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Estate Planning Simplified
Book With CD-ROM
All States
By Attorney Daniel Sitarz, Nova Publishing, Business & Consumer
Legal Books & Software
List Price: $34.95
Our Price: $31.95
Did You Know?
A LAST WILL & TESTAMENT
is written document which leaves the estate of the person who
signed the will to named persons or entities (beneficiaries,
legatees, devisees) including portions or percentages of the
estate, specific gifts, creation of trusts for management and
future distribution of all or a portion of the estate (a testamentary
trust), see
last will & testament.
Did You Know?
A CODICIL is a written
amendment to a person's will, which must be dated, signed and
witnessed just as a will would be, and must make some reference
to the will it amends, see
codicil.
Did You Know?
A LIVING WILL is document
authorized By statutes in all states in which a person appoints
someone as his/her proxy or representative to make decisions
on maintaining extraordinary life-support if the person becomes
too ill, is in a coma or is certain to die, see
living will.
Did You Know?
A LIVING Trusties sometimes
called an inter vivo (Latin for "within one's life")
trust, a trust created by a declaration of trust executed by
the trustor or trustors (also called settlor or settlors) during
his/her/their lifetime, as distinguished from a "testamentary
trust," which is created by a will and only comes into
force upon the death of the person who wrote the will, see
living trust.
Did You Know?
A POWER OF ATTORNEY FOR HEALTHCARE
is a written document stating that one person gives to another
the full power and authority to make healthcare decisions for
that one person when he or she is unable to,
power of attorney for healthcare.
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List Price: $39.99
Our Price: $35.99
Edition: 8th
Pages: 368 pp
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Forms
Table of Contents
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Make Your Own Living Trust includes
all the forms you need -- as tear-outs and on CD-ROM
-- to create your own trust, plus step-by-step instructions
for filling them out. Completely updated and revised,
the 8th edition covers the latest laws and information
about federal and state estate taxes.
Good in all states except Louisiana.List of Forms
Living Trusts
- Living Trust for One Person
- Living Trust for Two People
- AB Living Trust
- Witness Statement for a Florida Living Trust
Forms for Transferring Property to Your Trust
- Assignment of Property to a Trust for One
Person
- Assignment of Shared Property to a Trust
for a Couple
Forms for Changing or Revoking Your Living Trust
- Amendment to Living Trust for One Person
- Amendment to Basic Shared Living Trust or
AB Trust
- Revocation of Living Trust
Forms for Making a Backup Will to Accompany Your
Living Trust
- Basic Will for One Person
- Basic Will for a Member of a Couple
Other Related Forms
- Affidavit of Successor Trustee
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Silver Estate Planning Package
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$149.00 |
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Estate Planning |
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Our Silver estate-planning package
offers the same services as our
#1 selling Bronze package with additional
opportunity for future changes to
your documents. |
...Last
Will & Testament,
Living Will,
and
Powers of Attorney all for one
low price. |
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Gold Estate Planning Package
Life Time Membership |
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$399.00 |
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$199.00 |
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Estate Planning |
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Our Gold premium estate-planning
package includes everything that
the Silver package does but further
provides for every growing family
who will have a lifetime of changes
required. |
...Last
Will & Testament,
Living Will,
and
Powers of Attorney all for one
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Ultimate Estate Planning Package
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Price:
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Estate Planning |
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Our Ultimate estate-planning package
offers the same services as our
premium Gold package for you and
your spouse, and includes your adult
children and their spouses. This
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...Last
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Make Your Own Living Trust - Book With
CD-ROM
By Attorney Denis Clifford, Nolo Press
Venue:
View our
Estate Planning Packages that offer the best options and
prices on the internet.
Description:
No other book covers living trusts better
-- or more simply -- than this bestselling book.
Death may be inevitable, but probate doesn't have to be.
By creating a living trust, your property will bypass lengthy
and expensive probate proceedings and go directly to the people
you've designated, quickly and easily.
Make Your Own Living Trust explains how to create
a living trust, transfer property to the trust and amend or
revoke the trust at any time. Specifically, it covers how to:
- create various living trusts, including an AB trust
(also known as a "marital trust" or "bypass trust")
- transfer assets to your trust, including real estate,
stocks and bonds, jewelry, art or a small business
- name beneficiaries for all trust property
- sign your document and make it legal
- appoint someone to manage property left to minors or
young adults
- provide for trust property management if you become
incapacitated
- retain absolute control over trust property while you
live
Table of Contents
Introduction
1. An Overview of Living Trusts
- Living Trusts Explained
- Probate and Why You Want to Avoid It
- Avoiding Probate
- Reducing Estate Taxes
- Other Advantages of a Living Trust
- Possible Drawbacks of a Living Trust
2. Human Emotions and Living Trusts
- Leaving Unequal Amounts of Property to Children
- Second or Subsequent Marriages
- Disinheriting a Child
- Unmarried Couples
- Communicating Your Decisions to Family and Friends
3. Common Questions About Living Trusts
- Does Everyone Need a Living Trust?
- If I Prepare a Living Trust, Do I Need a Will?
- How Can I Leave Trust Property to Children and Young
Adults?
- Will My Living Trust Reduce Estate Taxes?
- Will I Have to Pay Gift Taxes?
- Will a Living Trust Shield My Property From Creditors?
- Do I Need a "Catastrophic Illness Clause" in My Trust?
- How Does Where I Live Affect My Living Trust?
