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9781413305272

Quicken Willmaker Plus 2007: Estate Planning Essentials

by
  • ISBN13:

    9781413305272

  • ISBN10:

    141330527X

  • Edition: 3rd
  • Format: Paperback
  • Copyright: 2006-12-08
  • Publisher: Nolo
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List Price: $49.99

Summary

The most respected and bestselling estate planning software is now available in an easy-to-use book format! The interactive CD-ROM lets them make:legal wills-living trusts-healthcare directives (living wills)-powers of attorney-final arrangements documents-forms for executors-promissory notes-credit repair forms-authorizations and agreements. Nolo is the only publisher to provide a complete solution to your readers' needs!

Author Biography

Nolo is the nation's leading provider of do-it-yourself legal solutions for consumers and small businesses. Everything Nolo publishes is regularly revised, updated and improved by our staff of lawyer-editors, to make sure that it's the best it can be.

Table of Contents

What You Can Do With Quicken WillMaker Plus
Using Quicken WillMaker Plus to Plan Your Estate
3(5)
Documents for Executors
8(2)
Forms for Home and Family
10(1)
Personal Finance and Consumer Forms
11(5)
About Wills
Legal Requirements
16(1)
Dying Without a Will
17(1)
Making Basic Decisions About Your Will
18(1)
Other Ways to Leave Property
18(1)
Making Your Own Will
18(4)
About Quicken WillMaker Plus Wills
What You Can Do With a Quicken WillMaker Plus Will
22(4)
What You Cannot Do With a Quicken WillMaker Plus Will
26(2)
A Look at a Quicken WillMaker Plus Will
28(14)
About You and Yours
Your Name
42(1)
Your Gender
42(1)
Your Social Security Number
42(1)
Your State
42(2)
Marital Status
44(3)
Your Children
47(1)
Grandchildren
48(1)
Personal Guardians for Your Minor Children
49(5)
About Your Property
Property You Should Not Include in Your Will
54(4)
Property You Own With Others
58(1)
Property on Which You Owe Money
58(1)
Property Ownership Rules for Married People
59(5)
Your Spouse's Right to Inherit From You
64(4)
How to Leave Your Property
If You Are Married With Children
68(3)
If You Are Married With No Children
71(2)
If You Are Unmarried With Children
73(3)
If You Are Unmarried With No Children
76(1)
Making Specific Bequests
77(5)
Naming Residuary Beneficiaries
82(4)
Providing Management for Children's Property
Property Management for Your Children
86(1)
Property Management for Other Children
87(1)
An Overview of Property Management
87(1)
Property Management Under Quicken WillMaker Plus
88(4)
Property Guardians
92(1)
Naming a Custodian or Trustee
93(2)
Choosing an Age to End Management
95(1)
Examples of Property Management
95(3)
Choosing an Executor
Duties of an Executor
98(2)
Naming an Executor
100(3)
Naming an Alternate
103(3)
Debts, Expenses and Taxes
Forgiving Debts Others Owe You
106(1)
Liabilities at Your Death
107(1)
Types of Debts
107(2)
Paying Debts and Expenses
109(3)
Estate and Inheritance Taxes
112(1)
Choosing How to Pay Taxes
113(3)
Make It Legal: Final Steps
Checking Your Will
116(1)
Signing and Witnessing Requirements
116(2)
Changing Your Quicken WillMaker Plus Will
118(1)
Storing Your Will
119(1)
Making Copies of Your Will
119(3)
Updating Your Will
When to Make a New Will
122(2)
How to Make a New Will
124(2)
Explanatory Letters
An Introduction for Your Letter
126(1)
Expressing Sentiments and Explaining Choices
127(5)
About Living Trusts
The Probate-Avoidance Basic Living Trust
132(6)
The Tax-Saving AB Trust
138(3)
What Living Trusts Cannot Do
141(1)
Using a Back-Up Will
142(2)
Drawbacks of a Living Trust
144(2)
When Living Trusts Can Fail
146(4)
What Kind of Living Trust Do You Need?
When to Use a Basic Probate-Avoidance Trust
150(1)
When to Use a Regular Tax-Saving AB Trust
151(3)
When to Use a Disclaimer AB Trust
154(1)
If You're Married: One Trust or Two?
155(6)
Creating an Individual Trust
How an Individual Trust Works: An Overview
161(1)
Part 1: Your Name
162(1)
Part 2: Trustees
162(1)
