The Complete Idiot's Guide to Wills and Estates

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Penguin, 2003 - 334 pagini
-- New and updated coverage of estate planning changes plus relevant tax law passed in 2001.

-- Author is a seasoned professional and law professor with a private practice in estate planning.

-- No series competition.

The Complete Idiot's Guide "RM" to Wills and Estates has been a mainstay of The Complete Idiot's Guide "RM" personal finance list for many years, but with major changes in estate planning rules and tax law in the past 18 months, the book is ready for a refresh. Expert attorney and author Stephen Maple is ready to revise this popular title with updates to topics such as changes in joint and sole ownership rules; what do to if you own your own business -- either an LLC or S-Corp; revisions conforming to the 2001 Tax Act, plus brand new information on estate planning for higher education and long-term health care, and family and public foundations. Existing coverage will also be updated including all about wills, trusts, estates, and probate.

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Pagini selectate

Cuprins

Sole Proprietor
70
Hard to Do?
71
Another Style
72
The Limited Liability Company
73
Even More Tax Talk
75
Why a BuySell Agreement Is Vital
76
Time Marches On
77
Treating Yourself Well as the Key Employee
78
A Joint Will? No
194
Taxes You Must Pay and Those Maybe You Dont
197
The Wonderful World of Federal Estate Taxes
199
Spreading the Wealth to Avoid the Tax
200
Whats in the Pot? Just About Everything
201
The Gross Estate
202
Great Tax Deductions Allowed
204
The QTIP and Credit Shelter Trust
205