- Can I Place Real Estate in a Living Trust?
- Can I Sell or Give Away Trust Property While I'm Alive?
- Is a Bank Account Held in Trust Insured by the FDIC?
- Will Property in My Living Trust Get a "Stepped-Up"
Tax Basis When I Die?
- Who Must Know About My Living Trust?
- Could Someone Challenge My Living Trust?
4. What Type of Trust Do You Need?
- If You Are Single
- If You Are Part of a Couple
- Individual Trusts for Members of a Couple
- A Basic Shared Living Trust
- The Tax-Saving AB Trust
- Nolo's Standard AB Trust and AB Disclaimer Trust
5. Nolo's Tax-Saving AB Trusts
- The Size of Your Estate
- Should You Do It Yourself?
- How Nolo's Standard AB Trust Works
- How Nolo's AB Disclaimer Trust Works
- Alternatives to Nolo's AB Trust
6. Choosing What Property to Put In Your Living Trust
- Listing the Property to Be Put in Your Trust
- Property That Should Not Be Put in Your Living Trust
- Property You Can Put in Your Living Trust
- Marital Property Laws
- Completing the Property Worksheet
7. Trustees
- The Initial Trustee
- The Trustee After One Spouse's Death or Incapacity
- The Successor Trustee
8. Choosing Your Beneficiaries
- Kinds of Trust Beneficiaries
- Naming Your Primary Beneficiaries
- Simultaneous Death Clauses
- Shared Gifts
- Some Common Concerns About Beneficiaries
- Naming Alternate Beneficiaries
- Residuary Beneficiaries
- Disinheritance
- Putting Conditions on Beneficiaries
- Property That Is No Longer in Your Trust at Your Death
- Beneficiary Worksheets
9. Property Left to Minor Children or Young Adults
- Property Management Options
- Which Method Is Better for You: Child's Trust or Custodianship?
- Tax-Saving Educational Investment Plans
- Child's Trusts
- Custodianships
10. Preparing Your Living Trust Document
- Choosing the Right Trust Form
- Making Changes to a Trust Form
- Step-by-Step Instructions
- Prepare Your Final Trust Document
- Consider Having Your Work Checked by a Lawyer
- Sign Your Living Trust in Front of a Notary
11. Transferring Property to Your Trust
- Paperwork
- Technical Ownership
- An Abstract of Trust
- Property That Names the Living Trust as a Beneficiary
- Real Estate
- Bank Accounts and Safe Deposit Boxes
- Securities
- Vehicles, Boats, and Planes
- Business Interests
- Limited Partnerships
- Copyrights
- Patents
- Royalties
12. Copying, Storing, and Registering Your Trust Document
- Making Copies
- Storing the Trust Document
- Registering the Trust
13. Living With Your Living Trust
- If You Move to Another State
- Adding Property to Your Living Trust
- Selling or Giving Away Trust Property
- When to Amend Your Living Trust Document
- Who Can Amend a Living Trust Document
- How to Amend Your Trust Document
- Revoking Your Living Trust
14. After a Grantor Dies
- Who Serves as Trustee After the Grantor's Death
- The Trustee's Duties
- Transferring Property to Beneficiaries
- Preparing and Filing Tax Returns
- Administering a Child's Trust
- Administering a Custodianship
15. A Living Trust as Part of Your Estate Plan
- Using a Backup Will
- Other Probate-Avoidance Methods
- Federal Gift and Estate Taxes
- State Estate Taxes
- Planning for Incapacity
- Long-Term Trusts to Control Property
16. Wills
- Why Prepare a Backup Will?
- What You Can Do in a Backup Will
- Pour-Over Wills
- Avoiding Conflicts Between Your Will and Your Living
Trust
- Filling in the Will Form
- Signing and Witnessing Your Will
17. If You Need Expert Help
- Hiring a Lawyer to Review Your Living Trust
- Working With an Expert
- Lawyer Fees
- Doing Your Own Legal Research
Glossary
Appendix A: How to Use the Forms CD-ROM
- Installing the Form Files Onto Your Computer
- Using the Word Processing Files to Create Documents
Appendix B: Forms
- Form 1: Basic Living Trust for One Person
- Form 2: Basic Shared Living Trust
- Form 3: AB Living Trust
- Form 4: AB Disclaimer Living Trust
- Form 5: Witness Statement for a Florida Living Trust
- Form 6: Assignment of Property to a Trust for One Person
- Form 7: Assignment of Shared Property to a Trust for
a Couple
- Form 8: Amendment to Living Trust for One Person
- Form 9: Amendment to Basic Shared Living Trust or AB
Trust
- Form 10: Revocation of Living Trust
- Form 11: Basic Will for One Person
- Form 12: Basic Will for a Member of a Couple
- Form 13: Affidavit of Successor Trustee
Index
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Did You Know?
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Did You Know?
Do It Yourself Documents carries state-specific items for
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Did You Know?
Sixty percent of bankruptcies and seventy-five
percent of divorces in California are done
without lawyers!
Did You Know?
A POWER OF ATTORNEY
is a written document signed By a person giving another person
the power to act in conducting the signer's business, including
signing papers, checks, title documents, contracts, handling
bank accounts and other activities in the name of the person
granting the power, see
power of attorney!
Did You Know?
PROBATE is the process
of proving a will is valid and thereafter administering the
estate of a dead person according to the terms of the will,
see
probate!
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