(Ebook PDF) Estate Planning For Dummies 2nd Edition by Jordan Simon, Joseph Mashinski 1394158564 9781394158560 full chapters

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ISBN-10 ‏ : ‎1394158564 

ISBN-13 ‏ : ‎ 9781394158560

Author:  Jordan Simon, Joseph Mashinski 

Estate Planning For Dummies teaches you the ins and outs of estate planning. It’s all about drafting wills, dealing with probate, assigning powers of attorney, establishing living trusts, and beyond. Think you don’t have enough assets to merit estate planning? Think again. This everyone-friendly guide walks you through building a solid estate plan, whatever your current financial situation. In easy-to-understand language, you’ll learn the ins and outs of estate planning, including what happens to your stuff–cash, real estate, businesses, retirement funds, everything–when you pass away. This new edition is updated for the many recent changes in estate taxes and inheritance law. Make sure your assets get into the pockets of your heirs or wherever you want them to go, and learn how to accomplish it the For Dummies way.

Estate Planning For Dummies 2nd Table of contents:

Part 1: Getting Started with Estate Planning
Chapter 1: Congratulations: You Have an Estate!
What Is an Estate?
Why You Need to Plan Your Estate
Why Your Estate-Planning Goals Are Different from Your Neighbor’s
Why Estate-Planning Lingo Isn’t Really a Foreign Language
The Critical Path Method to Planning Your Estate
Getting Help with Your Estate Planning
Chapter 2: Bean Counting: Figuring Out What You’re Worth
Calculating the Value of Your Real Property
Calculating the Value of Everything Else: Your Personal Property
Dead Reckoning: Subtracting Your Debts from Your Assets
Giving Gifts throughout Your Life to Reduce Your Estate’s Value
Calculating Adjustments in Your Estate’s Value Due to Major Changes in Asset Valuations
Part 2: Where There’s a Will, There’s a Way
Chapter 3: Understanding the Basics of Wills
Planning for Your Will
Getting to Know the Different Types of Wills
Choosing Your Will’s Contents
Safeguarding Your Will
Changing, Amending, and Revoking Your Will
Protecting Your Loved Ones from Your Unloved Ones
Figuring Out Your Will Status
Chapter 4: Tied Hands and Helping Hands: What You Can and Can’t Do with Your Will
Making Your Peace with Statutes That Affect Your Will
Identifying Statutes That Your Will Can Change
Living (and Dying) with the Laws That Your Will Can’t Change
Chapter 5: Probate: Top of the Ninth Inning for Your Estate
Probing Probate: What You Should Know
Knowing the Good, the Bad, and the Ugly of Probate
Streamlining the Probate Process
Appointing Your Personal Representative
Thinking Things through When Someone Asks You to Be a Personal Rep
Chapter 6: Dodging Probate: Saving Time and Money with a Will Substitute
Understanding Will Substitutes
Sorting through the List of Will Substitutes
Identifying Some Less Common but Worthy Will Substitutes
Part 3: Matters of Trust
Chapter 7: Understanding Trusts
Defining Trusts, Avoiding Hype
Trust Power: Making Your Beneficiaries Smile
Sorting Out Trusts — from Here to Eternity
Chapter 8: Trusts You May Want to Trust — or Not
Saying “I Do” to a Marriage-Oriented Trust
Considering Charitable Trusts
Protecting Your Estate with Protective Trusts
GRAT, GRUT, GRIT: Chewing over the Grantor-Retained Trusts
Sidestepping Estate Taxes with an Irrevocable Life Insurance Trust
Chapter 9: Working a Trust into Your Estate Plan
Linking Your Estate-Related Tax Planning with Your Trust Planning
Looking at Your Goals and Objectives for Setting Up Trusts
Deciding What Property to Place in Trust
Linking Your Estate-Planning and Trust Goals with Specific Property
Stepping Back and Comparing Both Trust and Nontrust Options
Weighing Trust Trade-offs
Finalizing Your Choices: Dotting the I’s and Crossing the T’s
Part 4: Life, Death, and Taxes
Chapter 10: Preparing for the Tug-of-War with the Taxman
Navigating through the Bermuda Triangle of Federal Taxes
Deciphering State Inheritance and Estate Taxes
Protecting Your Property (Including Home Sweet Home!) from the Estate Recovery Act
