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#1
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Estate planning?
Any of you lawyers have a recommendation for a good succinct, clearly-written (easy for us non-legal types to understand) book on estate planning? I need to rewrite my will and would like to understand all of the issues fairly well before going to see a lawyer.
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" We have nothing to fear but the main stream media itself . . . ."- Adapted from Franklin D Roosevelt for the 21st century OBK #55 1998 Lincoln Continental - Sold Max 1984 300TD 285,000 miles - Sold The Dee8gonator 1987 560SEC 196,000 miles - Sold Orgasmatron - 2006 CLS500 90,000 miles 2002 C320 Wagon 122,000 miles 2016 AMG GTS 12,000 miles |
#2
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I don't know of a good book off-hand, but you really need a living trust, which your will is a part of.
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Paul S. 2001 E430, Bourdeaux Red, Oyster interior. 79,200 miles. 1973 280SE 4.5, 170,000 miles. 568 Signal Red, Black MB Tex. "The Red Baron". |
#3
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I know about that. I'm looking for more detailed information on protecting assets from a variety of dangers as well as passing of them to heirs.
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" We have nothing to fear but the main stream media itself . . . ."- Adapted from Franklin D Roosevelt for the 21st century OBK #55 1998 Lincoln Continental - Sold Max 1984 300TD 285,000 miles - Sold The Dee8gonator 1987 560SEC 196,000 miles - Sold Orgasmatron - 2006 CLS500 90,000 miles 2002 C320 Wagon 122,000 miles 2016 AMG GTS 12,000 miles |
#4
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I hate to say it but talk to a lawyer. If you want specifics books usualy can't do that because every state is different.
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1999 SL500 1969 280SE 2023 Ram 1500 2007 Tiara 3200 |
#5
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This lawyer has written three books on CA estate matters & seems to be credentialed.
I am sure there are others. http://www.mbscott.com/ |
#6
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Find a good attorney experienced in elder care and/or living trusts,set up a living trust,health care proxy and other picture postcards.Mine cost $3,500.00 when all said and done,dirt cheap by today's standards.
I know the temptation to save money by doing it one's self but this matter,in my humble opinion carried more weight with a politically connected professional. Do your research well,athough an HONEST attorney will generally steer you right and avoid trying to sell you unnecessary *****. When I shuffle off this mortal coil it's all in trust for my daughter,with my wife and brother in law as administrators......could be next week,could be 40 years.
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#7
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Thanks for your suggestions.
I wasn't intending to try and "Do it myself." I'm looking for information to better prepare myself for talking to an attorney. I find I get a lot more out of such experiences when I have prepared myself with at least a cursory understanding of the issues, terminolgy, etc. I've already done this in the past, but it was a number of years ago and some of the laws that impact estate planning have changed. Also, I've forgotten a lot of the things I learned the last time I looked into this.
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" We have nothing to fear but the main stream media itself . . . ."- Adapted from Franklin D Roosevelt for the 21st century OBK #55 1998 Lincoln Continental - Sold Max 1984 300TD 285,000 miles - Sold The Dee8gonator 1987 560SEC 196,000 miles - Sold Orgasmatron - 2006 CLS500 90,000 miles 2002 C320 Wagon 122,000 miles 2016 AMG GTS 12,000 miles |
#8
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I agree - if you're going to lawyer anyway, then just get it done. Pick a good one; it's not complicated work.
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- Brian 1989 500SEL Euro 1966 250SE Cabriolet 1958 BMW Isetta 600 |
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