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  • Julie Hall

    The Boomer Burden: Dealing with Your Parents' Lifetime Accumulation of Stuff

    A practical guide to advise Baby Boomers how to deal with the daunting task of facing a parents' eventual passing as it relates to residential contents, heirlooms, and the often difficult family interactions and feuds that accompany them.

    With fascinating stories and comprehensive checklists, professional estate liquidator Julie Hall walks Baby Boomers through the often painful challenge of dividing the wealth and property of their parents' lifetime accumulation of stuff. From preparation while the parent is still living through compassionately helping them empty the family home, The Estate Lady® gives invaluable tips on negotiating the inevitable disputes, avoiding exploitation from scam artists, and eventually closing the chapter of their lives in a way that preserves relationships and maximizes value of assets.

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  • Mary Randolph

    Executor's Guide: Settling a Loved One's Estate or Trust
    Settling an estate can be like moving through a maze -- let The Executor's Guide lead the way.

    If you're faced with wrapping up the affairs of a loved one who has died, you may feel overwhelmed by all the work ahead -- especially when you're grieving. But with the right legal and practical information, you can do it.

    The Executor's Guide will show you how to get organized, get the help you need and make progress one step at a time. Let it help you navigate an unfamiliar land of legal procedures and terminology. It explains:

  • preparing for the job of executor or trustee
  • the first steps to take
  • claiming life insurance, Social Security and other benefits
  • making sense of a will
  • what to do if there is no will
  • how to determine whether probate is necessary
  • caring for children and their property
  • taxes
  • an overview of probate court proceedings
  • dealing with family members
  • handling trusts
  • looking up your state's laws
  • working with lawyers, appraisers, accountants and other experts

    The 3rd edition contains updated tables outlining key points of each state's laws, the latest information on estate taxes and worksheets that help you stay organized and on track.

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  • Get It Together: Organize Your Records So Your Family Won't Have To (book with CD-Rom)

    Melanie Cullen, Shae Irving

    Get It Together: Organize Your Records So Your Family Won't Have To (book with CD-Rom)
    Everyone has important paperwork — but not everyone is prepared to find it. Whether readers need to organize records for themselves or their survivors, Get It Together shows them how.

    Designed for ease of use by both readers and their survivors, Get It Together helps them track down:

    • instructions for survivors • final arrangements • estate planning documents • employment records • insurance policies • tax records • retirement accounts • government benefits • real estate records • and much more

    A CD-ROM lets them fill out the workbook on their computers — so they can simply print their work and put it in a binder. Contains legal and practical guidance for each of the topics covered, including the following: § Personal Letter to Survivors- § Final Arrangements: Organ Donation; Burial or Cremation; § Funerals and Memorial Services- § Employment Records-Government Benefits-Real Estate § Practical Instructions for Survivors-Obituary-Insurance Policies-Credit Cards and Other Debts- § Business Interests Biographical Information- § Will and Trusts-Tax Records-Secured Places and Passwords-Vehicles § Health Care Directives-Children and Other Dependents § Bank and Brokerage Accounts-Memberships-Additional Personal Property § Durable Power of Attorney for Finances-Pets and Livestock- § Retirement Accounts and Pension Plans- § Service Providers-Other Important Information And much more

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  • Suze Orman's Will & Trust Kit: The Ultimate Protection Portfolio

    Suze Orman

    Suze Orman's Will & Trust Kit: The Ultimate Protection Portfolio
    NEW, ONLINE VERSION!

          This is an easy-to-use and fast way for you and other members of your household to create your own will, living revocable trust, and all the other must-have documents you need to protect you and your family. It’s as easy as 1-2-3—simply personalize, print, and protect.
          Suze Orman and her own estate trust attorney have created the most state-of-the-art documents found anywhere. There are more than $2,500 worth of estate documents in this kit. Why pay thousands of dollars when you can get the same documents in this kit for $19.95!
          This kit includes:
    •     More than 50 state-of-the-art documents
    •     Free automatic on-line updates
    •     Verbal and written instructions taking you step by step through the four must-have documents
    •     Password protection securing multiple users’ information
    •     A tutorial that shows you everything you need to know
    •     10 electronic books
                                       
          PC and Macintosh Compatible . . . and good in all 50 states!

     
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  • Family Wealth--Keeping It in the Family: How Family Members and Their Advisers Preserve Human, Intellectual, and Financial Assets for Generations

    James E. Hughes Jr.

