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 help your family
when you are gone. Experienced attorney Deirdre R. Wheatley-Liss
concentrates into this book the experience she's had helping
hundreds of families work through their estate plans. Whether you
have modest or extensive assets, Plan Your Own Estate provides the
knowledge you need to design your plan and the tools you need to
move forward. The starting place is your goals. Part 1 of the book
asks, What do you want to accomplish for yourself and your family?
The next step depends on you. Are you looking to educate yourself
about how a will or trust is structured, or how tax law works? Part
2, Resource Guides, breaks down tough topics like these and
delivers actionable information. Have questions about what your
estate plan should say? Part 3, Planning Guides, goes through an
attorney's analysis in considering the most frequently asked estate
planning questions.Thinking about creating your own estate plan, or
hiring an attorney? Part 4, Action Guides, helps you start your
estate plan and make sure it's complete, or review any plan you may
already have in place. Nobody likes talking about death, taxes, or
disability--but not thinking about them will not make them go away.
Plan Your Own Estate will help you make a plan, put it in place,
and take control of how your money and your values are being passed
to your family. This book includes: * Comprehensive plain English
coverage of every aspect of planning your estate * Methods to
protect your loved ones' inheritance from taxes, immaturity, lack
of financial knowledge, incapacity, creditors, and predators *
Planning guides for families with children, singles, second
marriages, business owners, unmarried or same-sex couples, and more
* Up-to-date information regarding changing laws and best practices
What you'll learn Through this book, you will be able to: * Create
an estate plan that meets your goals, clearly communicates your
intentions, and reduces the chance of family fighting when you are
gone.* Gain the insight of an attorney's thought processes, both
legal and practical, and how to apply them to your personal
situation. * Understand the structure of the documents at the heart
of estate planning: wills, trusts, power of attorney, health care
power, and other transfer devices designed to pass assets to your
beneficiaries more easily. * Decipher tax laws to incorporate
provisions in your estate plan to reduce or eliminate taxes, and
deal with a changing tax code. * Master complicated legal terms and
concepts. * Understand the probate process and its alternatives.
Who this book is for Plan your Own Estate is for anyone who wants
to preserve the value of assets and leave them to beneficiaries in
the most efficient manner. The book is for married couples with
children and grandchildren, singles, unmarried couples,
non-citizens, and same-sex couples. It teaches readers how to
reduce or eliminate the government as a beneficiary by taking
advantage of tax-reduction strategies. No matter your marital
status or wealth, Plan your Own Estate empowers you to achieve
financial security for loved ones and other beneficiaries.
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