The Original Trustee
162(1)
The Successor Trustee
163(4)
Part 3: Property to Be Put in Trust
167(1)
Inventory Your Valuable Property
167(1)
Decide What Property to Hold in Trust
168(5)
How to Describe Trust Property
173(2)
Part 4: Beneficiaries of Trust Property
175(1)
How Do You Want Your Property Distributed?
176(1)
Entering Beneficiaries' Names
177(1)
Alternate Beneficiaries
177(1)
Part 5: Residuary Beneficiaries
178(1)
Part 6: Property Management for Young Beneficiaries
178(1)
Should You Arrange for Management?
179(1)
Which Is Better: Subtrust or Custodianship?
180(1)
Custodianships
180(2)
Children's Subtrusts
182(11)
Creating a Shared Marital Trust
How a Shared Marital Trust Works: An Overview
193(1)
Part 1: Your Names
194(1)
Part 2: Trustees
195(1)
The Original Trustees
195(1)
The Trustee After One Spouse's Death or Incapacity
196(1)
The Successor Trustee
196(4)
Part 3: Property to Be Put in Trust
200(1)
Inventory Your Valuable Property
200(2)
Decide What Property to Hold in Trust
202(7)
How to Describe Trust Property
209(2)
Part 4: Beneficiaries of Trust Property
211(1)
How Do You Want Your Property Distributed?
212(1)
Entering Beneficiaries' Names
213(1)
Beneficiaries for Co-Owned Trust Property
213(1)
Alternate Beneficiaries
214(1)
Part 5: Residuary Beneficiaries
214(1)
Part 6: Property Management for Young Beneficiaries
215(1)
Should You Arrange for Management?
215(1)
Which Is Better: Subtrust or Custodianship?
216(1)
Custodianships
217(1)
Children's Subtrusts
218(16)
Creating an AB Trust
How an AB Trust Works: An Overview
234(2)
Part 1: Your Names
236(1)
Part 2: Trustees
236(1)
Your Duties as Trustees
236(2)
The Successor Trustee
238(3)
Part 3: Property to Be Put in Trust
241(1)
Taking Inventory of Your Valuable Property
241(1)
Who Owns What?
242(2)
How Much Property to Put in Your AB Trust
244(3)
What Kinds of Property to Hold in Trust
247(3)
How to Describe Trust Property
250(2)
Part 4: Specific Beneficiaries
252(1)
Choosing Specific Beneficiaries
253(1)
Alternate Beneficiaries
253(1)
Common Concerns
254(1)
Entering Beneficiaries' Names
254(1)
Part 5: Final Beneficiaries
255(1)
How It Works
255(1)
Choosing Final Beneficiaries
256(1)
Final Beneficiaries' Rights
256(1)
If You Change Your Mind
257(1)
Part 6: Property Management for Young Beneficiaries
257(1)
Your Options
257(1)
Should You Arrange for Management?
258(1)
Which Is Better: Subtrust or Custodianship?
258(1)
Custodianships
259(1)
Children's Subtrusts
260(16)
Signing, Storing and Registering Your Trust
Before You Sign
276(1)
Consulting a Lawyer
276(1)
Signing Your Trust Document in Front of a Notary
276(1)
Making Copies
277(1)
Registering the Trust
277(1)
Storing the Trust Document
278(2)
Transferring Property to the Trust
Making a Certification or Abstract of Trust
280(1)
Property Without Title Documents
281(1)
Real Estate
281(6)
Bank Accounts and Safe Deposit Boxes
287(1)
Vehicles
287(1)
Securities
287(1)
Mutual Fund Accounts
288(1)
Business Interests
288(2)
Limited Partnerships
290(1)
Copyrights
290(1)
Patents
290(1)
Property That Names the Trust as Beneficiary
290(2)
Living With Your Living Trust
What to Do If ...
292(5)
Amending Your Living Trust Document
297(11)
Revoking Your Living Trust
308(4)
After a Grantor Dies
What Happens When a Grantor Dies: An Overview
312(3)
Who Serves as Trustee
315(1)
Getting an Appraisal
316(1)
Preparing an Affidavit of Assumption of Duties
317(1)
Notifying Beneficiaries
317(1)
Splitting the Trust Into Trusts A and B (AB Trust Only)
318(1)
The Surviving Spouse's Duties and Rights (AB Trust Only)
319(1)
Transferring Property to the Surviving Spouse (Basic Trust Only)
320(1)
Transferring Property to Beneficiaries
320(1)
Preparing and Filing Tax Returns
321(1)
Administering a Child's Subtrust
321(1)
Administering a Custodianship
322(5)
Durable Powers of Attorney for Finances
What Quicken WillMaker Plus Can Do
327(1)
What This Document Can Do
327(3)
What This Document Cannot Do
330(1)
About Your Attorney-in-Fact
331(3)
The Basics of Your Durable Power of Attorney
