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Estate Planning: A Road Map for Beginners

Estate Planning: A Road Map for Beginners

RLL_spreads_Estate Planning

Estate Planning: A Road Map For Beginners

Author: Susan G. Parker, Esq. and Maria B. Whealan, Esq.
Buy Book: Amazon

You don’t have to be rich to need estate planning. If you have property and loved ones and want to provide for the future, you need estate planning. This book makes the minimum requirements you need for an estate plan easy to understand. Whether you have questions about a durable power of attorney, a health care proxy or the difference between a living trust and a will, this guide will break it all down for you.

This Real Life Legal™ book has been written by attorneys with extensive experience in estate planning. They make it easy to understand why you may want to set up a trust to avoid probate, protect assets, provide for a special needs child or even care for a pet. With the right preparation, you can appoint someone NOW to make health or financial decisions for you down the road when you may not be able to make them.

If you have young children, a special needs child or a large taxable estate, don’t put planning off! It’s never too early to start estate planning, but it can become too late.

We cover that all here. And make it easy to understand.

Real Life Legal™ wants you to be prepared.

Susan G. Parker is a tax attorney who specializes in estate, elder and business planning. She is licensed to practice law in New York and Florida.

Maria B. Whealan is an attorney working with elder law, estate planning and mediation. She is licensed to practice law in New York and New Jersey.

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Table of Contents

What This Book’s About

Why Plan Now?

Should I Get a Lawyer?

Do-It-Yourself Wills?

Getting Started with Estate Planning

Four Documents You Must Have in a Basic Estate Plan

Where There’s a Will, There’s a Way

Appoint a Guardian for Children Under Age Eighteen

Name an Executor

Leave Property to Your Beneficiaries

How Wills Pass Assets

Common Provisions in a Will

State Laws Govern Wills

What It Takes to Execute a Will

What Is “Testamentary Capacity?”

Have Only One Will

Changing or Revoking Your Will

What Is a Codicil?

Marking Up Your Will Doesn’t Change It!

Revoking Your Will

Are Will Provisions Always Binding?

From State to State

Leaving a List with Your Will

Burial Instructions

Not All Property Passes Under Your Will

Property Owned in Trust

Jointly Owned Property: Title/Deed Ownership

Is a Basic Plan Always Simple?

What Happens If I Die Without a Will?

How Laws of Intestacy Work

What is Probate?

What Is Ancillary Probate?

Why Avoid Probate?

Special Estate Planning Rules for Spouses

Using Trusts in Estate Planning

What Is a Trust?

Creating a Living Trust

Trusts Commonly Used in Estate Planning

Creating a Trust for Your Pet

Creating Trusts Now or Later?

Life Insurance in Estate Planning

Death and Taxes

Gift Taxes

What’s the Generation-Skipping Transfer Tax (GST)?

State Death and Estate Taxes

Non-Citizen Spouses

How a QDOT Works

Trusted Advisors and Your Estate Plan

Estate Plans Need Not Be Forever

Estate Planning Document Checklist

Glossary

About the Authors

Real Life Legal™

Real Life Legal™...
We want YOU to be prepared!

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