From the Book - 13th edition.
Probate and how to avoid it
Understanding estate and gift taxes
Reducing or eliminating estate taxes
Imposing controls over property
Taking care of personal issues
From the Book - 12th edition.
Setting your goals. Selecting your estate planning goals ; Personal concerns and estate planning
Laying the groundwork. Special property ownership rules for married people ; Inventorying your property ; Your beneficiaries
Probate and how to avoid it. Probate and why you want to avoid it ; Living trusts ; Joint tenancy and tenancy by the entirety ; Pay-on-death designations, registrations, and deeds ; Life insurance ; Retirement benefits ; State law exemptions from normal probate
Understanding estate and gift taxes. Estate taxes ; Gifts and gift taxes
Reducing or eliminating estate taxes. An overview of ongoing trusts ; AB disclaimer trusts ; Other estate tax-saving marital trusts ; Charitable trusts ; Other estate tax-saving trusts ; Disclaimers : after-death estate tax planning ; Combining estate tax-saving trusts
Imposing controls over property. Property control trusts for second or subsequent mortgages ; Trust and other devices for imposing controls over property
Taking care of personal issues. Incapacity : making medical and financial decisions ; Body and organ donation, funerals, and burials
Family business. Family business estate planning
Going further. Using lawyers ; After your complete your estate plan ; After a death occurs
Selecting your estate planning goals
Personal concerns and estate planning
Special property ownership rules for married people
Inventorying your property
Probate and why you want to avoid it
Joint tenancy and tenancy by the entirety
Pay-on-death designations, registrations, and deeds
State law exemptions from normal probate
An overview of ongoing trusts
Other estate tax-saving marital trusts
Other estate tax-saving trusts
Disclaimers: after-death estate tax planning
Combining estate tax-saving trusts
Property control trusts for second or subsequent marriages
Trusts and other devices for imposing controls over property
Incapacity: making medical and financial decisions
Body and organ donation, funerals, and burials
Family business estate planning
After you complete your estate plan