    Family Wealth--Keeping It in the Family: How Family Members and Their Advisers Preserve Human, Intellectual, and Financial Assets for Generations
    This is the landmark book that changed the way exceptional families think about their heritage, their wealth, and their legacy to future generations - now revised and expanded. "A masterpiece. No one is more astute than Jay Hughes about the topics of family wealth and family life." - Charles W. Collier, Senior Philanthropic Adviser, Harvard Univesity.
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  • Estates in Land and Future Interests: A Step-By-Step Guide (Coursebook)

    Linda Holdeman Edwards

    Estates in Land and Future Interests: A Step-By-Step Guide (Coursebook)
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  • Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials (Book with Software)

    Editors of Nolo

    Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials (Book with Software)
    America's No. 1 selling estate planning software in book form, helps you create a will, living trust, living will -- and much more!

    Help protect your family and your assets, and save on legal fees! Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials provides the legal forms you need. So comprehensive, the software assembles your forms from among 40,000 document possibilities -- but so easy to use, you'll have them finished in minutes.

    PLUS! Package includes a free CD-Rom of Nolo's bestselling title THE EXECUTOR'S GUIDE with Quicken Willmaker 2009, a value of $39.99!

    Will
  • Living Trusts, including an AB Trust
  • Health Care Directive:
    Living Will
    Health Care Power of Attorney
  • Financial Powers of Attorney
  • Final arrangements document
  • Important documents for executors

    Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials also provides forms you can use every day, such as authorizations and agreements, promissory notes, and child and elder care forms.

    For each document, Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials takes you through a step-by-step interview. Your documents will automatically reflect the laws of your state. If you have any questions, simply check out the comprehensive onscreen legal manual.

    Need to know more? Here are in-depth details about what you can do with Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials:

    Your Will
    Provide for family, friends and charities. Name a personal guardian to care for young children. Specify the executor (or "personal representative") of your estate. Select a trusted person to manage property left to young people. Revise and update your will whenever you like.

    Your Living Trust
    Make a basic trust, whether you're married or single. If married, you can create a AB trust (or bypass trust) and spare your heirs from potentially heavy estate taxes. Create subtrusts for minor children and young adults. Name custodians for property left to children. Change or revoke your trust at any time.

    Your Health Care Directive
    Lets people who care for you make important decisions about your life and health when you can't. Create a:

    Health Care Power of Attorney
    Permit a loved one to make important medical decisions for you if you are unable to do so yourself.

    Living Will
    Specify whether you want your life prolonged through artificial means. Appoint someone to make sure your wishes are carried out.

    Your Financial Power of Attorney
    Name someone to make your financial decisions, in case you are medically incapacitated. Don't worry, you can grant as much authority as you wish.

    Your Final Arrangements
    Plan a funeral or other ceremony. Clarify whether you want a cremation or burial. Select someone to oversee your final arrangements -- and more!

    Documents for Your Executor
    Make sure your executor ("personal representative" in some states) has all the forms and instructions he or she needs to do the job: Checklists, letters, notices, claim forms -- and more.

    Personal Finance Documents
    Over a dozen forms that let you handle financial situations you might face on any given day, such as lending or borrowing money to friends or family, creating bills of sale, ending a credit card account -- and more!

    Home & Family Documents
    Whether you need to authorize someone to travel with your child to another country, want to lend your car to a friend, or create an agreement with a trusted person to take care of your elderly parent, Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials can handle all these family situations -- and many more!

    Estate planning documents not valid in Louisiana.

    List of Forms
    All forms are completed through a step-by-step interview, which customizes a document based on your answers. Completed documents can be printed directly, or exported to an RTF document, which can be opened in any word processor.

    Wills and Living Trusts
    Will
    Self-Proving Affidavit (for Will)
    Letter to Executor
    Individual Living Trust
    Shared Living Trust
    AB Trust (aka Bypass Trust)
    Certification of Trust
    Assignment of Property (to Trust)
    Reverse Assignment of Property (from Trust)
    Revocation of Living Trust
    Restatement and Amendment of Living Trust

    Leaving Others in Charge
    Health Care Directive (Living Will & Power of Attorney)
    Durable Power of Attorney for Finances
    Special (Limited) Power of Attorney for Finances
    Information for the Attorney-in-Fact
    Delegation Form for Attorney-in-Fact
    Resignation Form for Attorney-in-Fact
    Revocation Form for Recorded Durable Power of Attorney for Finances
    Revocation Form for Unrecorded Durable Power of Attorney for Finances
    Revocation of Health Care Directive
    Revocation of Power of Attorney
    Final Arrangements Letter

