Estate Planning 101
From Avoiding Probate and Assessing Assets to Establishing Directives and Understanding Taxes, Your Essential Primer to Estate Planning
Published on 3. August 2021
272 pages
978-1-5072-1640-8 (ISBN)
Description
Discover the ins and outs of planning your own or your loved one's last wishes with this easy-to-understand guide to estate planning.
No one likes to talk about death, but being prepared for any unexpected tragedy can help your loved ones navigate your loss more easily in the long run. From creating your advanced medical directives to designating your beneficiaries, estate planning can ensure that your wishes are carried out when you are no longer around.
With Estate Planning 101, you can get your affairs in order before any unfortunate incident occurs. This easy-to-understand guide comes with detailed information on what needs to be done to protect your estate. With information on creating a living will, minimizing estate taxes, choosing an executor, and more, you will be prepared for the future, no matter what it brings.
Estate Planning 101 offers you step-by-step instructions and checklists to keep you organized for whatever life throws your way.
No one likes to talk about death, but being prepared for any unexpected tragedy can help your loved ones navigate your loss more easily in the long run. From creating your advanced medical directives to designating your beneficiaries, estate planning can ensure that your wishes are carried out when you are no longer around.
With Estate Planning 101, you can get your affairs in order before any unfortunate incident occurs. This easy-to-understand guide comes with detailed information on what needs to be done to protect your estate. With information on creating a living will, minimizing estate taxes, choosing an executor, and more, you will be prepared for the future, no matter what it brings.
Estate Planning 101 offers you step-by-step instructions and checklists to keep you organized for whatever life throws your way.
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Vicki Cook | Amy Blacklock
Estate Planning 101
From Avoiding Probate and Assessing Assets to Establishing Directives and Understanding Taxes, Your Essential Primer to Estate Planning
Book
08/2021
Adams Media Corporation
€35.63
Shipment within 10-20 days
Persons
Vicki Cook and Amy Blacklock are the cofounders of the award-winning personal finance website Women Who Money. Combined they own five websites and are currently working together on number six. Vicki is the founder and blogger behind Make Smarter Decisions. She's been a regular contributor to GOBankingRates, Medi-Share, and a variety of personal finance sites around the web.
Amy Blacklock and Vicki Cook are the cofounders of the award-winning personal finance website Women Who Money. Combined they own five websites and are currently working together on number six. Amy is the founder and blogger behind the award-winning site Life Zemplified. She's been a frequent contributor to GOBankingRates, Wealthfit, Medi-Share, and to a variety of personal finance sites around the web.
Amy Blacklock and Vicki Cook are the cofounders of the award-winning personal finance website Women Who Money. Combined they own five websites and are currently working together on number six. Amy is the founder and blogger behind the award-winning site Life Zemplified. She's been a frequent contributor to GOBankingRates, Wealthfit, Medi-Share, and to a variety of personal finance sites around the web.
Content
- Intro
- Title Page
- Introduction
- Chapter 1: What Is an Estate, and Why Does It Require a Plan?
- Your Need for Estate Planning
- Who to Consider in Your Planning
- What to Consider in Your Planning
- Making Your Decisions
- Planning Through Life Stages
- Can You Do It Yourself?
- Why Hire an Attorney?
- Chapter 2: Determining Your Estate
- Your Financial House
- What Is and Isn't Subject to Probate
- Ensuring Proper Ownership Rights
- Documenting and Growing Your Net Worth
- Insuring Your Income and Assets
- Planning for Your Retirement
- Leaving a Legacy Behind
- Chapter 3: Taking Care of You
- Safeguarding Your Estate
- Powers of Attorney
- Advance Healthcare Directives
- More on Advance Directives
- Planning for Long-Term Care
- Documenting End-of-Life Wishes
- Funding Your Final Care
- Chapter 4: Taking Care of Others
- Why You Need a Will
- Types of Wills
- Naming a Personal Representative
- When Minor Children Are Involved
- Determining Beneficiaries and Inheritances
- Minimizing Conflict
- Completing Your Will (but Continuing to Plan)
- Chapter 5: Is a Trust the Answer?
- An Overview of Trusts
- Why Your Estate Does (or Doesn't) Need a Trust
- Revocable and Irrevocable Trusts
- Special Types of Trusts
- Creating a Living Trust
- Funding and Administration of a Living Trust
- Trusts and Income Taxes
- Chapter 6: Estates and Taxation
- Income Taxes and Tax Planning Basics
- Building Tax-Advantaged Wealth
- Estate and Inheritance Taxes
- Gifts and Taxes
- Charitable Remainder Trusts and Donor-Advised Funds
- Chapter 7: situations requiring careful consideration
- Estate Planning For Blended Families
- Planning Your Estate As an Unmarried Couple
- When You're Estate Planning Solo
- When You Have a Dependent with Special Needs
- Choosing to Disinherit (or Not)
- Planning for Your Pets
- When Incapacity or Emergency Issues Arise
- Estate Planning for Entrepreneurs and Family Businesses
- Chapter 8: Completing the Package
- Avoiding Common Mistakes
- What Else They'll Need to Know
- Letters and Legacy
- Planning to Close Your Digital Accounts
- Sharing Your Plan
- Document Storage and Accessibility
- When to Change Your Plan
- Photographs
- About the Authors
- Index
- Copyright
