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Secure your legacy : estate planning & elder law for today's American family / Richard J. Shapiro.

By: Material type: TextTextPublisher: [United States] : [publisher not identified], [2022]Edition: 2nd editionDescription: iv, 225 pages ; 23 cmContent type:
  • text
Media type:
  • unmediated
Carrier type:
  • volume
ISBN:
  • 9798218018627
Subject(s):
Contents:
PART I: ESTATE PLANNING BASICS. Why Do I Need to Have an Estate Plan? -- Common Estate Planning Myths -- Funding & Maintenance: The Glue to an Effective Estate Plan -- PART II: CUSTOMIZING YOUR ESTATE PLAN. Estate Planning for Blended Families -- Planning For Loved Ones With Special Needs -- Estate Planning for Unmarried Couples -- Estate Planning For the Family Business -- Estate Planning For Retirement Assets -- More Specialty Planning Topics -- PART III: ESTATE & GIFT TAXES. The Skinny on Estate Taxes -- Gift Taxes & the Effective Use of Gifts -- PART IV: ASSET PROTECTION: LIFE INSURANCE & MORE. Integrating Life Insurance With Your Estate Plan -- Basic Asset Protection Strategies -- PART V: PLANNING FOR DISABILITY: LONG-TERM CARE & MEDICAID PLANNING. The Importance of Planning for Incapacity -- Proactive Planning for Long-Term Care: The Medicaid Asset Protection Trust -- Long-Term Care: How Will I Pay the Cost? -- Medicaid For Long-Term Care -- PART VI: ADVANCED PLANNING STRATEGIES. Charitable Giving 101 -- QTIP Trusts -- Qualified Personal Residence Trusts -- Domestic & Offshore Asset Protection Trusts -- Sales to Intentionally Defective Grantor Trusts -- PART VII: ESTATE SETTLEMENT & BEYOND. Settling an Estate -- Counseling: The Key To An Effective Estate Plan.
Summary: "In this updated second edition of Secure Your Legacy, Certified Elder Law Attorney Richard J. Shapiro uses real world examples from his three decades of practicing law to provide the reader with a thorough understanding of key estate planning and elder law topics... Shapiro also shares tips on planning for a child with special needs, planning for the transfer of a family business, and providing for the needs of a beloved pet upon your death." -- From publisher's description.
Holdings
Item type Home library Collection Call number Materials specified Status Date due Barcode Item holds
Adult Book Adult Book Dr. James Carlson Library NonFiction 346.052 S529 Available 33111011084692
Total holds: 0

"In this updated second edition of Secure Your Legacy, Certified Elder Law Attorney Richard J. Shapiro uses real world examples from his three decades of practicing law to provide the reader with a thorough understanding of key estate planning and elder law topics... Shapiro also shares tips on planning for a child with special needs, planning for the transfer of a family business, and providing for the needs of a beloved pet upon your death." -- From publisher's description.

PART I: ESTATE PLANNING BASICS. Why Do I Need to Have an Estate Plan? -- Common Estate Planning Myths -- Funding & Maintenance: The Glue to an Effective Estate Plan -- PART II: CUSTOMIZING YOUR ESTATE PLAN. Estate Planning for Blended Families -- Planning For Loved Ones With Special Needs -- Estate Planning for Unmarried Couples -- Estate Planning For the Family Business -- Estate Planning For Retirement Assets -- More Specialty Planning Topics -- PART III: ESTATE & GIFT TAXES. The Skinny on Estate Taxes -- Gift Taxes & the Effective Use of Gifts -- PART IV: ASSET PROTECTION: LIFE INSURANCE & MORE. Integrating Life Insurance With Your Estate Plan -- Basic Asset Protection Strategies -- PART V: PLANNING FOR DISABILITY: LONG-TERM CARE & MEDICAID PLANNING. The Importance of Planning for Incapacity -- Proactive Planning for Long-Term Care: The Medicaid Asset Protection Trust -- Long-Term Care: How Will I Pay the Cost? -- Medicaid For Long-Term Care -- PART VI: ADVANCED PLANNING STRATEGIES. Charitable Giving 101 -- QTIP Trusts -- Qualified Personal Residence Trusts -- Domestic & Offshore Asset Protection Trusts -- Sales to Intentionally Defective Grantor Trusts -- PART VII: ESTATE SETTLEMENT & BEYOND. Settling an Estate -- Counseling: The Key To An Effective Estate Plan.

Includes index.

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