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
