
Books About Estate Planning, Probate, and Trust Law (Including "Living Trusts") and Related Subjects:
All the links on this page are to Books.Com (formerly "Book Stacks"), which will pay me (Mark Welch) a 12% commission on any books you buy if you use links from this page. By clicking on the title, you can view more information about the book, usually including the book cover, and for some titles Books.Com provides links to reviews of the book. If you click on the author name, you can view other titles by the same author (or by other authors with the same name). If you prefer, feel free to order books from Spree or Computer Literacy Bookstore.
This 9th California edition guide discusses how to handle the probate process quickly and without costly legal fees. It explains how to read a will, handle probate paperwork, collect life insurance and other benefits, pay bills and taxes and distribute property left through trusts. Includes all the necessary forms and instructions. Size D. 416 pp.
This book provides a clear explanation of eight important--and often overlooked--probate avoidance techniques: setting up pay-on-death bank accounts; naming a beneficiary for retirement accounts; registering vehicles in transfer-on-death forms; holding property in joint ownership; taking advantage of simplified probate laws; creating a living trust; and giving away property before death. Includes 50 state charts. Illustrations. Size C. 200 pp.
A guide to avoiding probate. "Now completely updated to reflect the 1996 federal tax codes and the latest developments in the legal system, this new edition also includes new information on planning with an individual retirement account, protecting against frivolous lawsuits and catastrophic illnesses, and getting organized to meet future financial goals." Charts, graphs & line art. 400 pp.
Based on the psychology of family dynamics and written by a father-and-son team of lawyers who specialize in estate planning, this book's goal is to prevent conflict and preserve family relationships after the death of the parents. The myriad considerations in estate planning--taxes, division of wealth, trusts, creditors, etc.--are addressed with compassion and insight.
This guide makes the fundamentals of estate, financial, and tax planning easy to understand, while explaining the benefits of a living trust in the estate-planning process. The book deals directly with subjects not covered in other guides (such as planning for the HIV positive) and offers effective, up-to-date strategies that will save money and property. Glossary.
This easy-to-use workbook follows a growing trend in personal finance, showing how to create and implement a Living Trust, a probate-free alternative to wills or conventional substitutes. This essential book will help you and your advisors design a trust document blueprinted for your circumstances and wishes. 319 pp.
Probate costs can eat away at the total value of estate. This does not have to happen if one has a valid will and a clear estate plan. This book lays out the whole process including step-by-step directions for writing a will, language to be used in letters to executors and heirs, power of attorney, and more. Also included is a complete Glossary of estate-planning terms written in layperson's language. 352 pp.
A practical workbook to be filled out while one is in good health and of sound mind, this book solves the problems of the complexities that a death entails. By filling in simple, large-type forms, readers can leave survivors a record all in one place of what must be done in the event of a death. The book includes information on will preparation, and much more.
A simple but extremely useful recordkeeping resource, this book enables anyone to assemble, in one handy volume, all important information on personal history, insurance, benefits, bank accounts, real estate, miscellaneous assets and debts, will and trust agreements, final wishes, burial arrangements and other matters. Contains updated forms and tax information. 173 pp.
The explosion of recent laws affecting the elderly, and changes in these laws, has made finding up-to-date answers to questions about legal questions regarding this group all the more difficult. In this book, two attorneys offer a practical introduction and general reference to the laws governing the rights and programs affecting seniors. Glossary. Sample legal forms. Index. 224 pp.
Topics covered include the executor's duties vis-a-vis the deceased and heirs, a general review of the probate process, the executor's role, details of probate, understanding a will's provisions, managing property, paying creditors and taxes, closing an estate, and dealing with special problems such as lost, multiple, and contested wills. Includes tables of claims, taxes, fees, and more. 240 pp.
Nolo's Will Book provides all the detailed information, step-by-step instructions and forms needed to create this necessary document. All the will forms are now available on the disk--readers can choose from the seven different wills provided or assemble their own customized will. Illustrations.
The most comprehensive estate planning book available, from basic probate avoidance techniques to sophisticated tax saving strategies. ". . . excellent source of information on wills and estate planning."--The New York Times.