    Documents for Your Executor
    Affidavit of Domicile
    Employee Death Benefits Letter
    Executor's Checklist
    Executor's Letter to Financial Institution
    General Notice of Death
    Notice to Creditor of Death
    Notice to Homeowners Insurance Company of Death
    Notice to Vehicle Insurance Company of Death
    Request for Life Insurance Claim Form
    Request for Life Insurance Proceeds

    Personal Finance Documents
    General Bill of Sale
    Promissory Note (Amortized Monthly Payments)
    Promissory Note (Balloon Payment)
    Promissory Note (Payments of Interest Only)
    Promissory Note (One Lump Sum Payment)
    Security Agreement for Borrowing Money
    Notice to Terminate Joint Credit Card Account
    Notice to Put Name on Do Not Call List
    Cancel Membership or Subscription

    Documents for Home and Family
    Child Care Agreement
    Child Care Instructions
    Authorization for Minor's Medical Treatment
    Authorization for Foreign Travel With Minor
    Temporary Guardianship Authorization for Care of Minor
    Elder Care Agreement
    Pet Care Agreement
    Housekeeping Services Agreement
    Housesitting Instructions
    Authorization to Drive a Motor Vehicle
    Property Inventory Worksheet
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  • The Complete Book of Trusts

    Martin M. Shenkman

    The Complete Book of Trusts
    A prominent attorney who specializes in personal finance has compiled the first comprehensive resource on trusts written for the layman, covering 29 different types of trusts and providing instructions for establishing a trust.
    More Information Buy Now
     
  • Emanuel Law Outlines: Wills, Trusts, and Estates: Keyed to Dukeminier/Johanson/Lindgren/Sitkoff

    Peter Wendel

    Emanuel Law Outlines: Wills, Trusts, and Estates: Keyed to Dukeminier/Johanson/Lindgren/Sitkoff
    Keyed to the popular Wills, Trusts, and Estates Casebook by Jesse Dukeminier. The most trusted name in law school outlines, Emanuel Law Outlines support your class preparation, provide reference for your outline creation, and supply a comprehensive breakdown of topic matter for your entire study process. Created by Steven Emanuel, these course outlines have been relied on by generations of law students. Each title includes both capsule and detailed versions of the critical issues and key topics you must know to master the course. Also included are exam questions with model answers, an alpha-list of cases, and a cross reference table of cases for all of the leading casebooks.
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  • Make Your Own Living Trust (Book & CD-ROM)

    Denis Clifford

    Make Your Own Living Trust (Book & CD-ROM)
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  • Beyond the Grave revised edition: The Right Way and the Wrong Way of Leaving Money To Your Children (and Others)

    Gerald M. Condon

    Beyond the Grave revised edition: The Right Way and the Wrong Way of Leaving Money To Your Children (and Others)

    This expert, one-of-a-kind handbook shows you how to:

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  • Kiplinger's Estate Planning: The Complete Guide to Wills, Trusts, and Maximizing Your Legacy

    John Ventura

    Kiplinger's Estate Planning: The Complete Guide to Wills, Trusts, and Maximizing Your Legacy
    If I don't have an estate plan, what will happen when I die? Can I plan my own estate, or should I work with an estate attorney? How can I make sure that my estate isn't whittled away by state and federal taxes?

    In Kiplinger's Estate Planning, financial expert and attorney John Ventura offers straightforward guidance on all of the tools of estate planning, from wills, trusts, and custodial accounts to insurance, employee befits, and durable power of attorney for finance and health care.

    In this easy-to-read guide, learn:

    What you can and can't do with a will

    How a living trust works

    Your options for transferring assets to your spouse or partner

    How to give your assets away while you are alive

    How to use a durable power of attorney for health care -- and what will happen if you become incapacitated without one

    Controlling your death with a living will

    How to leave a personal legacy

    How to complete the process on your own or work with an estate attorney

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  • Plan Your Estate (National Edition)

    Denis Clifford

    Plan Your Estate (National Edition)
    The most comprehensive -- yet easy to read -- guide to estate planning on the market!

