Related to Estate Planning

Quicken WillMaker Plus 2013 Edition: Book & Software Kit
by Nolo Editors

Quicken WillMaker Plus is the easiest way to create your estate plan, whether it’s your first time or you want to update a previous plan. You’ll be guided through the process from beginning to end with practical and relevant legal information so you can make the best decisions for you and your family.

-Create a customized estate plan with a Will, Health Care Directive, and other essential documents
-Documents reflect the laws of your state*
-Easy interview format lets you complete documents at your own pace
-User-friendly legal manual answers common questions
Quicken WillMaker Plus is the original will-writing software, written and updated regularly by Nolo’s expert attorneys. Free legal updates will keep your program current through 2013. Technical support is also available.
New for 2013:
-Updated with new estate and gift law tax information
-Guidance on handling your digital assets
-Brand new interface makes it easy to manage and update documents, contacts, and more
-PDF export function with automatic legal formatting
Plus, get a free living trust! Spare your family from the hassle and expense of probate court as they carry out your wishes. Quicken WillMaker Plus 2013 gives you free access to Nolo's Online Living Trust, a $169 value.
Here’s a deeper look at what you can do with Quicken WillMaker Plus:
Your Will
The heart of every estate plan is a will, also known as a last will and testament. This legal document puts you in control of who inherits your property and who would assume guardianship of your children if it were ever necessary. Without a will, state law will determine these issues. Your will allows you to name an executor (“personal representative”) whose job it is to see that your wishes are carried out. And you can appoint a trusted person to manage property left to young people. With Quicken WillMaker Plus, you can revise and update your will whenever you like.
Your Health Care Directive. Spares your loved ones difficult decisions by laying out your wishes for medical care and naming someone to carry those wishes:
Health Care Power of Attorney
Permit a loved one to make important medical decisions for you if necessary.
Living Will
Specify whether you want your life prolonged through artificial means in certain circumstances and set out your wishes about specific medical treatments and procedures.
Your Final Arrangements
Plan a funeral or other ceremony and ease the burden on your loved ones. Describe your preferences for burial, cremation, memorials, obituaries, and more, and select someone to oversee your final arrangements.
Documents for Your Executor
Make sure your executor has all the forms and instructions necessary to do the job: checklists, letters, notices, claim forms and more.
Information for Caregivers and Survivors
Organize your estate so that your survivors don't have to. Use these documents to give them information about everything from bank accounts to the names of people you'd like contacted in the event of your illness or death.
Personal Finance Documents
Over a dozen forms let you handle common financial situations, such as lending or borrowing money between friends or family, creating a bill of sales, and ending a credit card account.
Home & Family Documents
Practical forms you can use every day to help run your home and keep your family safe, including authorizations and agreements, promissory notes, limited powers of attorney, and child and elder care forms.
*Estate planning documents not valid in Louisiana or U.S. Territories.


Estate Planning Smarts: A Practical, User-Friendly, Action-Oriented Guide, 2nd Edition
by Deborah L. Jacobs

This best-selling book for baby boomers and their parents is essential reading, whether you are tackling the subject for the first time or revising your plan to reflect changes in the law, your finances or your personal life.The expanded 2nd edition, available here, replaces the 1st edition, published in 2009. It covers the important 2010 tax changes that affect everyone.
The Table of Contents is designed to help you flag the sections most relevant to you:
Chapter 1
Nothing Lasts Forever
Read this chapter even if you are hearty and clear-headed.
Chapter 2
Who Gets What and How Much Is Enough?
Read this chapter if you want to provide for specific people, charities or pets in your estate plan.
Chapter 3
Understand the Tax System
Read this chapter even if you think estate taxes won t affect your heirs.
Chapter 4
Protect Your Spouse or Partner
Chapter 5
What if? Provide for Young or Disabled Children
Read this chapter so you can anticipate their needs and make sure they will be nurtured.
Chapter 6
Trusts: Not Just for the Wealthy
Read this chapter even if you think you don t need this very useful tool.
Chapter 7
Preserve Retirement Accounts
Read this chapter if you have your own retirement account or have inherited one.
Chapter 8
Be Smart About Life Insurance
Read this chapter whether or not you have life insurance.
Chapter 9
Pay for Health Care and Education
Read this chapter if anyone you love could use help with these expenses, now or in the future.
Chapter 10
Home Base: Factoring in Real Estate
Read this chapter if you own your primary residence or vacation home or might move to a different state.
Chapter 11
Hidden Traps When Crossing Borders
Read this chapter if you or a family member is a citizen of another country, lives abroad or has foreign investments.
Chapter 12
The Family Business: a Legacy or a Headache?
Read this chapter if you have your own business or a share in a family-held enterprise.
Chapter 13
Subsidize Friends or Family

Read this chapter if you would like to offer financial help to adult children, grandchildren, parents, siblings or others.
Chapter 14
What You Can Do for Grandchildren
Read this chapter if you would like to provide a financial cushion for your descendants in the years ahead.
Chapter 15
Give Now, Save Tax Later
Read this chapter if saving taxes is a high priority.
Chapter 16
Make Lifetime Gifts Go Further
Read this chapter if you have the resources to transfer large sums of money while you are alive.
Chapter 17
Your Charitable Legacy
Read this chapter if there are causes you care deeply about and would like to benefit now or later.
Chapter 18
Create Roadblocks to Creditors
Read this chapter if you worry about being sued.
Chapter 19
Keep Your Plan Current

Read this chapter even if you think you can leave well enough alone.
The book includes an extensive index and glossary. Readers can stay up-to-date by following the author's blog on ForbesDOTcom.
A lawyer, award-winning journalist and dynamic speaker, Deborah L. Jacobs has lectured about estate planning around the country to audiences of advisers and consumers. She is a Senior Editor at Forbes, where she writes about personal finance for baby boomers for both the Forbes magazine and Web site.
Jacobs has also been interviewed as an expert by reporters from many different media outlets, including The New York Times, Bloomberg News, Smart Money, Reuters, U.S. News & World Report, MarketWatch and CBS TV.