Let's Talk About Estate Planning
Conversations about real-life missteps in providing for loved ones (and other things you didn't know about estate planning)
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Will your estate plan fail? If you don't understand how it works, you could dismantle it yourself! Are you tempted to take free advice about planning? Do you avoid reading the fine print? Will joint ownership simplify or complicate your plan? What happens to assets left directly to a minor? Know it or blow it. Let's Talk About Estate Planning defogs estate planning through invented, but true to life, conversations between friends, or between clients and fictional lawyer Rebecca Dalton. Some of these exchanges expose major errors, not all of them fixable. This entertaining and informative treat...
Will your estate plan fail? If you don't understand how it works, you could dismantle it yourself! Are you tempted to take free advice about planning? Do you avoid reading the fine print? Will joint ownership simplify or complicate your plan? What happens to assets left directly to a minor? Know it or blow it. Let's Talk About Estate Planning defogs estate planning through invented, but true to life, conversations between friends, or between clients and fictional lawyer Rebecca Dalton. Some of these exchanges expose major errors, not all of them fixable. This entertaining and informative treatment of estate planning, wills, trusts, probate, beneficiary designations, titling of assets, powers of attorney, and gifts illustrates how these pieces fit together. Read it, and you will say "NOW I understand my estate plan!" Let's Talk About Estate Planning also discusses managing your lawyer, the usefulness of tabular and pictorial representations of your estate plan, and how to ease estate administration for your heirs and beneficiaries when you are gone. A glossary and some handy websites are included.
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