    Plan Your Estate covers everything from the basics of wills and living trusts to sophisticated tax-saving strategies. The authors give you straightforward, plain-English explanations of every significant estate-planning option available, so you can make the best decisions for you and those you love.

    The book covers:

  • wills
  • probate and how to avoid it
  • living trusts
  • property-control trusts
  • naming guardians for children
  • leaving property to children
  • estate taxes and how to reduce them
  • living wills (health care directives)
  • financial powers of attorney
  • final arrangements
  • strategies for business owners
  • and much more.

    The 9th edition is completely updated with the latest federal and state laws, and now covers ethical wills -- a new way to pass on values, beliefs and important personal experiences. Good for all states except Louisiana.
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  • Wills, Trusts and Estates Examples & Explanations, 4e (Examples & Explanations)

    Beyer

    Wills, Trusts and Estates Examples & Explanations, 4e (Examples & Explanations)
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  • How to Probate an Estate in California

    Julia Nissley

    How to Probate an Estate in California
    Covers the entire California probate process, from deciphering a will to tackling taxes.

    If you need to wrap up the affairs of a deceased family member or friend in California, you can save attorney fees by handling the probate process yourself.

    How to Probate an Estate in California is the only book that provides all the forms, tips and step-by-step instructions you'll need to settle a loved one's estate. You may even be able to handle the whole process by mail, without setting foot in the courthouse.

    Learn how to:

  • read a will
  • determine who inherits property if there is no will
  • handle probate paperwork
  • collect life insurance and other benefits
  • transfer community property to a surviving spouse or domestic partner
  • pay bills and taxes
  • distribute property left through trusts

    Even if you hire a lawyer to do the probate paperwork, this book will help you understand the process so that you can make informed decisions and communicate intelligently with the attorney about the estate. Why spend over $13,000 on a lawyer to probate a $500,000 estate, when you can do almost all of it on your own?

    The 19th edition is completely updated with current probate and tax information.

    FORMS:

    Appendix B: Judicial Council Forms
    DE-111 Petition for Probate
    DE-120 Notice of Hearing
    DE-121 Notice of Petition to Administer Estate
    DE-121(MA) Attachment to Notice of Petition to Administer Estate
    DE-131 Proof of Subscribing Witness
    DE-135 Proof of Holographic Instrument
    DE-140 Order for Probate
    DE-147 Duties and Liabilities of Personal Representative
    DE-147S Confidential Supplement to Duties and Liabilities of Personal Representative
    DE-150 Letters
    DE-157 Notice of Administration to Creditors
    DE-160 Inventory and Appraisal
    DE-161 Inventory and Appraisal Attachment
    DE-165 Notice of Proposed Action
    DE-174 Allowance or Rejection of Creditor's Claim
    DE-221 Spousal or Domestic Partner Property Petition
    DE-226 Spousal or Domestic Partner Property Order
    DE-270 Ex Parte Petition for Authority to Sell Securities and Order
    DE-295 Ex Parte Petition for Final Discharge and Order
    DE-305 Affidavit re Real Property of Small Value ($20,000 or Less)
    DE-310 Petition to Determine Succession to Real Property (Estates of $100,000 or Less)
    DE-315 Order Determining Succession to Real Property (Estates of $10,000 of Less)

    Appendix C: Non-Judicial Council Forms
    Declaration Regarding Property Passing to Decedent's Surviving Spouse or Registered Domestic
    Partner Under Probate Code #13500
    Who Inherits Under the Will?
    Schedule of Assets
    Notification by Trustee
    Affidavit -- Death of Joint Tenant
    Affidavit -- Death of Trustee
    Affidavit -- Death of Spouse
    Affidavit -- Death of Domestic Partner
    Affidavit -- Death of Spouse or Domestic Partner--Survivorship Community Property
    Affidavit for Collection of Personal Property Under California Probate Code #13100-13106
    Deed to Real Property
    Probate Case Cover Sheet-- Certificate of Grounds for Assignment to District (L.A. County)
    Application and Order Appointing Probate Referee (L.A. County)
    Change in Ownership Statement (Death of Real Property Owner) (L.A. County)
    Preliminary Change of Ownership Report
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  • Estate Planning Basics

    Denis Clifford

    Estate Planning Basics
    This quick read makes understanding the rules of estate planning easy!

    Estate Planning Basics provides concise, straightforward and easy-to-read explanations of the major components of estate planning, so that you don't have to spend hours wading through endless options (most of which apply to the wealthy).

