Table of Contents
| Introduction | x |
| Shape the Future With Your Estate Plan | |
Chapter 1 |
1 |
| Nothing Lasts Forever Read this chapter even if you are hearty and clear-headed. |
|
Chapter 2 |
15 |
| Who Gets What – and How Much Is Enough? Read this chapter if you want to provide for specific people, charities or pets in your estate plan. |
|
Chapter 3 |
37 |
| Understand the Tax System Read this chapter even if you think estate taxes won’t affect your heirs. |
|
Chapter 4 |
55 |
| Protect Your Spouse or Partner Read this chapter if you are involved in any committed relationship. |
|
Chapter 5 |
73 |
| What if? Provide for Young or Disabled Children Read this chapter so you can anticipate their needs and make sure they will be nurtured. |
|
Chapter 6 |
89 |
| Trusts: Not Just for the Wealthy Read this chapter even if you think you don’t need this very useful tool. |
|
Chapter 7 |
103 |
| Preserve Retirement Accounts Read this chapter if you have your own retirement account or have inherited one. |
|
Chapter 8 |
123 |
| Be Smart About Life Insurance Read this chapter whether or not you have life insurance. |
|
Chapter 9 |
135 |
| Pay for Health Care and Education Read this chapter if anyone you love could use help with these expenses, now or in the future. |
|
Chapter 10 |
153 |
| Home Base: Factoring in Real Estate Read this chapter if you own your primary residence or vacation home or might move to a different state. |
|
Chapter 11 |
171 |
| Hidden Traps When Crossing Borders Read this chapter if you or a family member is a citizen of another country, lives abroad or has foreign investments. |
|
Chapter 12 |
185 |
| The Family Business: a Legacy or a Headache? Read this chapter if you have your own business or a share in a family-held enterprise. |
|
Chapter 13 |
197 |
| Subsidize Friends or Family Read this chapter if you would like to offer financial help to adult children, grandchildren, parents, siblings or others. |
|
Chapter 14 |
207 |
| What You Can Do for Grandchildren Read this chapter if you would like to provide a financial cushion for your descendants in the years ahead. |
|
Chapter 15 |
223 |
| Give Now, Save Tax Later Read this chapter if saving taxes is a high priority. |
|
Chapter 16 |
235 |
| Make Lifetime Gifts Go Further Read this chapter if you have the resources to transfer large sums of money while you are alive. |
|
Chapter 17 |
247 |
| Your Charitable Legacy Read this chapter if there are causes you care deeply about and would like to benefit now or later. |
|
Chapter 18 |
267 |
| Create Roadblocks to Creditors Read this chapter if you worry about being sued. |
|
Chapter 19 |
279 |
| Keep Your Plan Current Read this chapter even if you think you can leave well enough alone. |
|
Glossary |
299 |
Resources and Further Reading |
323 |
| A selection of publications, software and Web sites that provide additional information. | |
Appendix |
331 |
| Internal Revenue Service life expectancy tables used to calculate the minimum required distribution from an IRA. |
|
Index |
335 |
Copyright © 2011 DJWorking Unlimited Inc.