By Deborah L. Jacobs
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Review & Description
A lawyer and award-winning journalist offers a plain-English guide to a stressful topic, with examples from the estate plans of Paul Newman, Jacqueline Kennedy Onassis, Michael Jackson and others. Set in the context of the current economy and tax law, the book is full of essential information about: protecting a spouse or partner, providing for young or disabled children, preserving retirement benefits, paying for education and health care, transferring a family business and designing a charitable legacy. To-Do Lists after each chapter leave no excuses for procrastinators.
KEEPING CURRENT
The material in this book will be continually updated to reflect legal developments that might affect your estate plan. As changes occur, the pertinent sections of this book will be revised and available at the book Web site. You can register at the site to receive e-mail notifications of these changes.
An annotated Table of Contents, phrased in terms of personal or financial goals, doubles as a checklist:
1 Nothing Lasts Forever: Read this chapter even if you are hearty and clear-headed.
2 Who Gets What and How Much Is Enough? Read this chapter if you want to provide for specific people, charities or pets in your estate plan.
3 Beware the Tax Bite: Read this chapter if you have more than $3.5 million of assets or might some day.
4 Protect Your Spouse or Partner: Read this chapter if you are involved in any committed relationship.
5 What if? Provide for Young or Disabled Children: Read this chapter so you can anticipate their needs and make sure they will be nurtured.
6 Trusts - Not Just for the Wealthy: Read this chapter even if you think you don t need this very useful tool.
7 Preserve Retirement Accounts: Read this chapter if you have a retirement account, such as an IRA or a 401(k).
8 Be Smart About Life Insurance: Read this chapter whether or not you have life insurance.
9 Pay for Health Care and Education: Read this chapter if anyone you love could use help with these expenses, now or in the future.
10 Home Base - Factoring In Real Estate: Read this chapter if you own your primary residence or vacation home or might move to a different state.
11 Hidden Traps When Crossing Borders: Read this chapter if you or a family member is a citizen of another country, lives abroad or has foreign investments.
12 The Family Business - a Legacy or a Headache? Read this chapter if you have your own business or a share in a family-held enterprise.
13 Subsidize Friends or Family: Read this chapter if you would like to offer financial help to adult children, grandchildren, parents, siblings or others.
14 What You Can Do for Grandchildren: Read this chapter if you would like to provide a financial cushion for your descendants in the years ahead.
15 Give Now, Save Tax Later: Read this chapter if saving taxes is a high priority.
16 Make Lifetime Gifts Go Further: Read this chapter if you have the resources to transfer large sums of money while you are alive.
17 Your Charitable Legacy: Read this chapter if there are causes you care deeply about and would like to benefit now or later.
18 Roadblocks to Creditors: Read this chapter if you worry about being sued.
19 From Planning to Action: Read this chapter even if you already have lawyers and financial advisers whom you trust.
FROM THE INTRODUCTION:
If the thought of doing an estate plan gives you goosebumps, you are not alone. But if you do not address thi Read more
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