 
Estate Planning Success® for Women: Detailed Contents
- Preface
- Step 1: Understand Why Women Are Unique
- Women’s Lives Are Unique
- Women Are Different From Men
- Women Must Plan for Their Own Financial Security
- Women and Retirement Planning
- What Every Woman Wants
- “But … do I HAVE to do this?” … and Other Important Questions
- Your Legacy to Your Family
- Step 2: Find an Estate Planning Advisor
- Your Estate Planning Advisor
- What an Experienced Estate Planning Team Brings to the Table
- Finding an Estate Planning Attorney
- The Estate Planning Questionnaire
- What Are Reasonable Fees for an Estate Planning Attorney?
- An Overview of the Estate Planning Process
- Step 3: Understand the Estate Planning Fundamentals
- What Is Estate Planning?
- The Estate Planning Revolution
- What Happens to Your Assets at Death Depends on How You Own Them
- Why Comprehensive Estate Planning Is Important
- Postmortem Estate Planning
- Step 4: Stay in Control of Your Assets as You Move Through the Seasons of Life
- 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?
- Medicaid Planning for Nursing Home Costs
- Long-Term Care Insurance
- Trusts for Family Members With Disabilities
- Step 5: Control the Distribution of Your Assets After Death, Divorce Remarriage or Widowhood
- The Will
- What Makes It Legal?
- The Eight Primary Estate Planning Challenges Solved by Wills
- Protect Government Benefits of Family Members With Disabilities
- The Disadvantages of Wills
- Trusts
- Considerations Regarding Divorce
- Special Considerations in Remarriage or Single Parenting
- Special Considerations in the Death of Your Spouse
- Step 6: Understand and Use Your Retirement Plan, 401(k)s and IRAs in Your Estate Plan
- Qualified Retirement Plans
- Traditional Individual Retirement Accounts (IRAs)
- Roth IRAs
- Taxes Affecting Qualified Retirement Plans and 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
- Step 7: Make the World a Better Place with Charitable Estate Planning
- 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 and Qualified Retirement Plans
- Step 8: Discover How to Pay Zero Estate Tax
- Introduction
- Who Must Pay the Estate Tax?
- What Are the Tax Rates?
- Assets Included in the Gross Estate at Death
- Valuing the Gross Estate
- Estate Tax Deductions and Credits
- Liquidity Planning
- Overview of the Gift Tax
- How to Pay Zero Estate Tax
- 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 Value of Assets Remaining in Your Estate
- Strategy Number Five: Prepay the Estate Tax With Discounted Life Insurance Dollars
- Step 9: Enjoy Peace of Mind
- About the Authors
- Appendix 1: The Confidential Estate Planning Questionnaire
- Appendix 2: Professional Designations of Estate Planning Advisors
- Glossary
- Index
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