Nova Publishing

Estate Planning Toolkit

$39.95

A complete source of professional-level estate planning information and forms for personal estate planning, including many state-specific legal forms. This valuable reference provides a wealth of hands-on tools for preparing a customized estate plan, including user-friendly forms for wills, living trusts, living wills, health care power of attorneys, advance health care directives, organ donations, deeds, and many more. All of the forms are also included on the attached CD in both text and PDF formats.

"The Estate Planning Toolkit" is a guide for those who want to establish their last will and testament, with or without the help of attorneys. Covering all types of wills, from standard wills to living wills to power of attorney and exclusionaries, "The Estate Planning Toolkit" is complete and comprehensive in its focus. Enhanced with a CD ROM containing all the forms needed in both text and Adobe Acrobat form, "The Estate Planning Toolkit" is a must for anyone worrying about their family and for personal and community library financial shelves" The Internet Book Review

May, 2008

Softcover, 384 pages

$39.95

7" x 9"

Table of Contents [click to show]

LIST OF FORMS
INTRODUCTION
Installation Instructions for the Forms-on-CD
Installation Instructions for PCs
Installation Instructions for MACs
Instructions for Using Forms-on-CD
To Access Adobe PDF Forms
To Fill in Forms in the Adobe Acrobat Reader® Program
To Access and Complete the Text Forms
Technical Support
CHAPTER 1: Why Do You Need an Estate Plan?
Reasons for Having an Estate Plan
To Provide Advance Health Care Plans for Emergencies
To Avoid Having the State Decide Who Will Receive Your Property
To Avoid the Delays and Expense of Probate
To Save Money on the Distribution Your Estate
To Appoint an Executor or Successor Trustee to Administer Your Property
To Appoint a Guardian for Your Minor Children
To Appoint a Guardian or Trustee to Administer Property for a Minor Child
To Disinherit a Child or Other Relative
To Accomplish Other Results
CHAPTER 2: Developing an Estate Plan
Qualifications for Developing an Estate Plan
Estate Planning Tools
Distribution of Property on Death
Last Will and Testament
Avoiding Probate
Joint Tenancy with Right of Survivorship
Living or Revocable Trusts
Life Insurance
Retirement Accounts and/or Pension Plans
Payable-on-Death Bank Accounts
Gifts to Minors
Reducing Taxes
Healthcare Concerns
Living Will
Health Care Power of Attorney
Durable Power of Attorney for Financial Affairs
Designation of Primary Physician
Organ Donation
Steps in Preparing Your Estate Plan
Estate Planning Quick Checklist
Estate Planning Chart
CHAPTER 3: Property and Taxation Information
What Property May You Dispose of with Your Estate Plan?
Community Property States
Common-Law Property States
Federal and State Taxes Relating to Estates
Federal Estate Taxes
State Estate Taxes
State Inheritance Taxes
Federal Gift Tax
Income Tax on Inheritances
Property Questionnaire Instructions
Property Questionnaire
What Are Your Assets?
What Are Your Liabilities?
Net Worth of Your Estate
CHAPTER 4: Beneficiary and Gift Information
Who May Be a Beneficiary?
What Types of Gifts May You Make?
Beneficiary Questionnaire
Who Will Receive Which of Your Assets?
Are There Any Other Relatives, Friends, Or Organizations to Whom You Wish to Leave Gifts?
Are There Any Persons Whom You Wish to Specifically Leave Out of Your Will and/or Living Trust?
CHAPTER 5: Probate and Successor Trustee/Executor Information
Overview of a Typical Probate Proceeding
Simplified Probate Procedures
Choosing a Successor Trustee/Executor
Successor Trustee/Executor Duties Checklist Instructions
Successor Trustee/Executor Duties Checklist
Immediate Successor Trustee/Executor Duties
Successor Trustee/Executor Duties within First Month
Successor Trustee/Executor Financial Duties
Successor Trustee/Executor Information Checklist Instructions
Successor Trustee/Executor Information Checklist
Location of Records
Funeral or Cremation Arrangements
Persons, Businesses, and Organizations to Contact
Relatives to Contact
Friends to Contact
Newspaper Obituary Information
CHAPTER 6: Selecting a Will
Instructions
Instructions for Will for Married Person with Children (Using Children’s Trust)
Will for Married Person with Children (Using Children’s Trust)
Instructions for Will for Single Person with Children (Using Children’s Trust)
