The 250 Estate Planning Questions Everyo - Lita Epstein, ebook, ebook.1400, Temp 2
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//-->questionse v e r yo n e S h o u l d a S kLita Epstein, M.B.A.250estate planningthequestionse v e r yo n e S h o u l d a S kLita Epstein, M.B.A.250estate planningtheAvon, MassachusettsCopyright © 2008 by Lita EpsteinAll rights reserved. This book, or parts thereof, may not be reproducedin any form without permission from the publisher; exceptions are madefor brief excerpts used in published reviews.Published by Adams BusinessAn imprint of Adams Media, an F+W Publications Company57 Littlefield Street, Avon, MA 02322. U.S.A.www.adamsmedia.comISBN 10: 1-59869-415-4ISBN 13: 978-1-59869-415-4(paperback)ISBN 13: 978-1-44050-106-7 (EPUB)Printed in the United States of America.JIHGFEDCBALibrary of Congress Cataloging-in-Publication Datais available from the publisher.This publication is designed to provide accurate and authoritative infor-mation with regard to the subject matter covered. It is sold with the under-standing that the publisher is not engaged in rendering legal, accounting,or other professional advice. If legal advice or other expert assistanceis required, the services of a competent professional person should besought.—From aDeclaration of Principlesjointly adopted by a Committee of theAmerican Bar Association and a Committee of Publishers and AssociationsMany of the designations used by manufacturers and sellers to distin-guish their products are claimed as trademarks. Where those designationsappear in this book and Adams Media was aware of a trademark claim, thedesignations have been printed with initial capital letters.This book is available at quantity discounts for bulk purchases.For information, call 1-800-289-0963.ContentsIntroduction12345v67891011121314151617181920The Basics of Estate PlanningTaking Time for ProbateWhen There’s a WillIntestate—When There’s Not a WillWill Substitutes, or How to Avoid ProbateDealing with Taxes—Federal Unified TransferTax SystemCalculating the Estate TaxEstate Tax PlanningRules on Giving—Federal Gift TaxGeneration-Skipping Transfer TaxGiving While You’re Alive—Estate TransferDuring LifetimeSelling Property—Intrafamily TransfersBusiness Dealings—Transfer of Closely HeldBusiness InterestsLife Insurance PlanningEstate ShrinkagePostmortem Liquidity PlanningProblems of IncompetencyPlanning for IncompetencyAn Incompetent Person’s Medical NeedsEstate Planning for Cohabitation or NontraditionalFamily Arrangements17192529364964748893113118123130136141147153159163177186iiiAppendix: The 250 QuestionsIndexAbout the Author
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