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Plan Your Own Estate

Plan Your Own Estate


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International Edition


About the Book

  1. Introduction
  2. What Are Your Goals?
  3. What Are Your Assets?
  4. What Goes into a Will?
  5. Will Alternatives and Avoiding Probate
  6. Trust in Trusts
  7. Rounding Out the Plan
  8. Taxes
  9. Gifting
  10. Insurance Trusts
  11. Advanced Tax Strategies
  12. Fiduciaries
  13. Planning Guide for Kids
  14. Planning Guide for Marrieds
  15. Planning Guide for Singles
  16. Planning Guide for Unmarried and Same-Sex Couples
  17. Planning Guide for Second Marriages
  18. Planning Guide for the Family Business
  19. Planning Guide for Noncitizens
  20. Planning Guide for Your Parents
  21. Planning Guide for Special-Needs Children
  22. Action Guide: Getting Started
  23. Action Guide: Completing Your Plan
  24. Action Guide: Reviewing What You Have
  25. Estate Analysis Checklist: Married
  26. Estate Analysis Checklist: Single
  27. Financial Worksheet: Married
  28. Financial Worksheet: Single
  29. Glossary

About the Author: Deirdre R. Wheatley-Liss, Esq. is a Certified Elder Law Attorney and a practicing trusts and estates attorney with over fifteen years' experience. Her passion is educating the public about the law so they can be empowered to use it to their benefit. She graduated with honors from Johns Hopkins University, earned her law degree at Boston College Law School, and holds an advanced Masters of Law degree in taxation from New York University School of Law. Deirdre authors the award-winning New Jersey Estate Planning and Elder Law Blog, and she is a sought-after speaker and contributor to national publications such as the New York Times, Consumer Digest, and Money magazine. Deirdre often hears that she makes estate planning and tax law fun, and that she is adept at breaking down complex topics into understandable, and actionable, elements. The author of Plan Your Own Estate (Apress, 2013), she resides in Northern New Jersey with her husband and son.


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Product Details
  • ISBN-13: 9781430244943
  • Publisher: Apress
  • Publisher Imprint: Apress
  • Depth: 25
  • Height: 229 mm
  • No of Pages: 348
  • Series Title: English
  • Sub Title: Passing on Your Assets and Your Values Legally and Efficiently
  • Width: 152 mm
  • ISBN-10: 1430244941
  • Publisher Date: 21 Dec 2012
  • Binding: Paperback
  • Edition: New
  • Language: English
  • Returnable: N
  • Spine Width: 20 mm
  • Weight: 566 gr


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