Plan Your Own Estate Passing on Your Assets and Your Values Legally and Efficiently
Plan Your Own Estate: Passing on Your Assets and Your Values Legally and Efficiently takes a straightforward and engaging “you”-oriented approach to dealing with one of life’s certainties--death. While you "can’t take it with you," this book empowers you to decide how your assets can best...
| Main Author: | |
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| Format: | eBook |
| Language: | Inglés |
| Published: |
Berkeley, CA :
Apress
2013.
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| Edition: | 1st ed. 2013. |
| Subjects: | |
| See on Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009466434506719 |
Table of Contents:
- ""Contents""; ""About the Author""; ""Acknowledgments""; ""Introduction""; ""Let�s Face Some Facts""; ""You Already have an Estate Plan� But You May Not Like Its terms""; ""How the Book Works""; ""Parts of the Book""; ""Inside Each Chapter""; ""Caveats and Disclaimers""; ""Location, Location, Location""; ""The Shifting Sands of Tax Law""; ""Estate Plans Get Stale""; ""Do-It-Yourself (DIY)""; ""What Are Your Goals?""; ""Who Is Your Family?""; ""What Are Your Responsibilities?""; ""You Can�t Forget About Your Spouse""; ""Creditors Come First""; ""Uncle Sam""; ""What Is Equal and Fair?""
- ""Who Comes First""""Giving to Groups""; ""Specific Gifts""; ""Asset Protection�How Are Assets Given?""; ""Creditors and Predators""; ""Minors""; ""Special Needs""; ""What about the Short Term?""; ""What Are Your Values?""; ""Establishing a Legacy""; ""Disincentive""; ""Wishes""; ""What Are Your Assets?""; ""What�s It All Worth?""; ""How Much Is Yours?""; ""Personal Property""; ""Real Estate""; ""In-State""; ""Out-Of-State""; ""Cash Assets""; ""Investment Assets""; ""Retirement Accounts""; ""Life Insurance""; ""Business Interests""; ""Trusts""; ""Loans Payable to You""; ""Vehicles""
- ""Intangible Assets""""Digital Assets""; ""Debt: Liabilities and What You Owe""; ""Mortgages and Lines of Credit""; ""Student Loans""; ""Revolving Debt""; ""Private and Other Debt""; ""Bottom Line: What�s It All Worth?""; ""What Goes into a Will?""; ""What Does Your Will Control?""; ""Follow the Flow""; ""First Things First: This Is Your “Last� Will""; ""Moving On: Creditors Before Beneficiaries""; ""Personal Property: Your Stuff Goes Next""; ""Specific Bequests: Person X Gets Thing Y""; ""Residuary: Where the Rest of It Goes""; ""It�s All for Your One and Only""
- ""Everything to a Group""""Contingent Beneficiaries: Your Plan B""; ""How Do Your Beneficiaries Benefit?""; ""Fiduciaries: The People in Charge""; ""Boilerplate: This Is Important Stuff, Folks!""; ""Definitions""; ""Alternate or Ultimate Distribution Clause""; ""Powers of the Fiduciary""; ""Spendthrift Clause""; ""Survivorship Clause""; ""State Law""; ""Blue-Line Provision""; ""Identity of Children""; ""Rule Against Perpetuities""; ""Waiver of Dower, Curtsey, and Rights of Election""; ""Tax Clause""; ""Waiver of Accounting""; ""Small Trust Provision""; ""Will Execution""
- ""Will Alternatives and Avoiding Probate""""The Probate Process: Transferring Title from You to Them""; ""Probate Avoidance Isn�t a Magic Pill� Taxes and Expenses Must Still Be Paid""; ""Joint Ownership""; ""Joint Tenants with Right of Survivorship (JTWROS): Or, the Survivor Gets It All""; ""Convenience Account or Specific Bequest?""; ""Married Couples�Did You Mean to Gut Your Estate Tax Planning?""; ""Unmarried Couples: JTWROS Could Be the Plan for You""; ""Tenants by the Entireties""; ""Tenants in Common: What�s Mine Is Mine""; ""Community Property""
- ""Pay-on-Death Accounts: An Alternative to Joint Ownership""
