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STARTING AN ESTATE PLAN
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Provides an introduction to the terms and resources needed to begin preparing an estate plan, as applicable to United States regulations.
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COVERED
What Is an Estate?
Looking Ahead
Getting Started
Taking Inventory
Joint Property
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SORTING OUT YOUR ASSETS
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Provides an overview of some of the most common types of estate assets, as applicable to United States regulations.
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Life Insurance
Determining Coverage
Pension Plans
Other Ways to Save
Your Business and Your Estate
Other Business Considerations
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PREPARING YOUR WILL |
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Provides an introduction to wills and trusts, as applicable to United States regulations.
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COVERED
Why Have a Will?
The Simple Will
Distributing Your Assets
Introduction to Trusts
Trusts and Wills
Living Trusts
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ALL ABOUT PROBATE |
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Provides an overview of probate and probate court, as applicable to United States regulations.
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Landing in Probate
The Executor
Keeping Probate Costs Down
Special Probate Situations
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CONSIDERING YOUR FAMILY |
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Provides information on the inheritance rights of spouses and children, and ways to prevent challenges to a will, as applicable to United States regulations.
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Choosing a Guardian
Managing Your Child's Assets
Your Spouse's Rights
Divorce and Its Consequences
Challenging a Will
Things to Avoid
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TAXES TO EXPECT |
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Provides information on federal, state, and gift taxes, and how they affect an estate, as applicable to United States regulations.
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COVERED
Federal Estate Taxes
Calculating Tax Deductions
Gift Taxes
Gifts and Their Consequences
State Taxes
Other Taxes to Consider
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TAX STRATEGIES |
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Provides strategies for keeping estate taxes down to a minimum, as applicable to United States regulations.
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Charitable Donations
More Ways to Donate
Income Tax Savings
Taxes and Your Will
Benefits to Your Family
Distributing Your Assets
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RETIREMENT ISSUES |
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Provides strategies for preparing for retirement and other elder issues within the estate plan, as applicable to United States regulations.
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Social Security
Other Retirement Benefits
Preserving Your Assets
Health-Related Issues
Final Considerations
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REVISING AN ESTATE PLAN |
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Provides strategies for revising an estate plan throughout life, as applicable to United States regulations.
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COVERED
Elder Issues
Other Estate Plan Considerations
Strategies for the Single Person
Planning throughout Your Life
only £50.00
(approx $88 USD)
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