Your Living Trust and Estate Plan : How to Maximize Your Family's Assets and Protect Your Loved Ones

by Platt, Harvey J.

• ISBN13: 9781581150193
• ISBN10: 1581150199
• Format: Trade Paper
• Copyright: 1999-11-01
• Publisher: Allworth Press

Summary

This completely up-to-date guide explains the latest strategies for using a living trust to create a flexible estate plan. The author clearly and concisely discusses the effects of The Economic Growth and Tax Relief Reconciliation Act of 2001 and the fundamentals of estate, financial, and tax planning in easy-to-understand terms, mapping out effective techniques for saving money and property, and including important subjects not covered in other books (such as estate planning for the HIV positive). Readers will learn strategies for reducing probate costs, creating flexible estate plans, and planning for disability. This valuable planning tool will make its readers more informed participants in the estate-planning process, pointing out the dangers of the "do-it-yourself" guides and reducing the risks involved in establishing a living trust. A glossary of significant legal terms is included.

Table of Contents

Foreword	ix
Stephen Paul Gnass
Modesty be Damned	1	(2)
You are about to read the finest book of its kind ever written on the subject of getting your brilliant new products to market
It's Rickie Tickie™ Time	3	(6)
The recurring theme in this book is, ``Don't do what I did. Do what I say.''
Fifteen Minutes of Fame---Part I
Fifteen Minutes of Dumb
I Did My Homework
A Sailing Jacket for Idiots	9	(14)
Everything you will ever have to know about getting your idea or invention to the world's retail shelves
Drinks All Around
The Concurrent Development Syndrome
I Just Love Prototypes
Have a Hit List
Curses! Screwed Again!
Nobody Said It Would Be Easy
All Breaks Are Not Bad
Get Me the IRS!
How to Have an Idea	23	(8)
Ideas don't just happen. You have to work for them. And there are some tricks you should know
Three Easy Lessons
Get to Know Some Buyers
Anybody Can Be an Inventor
The Eggs Broke
Think Horizontally, Too
What's A Good Idea?	31	(12)
Some great ideas are born losers. How do you tell if yours is one of them?
The Three-Cushion Shot
It Takes All Kinds
Just Like the Pros
If in Doubt, Test
An Absolute Perhaps
Tinker, Tinker, Little Star
Evolutionary Ideas
How Much is Much?
Patent It, Fast!	43	(18)
Getting legal protection for your idea. What it costs, what it does, how to do it
Everybody Would Want One
Welcome to Paranoidville
Copyright
Trademark
The Final Word on Patents
A Dumb Decision
Go to a Pro
A Fool for a Client
Stake Your Claims
Don't Be Cheap
It's Sweaty Palms Time
What the Hell is a TM?
Don't be a Hazy Dreamer
Research and Rip-Offs	61	(12)
Those ``Inventors Wanted'' ads may be selling real help or be just a scam. Here's how to tell the difference
Trust Me...
Beware. Beware. Beware
The Riverboat Gamblers
On Conning the Pros
Doing Your Homework	73	(18)
Calculating Wholesale and Retail Prices, including manufacturing, packaging, selling, and shipping
The Real Thing
Take My Product, Please
The Cost of Materials
Production Cost
Packaging
Sales Costs
G. & A.
Shipping
Profit
Another Absolute Perhaps
Distribution
Kentucky Windage
Pretend You're for Real
The Old Wet-Finger Trick
Deafening Silence
Which Way to Go	91	(20)
Many roads lead to the marketplace, but some are better than others
Advance Against Royalty? Yes!
Going It Alone
Distribution is Everything
¿Donde Esta El Stickie?
The Only Way to Fly
More Than You Want to Know
Mail-Order Business
Easier Said Than Done
A Premium Premium
Fulfillment House
InventionConvention.com
Imagine, If You Will...	111	(10)
A professional presentation can help sell your idea. Here's how to make one
Four Score and...
The Velvet School
C.O.G./A.S.A.P./F.Y.I.
Great Presentations Sell
I Think I'm the Screwee
Please Buy My Idea, You Cheat
A Miracle. Just a Little One	121	(10)
Turning a major marketer's interest into a lot of free help. It's called leverage
Marketing Garbage
The Little Engine That Could
How about $50,000 Til Payday?
No Guarantee of Security
That's One Neat Garage
Lets Make a Deal	131	(12)
How much to ask for, how much to expect when you sell your idea
Greed Sucks
5 Percent Is About It
120 Percent of Gross
Option. Schmoption
He Said, She Said
The Four Eternal Truths
Your Bill of Rights
Who's Screwing Whom?
Rubbermaid's $1,303,620.98	143	(4)
Here's a real-life example that proves an important point: There's hope for us all
One-Man Band Must Toot Own Horn	147	(16)
Using advertising, packaging and publicity to sell your product
Your Package is Your Friend
P.O.P. Goes the Weasel
Co-op Advertising
Good Collateral Pays
Knock Yourself Off
Toot. Toot. Toot
Hi. I'm George W.
Dressed to Kill
Show Me the Money	163	(12)
There are now two simple solutions to your cash flow problems
Do I Have a Deal for You
The Idea Biz
Good News. Bad News
Here's Why I Like Licensing
Always Be Fair
Moonlight Becomes Them
Rub a Dub, Dub
Serendipity Doo-Dah	175	(6)
After all the hard work is done, there's one more factor to be considered: luck
The Corned Beef Hash Affair
Luck uber Alles
The $89,000,000 Gig
Stop the Presses	181	(4)
``If you want praise, show it to your mother.''---DK 12/15/2000
Yeah, But, What Have You Done for Me Lately?	185	(12)
Trips and trops up and down the author's new products Memory Lane
To Market, to Market
How Long Are Your Arms?
Appendix I The Inventor's Checklist	197	(4)
Appendix II A Typical Marketing Plan	201	(4)
Appendix III Resources for Inventors	205	(2)
Index	207