Estate Planning Basics
(Adobe PDF eBook)

Book Cover
Average Rating
Published:
NOLO 2007
Format:
Adobe PDF eBook
Edition:
4
Status:
Available from OverDrive
Description
This quick read makes understanding the rules of estate planning easy!

Estate Planning Basics  provides concise, straightforward and easy-to-read explanations of the major components of estate planning, so that you don't have to spend hours wading through endless options (most of which apply to the wealthy).

Learn about:

  • choosing beneficiaries
  • estate planning by parents with minor children
  • wills
  • living trusts
  • other probate-avoidance methods, including using a retirement plan like an IRA or 401(k) as an estate planning device
  • estate taxes and tax-reduction methods
  • trusts for people in second marriages, or for those leaving property to a disabled person
  • planning for the handling of medical and financial decisions if one becomes incompetent
    Attorney Denis Clifford gives you the reliable, plain-English answers you need, whether you're doling out the family heirlooms or steering clear of estate taxes. The 4th edition is updated with the the latest estate planning laws and information of your state.
  • Also in This Series
    Formats
    Adobe PDF eBook
    Need Help?
    If you are having problem transferring a title to your device, please fill out this support form or visit the library so we can help you to use our eBooks and eAudio Books.
    More Like This
    Other Editions and Formats
    More Details
    Street Date:
    8/28/2007
    Language:
    English
    ISBN:
    9781413307924
    Reviews from GoodReads
    Loading GoodReads Reviews.
    Citations
    APA Citation (style guide)

    Denis Clifford. (2007). Estate Planning Basics. 4 NOLO.

    Chicago / Turabian - Author Date Citation (style guide)

    Denis Clifford. 2007. Estate Planning Basics. NOLO.

    Chicago / Turabian - Humanities Citation (style guide)

    Denis Clifford, Estate Planning Basics. NOLO, 2007.

    MLA Citation (style guide)

    Denis Clifford. Estate Planning Basics. 4 NOLO, 2007. Web.

    Note! Citation formats are based on standards as of July 2010. Citations contain only title, author, edition, publisher, and year published. Citations should be used as a guideline and should be double checked for accuracy.
    Copy Details
    LibraryOwnedAvailable
    Shared Digital Collection11
    Staff View
    Grouped Work ID:
    f76c12d5-1ecd-36a3-c5e2-161f072975aa
    Go To Grouped Work
    Needs Update?:
    No
    Date Added:
    Sep 18, 2013 10:07:56
    Date Updated:
    Nov 16, 2017 03:20:57
    Last Metadata Check:
    Nov 17, 2019 05:01:22
    Last Metadata Change:
    May 04, 2019 13:34:39
    Last Availability Check:
    Nov 17, 2019 05:01:23
    Last Availability Change:
    Nov 01, 2019 11:33:34
    Last Grouped Work Modification Time:
    Nov 17, 2019 13:47:20

    OverDrive Product Record

    id
    3e467d6a-0c36-4922-b015-5e2840ee194b
    primaryCreator
      • name: Denis Clifford
      • role: Author
    starRating
    3.7
    title
    Estate Planning Basics
    crossRefId
    149452
    sortTitle
    Estate Planning Basics
    images
      • cover300Wide:
          • type: image/jpeg
          • href: https://img1.od-cdn.com/ImageType-400/0546-1/3E4/67D/6A/{3E467D6A-0C36-4922-B015-5E2840EE194B}Img400.jpg
      • cover:
          • type: image/jpeg
          • href: https://img1.od-cdn.com/ImageType-100/0546-1/{3E467D6A-0C36-4922-B015-5E2840EE194B}Img100.jpg
      • thumbnail:
          • type: image/jpeg
          • href: https://img1.od-cdn.com/ImageType-200/0546-1/{3E467D6A-0C36-4922-B015-5E2840EE194B}Img200.jpg
      • cover150Wide:
          • type: image/jpeg
          • href: https://img1.od-cdn.com/ImageType-150/0546-1/3E4/67D/6A/{3E467D6A-0C36-4922-B015-5E2840EE194B}Img150.jpg
    dateAdded
    2008-03-05T16:47:50.96-05:00
    contentDetails
        • account:
            • id: 1351
            • name: Nashville Public Library (TN)
        • type: text/html
        • href: https://link.overdrive.com/?websiteID=239&titleID=149452
    mediaType
    eBook
    formats
        • id: ebook-pdf-adobe
        • identifiers:
              • value: 9781413307924
              • type: ISBN
        • name: Adobe PDF eBook

    OverDrive MetaData

    isPublicDomain
    False
    formats
        • fileName: EstatePlanningBasics
        • partCount: 0
        • fileSize: 1263893
        • identifiers:
              • type: ISBN
              • value: 9781413307924
        • rights:
              • type: Copying
              • value: -1
              • type: Printing
              • value: -1
              • type: Lending
              • value: 0
              • type: ReadAloud
              • value: 0
              • type: ExpirationRights
              • value: 0
        • name: Adobe PDF eBook
        • id: ebook-pdf-adobe
        • onSaleDate: 11/20/2007
    keywords
        • value: estate planning
        • value: Personal Finance
    creators
        • role: Author
        • fileAs: Clifford, Denis
        • name: Denis Clifford
    publishDate
    2007-08-28T00:00:00-04:00
    edition
    4
    isOwnedByCollections
    True
    title
    Estate Planning Basics
    fullDescription
    This quick read makes understanding the rules of estate planning easy!

