death or Incapacity 196
The Successor Trustee 196
Property to Be Put in Trust 200
Inventory Your Valuable Property 200
Decide What Property to Hold in Trust 202
How to Describe Trust Property 209
Beneficiaries of Trust Property 211
How Do You Want Your Property Distributed? 212
Entering Beneficiaries' Names 213
Beneficiaries for Co-Owned Trust Property 213
Alternate Beneficiaries 214
Residuary Beneficiaries 214
Property Management for Young Beneficiaries 215
Should You Arrange for Management? 215
Which Is Better: Subtrust or Custodianship? 216
Custodianships 217
Children's Subtrusts 218
Creating an AB Trust
How an AB Trust Works: An Overview 234
Your Names 236
Trustees 236
Your Duties as Trustees 236
The Successor Trustee 238
Property to Be Put in Trust 241
Taking Inventory of Your Valuable Property 241
Who Owns What? 242
How Much Property to Put in Your AB Trust 244
What Kinds of Property to Hold in Trust 247
How to Describe Trust Property 250
Specific Beneficiaries 252
Choosing Specific Beneficiaries 253
Alternate Beneficiaries 253
Common Concerns 254
Entering Beneficiaries' Names 254
Final Beneficiaries 255
How It Works 255
Choosing Final Beneficiaries 256
Final Beneficiaries' Rights 256
If You Change Your Mind 257
Property Management for Young Beneficiaries 257
Your Options 257
Should You Arrange for Management? 258
Which is Better: Subtrust or Custodianship? 258
Custodianships 259
Children's Subtrusts 260
Signing, Storing and Registering Your Trust
Before You Sign 276
Consulting a Lawyer 276
Signing Your Trust Document in Front of a Notary 276
Making Copies 277
Registering the Trust 277
Storing the Trust Document 278
Transferring Property to the Trust
Making a Certification or Abstract of Trust 280
Property Without Title Documents 281
Real Estate 281
Bank Accounts and Safe Deposit Boxes 287
Vehicles 287
Securities 287
Mutual Fund Accounts 288
Business Interests 288
Limited Partnerships 290
Copyrights 290
Patents 290
Property That Names the Trust as Beneficiary 290
Living With Your Living Trust
What to Do If 292
Amending Your Living Trust Document 297
Revoking Your Living Trust 308
After a Grantor Dies
What Happens When a Grantor Dies: An Overview 312
Who Serves as Trustee 315
Getting an Appraisal 316
Preparing an Affidavit of Assumption of Duties 317
Notifying Beneficiaries 317
Splitting the Trust Into Trusts A and B (AB Trust Only) 318
The Surviving Spouse's Duties and Rights (AB Trust Only) 319
Transferring Property to the Surviving Spouse (Basic Trust Only) 320
Transferring Property to Beneficiaries 320
Preparing and Filing Tax Returns 321
Administering a Child's Subtrust 321
Administering a Custodianship 322
Durable Powers of Attorney for Finances
What Quicken WillMaker Plus Can Do 327
What This Document Can Do 327
What This Document Cannot Do 330
About Your Attorney-in-Fact 331
The Basics of Your Durable Power of Attorney 334
When Your Document Takes Effect 335
Choosing Your Attorney-in-Fact 336
Specific Financial Powers 340
Additional Duties and Responsibilities 350
Paying Your Attorney-in-Fact 354
Nominating a Conservator or Guardian 355
Making It Legal 356
What to Do With the Signed Document 361
Making and Distributing Copies 361
Keeping Your Document Up to Date 363
Revoking Your Durable Power of Attorney 363
When the Power of Attorney Ends 367
Possible Challenges to Your Document 368
Health Care Directives
What Happens If You Don't Make Documents 373
What You Can Do With This Program 374
The Basics of Health Care Directives 374
Entering Your Personal Information 379
Naming Your Primary Physician 380
Naming Your Health Care Agent 381
Specifying Your Health Care Wishes 396
How Pregnancy May Affect Your Wishes 408
Stating Your Wishes for Organ Donation 409
Making It Legal 412
Making and Distributing Copies 414
Keeping Your Documents Up to Date 426
Revoking Your Documents 426
Final Arrangements
Making Final Arrangements in Advance 429
The Basics of Your Final Arrangements 430
Help With Your Final Arrangements 431
Body and Organ Donations 433
Burial or Cremation 436
Embalming 437
Caskets 438
Ceremonies 439
Final Disposition of Your Body 442
Markers and Headstones 443
Epitaphs 443
Choosing Someone to Oversee Your Wishes 444
If You Need More Help
Learning More 446
What Kind of Expert Do You Need? 446
Different Ways to Get Legal Advice From a Lawyer 446
Finding a Lawyer 447
Working With a Lawyer 448
Doing Your Own Legal Research 449
Users' Manual
Introduction 453
How Quicken WillMaker Plus Works 453
Information for Users of Previous Versions 454
System Requirements 455
Typeface Conventions 456
Register Your Copy 456
Customer Service 456
Technical Support 457
Getting Started 458
Installing Quicken WillMaker Plus 458
Starting Quicken WillMaker Plus 458
Updating Quicken WillMaker Plus From the Internet 460
Quitting the Program 460
Working With Quicken WillMaker Plus Documents Files 461
Creating and Using Documents Files 461
The Documents in Your Documents File 464
Using the Document List 465
The "Document List" Screen 465
Selecting a Document Category 466
Creating a New Document 467
Opening a Document You've Already Created 467
Creating New Versions of Documents You've Already Created 468
Getting Help From Quicken WillMaker Plus 470
The Guide 470
The Quicken WillMaker Manual in the Help Menu 471
The Glossary 474
Online Resources 474
Creating Documents: The Quicken WillMaker Plus Interview 475
Document Interview Screens 475
Special Characteristics of Estate Planning Document Interviews 477
Navigating Through a Document Interview 479
Answering Interview Questions 481
Adding to and Revising the Contact List 486
When You Complete an Interview 489
Creating a Living Trust 490
Choosing the Type of Trust You Want to Create 490
Issues in the Living Trust Interview 490
Amending and Revoking Your Living Trust 492
Creating a Certification or Abstract of Trust 496
Displaying and Printing Your Completed Documents 497
Displaying Your Final Documents 497
Changing How Your Document Looks 499
Reviewing or Changing Your Answers 500
Printing Your Documents 501
Exporting Your Documents 502
Troubleshooting 504
Displaying the "Welcome to Quicken WillMaker Plus Installation" Screen 504
Finding the Setup File on the Quicken WillMaker Plus CD 504
Error Messages 504
Printing Problems 504
Problems Updating From the Web 504
Contacting Nolo Technical Support 508
Menus 509
Keyboard Commands 512
Creating Identical Wills for Married Couples 514
Index
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Add Quicken Willmaker Plus: Estate Planning Essentials [With CDROM], Help protect your family and your assets, and save on legal fees! Quicken WillMaker: Estate Planning Essential 2007 Edition provides the legal forms you need. So comprehensive, the CD-ROM assembles your forms from among 40,000 document possibilities -- bu, Quicken Willmaker Plus: Estate Planning Essentials [With CDROM] to the inventory that you are selling on WonderClubX
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Add Quicken Willmaker Plus: Estate Planning Essentials [With CDROM], Help protect your family and your assets, and save on legal fees! Quicken WillMaker: Estate Planning Essential 2007 Edition provides the legal forms you need. So comprehensive, the CD-ROM assembles your forms from among 40,000 document possibilities -- bu, Quicken Willmaker Plus: Estate Planning Essentials [With CDROM] to your collection on WonderClub |