When You Want to Sell
79
Taking a Broad View
80
About Wills Trusts and Probate
83
No Will? No Good
85
Dying Intestate Is About as Bad as It Sounds
86
Estate Exceptions
87
How the State Determines Your Heirs
88
The State Specifies the Guardian Too
89
It Could Be a Stranger
91
Adoption
93
And Children Born out of Wedlock
94
The Basic Will and a Few Extras
95
First Do You Know Where You Live?
96
Introduction
97
Identification Definitions Comments
101
Specific Devises
102
How to Distribute Your Worldly Goods
103
Who Gets What
105
When Beneficiaries Die Before You
106
Or When You No Longer Own What Youve Willed
107
The Residuary Devise
108
Hey What About Rover?
109
A Trust and a Will The Best of Both Worlds?
111
Definition Please
112
Who Would Want or Need a Trust?
113
Heres the Lingo
114
The Testamentary Trust
115
Revocable Living Trust
116
Irrevocable Living Trust
117
Retiring? How a Trust Can Simplify Your Life
121
Downside to a Living Trust?
122
So I Need a Trust Instead of a Will?
123
All About Probate
125
Is It Really That Formidable?
126
No Supervision? Whee
127
Duties of Your Executor
129
Help Bring in the Pros
132
Keeping Those Costs Down
133
How to Avoid Probate
134
Some Unique Probate SituationsMaybe Yours?
137
Love and Marriages
138
Oooh That Cold Light of Day
139
Pal oMine
140
and Death
141
Lets Not Forget Greed
142
Abandoned Spouses and Adultery
144
All in the Familyand Just a Little Beyond
147
Looking After Your Minor Children
149
A Minor Issue of Major Importance
150
The Guardians Duties
151
How to Select a Guardian
152
Marital Status
153
Compatibility
154
Managing Money
155
The Trust Alternative
156
Special Requests
157
Giving Your Kids Cash Gifts Now
158
Entitlements
159
Holy Wedlock Sometimes a Deadlock
161
Spousal Rights
162
A Different Kind of Election
163
Bumping Up an Estate
164
The Prenup as Love Flies out the Window
165
Avoiding a Challenge to a Prenup
166
The American Way of Divorce
167
Child Custody and Support
169
Gift Taxes
170
Special Planning for Special Situations
171
Planning for the Disabled Childof Any Age
172
Your Childs Assets
173
Living TogetherPlanning Together
174
Keeping Some Assets out of Your Will
175
The Role of Custodial Grandparent
176
More Money More Taxes
177
About Bankruptcy
179
Help And Perhaps Some Relief
180
Different Planning Needs
181
Also Special Needs
182
Family Feuds Avoiding One over Your Estate
185
Whatll Do It
186
A Toughie to Prove
187
Poor Execution
189
Messing Up a Will
191
Dont
192
Tallying It Up
206
How Does 41 Percent Sound?
207
Taxing Each Generation
211
Giftsand Gift Taxes
213
The Federal Tax Nobody Knows
215
When You Arent Taxed
216
Taxfree Gifts to a Spouse
217
Outright TransfersWhats That?
218
When the Revocable Trust Works Best
219
Prior Gifts and the Unified Credit
220
Estate and Gift Taxes Go Hand in Hand
221
Gift Giving from the IRS Perspective
222
How Charitable Donations Can Save You Money
225
Which Assets to Give
227
Getting Donations in Order
228
Some Years You Give Some You Dont
229
The Charitable Annuity
230
Charitable Lead Trust
231
Pooled Income Funds
232
Retirement and Beyond
233
State Taxes When and How You Can Be Hit
235
Where Did You Say You Live?
236
One Two ThreeWays of Taxing You
237
Estate Tax
238
Pesky State Income Taxes
239
A Retirement Residence
240
Some Other State Taxes to Consider
241
Chipping Away at Your Pension
242
Income Taxes and TaxSaving Tips
243
Kiddie Craftiness
244
Divorce and the Dollar
245
Exclusions and Deductions Worth a Look
247
Dandy Business Deductions
248
The Home Office
249
Estate Tax Savings
250
Savings by Your Executor
251
Timing Income
252
Timing Estate Distribution
253
Keeping Your Wealth Within the Family
255
Charity Begins at Home
256
Giving Somethingand Keeping It
257
Considering CoOwnership
258
Life Insurance
259
Your Family as Buyers
260
Gifts to Minors
261
Splitting It with Your Spouse
262
Transferring Company Stock
263
Employing Your Kids
264
Retirement Elder Issues and the Broad Planning Picture
267
Bring Em On Social Security and Other Retirement Benefits
269
What You Can Expect at Social Security Time
270
Adding Up Your Benefits
271
A Beneficiary Other Than the Covered Worker
272
Yes Youre Taxed on Benefits
273
Medicare for Your Aches and Pains
274
Filling Those Gaps
276
LongTerm Care Insurance
277
Medicaid These Days
278
UhUh You Cant Give It Away
279
Whos in Charge? Arranging for Others to Take Over If You Cant
281
Guardianship and Why You Wouldnt Want It
282
Durable Power of Attorney
283
A Living Will and a Health Care Power of Attorney
286
Becoming an Organ Donor
291
Last Words Last Rites and Other Finalities
293
Plan but Dont Prepay Your Funeral
294
Lifes Big and Little Surprises
297
Managing Property
298
Living Arrangements
299
Medical Care
300
LongDistance Caregiving
301
When Theres Marriage or Divorce
303
If You Become Disabled
304
Checking Your Estate Plan
305
Stage by Stage Estate Planning Throughout Your Life
307
Broadly Speaking
308
A Few Words for the Single Parent
309
Married with No Children
310
Married with Children
311
When the Children Are Adults
312
How Far Youve Come Since Chapter 1
314
Glossary
315
Index
321
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The Complete Idiot's Guide to Wills and Estates
Stephen Maple
Previzualizare limitată - 2003

Termeni și expresii frecvente

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Informații bibliografice

TitluThe Complete Idiot's Guide to Wills and Estates
Complete Idiot's Guide to
AutorStephen Maple
Edițieilustrată
EditorPenguin, 2003
ISBN0028644093, 9780028644097
Lungime334 pagini
  
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