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Plan Your Own Estate

Passing on Your Assets and Your Values Legally and Efficiently

  • Authors
  • Deirdre R. Wheatley-Liss

Table of contents

  1. Front Matter
    Pages i-x
  2. Deirdre R. Wheatley-Liss
    Pages 1-9
  3. Deirdre R. Wheatley-Liss
    Pages 11-23
  4. Deirdre R. Wheatley-Liss
    Pages 25-37
  5. Deirdre R. Wheatley-Liss
    Pages 39-56
  6. Deirdre R. Wheatley-Liss
    Pages 57-75
  7. Deirdre R. Wheatley-Liss
    Pages 77-94
  8. Deirdre R. Wheatley-Liss
    Pages 95-102
  9. Deirdre R. Wheatley-Liss
    Pages 103-117
  10. Deirdre R. Wheatley-Liss
    Pages 119-129
  11. Deirdre R. Wheatley-Liss
    Pages 131-141
  12. Deirdre R. Wheatley-Liss
    Pages 143-155
  13. Deirdre R. Wheatley-Liss
    Pages 157-171
  14. Deirdre R. Wheatley-Liss
    Pages 173-187
  15. Deirdre R. Wheatley-Liss
    Pages 189-208
  16. Deirdre R. Wheatley-Liss
    Pages 209-219
  17. Deirdre R. Wheatley-Liss
    Pages 221-227
  18. Deirdre R. Wheatley-Liss
    Pages 229-240
  19. Deirdre R. Wheatley-Liss
    Pages 241-251
  20. Deirdre R. Wheatley-Liss
    Pages 253-258
  21. Deirdre R. Wheatley-Liss
    Pages 259-263
  22. Deirdre R. Wheatley-Liss
    Pages 265-270
  23. Deirdre R. Wheatley-Liss
    Pages 271-285
  24. Deirdre R. Wheatley-Liss
    Pages 287-292
  25. Deirdre R. Wheatley-Liss
    Pages 293-296
  26. Deirdre R. Wheatley-Liss
    Pages 297-303
  27. Deirdre R. Wheatley-Liss
    Pages 305-310
  28. Deirdre R. Wheatley-Liss
    Pages 311-313
  29. Deirdre R. Wheatley-Liss
    Pages 315-316
  30. Deirdre R. Wheatley-Liss
    Pages 317-326
  31. Back Matter
    Pages 327-338

About this book

Introduction

Plan Your Own Estate: Passing on Your Assets and Your Values Legally and Efficiently takes a straightforward and engaging “you”-oriented approach to dealing with one of life’s certainties--death. While you "can’t take it with you," this book empowers you to decide how your assets can best help your family when you are gone. Experienced attorney Deirdre R. Wheatley-Liss concentrates into this book the experience she's had helping hundreds of families work through their estate plans. Whether you have modest or extensive assets, Plan Your Own Estate provides the knowledge you need to design your plan and the tools you need to move forward.

The starting place is your goals. Part 1 of the book asks, "What do you want to accomplish for yourself and your family?" The next step depends on you. Are you looking to educate yourself about how a will or trust is structured, or how tax law works? Part 2, Resource Guides, breaks down tough topics like these and delivers actionable information. Have questions about what your estate plan should say? Part 3, Planning Guides, goes through an attorney’s analysis in considering the most frequently asked estate planning questions. Thinking about creating your own estate plan, or hiring an attorney? Part 4, Action Guides, helps you start your estate plan and make sure it’s complete, or review any plan you may already have in place. 

Nobody likes talking about death, taxes, or disability--but not thinking about them will not make them go away. Plan Your Own Estate will help you make a plan, put it in place, and take control of how your money and your values are being passed to your family. This book includes:

  • Comprehensive “plain English” coverage of every aspect of planning your estate
  • Methods to protect your loved ones' inheritance from taxes, immaturity, lack of financial knowledge, incapacity, creditors, and predators
  • Planning guides for families with children, singles, second marriages, business owners, unmarried or same-sex couples, and more
  • Up-to-date information regarding changing laws and best practices

Bibliographic information