TABLE OF CONTENTS
Introduction—Your Guarantee
Chapter 1. My Tragedy—Lessons To Learn
Lesson #1—Only Use a Professional That Cares
Lesson #2—Don't Blindly Trust
Lesson #3—Good Lawyers Cost Less Than Bad Lawyers
Chapter 2. The Big Picture—Controlling Your Wealth
Chapter 3. When Life Meets Death—Be Prepared
| Chapter 4. Three Vital Goals—Focusing Your Plan Scroll 4.1—Affidavit of Survivorship Asset Protection Tip #1 Asset Protection Tip #2 Chapter 5. Your Will—Making it Work For You Scroll 5.1—Personal Representative Named Scroll 5.2—Personal Property Letter Clause Scroll 5.3—Personal Letter Scroll 5.4—Mary Doe Will Chapter 6. Living Wills—Protecting Your Right to Die Chapter 7. Understanding Probate—How the Process Works Scroll 7.1—Probate Filing Document Scroll 7.2—Notice To Creditors Scroll 7.3—Self-Proving Affidavit Scroll 7.4—Letters Testamentary Chapter 8. The Impact of Probate—The Subtle and Not-So-Subtle Disadvantages of Probate Asset Protection Tip #3 Chapter 9. The Benefits of Probate—When to Use it to Your Advantage Asset Protection Tip #4 Chapter 10. The Power of Trusts—Introducing a Secret to Wealth Chapter 11. Creating Your Trust—How to Choose Among Books, Computers, and Lawyers Scroll 11.1—Affidavit of Successor Trustee Chapter 12. Funding Your Trust—Successful Trust Management Scroll 12.1—Property Schedule Scroll 12.2—Quitclaim Deed Asset Protection Tip #5 Scroll 12.3—Sample Language Referencing Schedule B Scroll 12.4—Sample Schedule B Scroll 12.5—Trust Amendment Authorizing a New Schedule B Scroll 12.6—Amended Schedule B Sample Chapter 13. Making Your Will & Trust Work Together—The Value of Pour-Over Wills Chapter 14. Obtaining Power Beyond Your Trust— Implementing a Power of Attorney Scroll 14.1—Durability Provision Chapter 15. Living Trust Advantages—Getting the Most From Your Trust Chapter 16. Trust Provisions Unique to You—Selecting Your Trustee Chapter 17. Transferring Property Using Your Trust— How to Protect Your Heirs Diagram 17.1—Per Stirpes Distribution Diagram 17.2—Pro Rata Distribution Asset Protection Tip #6 Chapter 18. Provisions Every Trust Should Have— Directing Trustees and Protecting Assets Asset Protection Tip #7 Scroll 18.1—Sample Spendthrift Provision Chapter 19. Avoiding Estate Taxes—Keep Every Dime Diagram 19.1—A-B Trust Diagram 19.2—A-B Trust Distribution Asset Protection Tip #8 Diagram 19.3—Process Used to Fund Trusts A and B Scroll 19.1—Division of Property Chapter 20. Preventing a Lawsuit Disaster— Splitting Your Trust to Safeguard Assets Diagram 20.1—A His-and-Her Two-trust System Asset Protection Tip #9 Chapter21. The QTIP—The Trust All My Clients Want Scroll 21.1—Management of QTIP Trust Asset Protection Tip #10 Conclusion—Take The Path Around The Traps Appendices Appendix 1—Trust Planning Information Appendix 2—Estimate of Estate Value Glossary Index Additional Resources |
