Neenah Public Library

Your living trust & estate plan, how to maximize your family's assets and protect your loved ones, Harvey J. Platt

eng

index present

non fiction

Your living trust & estate plan

746489210

Harvey J. Platt

how to maximize your family's assets and protect your loved ones

Covers the essentials of estate planning, details strategies for using a living trust to create a flexible estate plan, and explains the changes to the tax laws

Introduction: what this book means and why you should read it -- The development of an estate plan -- Selecting who receives the benefits of your estate -- Wills -- Understanding the probate process and the administration of an estate -- Co-ownership of property -- Trusts -- The role of trusts in estate planning -- The living trust -- Gifts -- Charitable contributions -- Grits, grats, and gruts -- Life insurance -- The significance of your domicile -- The power of the survivor -- The subsequent marriage: premarital and postmarital agreements -- Planning for minors -- Estate planning for families with children who have special needs -- People with risk of aids -- Surrogate planning for the senior citizen -- Retirement benefits -- Medicare and medicaid -- The protection of assets -- The family limited partnership and the -- Limited liability company -- Estate planning for the business owner -- Estate planning for the surviving spouse -- The cutting edge: value reduction strategy in discount planning -- Generation-skipping tax -- The New Estate Tax Relief Act

Your living trust and estate plan