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Wills and Trusts Kit for Dummies

3.5 of 5 stars 3.50  ·  rating details  ·  6 ratings  ·  1 review
Navigate probate, tax issues, and state lawsCreate an estate plan and protect your family's interests

Need a will, but have no idea where to start? This friendly guide shows youhow to prepare a legal will or trust -- either on your own or with professional help -- and ensure that your wishes are honored. You'll handle everything from planning your bequests and writing and s
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ebook, 384 pages
Published March 9th 2009 by For Dummies (first published August 1st 2008)
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Mike
helpful checklists of considerations

accounts with beneficiaries bypass probate (exclude from will)
---forced me to develop a summary of these (Found that I hadn't identified some benef's)
---include with will to simplify Executor's task
CD forms incompatible with my Windows software (Vista)
spendthrift trust
for will suggest 3 witnesses and notary. (ditto trust)
residue clause (residuary)
include inventory of accounts & p-words
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