An edition of How to Plan and Settle Estates
(2014)
How to Plan and Settle Estates
by Edmund Fleming
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This up-to-date, thorough, and authoritative guide clearly explains all of the complexities of planning and administering an estate. From wills, trusts, and powers of attorney to health-care directives and probate, everything you need to know is presented in an accessible, friendly style. This indispensable tool provides readers with:? A step-by-step planning process? In-depth coverage of Federal tax issues? Helpful checklists? Real-life examples? An extensive glossary of terms? Sample forms and documentsHow to Plan and Settle Estates is an inval.
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Previews available in: English
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Book Details
Table of Contents
Front Cover; Title Page; Copyright Page; Table of Contents; The American Tax Relief Act of 2012; Foreword; Key to Sources Cited; Who Needs Estate Planning?; Chapter 1: How to Plan and Settle Estates; Points to Consider; Step 1: Identify Your Property; Step 2: Establish Objectives; Step 3: Select Your Advisors; Step 4: Draft and Implement a Plan; Step 5: Review Your Estate Plan; Chapter 2: The Planning Process; Points to Consider; General Overview of Wills; Revocation and Revival; Partial Invalidity of a Will; Simultaneous Death; Capacity; Will Provisions; Executor's Duties.
Checklist for WillsChapter 3: Wills; Points to Consider; General Overview of Trusts; Trust Agreements; Abusive Trust Arrangements; Trustee's Duties; Estate-Planning Trusts; Land Trusts; Checklist for Trusts; Chapter 4: TRUSTS; Points to Consider; General Overview of Living Trusts; Transferring Property to a Living Trust; Advantages of a Living Trust; Disadvantages of a Living Trust; Checklist for Living Trusts; Chapter 5: Living Trusts; Points to Consider; General Powers of Attorney; Durable Powers of Attorney for Property; Checklist for Durable Powers of Attorney for Property.
Health-Care Power of AttorneyChecklist for Health-Care Power of Attorney; Chapter 6: Power of Attorney; Points to Consider; Probate; Advantages to Going through Probate; Disadvantages to Going through Probate; Checklist for Executors; The Accountant; Checklist for Accountants; Checklist for Attorneys (Independent Administration); Chapter 7: Information for Executors and Administrators; Points to Consider; Primary Residences; Individual Retirement Accounts; Gifts; Distribution from Employer Retirement Plans; Decedent Tax Forms; Income and Deductions in Respect of a Decedent.
Chapter 8: Federal Income Tax IssuesPoints to Consider; Techniques to Decrease Estate Taxes; Chapter 9: Federal Estate Tax Planning; Points to Consider; Generation-Skipping Transfers; Filing Form 706: United States Estate (and Generation Skipping Transfer) Tax Return; Chapter 10: Federal Estate and Gift Tax; Points to Consider; Gift-Tax Return Filing Requirements; Gift-Tax Return Filing Date; Exclusions from the Gift Tax; Present, Terminable, and Future Interests in Property; Tax Basis of Gifts; Reporting Requirements; Stock Options; Split-Dollar Life Insurance Arrangements.
Chapter 11: Gift TaxesMarriage and Divorce; Nursing Homes; Chapter 12: Marital Status, Health, and Your Estate; A Glossary; B Common Estate Acronyms; C Maximum Federal Estate and Gift Tax Exclusions and Rates; D Information Sources; E Sample Durable Power of Attorney for Property; F Sample Statutory Short-Form Power of Attorney for Health Care; G Sample Living Will; H Personal Information Checklist; I Administration Checklist; J Sample Small Estate Affidavit; K Sample Last Will and Testament; L Sample Living Trust Agreement; M State Estate and Inheritance Tax Schedule.
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- Created July 9, 2020
- 4 revisions
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| September 29, 2021 | Edited by ImportBot | import existing book |
| October 10, 2020 | Edited by ImportBot | import existing book |
| August 3, 2020 | Edited by ImportBot | import existing book |
| July 9, 2020 | Created by ImportBot | Imported from Internet Archive item record |