334(1)
When Your Document Takes Effect
335(1)
Choosing Your Attorney-in-Fact
336(4)
Specific Financial Powers
340(10)
Additional Duties and Responsibilities
350(4)
Paying Your Attorney-in-Fact
354(1)
Nominating a Conservator or Guardian
355(1)
Making It Legal
356(5)
What to Do With the Signed Document
361(1)
Making and Distributing Copies
361(2)
Keeping Your Document Up to Date
363(1)
Revoking Your Durable Power of Attorney
363(4)
When the Power of Attorney Ends
367(1)
Possible Challenges to Your Document
368(5)
Health Care Directives
What Happens If You Don't Make Documents
373(1)
What You Can Do With This Program
374(1)
The Basics of Health Care Directives
374(5)
Entering Your Personal Information
379(1)
Naming Your Primary Physician
380(1)
Naming Your Health Care Agent
381(15)
Specifying Your Health Care Wishes
396(12)
How Pregnancy May Affect Your Wishes
408(1)
Stating Your Wishes for Organ Donation
409(3)
Making It Legal
412(2)
Making and Distributing Copies
414(12)
Keeping Your Documents Up to Date
426(1)
Revoking Your Documents
426(3)
Final Arrangements
Making Final Arrangements in Advance
429(1)
The Basics of Your Final Arrangements
430(1)
Help With Your Final Arrangements
431(2)
Body and Organ Donations
433(3)
Burial or Cremation
436(1)
Embalming
437(1)
Caskets
438(1)
Ceremonies
439(3)
Final Disposition of Your Body
442(1)
Markers and Headstones
443(1)
Epitaphs
443(1)
Choosing Someone to Oversee Your Wishes
444(2)
If You Need More Help
Learning More
446(1)
What Kind of Expert Do You Need?
446(1)
Different Ways to Get Legal Advice From a Lawyer
446(1)
Finding a Lawyer
447(1)
Working With a Lawyer
448(1)
Doing Your Own Legal Research
449(4)
Users' Manual
Part 1: Introduction
453(1)
How Quicken WillMaker Plus Works
453(1)
Information for Users of Previous Versions
454(1)
System Requirements
455(1)
Typeface Conventions
456(1)
Register Your Copy
456(1)
Customer Service
456(1)
Technical Support
457(1)
Part 2: Getting Started
458(1)
Installing Quicken WillMaker Plus
458(1)
Starting Quicken WillMaker Plus
458(2)
Updating Quicken WillMaker Plus From the Internet
460(1)
Quitting the Program
460(1)
Part 3: Working With Quicken WillMaker Plus Documents Files
461(1)
Creating and Using Documents Files
461(3)
The Documents in Your Documents File
464(1)
Part 4: Using the Document List
465(1)
The ``Document List'' Screen
465(1)
Selecting a Document Category
466(1)
Creating a New Document
467(1)
Opening a Document You've Already Created
467(1)
Creating New Versions of Documents You've Already Created
468(2)
Part 5: Getting Help From Quicken WillMaker Plus
470(1)
The Guide
470(1)
The Quicken WillMaker Manual in the Help Menu
471(3)
The Glossary
474(1)
Online Resources
474(1)
Part 6: Creating Documents: The Quicken WillMaker Plus Interview
475(1)
Document Interview Screens
475(2)
Special Characteristics of Estate Planning Document Interviews
477(2)
Navigating Through a Document Interview
479(2)
Answering Interview Questions
481(5)
Adding to and Revising the Contact List
486(3)
When You Complete an Interview
489(1)
Part 7: Creating a Living Trust
490(1)
Choosing the Type of Trust You Want to Create
490(1)
Issues in the Living Trust Interview
490(2)
Amending and Revoking Your Living Trust
492(4)
Creating a Certification or Abstract of Trust
496(1)
Part 8: Displaying and Printing Your Completed Documents
497(1)
Displaying Your Final Documents
497(2)
Changing How Your Document Looks
499(1)
Reviewing or Changing Your Answers
500(1)
Printing Your Documents
501(1)
Exporting Your Documents
502(2)
Part 9: Troubleshooting
504(1)
Displaying the ``Welcome to Quicken WillMaker Plus Installation'' Screen
504(1)
Finding the Setup File on the Quicken WillMaker Plus CD
504(1)
Error Messages
504(1)
Printing Problems
504(1)
Problems Updating From the Web
504(4)
Contacting Nolo Technical Support
508(1)
Appendix 1: Menus 509(3)
Appendix 2: Keyboard Commands 512(2)
Appendix 3: Creating Identical Wills for Married Couples 514
Index

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