Setting your goals. Selecting your estate planning goals ; Personal concerns and estate planning -- Laying the groundwork. Special property ownership rules for married people ; Inventorying your property ; Your beneficiaries -- Children -- Wills -- Probate and how to avoid it. Probate and why you want to avoid it ; Living trusts ; Joint tenancy and tenancy by the entirety ; Pay-on-death designations, registrations, and deeds ; Life insurance ; Retirement...

"This guide shows the reader how to administer a living trust step by step. It discusses how to: decide whether to take on the job of trustee; set up ongoing trusts for surviving spouses, children, or beneficiaries with special needs; invest trust assets; get help from lawyers, financial planners, and other experts; handle taxes and prepare accountings; work effectively with beneficiaries; and distribute trust property. Includes summaries of state...

Living trusts are popular estate planning tools, but when you're chosen to serve as a trustee, you might wonder where to begin. The Trustee's Legal Companion has everything you need to get organized, get started, and get the job done. You'll learn how to: decide whether to take on the job of trustee, set up ongoing trusts for surviving spouses, children, or beneficiaries with special needs, invest trust assets, get help from lawyers, financial planners,...