{"appState":{"pageLoadApiCallsStatus":true},"bookState":{"book":{"headers":{"timestamp":"2024-12-11T12:11:41+00:00"},"bookId":282180,"data":{"name":"Estate Planning For Dummies","title":"Estate Planning For Dummies","slug":"estate-planning-for-dummies","breadcrumbs":[{"name":"Business, Careers, & Money","_links":{"self":"https://dummies-api.dummies.com/v2/categories/34224"},"slug":"business-careers-money","categoryId":34224},{"name":"Personal Finance","_links":{"self":"https://dummies-api.dummies.com/v2/categories/34273"},"slug":"personal-finance","categoryId":34273},{"name":"Estate Planning","_links":{"self":"https://dummies-api.dummies.com/v2/categories/34278"},"slug":"estate-planning","categoryId":34278}],"description":"<b>Get your arms around wills, trusts, probate, inheritance taxes, and other important estate planning essentials</b>\r\n\r\n<i>Estate Planning For Dummies</i> teaches you the ins and outs of estate planning. 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Estate Planning For Dummies book cover

Estate Planning For Dummies

Authors:

Jordan S. Simon ,

Joseph Mashinski

Overview

Get your arms around wills, trusts, probate, inheritance taxes, and other important estate planning essentials Estate Planning For Dummies teaches you the ins and outs of estate planning. It’s all about drafting wills, dealing with probate, assigning powers of attorney, establishing living trusts, and beyond. Think you don’t have enough assets to merit estate planning? Think again. This everyone-friendly guide walks you through building a solid estate plan, whatever your current financial situation. In easy-to-understand language, you’ll learn the ins and outs of estate planning, including what happens to your stuff—cash, real estate, businesses, retirement funds, everything—when you pass away. This new edition is updated for the many recent changes in estate taxes and inheritance law. Make sure your assets get into the pockets of your heirs or wherever you want them to go, and learn how to accomplish it the For Dummies way.

Understand state and federal estate and inheritance taxes
Build an air-tight will and make sure your heirs get as much as they can
Protect your estate’s privacy even after you’re gone
Plan for the transition of a family business
Prevent disagreements and uncertainty among your heirs
Figure out how to pass on your digital assets

This friendly guide is a must for people of any age in the process of drafting their wills and planning where their assets ultimately end up.

Get your arms around wills, trusts, probate, inheritance taxes, and other important estate planning essentials Estate Planning For Dummies teaches you the ins and outs of estate planning. It’s all about drafting wills, dealing with probate, assigning powers of attorney, establishing living trusts, and beyond. Think you don’t have enough assets to merit estate planning? Think again. This everyone-friendly guide walks you through building a solid estate plan, whatever your current financial situation. In easy-to-understand language, you’ll learn the ins and outs of estate planning, including what happens to your stuff—cash, real estate, businesses, retirement funds, everything—when you pass away. This new edition is updated for the many

recent changes in estate taxes and inheritance law. Make sure your assets get into the pockets of your heirs or wherever you want them to go, and learn how to accomplish it the For Dummies way.

Understand state and federal estate and inheritance taxes
Build an air-tight will and make sure your heirs get as much as they can
Protect your estate’s privacy even after you’re gone
Plan for the transition of a family business
Prevent disagreements and uncertainty among your heirs
Figure out how to pass on your digital assets

This friendly guide is a must for people of any age in the process of drafting their wills and planning where their assets ultimately end up.

Estate Planning For Dummies Cheat Sheet

An estate plan, including a last will and testament, protects your family and finances after you die. Your first step in estate planning is to write a comprehensive will that moves smoothly through the probate process. Make sure you're aware of current estate taxes that may influence your planning and how insurance factors into your estate plan. Various types of trusts are available; do some research to find out whether setting up a trust is the way to go and consider some special circumstances that may arise and how they can affect your estate planning.

About The Authors

N. Brian Caverly, Esq., is an attorney-at-law emphasizing estate planning and elder law. Jordan S. Simon is Vice President of Asset Management at Venture West, a Tucson-based investment firm.