Will for Single Person with Children (Using Children’s Trust)
Instructions for Will for Married Person with No Children
Will for Married Person with No Children
Instructions for Will for Single Person with No Children
Will for Single Person with No Children
CHAPTER 7: Preparing and Signing a Will
Instructions for Preparing a Will
Instructions for Signing a Will
Safeguarding a Will
CHAPTER 8: Changing a Will
Instructions for Changing a Will
Codicil
CHAPTER 9: Preparing a Living Trust
Advantages of a Living Trust
Avoiding the Expense and Delay of Probate
Avoiding Having the State Decide Who Will Receive Your Property
Appointing a Trustee to Administer Your Property
Appointing a Trustee to Administer Property for a Minor Child
Other Advantages of a Living Trust
Disadvantages of a Living Trust
Why You Still Need a Will
Additional Types of Trusts
Creating a Living Trust
Note Regarding Individual State Requirements
Preparing Your Living Trust Declaration
Completing Living Trust Forms
Safeguarding Your Living Trust
Instructions for Living Trust with a Children’s Trust Included
Living Trust
Instructions for Living Trust without a Children’s Trust
Living Trust
Completing Your Schedule of Assets of Living Trust
Instructions for Schedule of Assets of Living Trust
Schedule of Assets of Living Trust
Completing Your Schedule of Beneficiaries of Living Trust
Instruction for Schedule of Beneficiaries of Living Trust
Schedule of Beneficiaries of Living Trust
Instructions for Assignment to Living Trust
Assignment to Living Trust
Instructions for Registration of Living Trust
Registration of Living Trust
Instructions for New York Notice of Assignment to Living Trust
New York Notice of Assignment to Living Trust
Instructions for Affidavit of Assumption of Duties by Successor Trustee
Affidavit of Assumption of Duties by Successor Trustee
CHAPTER 10: Changing a Living Trust
Amending a Living Trust
Instructions for Amendment to Living Trust
Amendment to Living Trust
Revoking a Living Trust
Instructions for Revocation of Living Trust
Revocation of Living Trust
CHAPTER 11: Preparing an Advance Health Care Directive
What is an Advance Health Care Directive
Living Will
Health Care Power of Attorney
Designation of Primary Physician
Organ Donation
Durable Power of Attorney for Financial Affairs
Methods for Completing Your Advance Health Care Directive
Prepare Individual Forms
Prepare State-Specific Statutory Forms
Witness and Notary Requirements
Preparing and Signing Your Advance Health Care Directive
Revoking Your Advance Health Care Directive
Additional Information for Advance Health Care Directives
Revocation of Advance Health Care Directive form
Witness Affidavit of Oral Revocation of Advance Health Care Directive form
Additional Information for Advance Health Care Directive form
CHAPTER 12: Preparing a Living Will
Typical Living Will Provisions
Instructions for Preparing and Signing a Living Will
Living Will Declaration and Directive to Physicians
Instructions for Revoking a Living Will
Revocation of Living Will
CHAPTER 13: Preparing a Health Care Power of Attorney
Instructions for a Health Care Power of Attorney
Health Care Power of Attorney and Designation of Health Care Agent and Proxy
Instructions for Revocation of Health Care Power of Attorney
Revocation of Health Care Power of Attorney
CHAPTER 14: Preparing a Durable Unlimited Power of Attorney for Financial Affairs
Instructions for Durable Unlimited Power of Attorney for Financial Affairs (1)
Unlimited Durable Power of Attorney for Financial Affairs
Instructions for Durable Unlimited Power of Attorney for Financial Affairs (2)
Unlimited Durable Power of Attorney for Financial Affairs
Instructions for Revocation of Durable Unlimited Power of Attorney for Financial Affairs
Revocation of Durable Unlimited Power of Attorney for Financial Affairs
CHAPTER 15: Preparing a Designation of Primary Physician
Instructions for a Designation of Primary Physician
Designation of Primary Physician
CHAPTER 16: Preparing an Organ Donation Form
Instructions for an Organ Donation Form
Organ Donation Form
CHAPTER 17: Preparing a Quitclaim Deed
Instructions for a Quitclaim Deed
Quitclaim Deed
APPENDIX: State Laws Relating to Estate Planning
GLOSSARY OF LEGAL TERMS
INDEX

This product was added to our catalog on Wednesday 13 February, 2008.

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