    Estate Planning Basics  provides concise, straightforward and easy-to-read explanations of the major components of estate planning, so that you don't have to spend hours wading through endless options (most of which apply to the wealthy).

    Learn about:

  • choosing beneficiaries
  • estate planning by parents with minor children
  • wills
  • living trusts
  • other probate-avoidance methods, including using a retirement plan like an IRA or 401(k) as an estate planning device
  • estate taxes and tax-reduction methods
  • trusts for people in second marriages, or for those leaving property to a disabled person
  • planning for the handling of medical and financial decisions if one becomes incompetent

    Attorney Denis Clifford gives you the reliable, plain-English answers you need, whether you're doling out the family heirlooms or steering clear of estate taxes. The 4th edition is updated with the the latest estate planning laws and information of your state.
  • popularity
    53
    links
      • self:
          • href: https://api.overdrive.com/v1/collections/L1BFAIAAA2J/products/3e467d6a-0c36-4922-b015-5e2840ee194b/metadata
          • type: application/vnd.overdrive.api+json
    id
    3e467d6a-0c36-4922-b015-5e2840ee194b
    starRating
    3.7
    contentType
    Full-length Books
    images
      • cover:
          • href: https://img1.od-cdn.com/ImageType-100/0546-1/{3E467D6A-0C36-4922-B015-5E2840EE194B}Img100.jpg
          • type: image/jpeg
      • thumbnail:
          • href: https://img1.od-cdn.com/ImageType-200/0546-1/{3E467D6A-0C36-4922-B015-5E2840EE194B}Img200.jpg
          • type: image/jpeg
      • cover150Wide:
          • href: https://img1.od-cdn.com/ImageType-150/0546-1/3E4/67D/6A/{3E467D6A-0C36-4922-B015-5E2840EE194B}Img150.jpg
          • type: image/jpeg
      • cover300Wide:
          • href: https://img1.od-cdn.com/ImageType-400/0546-1/3E4/67D/6A/{3E467D6A-0C36-4922-B015-5E2840EE194B}Img400.jpg
          • type: image/jpeg
    isPublicPerformanceAllowed
    False
    languages
        • code: en
        • name: English
    subjects
        • value: Finance
        • value: Law
        • value: Reference
        • value: Nonfiction
    publishDateText
    8/28/2007
    mediaType
    eBook
    shortDescription
    This quick read makes understanding the rules of estate planning easy!

    Estate Planning Basics  provides concise, straightforward and easy-to-read explanations of the major components of estate planning, so that you don't have to spend hours wading through endless options (most of which apply to the wealthy).
    synopsis
    This quick read makes understanding the rules of estate planning easy!
    sortTitle
    Estate Planning Basics
    crossRefId
    149452
    publisher
    NOLO
    tableOfContents
    Your Estate Planning Legal Companion

    1. A First Look at Estate Planning
    Evaluating Your Personal Situation
    Choosing Your Beneficiaries
    Providing for Young Children
    Planning for Incapacity
    Transferring Your Property After You Die
    Estate Taxes
    Making Changes
    More Estate Planning Resources From Nolo

    2. Your Beneficiaries
    Direct Beneficiaries
    Alternate Beneficiaries
    Beneficiary Complexities
    Disinheritance
    Talking It Over

    3. Children
    Naming Someone to Care for Young Children
    Naming Someone to Manage Your Child's Property
    Choosing How Your Children's Property Should Be Managed
    Naming Children as Beneficiaries of Life Insurance
    Tax-Saving Educational Investment Plans
    Leaving Property to Adult Children
    Leaving Property to Other People's Children

    4. Planning for Incapacity: Medical Care and Finances
    Medical Decisions
    Financial Decisions

    5. Wills
    Will Requirements
    Types of Wills
    Probate
    Using a Will in Your Estate Planning
    Preparing Your Will
    Challenges to Your Will

    6. Living Trusts
    How a Living Trust Works
    Do You Need a Living Trust?
    Living Trusts and Taxes
    Living Trusts and Young Children
    Shared Living Trusts for Couples
    Making Key Decisions About Your Living Trust
    Preparing Your Living Trust Documents

    7. Other Probate-Avoidance Methods
    Pay-on-Death Bank Accounts
    Transfer-on-Death Accounts for Securities
    Transfer-on-Death Car Registration
    Transfer-on-Death Deeds for Real Estate
    Joint Tenancy
    Tenancy by the Entirety
    Community Property With Right of Survivorship
    Simplified Probate Proceedings
    Life Insurance
    Gifts

    8. Retirement Plans as Estate Planning Devices
    Individual Retirement Programs
    Pensions
    Choosing Beneficiaries for Individual Retirement Programs
    Retirement Plans and Taxes

    9. Estate Tax
    Federal Estate Tax Exemptions
    State Estate and Inheritance Tax
    Gift Tax
    The Federal Income-Tax Basis of Inherited Property

    10. Reducing Federal Estate Taxes
    Making Gifts During Life
    The AB Trust
    Other Tax-Saving Trusts
    Disclaiming Gifts

    11. Property Control Trusts
    Marital Property Control Trusts for Second or Subsequent Marriages
    Special Needs Trusts for People With Disabilities
    Education Trusts
    Spendthrift Trusts
    Flexible Trusts

    12. Lawyers
    Will You Need a Lawyer?
    Using Lawyers
    Doing Your Own Research

    13. Finalizing Your Estate Plan
    Storing Your Estate Planning Documents
    Revising Your Estate Plan

    Index