Your living trust & estate plan How to maximize your family's assets and protect your loved ones

Harvey J. Platt

Book - 2011

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Subjects
Published
New York : Allworth Press c2011.
Language
English
Main Author
Harvey J. Platt (-)
Edition
2012-2013 ed
Item Description
Includes index.
Physical Description
xi, 339 p. ; 23 cm
ISBN
9781581158700
  • Preface
  • Acknowledgments
  • Introduction: What This Book Means and Why You Should Read It
  • 1. The Development of an Estate Plan
  • 2. Selecting Who Receives the Benefits of Your Estate
  • 3. Wills
  • 4. Understanding the Probate Process and the Administration of an Estate
  • 5. Co-ownership of Property
  • 6. Trusts
  • 7. The Role of Trusts in Estate Planning
  • 8. The Living Trust
  • 9. Gifts
  • 10. Charitable Contributions
  • 11. Grits, Grats, and Gruts
  • 12. Life Insurance
  • 13. The Significance of Your Domicile
  • 14. The Power of the Survivor
  • 15. The Subsequent Marriage: Premarital and Postmarital Agreements
  • 16. Planning for Minors
  • 17. Estate Planning for Families with Children Who Have Special Needs
  • 18. Persons with the Risk of Acquired Immune Deficiency Syndrome (AIDS)
  • 19. Surrogate Planning for the Senior Citizen
  • 20. Retirement Benefits
  • 21. Medicare and Medicaid and Supplemental Security Income
  • 22. The Protection of Assets
  • 23. Family Limited Partnerships and the Limited Liability Company
  • 24. Estate Planning for the Business Owner
  • 25. Estate Planning for the Surviving Spouse
  • 26. The Cutting Edge: Value-Reduction Strategy in Discount Planning
  • 27. Overview of the U.S. Estate and Gift Taxes as Applied to Nonresidents Not Citizens
  • 28. Generation-Skipping Tax
  • 29. The New Estate Tax Relief Act
  • Appendixes
  • I. Net Worth Worksheet
  • II. Glossary of Terms
  • Index