The Estate Planning Sourcebook by Dawn Bradley Berry

By Dawn Bradley Berry

The writer of "The Fifty such a lot Influential girls in legislation" now exhibits find out how to maximize monetary affairs to make a distinction among a tender property transition or a nightmare for family.

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Approaching a professional with your documents organized, your questions framed, and a storehouse of basic knowledge and intelligent ideas can give you a head start and save you time and money. Perhaps even more importantly, once you understand the basic goals and components of estate planning, you will never feel the need to place blind trust in the assurances of an attorney or other professional. Page IX Of course, you should choose advisers you feel are competent and trustworthy, but you should also insist that each and every document is explained to your satisfaction and complete understanding.

So someone who holds the CFP® designation should be qualified in Page 40 this area, but the title is no guarantee that a person is qualified to provide advice on any specific area of estate planning. " O'Neill notes that two organizations, the International Association of Financial Planners (IAFP) and the Institute of Certified Financial Planners (ICFP), provide direct referral services that can help people locate financial planners in their area (see Appendix). Use caution in choosing a professional financial adviser, urges insurance and investment professional Caroline Hallett.

Pomeroy Page V Contents Introduction 1 1 An Overview of Estate Planning and Why It Is So Important 11 2 The Laws That Govern Estate Planning 45 3 Wills 67 4 Other Components of a Complete Estate Plan: Life and Death Planning 107 5 Living Trusts 123 6 Life Insurance, Jointly Owned Property, and Other Non-Probate Transfers 139 7 Estate Taxes, Tax-Reducing Trusts, and Gifts 157 Appendix: Resources and Suggested Readings 231 Internet Web Sites 233 Organizations 234 Index 241 Page VII Caveat This book is intended as a guideline to help readers acquire general information about the various aspects of estate planning.

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