N. Brian Caverly, Esq., is an attorney-at-law emphasizing estate planning and elder law. Jordan S. Simon is Vice President of Asset Management at Venture West, a Tucson-based investment firm.
Part I: Estate Planning Fundamentals.
Chapter 1: Congratulations: You Have an Estate!
Chapter 2: Bean Counting — Figuring Out What You’re Worth.
Part II: Where There’s a Will, There’s a Way.
Chapter 3: Understanding the Basics of Wills.
Chapter 4: Tied Hands and Helping Hands: What You Can and Can’t Do with Your Will.
Chapter 5: Probate: Top of the Ninth for Your Estate.
Chapter 6: Dodging Probate: Saving Time and Money with a Will Substitute.
Part III: Matters of Trust.
Chapter 7: Understanding Trusts.
Chapter 8: Trusts You May Want to Trust — or Not.
Chapter 9: Working a Trust Into Your Estate Plan.
Part IV: Life, Death, and Taxes.
Chapter 10: Preparing for the Tug of War with the Taxman.
Chapter 11: The Gift Tax: Isn’t Giving a Gift Enough?
Chapter 12: Skipping Around the Generation Skipping Transfer Tax.
Chapter 13: Paying or Not Paying the Death Tax: That’s the Question.
Chapter 14: Planning to Minimize All Your Estate-Related Taxes.
Part V: Estate Planning for Family Businesses.
Chapter 15: Grasping the Basics of Estate Planning for Family Businesses.
Chapter 16: Transferring Ownership and Paying Estate Taxes in a Family Business.
Part VI: Crafting a Comprehensive Estate Plan.
Chapter 17: Factoring Insurance into Your Estate Plan.
Chapter 18: Connecting Your Retirement Funds to Your Estate Plans.
Chapter 19: Estate Planning in Exceptional Situations.
Part VII: The Part of Tens.
Chapter 20: Ten Questions to Get You Rolling on Your Estate Plan.
Chapter 21: Avoiding Ten Common Mistakes and Problems in Your Will.
Chapter 22: Ten Estate-Planning Resources on the Internet.