Quick & legal will book [electronic resource] / by Denis Clifford
- How this book works. Who can use a basic will? ; About probate and taxes ; Can you safely use this book? ; Real life ; Considerations for parents of minor children ; Legal overview ; How to proceed -- Your beneficiaries. Categories of beneficiaries ; Shared gifts ; Survivorship period ; Simultaneous death ; Imposing limits on your gifts ; Disinheritance ; If you want to explain your decisions -- Property ownership. Basic rules for giving away property ; Taking stock of your property ; The beneficiary worksheet ; Types of property ownership ; Marital property -- Children. Naming a personal guardian ; Managing minors' property ; Other concerns about children -- Your executor. Choosing your executor ; No bond required -- Estate planning. What is probate? ; Avoiding probate ; Reducing federal estate taxes ; Second marriages ; Other property control matters ; Incapacity -- Preparing the draft of your will. Determine your family situation ; How to proceed if you have children (or plan to leave property to young people) ; How to proceed if you're not a parent and aren't leaving property of significant value to young people ; Instructions for married person using form 1 ; Instructions for parents (or people leaving property to children) using forms 3 or 5 ; Instructions for people who don't have children -- Preparing your final will. Getting your draft ready for typing ; Word process or type your will ; Signing and witnessing your will ; Self-proving affidavits ; Sample completed will, including self-proving affidavid ; Letters of explanation -- Storing and copying your will. Storing your will ; Making copies of your will -- Changing or revoking your will. When to make a new will ; Making simple changes in your will by codicil ; Revoking your will -- Going further. Other will-writing options ; For general information on estate planning ; Probate-avoiding living trusts ; Creating an "AB" or marital life estate trust for estate tax savings ; Creating documents for healthcare ; Creating a durable power of attorney for finances ; Using lawyers -- Appendix.
- 0585467048 (electronic bk.)
- Includes index.
AVAILABLE ONLINE TO AUTHORIZED PSU USERS.
- Reproduction Note:
- Electronic reproduction. Boulder, Colo. : NetLibrary, 2003. Available via World Wide Web. Access may be limited to NetLibrary affiliated libraries.
- Funding Information:
- This netLibrary electronic book is provided through the Access Pennsylvania Database project, a statewide library union catalog funded by the Pennsylvania Legislature and administered by the Pennsylvania Department of Education, Office of Commonwealth Libraries, Bureau of Library Development.
View MARC record | catkey: 2898305