THE IMPORTANCE OF PERSONAL INSTRUCTIONS
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Chapter Overviews
 
A Matter of Trust
1,  2,  3,  4,  5,  6,  7,  8,  9,  10,  A,  B,  C,  D,  E
 

Chapter 1: Maggie's Story

Chapter 2: A Matter of Trust
  • Wills
  • Living Trusts
  • Personal Representatives and Successor Trustees

Chapter 3: Planning for Your Disability
  • The State's Default Plan
  • Avoiding the State's Default Plan
  • Financial Directives
  • Healthcare Directives
  • Guardianship
  • Trusts - Financial and Healthcare Directives on Steroids
  • Summary

Chapter 4: Planning For Your Death
  • What Happens When You Die?
  • Final Arrangements
  • Administering Your Estate
  • Probate
  • Wills
  • Operation of Law
  • Assets Held Jointly With Others
  • Transfer on Death Deeds / Deeds with a Retained Life Estate or Remainder
  • Contractual Property Rights
  • Trusts
  • Summary Regarding Ownership of Assets

Chapter 5: Importance of Personal Instructions
  • Personal Letters and Ethical Wills
  • Disability Instructions
  • Memorial Instructions
  • Personal Property Memorandums

Chapter 6: Asset Integration and Funding
  • Asset Integration
  • Summary

Chapter 7: Updating, Education and Maintenance
  • Changes in Your Life, Family or Financial Circumstances
  • Changes in the Law
  • Changes in Your Advisor's Experience
  • Changes in Your Legacy
  • An Estate Planning Solution - A Three Step Process
  • The Importance of Team Approach
  • Ethical Considerations

Chapter 8: Taxation
  • Income Taxes
  • Gift Taxes
  • Estate Taxes

Chapter 9: Fiduciaries, Attorneys and Other Scary People
  • Trustees
  • Sensitizing Fiduciaries
  • Estate Planning Attorneys
  • Selecting an Attorney
  • Attorney Fees and Costs
  • Other Considerations
  • National Estate Planning Organizations
  • Other Professional Team Members

Chapter 10: Corporate Trustees
  • When Do Corporate Trustees Make Sense?
  • Summary

Chapter 11: Interviews with Corporate Trustees
  • When Do Corporate Trustees Make Sense?
  • Summary

Chapter 12: Conclusion

Appendix A: Glossary of Estate Planning Terms

Appendix B: Estate Planning Checklist

Appendix C: Resources

Appendix D: Personal Legacy and Ethical Wills

Appendix E:Memorial Letter


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