Chapter 11: The Gift Tax: Isn’t Giving a Gift Enough?
Giving a Gift: The Basics
Looking Inside Three Common Gift Tax Situations
Gift Splitting
Valuing Gifts
Filing Gift Tax Forms
Chapter 12: Skipping around the Generation-Skipping Transfer Tax
The Generation-Skipping Transfer Tax: A Parable
Taking Comfort from the Exemption
Playing Hopscotch: Understanding Generation-Skipping Transfers
Making Sense of GSTT Rates
Looking Deeper into Generation-Skipping Transfers and the GSTT
Chapter 13: Paying or Not Paying the Death Tax: That’s the Question
Discovering Federal Estate Tax Basics
Digging Down to the Bottom Line
Choosing How to Pay Estate Taxes
Filing the Estate Tax Return
Stepping Up to the Plate and Filling the Bases (Basis)
Chapter 14: Planning to Minimize All Your Estate-Related Taxes
Figuring Out Where You Are Today
Fortune Telling: Picturing the Future as Best You Can
Deciding on Strategies and Trade-offs
Putting Together a Comprehensive Estate-Related Tax Plan
Part 5: Estate Planning for Family Businesses
Chapter 15: Grasping the Basics of Estate Planning for Family Businesses
Defining “Family Business”
Making the Critical Estate-Related Decisions Up Front
How the Form of Business Ownership Affects Your Estate
Calculating the Value of Your Family Business
Dealing with Business Evolution: Stuff Darwin Never Imagined
Chapter 16: Transferring Ownership and Paying Estate Taxes in a Family Business
Exploring the Ins and Outs of Buy–Sell Agreements
Transferring Ownership to a Family Member
Identifying Estate-Tax Considerations for Family Businesses
Part 6: Crafting a Comprehensive Estate Plan
Chapter 17: Factoring Insurance into Your Estate Plan
Using Insurance to Protect Your Assets
Sorting Out the Kinds of Coverage You Need
Looking More Closely at Life Insurance
Understanding Life Insurance Tax Implications
Asking the Right Estate-Related Questions about Insurance
Chapter 18: Connecting Your Retirement Funds to Your Estate Plans
Deciding What Your Nest Egg Is Really For
Linking Retirement and Estate Planning: A Tough Job, but You Can Do It
Chapter 19: Estate Planning in Exceptional Situations
Working a Divorce into the Plan
Planning for Unmarried Relationships
Untangling the Complexities of Guardianship and Your Estate
Doomsday Stuff: Factoring Incompetence and Death into Your Plan
Taking Care of Fido and Fluffy
Part 7: The Part of Tens
Chapter 20: Ten Questions to Get You Rolling on Your Estate Plan
Why Do I Even Need an Estate Plan?
If I Need an Estate Plan, Why Doesn’t Everyone Have One?
What Are My Top Three Estate-Planning Goals?
Who Do I Want to Take Care Of?
What’s the Best Way to Protect My Children?
How Much Help Do I Need?
What’s My Estate-Planning Budget?
Does My Attorney Have the Right Experience?
Who Are My Confidants about These Plans?
How Do I Know I Can Do My Estate Plan?
Chapter 21: Avoiding Ten Common Mistakes and Problems in Your Will
Forgetting to Review Your Will Annually
Forgetting to Include a Residuary (“Leftovers”) Clause
Forgetting the “Just in Case” Contingencies
Sticking with Your Personal Rep When You Really Need a Substitute
Forgetting about All Those Pesky Statutes That Affect Wills
Getting Too Precise in Your Will
Using Your Beneficiaries as Will Witnesses
Failing to Factor in the Personal Side
Keeping Important Information from Your Attorney
Rushing through Your Will
Chapter 22: Ten Crucial Estate-Planning Questions
How Do I Choose the Right Person to Be the Executor of My Estate?
How Do I Not Offend Loved Ones with My Estate Planning?
How Do I Deal with Family Members Not Following My Estate Plan?
How Do I Account for Asset Value Changes in My Estate Plan?
Can I Appoint Multiple Executors to Handle My Estate?
What if My Sixth Spouse Doesn’t Agree with What I Want for My Estate Plan?
How Do I Choose Which of My Children Will Handle My Estate?
How Do I Prevent Theft from my Estate?
Why Does My Estate Plan Seem So Different from Other Plans?
How Do I Know How a Charity Will Use My Gift or Bequest?

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