Plan Your Estate - Softcover

Clifford, Denis; Jordan, Cora

3.76

79 ratings by Goodreads

Softcover

ISBN 10: 1413300731 ISBN 13: 9781413300734

Publisher: Nolo, 2004

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Plan Your Estate covers everything from the basics of wills and living trusts to sophisticated tax-saving strategies. The authors give you straightforward, plain-English explanations of every significant estate-planning option available, so you can make the best decisions for you and those you love.

The book covers:

*federal estate and gift taxes *trusts used to control property left to beneficiaries *charitable remainder trusts *durable powers of attorney *living wills *funerals and burials

Completely updated, the 7th edition discusses new state estate tax rules, the new "disclaimer trust" for couples who aren't sure whether they need an AB trust, educational saving plans for kids, transfer-on-death deeds to avoid probate for real estate – and much more. Good for all states except Louisiana.

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Review:

Planning your estate is one of the most complicated endeavors you'll ever undertake, yet its results are also the most far-reaching; after all, it will continue to affect those you care about long after you no longer can. So it's worth understanding all the options and ramifications, being personally involved, and doing it right. This Nolo Press guide to estate planning is an excellent source of information on the many various details and considerations that you need to take into account--such as children and probate, estate and gift taxes, second marriages, and a wide variety of trust options (charitable, generation-skipping, spendthrift, living, and educational, for starters). It delves into the factors that affect married people versus single, the laws regarding children, types of beneficiaries and wills, plus joint tenancy, life insurance, retirement benefits, taxes, and organ donation. Showing a number of sample estate plans, explaining what hiring a lawyer can do for you (and how to choose a good one), how to do your own research, and including a glossary of estate-planning terms, Clifford and Jordan give you the tools to decide for yourself how you want your estate disposed of--and to make sure that's what your legal documents reflect. --Stephanie Gold

Book Description:

This book provides the information and encouragement you need to create security for your property, your children, and your health after you become incapacitated or die. In plain English, it covers every standard estate planning topic in detail. The information in this book will help you formulate your plan and will save you time and money, whether you create your own estate plan or go to a lawyer for assistance.

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