Coverart for item
The Resource Your wills, trusts, & estates explained simply : important information you need to know, by Margo Pierce

Your wills, trusts, & estates explained simply : important information you need to know, by Margo Pierce

Label
Your wills, trusts, & estates explained simply : important information you need to know
Title
Your wills, trusts, & estates explained simply
Title remainder
important information you need to know
Statement of responsibility
by Margo Pierce
Title variation
Your wills, trusts, and estates explained simply
Creator
Subject
Language
eng
Summary
From the Publisher: Most people find thinking about the possibility of disability or death extremely unpleasant; however, planning for these occurrences in advance will reduce potential stress later in life. With the help of this new book, you can take the guesswork out of planning and finally understand the complex processes. The Complete Guide to Wills, Trusts, & Estates will provide you with all the information you need to choose, set up, and execute a will, trust, or estate. You will learn the terminology, including such words as beneficiary, probate, trustor, trustee, assets, guardianship, and executor. You will also learn about trust agreements, trust property, settlement costs, life insurance, durable power of attorney, marital deductions, gift splitting, survivorship deeds, gift tax issues, generation skipping transfer tax, tax deferred accounts, and advance directives. Furthermore, you will learn how to protect your financial privacy, how to plan for long-term care, how to reduce or eliminate taxes, and how to choose beneficiaries and executors. By reading this book, you will understand the differences among living trusts, 529 plans, limited term trusts, life insurance trusts, estate freeze trusts, qualified personal residence trusts (QPRT), privacy trusts, A/B trusts, qualified terminable interest property trusts (QTIP), child's trusts, and irrevocable trusts. You will know which will, be it holographic, nuncupative, self-proving, statutory, simple, joint, living, mutual, ethical, electronic, or video, fits your needs. In addition, you will be provided with estate planning strategies in easy to understand language that will make the task seem much less burdensome. Whether you are writing your will, establishing a trust, or planning your estate for the first time or you are updating or revising your previous plans, The Complete Guide to Wills, Trusts, & Estates will give you all the tools and knowledge you need to decide where your assets will go when you die and to whom
Cataloging source
DLC
http://library.link/vocab/creatorDate
1967-
http://library.link/vocab/creatorName
Pierce, Margaret E.
Dewey number
  • 346.7305/2
  • 346.7305
Illustrations
  • illustrations
  • forms
Index
index present
LC call number
KF750
LC item number
.P54 2008
Literary form
non fiction
http://library.link/vocab/subjectName
  • Estate planning
  • Wills
  • Trusts and trustees
Label
Your wills, trusts, & estates explained simply : important information you need to know, by Margo Pierce
Instantiates
Publication
Bibliography note
Includes bibliographical references and index
Contents
Foreword -- Section 1: Estate Planning: What It Is -- 1: Getting started -- 2: Estate planning basics -- 3: Components of an effective estate plan -- Section 2: What Is Included -- 4: Taxes -- 5: Wills -- 6: Trusts -- 7: Insurance -- 8: Retirement accounts -- Section 3: Creating Your Estate Plan -- 9: Setting priorities -- 10: Choosing who, what, how, when, and why -- 11: Keeping it current -- Conclusion: Congratulations -- Resources -- Appendix 1: Chapter worksheets -- Appendix 2: Check lists -- Glossary -- Author biography -- Index
Control code
ocn235945962
Dimensions
23 cm.
Extent
288 p.
Isbn
9781601382030
Isbn Type
(alk. paper)
Lccn
2008031636
Other physical details
ill., forms
Stock number
1283196
System control number
  • (OCoLC)235945962
  • a903985
Label
Your wills, trusts, & estates explained simply : important information you need to know, by Margo Pierce
Publication
Bibliography note
Includes bibliographical references and index
Contents
Foreword -- Section 1: Estate Planning: What It Is -- 1: Getting started -- 2: Estate planning basics -- 3: Components of an effective estate plan -- Section 2: What Is Included -- 4: Taxes -- 5: Wills -- 6: Trusts -- 7: Insurance -- 8: Retirement accounts -- Section 3: Creating Your Estate Plan -- 9: Setting priorities -- 10: Choosing who, what, how, when, and why -- 11: Keeping it current -- Conclusion: Congratulations -- Resources -- Appendix 1: Chapter worksheets -- Appendix 2: Check lists -- Glossary -- Author biography -- Index
Control code
ocn235945962
Dimensions
23 cm.
Extent
288 p.
Isbn
9781601382030
Isbn Type
(alk. paper)
Lccn
2008031636
Other physical details
ill., forms
Stock number
1283196
System control number
  • (OCoLC)235945962
  • a903985

Library Locations

    • Menasha Public Library (Elisha D. Smith)Borrow it
      Elisha D. Smith Public Library 440 First St, Menasha, WI, 54952-3191, US
      44.2029583 -88.4479345
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