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Tables of Contents for Protecting Your Money
Chapter/Section Title
Page #
Page Count
Introduction: Why This Book?
ix
The Legal Issues
x
The Social Issues
xv
How to Use This Book
xv
A Note of Caution
xvi
PART ONE: PERSONAL ISSUES
Your Will and Its Significance
3
28
What a Will Can Do
8
2
What a Will Can't---or Shouldn't---Do
10
2
Who Should Prepare the Will?
12
3
What Your Lawyer Needs to Know
15
10
Executing and Protecting Your Will
25
1
Modifying or Revoking Your Will
26
2
Avoiding Will Contests
28
2
The Problem of Probate
30
1
Domestic-Partnership Contracts, Child-Related Issues, and Adult Adoption
31
17
The Domestic-Partnership Contract
32
10
Child-Related Issues
42
2
Adult Adoption
44
2
Making a Decision
46
2
Your Letter of Instruction
48
15
PART TWO: FINANCIAL ISSUES
How to Own What You Have
63
13
Sole Ownership
64
2
Joint Tenancy With Rights of Survivorship
66
3
Pay-on-Death Accounts
69
1
Totten Trust
69
1
The Revocable Living Trust
70
3
Custodial Account for Minors
73
1
Trust for Minors
74
1
Making a Choice
75
1
What Shape Is Your Nest Egg?
76
17
Investment Risks
77
1
Where to Get Advice
78
2
Your Goals
80
1
Choices
81
12
PART THREE: ILLNESS AND MORTALITY
Anticipating Disability
93
20
Managing Your Finances During Disability
94
8
Issues of Life and Death
102
6
Funding Long-Term Nursing Care
108
4
Summing It Up
112
1
When Death Is Imminent
113
21
Matters of Life and Death
115
5
Funeral Planning
120
2
Matters of Money
122
10
How Important Is All This?
132
2
Funerals---and Some Alternatives
134
18
Disposal Alternatives
138
8
Ritual Alternatives
146
2
Memorial Societies
148
2
Planning Tentatively
150
2
Probate and Taxes
152
31
The Probate Process
153
4
Two Simpler Forms of Probate
157
6
Formal Probate Administration
163
10
Taxes---Federal and State
173
8
Distributing the Estate
181
1
Closing the Estate
182
1
Appendix: Sample Forms
183
40
Affidavit for Collection
184
1
Will
185
2
Codicil
187
1
Holographic Will
188
1
Personal Property Assignment
189
1
Real Estate Deed
190
1
Revocable Living Trust
191
3
Domestic-Partnership Agreement
194
5
Financial Power of Attorney (immediate)
199
3
Financial Power of Attorney (effective on disability)
202
3
Limited Financial Power of Attorney
205
2
Revocation of Power of Attorney
207
1
Living Will
208
1
Medical Power of Attorney
209
4
Letter of Instruction
213
10
Index
223