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Estate planning and administration : how to maximize assets, minimize taxes, and protect loved ones

Author: Edmund T Fleming
Publisher: New York : Allworth Press, ©2001.
Edition/Format:   Print book : EnglishView all editions and formats
Database:WorldCat
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Details

Document Type: Book
All Authors / Contributors: Edmund T Fleming
ISBN: 1581150830 9781581150834
OCLC Number: 46315042
Notes: Includes index.
Description: xi, 243 pages : forms ; 23 cm
Contents: Who Needs Estate Planning? --
The Planning Process --
Identify Your Property --
Establish Objectives --
Select Your Advisors --
Draft and Implement a Plan --
Review Your Estate Plan --
Wills --
General Overview of Wills --
Revocation and Revival --
Partial Invalidity of a Will --
Simultaneous Death --
Capacity --
Executor's Duties --
Checklist for Wills --
Trusts --
General Overview of Trusts --
Trust Agreements --
Abusive Trust Arrangements --
Trustee's Duties --
Estate-Planning Trusts --
Land Trusts --
Checklist for Trusts --
Living Trusts --
General Overview of Living Trusts --
Transferring Property to a Living Trust --
Advantages of a Living Trust --
Disadvantages of a Living Trust --
Checklist for a Living Trust --
Powers of Attorney --
General Powers of Attorney --
Durable Power of Attorney for Property --
Checklist for Durable Power of Attorney for Property --
Health-Care Power of Attorney --
Checklist for Health-Care Power of Attorney --
Information for Executors and Administrators --
Probate --
Advantages to Going through Probate --
Disadvantages to Going through Probate --
Checklist for Executors --
The Accountant --
Checklist for Accountants --
Checklist for Attorneys (Independent Administration) --
Federal Income Tax Issues --
Primary Residences --
Individual Retirement Accounts --
Gifts --
Distribution from Employer Retirement Plans --
Decedent Tax Forms --
Income and Deductions in Respect of a Decedent --
Federal Estate Tax Planning --
Techniques to Decrease Estate Taxes --
Federal Estate and Gift Tax --
Filing Form 706 --
Gift Taxes --
Gift-Tax Return Filing Requirements --
Gift-Tax Return Filing Date --
Exclusion from Gift Tax --
Present, Terminable, and Future Interests in Property --
Tax Basis of Gifts --
Stock Options --
Marital Status, Health, and Your Estate --
Marriage and Divorce --
Nursing Homes --
Common Estate Acronyms --
Federal Estate- and Gift-Tax Rates --
Information Sources --
Sample Durable Power of Attorney for Property --
Sample Statutory Short-Form Power of Attorney for Health Care --
Sample Living Will --
Personal Information Checklist --
Administration Checklist --
Sample Small Estate Affidavit --
Sample Last Will and Testament --
Sample Living Trust.
Other Titles: Estate planning & administration
Responsibility: Edmund T. Fleming.
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