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The Complete Guide to Planning Your Estate In California : a Step-By-Step Plan to Protect Your Assets, Limit Your Taxes, and Ensure Your Wishes Are Fulfilled for California Residents.

Author: Linda C Ashar
Publisher: [Place of publication not identified] : Atlantic Publishing Group Inc., 2013.
Edition/Format:   eBook : Document : EnglishView all editions and formats
Summary:
What happens to your estate after you are gone is very much within your control. Estate planning is not only for the wealthy; it is for everyone. It is simply the process of deciding where your assets are to be distributed after your death. For those people who wish to preserve their assets for designated purposes -- such as family or special charities -- it becomes necessary to make special advance preparations. To  Read more...
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Genre/Form: Electronic books
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Ashar, Linda.
Complete Guide to Planning Your Estate in California : A Step-by-step Plan to Protect Your Assets, Limit Your Taxes, and Ensure Your Wishes Are Fulfilled for California Residents (Back-To-Basics).
Ocala : Atlantic Publishing Group, ©2009
Material Type: Document, Internet resource
Document Type: Internet Resource, Computer File
All Authors / Contributors: Linda C Ashar
ISBN: 9781601385604 1601385609
OCLC Number: 867769603
Description: 1 online resource (336 pages)
Contents: Trademark Statement; California Facts; Dedication; Table of Contents; Foreword; Introduction; Chapter 1: An Introduction to Estate Planning; What is an Estate?; Property Types; Property Interest: Defined; Who Will Help You Plan Your Estate?; A Closer Look: The Attorney; A Closer Look: The Financial Planner; A Closer Look: The Accountant; A Closer Look: The Insurance Agent; Getting Started with Your Estate Planning; Your Method for Success; Are You Ready?; Chapter 2: What Are You Worth?; What is Your Home Worth?; What Other Property is Out There?; Real Property beyond Real Estate. Your Debts: Subtracting Debt from PropertyWhat Does the Future Hold in Worth?; Factoring in Settlement Costs; Chapter 3: Your Will: The Definition of Your Estate Plan; Your Will is a Backup; Getting Your Will Started; Developing a Will; What Cannot be Included in a Will?; Additional Will Contents and Concerns; Monitoring Your Will throughout Your Life; Your Will's Status; Chapter 4: Laws That You Have to Deal With; Abatement Statutes and Laws; Antilapse Statutes; Ademption Statutes; Death and Divorce: Two Common Considerations; Sometimes Laws Get in the Way No Matter What. Chapter 5: Probate: Avoid It at All CostsThe Cost of Probate; Avoid It if Possible; Can Probate Be a Good Thing?; Chapter 6: Will Substitutions That Can Conserve Your Estate; When to Consider Substitutes; Which Will Substitute Should You Consider?; What is a Living Trust?; Joint Tenancy Bank Accounts; Tenancy by the Entirety; Payable-on-Death Accounts; Other Will Substitutes; Summing It Up; Chapter 7: Trusts: Trusting and Your Estate; How Trusts Work; Trusts for Couples; Creating the Trust; Making Your Trust Valid; Abstract of Trust; Summing It Up; Chapter 8: Taxes: Estate Tax and Other Taxes. Federal Estate Tax ExemptionsState Estate Tax and Inheritance Tax; Gift Tax; GSTT --
Generation Skipping Transfer Tax; Estate Recovery Act; How is Inherited Property Valued?; Chapter 9: Lowering Your Federal Estate Taxes; Making Gifts during Your Life; AB trusts; Is There Anything Else?; Disclaiming Gifts; Chapter 10: A Comprehensive Estate Plan: Putting the Insurance Pieces Together; Insurance Protection; Types of Insurance Coverage; Life Insurance and Taxes; Summing It Up; Chapter 11: Planning for Long-Term Care; It Will Not Happen to Me; Medical Decisions to Consider; Final Arrangements. Making Financial DecisionsChapter 12: Your Estate Plan and Your Retirement Money; First, Invest; Into Your Estate Plan; Planning for Your Retirement Funds; Chapter 13: What Happens When ...?; Children and Estates; What Happens with Divorce?; Chapter 14: Putting It All Together; Step 1: Why Are You Planning?; Step 2: What Do I Want to Cover?; Step 3: Who Are Your Beneficiaries?; Step 4: Caring for Your Children; Step 5: Determine Where You Are Currently; Step 6: Who is Your Team?; Step 7: Whom Should You Tell?; Step 8: Did You Get Everything?; Step 9: Revisit Your Estate Plan Yearly or More.

Abstract:

What happens to your estate after you are gone is very much within your control. Estate planning is not only for the wealthy; it is for everyone. It is simply the process of deciding where your assets are to be distributed after your death. For those people who wish to preserve their assets for designated purposes -- such as family or special charities -- it becomes necessary to make special advance preparations. To ensure your assets are protected and final wishes are carried out, there are some common actions that should be taken now. Proper estate planning allows you to plan for yourself and your loved ones without giving up control of your affairs. Your estate plan should also allow for the possibility of your own disability. It should detail what you own and whom you want to leave it to at a time of your choosing and the way you want. Your estate plan should include fully disclosed, controlled costs for you and your loved ones. The last thing you want to worry about is having your estate drained of value through taxes and legal costs. The right plan can protect the value of your estate and spare your loved ones unnecessary hassles and legal conflicts. The Complete Guide to Planning Your Estate in California will help you glide through this complicated process. This new book has been adapted to offer Ohio residents state-specific advice for estate planning. Co-authors Margo Pierce and Linda C. Ashar, attorneys at law, have crafted an estate planning primer, allowing California residents to become more informed and more involved during the process. Many books on estate planning indicate you do not need the services of an attorney, but this book highly recommends using an attorney versed in this area: You should not go through the process alone. This book is intended explain the complicated issues, terminology, and planning strategies of estate planning so when you do meet with a qualified attorney, you will be well prepared. You will understand the legal terms and be ready to discuss issues and strategies with familiarity, saving you time and legal fees and ensuring peace of mind. California -specific information is offered throughout this book, including: California s probate code; California rules, regulations, and laws specific to estate planning; elements of a valid California will; planning your living will in California ; explanations of In California diana laws regarding durable health care power of attorneys, do not resuscitate (DNR) orders, and directives to withhold CPR. The book's easy-to-understand context clarifies this complicated and sensitive subject and gives readers the power to take control of their future. This book also offers an overview of abatement rules, settlement costs, guardianship and minor children, executors and trustees, life insurance, potential long-term care needs, marital deductions, types of trusts, gift splitting, survivorship deeds, 529 plans, reducing or eliminating estate taxes, avoiding tax on life insurance, using insurance to pay estate taxes, gift tax issues, generation skipping transfer tax, and tax-deferred accounts. Estate planning should be a positive experience. It involves reviewing your situation and planning for your future. Although few people want to think about the possibility of disability or disease, advance planning is also a way to show your love and to reduce potential distress later. Other books offer a non-state-specific overview of estate planning, causing many readers to be misinformed about rules and regulations particular to their state; but, this new book provides information California residents need to know. Do not get outdated or wrong information that does not pertain to you specifically. Use this new book to craft an estate plan that is not only legally sound but also fully carries out your last wishes and protects your loved ones.

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