Estate Planning For Dummies

Pass on your money and property, not your tax burden
The straightforward, reader–friendly guide to planning for your family’s future
Worried about what will happen to your assets after you’re gone? Don’t want to leave your heirs with a fat tax bill? Relax! Now there’s Estate Planning For Dummies, the simple guide that takes the pain out of planning for the future. It’ll help you minimize estate taxes, write a proper will, keep your plan up–to–date, and much more!
The Dummies WayExplanations in plain English"Get in, get out" informationIcons and other navigational aidsTear–out cheat sheetTop ten listsA dash of humor and fun

Spis treści:
Introduction.
Part I: Estate Planning Fundamentals.
Chapter 1: Congratulations: You Have an Estate!
Chapter 2: Bean Counting — Figuring Out What You’re Worth.
Part II: Where There’s a Will, There’s a Way.
Chapter 3: Understanding the Basics of Wills.
Chapter 4: Tied Hands and Helping Hands: What You Can and Can’t Do with Your Will.
Chapter 5: Probate: Top of the Ninth for Your Estate.
Chapter 6: Dodging Probate: Saving Time and Money with a Will Substitute.
Part III: Matters of Trust.
Chapter 7: Understanding Trusts.
Chapter 8: Trusts You May Want to Trust — or Not.
Chapter 9: Working a Trust Into Your Estate Plan.
Part IV: Life, Death, and Taxes.
Chapter 10: Preparing for the Tug of War with the Taxman.
Chapter 11: The Gift Tax: Isn’t Giving a Gift Enough?
Chapter 12: Skipping Around the Generation Skipping Transfer Tax.
Chapter 13: Paying or Not Paying the Death Tax: That’s the Question.
Chapter 14: Planning to Minimize All Your Estate–Related Taxes.
Part V: Estate Planning for Family Businesses.
Chapter 15: Grasping the Basics of Estate Planning for Family Businesses.
Chapter 16: Transferring Ownership and Paying Estate Taxes in a Family Business.
Part VI: Crafting a Comprehensive Estate Plan.
Chapter 17: Factoring Insurance into Your Estate Plan.
Chapter 18: Connecting Your Retirement Funds to Your Estate Plans.
Chapter 19: Estate Planning in Exceptional Situations.
Part VII: The Part of Tens.
Chapter 20: Ten Questions to Get You Rolling on Your Estate Plan.
Chapter 21: Avoiding Ten Common Mistakes and Problems in Your Will.
Chapter 22: Ten Estate–Planning Resources on the Internet.
Index.

Nota biograficzna:
N. Brian Caverly, Esq., is an attorney–at–law emphasizing estate planning and elder law. Jordan S. Simon is Vice President of Asset Management at Venture West, a Tucson–based investment firm.

Okładka tylna:
Pass on your money and property, not your tax burden
The straightforward, reader–friendly guide to planning for your family’s future
Worried about what will happen to your assets after you’re gone? Don’t want to leave your heirs with a fat tax bill? Relax! Now there’s Estate Planning For Dummies, the simple guide that takes the pain out of planning for the future. It’ll help you minimize estate taxes, write a proper will, keep your plan up–to–date, and much more!
The Dummies WayExplanations in plain English"Get in, get out" informationIcons and other navigational aidsTear–out cheat sheetTop ten listsA dash of humor and fun