Estate Planning Success® for Florida Residents: Detailed Contents
  • Part I: Estate Planning Fundamentals
    • Chapter 1: The Estate Planning Process
      • Introduction
      • An Estate Plan Is a Responsibility & an Opportunity
      • Your Estate Planning Team
      • What an Experienced Estate Planning Team Brings to the Table
      • Finding an Estate Planning Attorney
      • The First Meeting with your Attorney
      • What Are Reasonable Fees for an Estate Planning Attorney?
      • An Overview of the Estate Planning Process
      • Summary
    • Chapter 2: Estate Planning Fundamentals In Florida
      • Introduction
      • What Is Estate Planning?
      • The Estate Planning Revolution
      • Lack of Coordination of Beneficiaries
      • What Happens to Your Assets Depends on “How” You Own Them
      • Why Comprehensive Estate Planning Is Important
      • Post-Mortem Estate Planning
      • Summary
  • Part II: Who Will Manage Your Affairs If You Become Incapacitated?
    • Chapter 3: Planning For Incapacity
      • Introduction
      • Who Will Manage Your Assets If You Become Incapacitated?
      • Who Will Make Your Healthcare Decisions If You Become Incapacitated?
      • Who Will Pay for Your Care If You Cannot Take Care of Yourself?
      • Medical Assistance Planning for Nursing Home Costs
      • Long-Term Care Insurance
      • Trusts for Family Members with Disabilities
      • Summary
  • Part III: Who Will Receive Assets Upon Your Death?
    • Chapter 4: Using Wills & Trusts To Plan Your Estate
      • Introduction
      • The Will
      • What Makes It Legal?
      • The Eight Primary Estate Planning Challenges Solved by Wills
      • The Disadvantages of Wills
      • Trusts
      • Summary
    • Chapter 5: Living Trusts in Florida
      • Introduction
      • What Is a Revocable Living Trust?
      • The Eight Primary Estate Planning Challenges Solved By Living Trusts
      • How Revocable Living Trusts Operate
      • How To Choose a Trustee
      • The Registration Process (Funding Your Living Trust)
      • How To Re-Register Assets into the Name of Your Living Trust: A Step-by-Step Guide
      • The Operation of the Revocable Living Trust
      • Tax Treatment of Revocable Living Trusts
      • Disadvantages of Living Trusts
      • Types of Living Trusts & Related Estate Planning Documents
      • Documents That Should Accompany Living Trusts
      • Summary
    • Chapter 6: Estate Planning for Retirement Plans & IRAs
      • Introduction
      • Review Your Qualified Retirement Plan
      • Taxes Affecting Qualified Retirement Plans & IRAs
      • Estate Planning For Retirement Plan Distributions During Lifetime
      • Estate Planning for Retirement Plan Distributions after Death
      • Estate Planning Considerations When Naming Retirement Plan Beneficiaries
      • Charitable remainder trusts
      • Summary
  • Part IV: How Much Will Your Family Need To Pay in Taxes in the Event of Your Death?
    • Chapter 7: Understanding Florida's Estate Taxes
      • Overview of the Tax
      • Transfers that are Taxable
      • How to Calculate the Tax
      • What are the Tax Rates?
      • Returns and Payment of the Tax
      • Entry into Decedent's Safe Deposit Box
      • Summary
    • Chapter 8: The Federal Estate & Gift Taxes Explained
      • Introduction
      • Overview of the Federal Estate Tax
      • Who Must Pay the Tax?
      • What Are the Tax Rates?
      • Assets Included in the Gross Estate at Death
      • Valuing The Gross Estate
      • Estate Tax Deductions & Credits
      • Liquidity Planning
      • Overview of the Gift Tax
      • Who Must Pay the Tax?
      • How the Gift Tax Interacts with the Estate Tax
      • Payment of the Gift Tax
      • Income Tax Problems Related to the Gift Tax
      • The Generation-Skipping Transfer Tax
      • Summary
    • Chapter 9: How To Reduce The Federal Estate Tax
      • Introduction
      • Strategy Number One: Maximize the Unlimited Marital Deduction
      • Strategy Number Two: A Credit Shelter Trust Saves the Lifetime Exclusion Amount of the First Spouse To Die
      • Strategy Number Three: Make Lifetime Gifts to Family Members
      • Strategy Number Four: Discounting the Remaining Asset Value in Your Estate
      • Strategy Number Five: Prepay the Estate Tax with Discounted Life Insurance Dollars
      • Summary
  • Part V: What Will You Leave Behind of Lasting Significance?
    • Chapter 10: Charitable Estate Planning
      • Introduction
      • What Is Charitable Estate Planning?
      • What Is a Charitable Gift?
      • Popular Giving Tools
      • Gifts That Give Back
      • Charitable Remainder Trust
      • Charitable Lead Trusts
      • Pooled Income Funds
      • Remainder Interest in Home or Farm
      • Conservation Easements
      • Foundations
      • Charitable Estate Planning with IRAs & Qualified Retirement Plans
      • Summary
  • ABOUT THE AUTHORS
  • APPENDICES:
    • Appendix 1: The Confidential Estate Planning Questionnaire
    • Appendix 2: The Living Will Declaration
    • Appendix 3: Credit Shelter Trust Illustration
    • Appendix 4: Sample Crummey Letter
    • Appendix 5: The Technical Advisory Board & Their Professional Designations
    • Glossary
    • Index



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