Estate Planning Simplified Kit
Estate Planning Simplified

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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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Estate Planning Basics

List Price:  $21.99
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Edition: 4th
Pages: 224 pp.
Pub. Date: Aug 2007

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Table of Contents

Bronze Estate Planning Package
Life Time Membership
paralegal services List Price:
$199.00
Our Price:
$149.00
Estate Planning
Our Bronze package is the #1 selling estate-planning package we offer. Our clients rave about the quick, professional and reliable service. We guarantee your satisfaction and that you will not find another offer like this anywhere!
...Last Will & Testament, Living Will,
and Powers of Attorney all for one low price.

Silver Estate Planning Package
Life Time Membership
paralegal services List Price:
$299.00
Our Price:
$199.00
Estate Planning
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.

Gold Estate Planning Package
Life Time Membership
paralegal services List Price:
$399.00
Our Price:
$249.00
Estate Planning
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 low price.

Ultimate Estate Planning Package
Life Time Membership
paralegal services List Price:
$799.00
Our Price:
$549.00
Estate Planning
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 is a top-seller among grandparents!
...Last Will & Testament, Living Will,
and Powers of Attorney all for one low price.

Estate Planning Basics

By Attorney Denis Clifford, Nolo Press

Venue:

 

National - All States

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Description:

“Estate Planning Basics provides concise, straightforward & easy-to-read explanations of the major components of estate planning, so that regular folks don’t have to spend hours wading through endless options (most of which apply to the wealthy). These explanations include:

  • Choosing beneficiaries
  • Estate planning by parents with minor children
  • Wills
  • Living trusts
  • Other probate avoidance methods, including using a retirement plan like an IRA or 401k as an estate planning device
  • Estate taxes, & tax reduction methods
  • Trusts for people in second marriages, or for those leaving property to a disabled person
  • Planning for the handling of medical & financial decisions if one becomes incompetent

Table of Contents

Introduction

1. A First Look At Estate Planning

  1. Choosing Your Beneficiaries
  2. Providing For Young Children
  3. Transferring Your Property After You Die
  4. Estate Taxes
  5. Planning For Incapacity
  6. Making Changes
  7. More Estate Planning Resources 

2. Your Beneficiaries

  1. Direct Beneficiaries
  2. Alternate Beneficiaries
  3. Beneficiary Complexities
  4. Disinheritance
  5. Talking It Over

3. Children

  1. Naming Someone To Care For Young Children
  2. Naming Someone To Manage Your Child's Property
  3. Choosing How Your Children's Property Should Be Managed
  4. Naming Children As Beneficiaries Of Life Insurance
  5. Leaving Property To Adult Children
  6. Leaving Property To Other People's Children

4. Wills

  1. Will Requirements
  2. Your Executor
  3. Types Of Wills
  4. Probate
  5. Using A Will In Your Estate Planning
  6. Preparing Your Will
  7. Challenges To Your Will

5. Living Trusts

  1. How A Living Trust Works
  2. Do You Need A Living Trust?
  3. Living Trusts And Taxes
  4. Living Trusts And Young Children
  5. Shared Living Trusts For Couples
  6. Making Key Decisions About Your Living Trust
  7. Preparing Your Living Trust Documents

6. Other Probate Avoidance Methods

  1. Pay-On-Death Bank Accounts
  2. Transfer-On-Death Accounts For Securities
  3. Transfer-On-Death Car Registration
  4. Joint Tenancy
  5. Tenancy By The Entirety
  6. Community Property With Right Of Survivorship
  7. Simplified Probate Proceedings
  8. Life Insurance
  9. Gifts

7. Retirement Plans As Estate Planning Devices

  1. Individual Retirement Programs
  2. Pensions
  3. Choosing Beneficiaries For Individual Retirement Programs
  4. Retirement Plans And Taxes

8. Estate Tax

  1. Federal Estate Tax Exemptions
  2. State Death Tax
  3. Gift Tax
  4. The Federal Income-Tax Basis Of Inherited Property

9. Reducing Federal Estate Taxes

  1. Making Gifts During Life
  2. The Ab Trust
  3. Other Tax Saving Trusts
  4. Disclaiming Gifts

10. Property Control Trusts

  1. Marital Property Control Trusts For Second Or Subsequent Marriages
  2. Special Needs Trusts For Disabled People
  3. Education Trusts
  4. Spendthrift Trusts
  5. Flexible Trusts

11. Planning For Incapacity: Medical Care And Finances

  1. Medical Decisions
  2. Financial Decisions

12. Lawyers

  1. Will You Need A Lawyer?
  2. Using Lawyers
  3. Doing Your Own Research

13. Finalizing Your Estate Plan

  1. Storing Your Estate Planning Documents
  2. Revising Your Estate Plan

Index

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Complete Estate Planning Kit
Complete Estate Planning Kits

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Do It Yourself Documents offers specials and discounts that change weekly!

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Do It Yourself Documents carries state-specific items for all 50 states and DC.

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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!