Passing on Your Assets and Your Values Legally and Efficiently
Wheatley-Liss, Deirdre R.
2013, VII, 348 p. 22 illus.
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Straightforward, comprehensive, engaging, and practical advice about estate planning that breaks down complicated concepts into actionable items.
Empowers readers to set estate-planning goals for their family, develop a plan that passes their assets and values in a way that creates security for their family, and put that plan in place.
Speaks to readers in all sorts of different situations--traditional and modern families, singles, same-sex and unmarried couples, those with young children to those with great-grandchildren, family business issues, modest to extensive wealth, and more.
Includes the latest on changing estate taxation regulations (due to change at the end of 2012).
Author, an attorney, has speaking engagements throughout the year and a well-read blog on estate planning and elder law.
Plan Your Own Estate: Passing on Your Assets and Your Values Legally and Efficiently takes a straightforward and engaging “you”-oriented approach to dealing with one of life's certainties--death. While you "can't take it with you," this book empowers you to decide how your assets can best help your family when you are gone. Experienced attorney Deirdre R. Wheatley-Liss concentrates into this book the experience she's had helping hundreds of families work through their estate plans. Whether you have modest or extensive assets, Plan Your Own Estate provides the knowledge you need to design your plan and the tools you need to move forward.
The starting place is your goals. Part 1 of the book asks, "What do you want to accomplish for yourself and your family?" The next step depends on you. Are you looking to educate yourself about how a will or trust is structured, or how tax law works? Part 2, Resource Guides, breaks down tough topics like these and delivers actionable information. Have questions about what your estate plan should say? Part 3, Planning Guides, goes through an attorney's analysis in considering the most frequently asked estate planning questions. Thinking about creating your own estate plan, or hiring an attorney? Part 4, Action Guides, helps you start your estate plan and make sure it's complete, or review any plan you may already have in place.
Nobody likes talking about death, taxes, or disability--but not thinking about them will not make them go away. Plan Your Own Estate will help you make a plan, put it in place, and take control of how your money and your values are being passed to your family. This book includes:
Comprehensive “plain English” coverage of every aspect of planning your estate
Methods to protect your loved ones' inheritance from taxes, immaturity, lack of financial knowledge, incapacity, creditors, and predators
Planning guides for families with children, singles, second marriages, business owners, unmarried or same-sex couples, and more
Up-to-date information regarding changing laws and best practices