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AARP crash course in estate planning : the essential guide to wills, trusts, and your personal legacy

Autor: Michael T Palermo; AARP (Organization)
Editora: New York : AARP/Sterling Pub. Co., ©2005.
Edição/Formato   Print book : InglêsVer todas as edições e formatos
Base de Dados:WorldCat
Resumo:
Includes material on probate and nonprobate property, intestacy, life estates, trust scams, durable power of attorney, guardianship and conservatorship, living wills and other advance medical directives, ethical wills, prenuptial agreements, choosing an executor or trustee, trust protectors, executor misconduct, challenges to wills, estate tax planning, supplemental needs trusts, the Marital Deduction and Bypass  Ler mais...
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Detalhes

Tipo de Material: Recurso Internet
Tipo de Documento: Livro, Recurso Internet
Todos os Autores / Contribuintes: Michael T Palermo; AARP (Organization)
ISBN: 1402718381 9781402718380
Número OCLC: 56064825
Notas: Includes index.
Descrição: 266 pages ; 23 cm
Conteúdos: Different kinds of property and the law --
Wills and trusts: choosing the right tools to make your estate plan work --
Beyond wills and trusts: the rest of the estate planner's toolkit --
The ins and outs of the probate process --
Who's in charge here? Choosing your executor and trustee --
Using a trust protector: someone to trust besides your trustee --
When things go wrong --
Preparing for the tax man --
Providing for young children: some useful trust provisions --
Planning for children or grandchildren with disabilities --
Mom and dad's basic estate tax planning --
Subsequent marriages: providing for a spouse without giving away the family fortune --
Charitable donations: gifts that repay the kindness. An introduction to asset protection planning --
Protecting your wealth with an irrevocable life insurance trust --
Protecting beneficiaries from themselves --
Minding your business: protecting investment interests --
Distribution solutions for beneficiaries --
Using trusts as designated beneficiaries.
Outros Títulos: Estate planning
Responsabilidade: Michael T. Palermo.
Mais informações:

Resumo:

Includes material on probate and nonprobate property, intestacy, life estates, trust scams, durable power of attorney, guardianship and conservatorship, living wills and other advance medical directives, ethical wills, prenuptial agreements, choosing an executor or trustee, trust protectors, executor misconduct, challenges to wills, estate tax planning, supplemental needs trusts, the Marital Deduction and Bypass (A/B) Trust, the Estate Tax Marital Deduction, the Qualified Terminable Interest in Property (QTIP) Trust, charitable Donations, the Charitable Gift Annuity, the Charitable Remainder Annuity Trust (CRAT), asset protection planning, the Irrevocable Life Insurance Trust (ILIT), spendthrift trust provisions, incentive trust provisions, the Family Limited Partnership, and estate planning with retirement assets, among other topics.

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