    Learn about:

  • choosing beneficiaries
  • estate planning by parents with minor children
  • wills
  • living trusts
  • other probate-avoidance methods, including using a retirement plan like an IRA or 401(k) as an estate planning device
  • estate taxes and tax-reduction methods
  • trusts for people in second marriages, or for those leaving property to a disabled person
  • planning for the handling of medical and financial decisions if one becomes incompetent

    Attorney Denis Clifford gives you the reliable, plain-English answers you need, whether you're doling out the family heirlooms or steering clear of estate taxes. The 4th edition is updated with the the latest estate planning laws and information of your state.
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  • The Living Trust : The Failproof Way to Pass Along Your Estate to Your Heirs

    Henry W Abts

    The Living Trust : The Failproof Way to Pass Along Your Estate to Your Heirs

    If you are concerned about estate planning you may be surprised that, even with a will, the probate system can eat up as much as 10 percent of an inheritance and delay the process two years. In The Living Trust, noted living trust authority Henry Abts presents a simple, inexpensive legal alternative that eliminates the costs and delays of probate and ensures that your loved ones will receive their inheritance promptly and exactly as you intended. This new edition has been completely updated to reflect the federal tax codes and up-to-the-minute developments in the legal system.

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  • Estate Planning for Dummies

    Jordan Simon, Brian Caverly

    Estate Planning for Dummies
    If you’re like most people, you want to be sure that, once you’ve passed on, no more of your property and money will be lost to the government than is absolutely necessary. You want to know that you’ll be leaving your heirs your assets and not your debts. You want to be absolutely certain that your will is ship-shape, your insurance policies are structured properly, and that every conceivable hole in your estate plan has been filled. And most of all, you’d like to do all of this without driving yourself crazy trying to make sense of the complicated jargon, jumble of paperwork, and welter of state and federal laws involved in the estate planning process.

    Written by two estate planning pros, this simple, easy-to-use guide takes the pain out of planning for your ultimate financial future. In plain English, the authors walk you step-by-step through everything you need to know to:

    Don’t leave the final disposition of your estate up to chance and the whims of bureaucrats. Estate Planning For Dummies gives you the complete lowdown on:

    Straightforward, reader-friendly, easy-to-use, Estate Planning For Dummies is the ultimate guide to planning your family’s future.

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  • Wills, Trusts, and Estates (Casebook) (Casebook)

    Wills, Trusts, and Estates (Casebook) (Casebook)
    Regarded as one of the best casebooks available for any course, this comprehensive text combines interesting cases, well-tailored notes, and a clear organization into an excellent teaching tool.

    The new Seventh Edition retains the late Jesse Dukeminier’s unique blend of wit, erudition, insight, and playfulness and covers all the key topics in a logical, clear organization. Included are interesting cases that are not only fun to read, but fun for professors to teach as well. Cases are enhanced and connected to broader legal principles by well-written notes, questions, and problems and cartoons, illustrations, and photographs provide humorous interruptions and visual commentary at appropriate places within the text. New authors James Lindgren and Robert Sitkoff updated the book to reflect legal change while remaining careful to retain the same interesting mix of cases, engaging notes and flexible organization that makes this a highly successful casebook. Additions and improvements to the previous edition include due attention to new developments in law reform by the ALI and NCCUSL such as: Restatement Third, Trusts (2003, Uniform Trust Code (2000) including proposed 2004 amendments, Restatement (Third) of Property: Wills and Other Donative Transfers (2001, 2003)and Uniform Disclaimer of Property Interests Act (2002. Attention is given to ongoing developments in the law such as inheritance rights of posthumously conceived children, standing of donors in suits against the trustees of charitable trusts, the rise of domestic offshore self-settled spendthrift trusts, the erosion of the rule against perpetuities and the rise of the perpetual, generation-skipping trust. There is enhanced coverage of increasingly important topics such as fiduciary administration and trust investment law (including modern portfolio theory, diversification, the principal and income problem, and measuring damages; and inheritance rights of same-sex partners, inheritance rights of children, with comparison to the other common law countries (which are far more generous to children). Also included is a more logical presentation of nonprobate transfers and their role in estate planning, fully updated tax chapter with attention to new developments such as the Economic Growth and Tax Relief Reconciliation Act of 2001. Notes, questions, and problems have been revised throughout where appropriate in light of the foregoing and other developments.

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