The will and living will toolkit The ultimate guide to preparing your will and living will

Dan Sitarz, 1948-

Book - 2009

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Subjects
Published
Carbondale, Ill. : Nova Pub. Co c2009.
Language
English
Main Author
Dan Sitarz, 1948- (-)
Edition
1st ed
Item Description
"Includes CD-ROM with dozens of easy-to-use legal forms"--Cover.
"Includes all forms, in both text and PDF formats, on an enclosed CD"--P. [4] of cover.
Physical Description
303 p. : forms ; 23 cm. + 1 CD-ROM (4 3/4 in.)
Format
Windows and Mac compatible.
Bibliography
Includes bibliographical references and index.
ISBN
9781892949479
  • List of Forms
  • Introduction To The Will And Living Will Toolkit
  • Installation Instructions for Installing Forms-on-CD
  • Installation Instructions for PCs
  • Installation Instructions for MACs
  • Instructions for Using Forms-On-CD
  • To Access Adobe PDF Forms
  • To Fill in and Use PDF Forms
  • To Access and Complete the Text Forms
  • Technical Support
  • Chapter 1. Why Do You Need a Will and Living Will?
  • Reasons for Having an Estate Plan
  • To Provide Advance Health Care Plans for Emergencies
  • To Avoid the State Deciding Who Will Receive Your Property
  • To Avoid the Delays and Expense of Probate
  • To Save Money on the Distribution Your Estate
  • To Appoint Someone to Administer Your Property
  • To Appoint a Guardian for Your Minor Children
  • To Appoint Someone to Administer a Minor Child's Property
  • To Disinherit a Child or Other Relative
  • To Accomplish Other Results
  • Chapter 2. Developing Your Own Personal Estate Plan
  • Qualifications for Having an Estate Plan
  • Estate Planning Tools
  • Distribution of Property on Death
  • Last Will and Testament
  • Avoiding Probate
  • Joint Tenancy with Right of Survivorship
  • Living or Revocable Trusts
  • Life Insurance
  • Retirement Accounts and/or Pension Plans
  • Payable-on-Death Bank Accounts
  • Gifts to Minors
  • Reducing Taxes
  • Healthcare Concerns
  • Living Will
  • Health Care Power of Attorney
  • Durable Power of Attorney for Financial Affairs
  • Advance Health Care Directive
  • Designation of Primary Physician
  • Organ Donation
  • Steps in Preparing Your Estate Plan
  • Estate Planning Quick Checklist
  • Estate Planning Chart
  • Chapter 3. Property and Taxation Information
  • What Property May Be Disposed of With Your Estate Plan?
  • Community Property States
  • Common-Law Property States
  • Federal and State Taxes Relating to Estates
  • Federal Estate Taxes
  • State Estate Taxes
  • State Inheritance Taxes
  • Federal Gift Tax
  • Income Tax on Inheritances
  • Property Questionnaire Instructions
  • Property Questionnaire
  • What Are Your Assets?
  • What Are Your Liabilities?
  • Net Worth of Your Estate
  • Chapter 4. Beneficiary and Gift Information
  • Who May Be a Beneficiary?
  • What Types of Gifts May You Make?
  • Beneficiary Questionnaire
  • Who Will Receive Which of Your Assets?
  • Are There Any Other Relatives, Friends, or Organizations to Whom You Wish to Leave Gifts?
  • Are There Any Persons Whom You Wish to Specifically Leave Out of Your Will and/or Living Trust?
  • Chapter 5. Probate and Executor Information
  • Overview of a Typical Probate Proceeding
  • Simplified Probate Procedures
  • Choosing a Executor
  • Executor Duties Checklist Instructions
  • Executor Duties Checklist
  • Immediate Executor Duties
  • Executor Duties Within First Month
  • Executor Financial Duties
  • Executor Information Checklist Instructions
  • Executor Information Checklist
  • Location of Records
  • Funeral or Cremation Arrangements
  • Persons, Businesses, and Organizations to Contact
  • Relatives to Contact
  • Friends to Contact
  • Newspaper Obituary Information
  • Chapter 6. Selecting a Will
  • Instructions for Selecting Your Will
  • Instructions for will for Married Person with Children (Using Children's Trust)
  • Will for Married Person with Children (Using Children's Trust)
  • Instructions for Will for Single Person with Children (Using Children's Trust)
  • Will for Single Person with Children(Using Children's Trust)
  • Instructions for will for Married Persons with No Children
  • Will for Married Person with No Children
  • Instructions for Will for Single Person with No Children
  • Will for Single Person with No Children
  • Chapter 7. Preparing and Signing a Will
  • Instructions for Preparing Your Will
  • Instructions for Signing Your Will
  • Safeguarding Your Will
  • Chapter 8. Changing a Will
  • Instructions for Changing Your Will
  • Codicil
  • Chapter 9. Preparing a Living Will
  • Typical Living Will Provisions
  • Instructions for Preparing and Signing a Living Will
  • Living Will Declaration and Directive to Physicians
  • Instructions for Revoking a Living Will
  • Revocation of Living Will
  • Chapter 10. Preparing a Health Care Power of Attorney
  • When You Should Use a Health Care Power of Attorney
  • Revoking Your Durable Health Care Power of Attorney
  • Instructions for Durable Health Care Power of Attorney and Appointment of Health Care Agent and Proxy
  • Health Care Power of Attorney and Appointment of Health Care Agent and Proxy
  • Instructions for Revocation of Durable Health Care Power of Attorney
  • Revocation of Health Care Power of Attorney
  • Instructions for witness Affidavit of Revocation of Durable Health Care Power of Attorney
  • Witness Affidavit of Revocation of Durable Health Care Power of Attorney
  • Chapter 11. Preparing a Durable Unlimited Power of Attorney for Financial Affairs
  • When You Should Use a Durable Unlimited Power of Attorney for Financial Affairs
  • State-Specific Power of Attorney Forms
  • Instructions for Durable Unlimited Power of Attorney for Financial Affairs(1)
  • Unlimited Durable Power of Attorney for Financial Affairs (Effective immediately)
  • Instructions for Durable Unlimited Power of Attorney for Financial Affairs (2)
  • Unlimited Durable Power of Attorney for Financial Affairs (Effective on disability)
  • Instructions for Revocation of Durable Unlimited Power of Attorney for Financial Affairs
  • Revocation of Durable Unlimited Power of Attorney for Financial Affairs
  • Chapter 12. Preparing an Advance Health Care Directive
  • What is an Advance Health Care Directive
  • Living Will
  • Health Care Power of Attorney
  • Designation of primary Physician
  • Organ Donation
  • When You Should Use an Advance Health Care Directive
  • Witness and Notary Requirements
  • Instructions for Preparing Your Advance Health Care Directive
  • Revoking Your Advance Health Care Directive
  • Instructions for Revocation of Advance Health Care Directive
  • Revocation of Advance Health Care Directive form
  • Instructions for Witness Affidavit of Oral Revocation of Advance Health Care Directive
  • Witness Affidavit of Oral Revocation of Advance Health Care Directive form
  • Instructions for Additional Information for Advance Health Care Directive
  • Additional Information for Advance Health Care Directive form
  • Chapter 13. Preparing a Designation of Primary Physician
  • Instructions for a Designation of Primary Physician
  • Designation of Primary Physician
  • Chapter 14. Preparing an Organ Donation Form
  • Instructions for an Organ Donation Form
  • Organ Donation Form
  • Appendix: State Estate Planning Laws
  • Glossary of Estate Planning Terms
  • Index