Your North Carolina Wills, Trusts, and Estates Explained Simply : Important Information You Need to Know for North Carolina Residents
by Ashar, Linda C.-
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Summary
Table of Contents
| Introduction: Estate Planning: What Is It? | p. 9 |
| Getting Started | p. 11 |
| Estate Planning Simplified | p. 12 |
| Everyone Dies: A Simple Statement, Complicated Implications | p. 13 |
| Money Talk | p. 15 |
| I Do What with All This? | p. 16 |
| Here and Now | p. 19 |
| What This Work Can Do | p. 23 |
| What Exactly is Involved | p. 24 |
| Estate Planning Basics | p. 29 |
| Debunking Myths | p. 30 |
| Your Estate | p. 33 |
| People | p. 34 |
| Who Will Carry Out Your Wishes in Your Place? | p. 43 |
| People of Influence | p. 50 |
| Components of an Effective Estate Plan | p. 55 |
| Legally Speaking | p. 56 |
| Defining Your Estate | p. 59 |
| Pass the Parchment | p. 60 |
| Taxes | p. 75 |
| Federal First | p. 76 |
| Now for the State | p. 80 |
| When, Not If, You Pay | p. 83 |
| Wills | p. 93 |
| Will Basics | p. 94 |
| Wills Defined | p. 95 |
| The ôOtherö Will | p. 103 |
| People Speaking for You | p. 106 |
| Change and Your Will | p. 108 |
| Trusts | p. 111 |
| What is a Trust? | p. 112 |
| Types of Trusts | p. 116 |
| Pros and Cons of Forming a Trust | p. 122 |
| Insurance | p. 125 |
| Insurance for Here and Now | p. 127 |
| Insurance for After You Are Gone | p. 135 |
| Varying Beneficiaries | p. 137 |
| Retirement Accounts | p. 141 |
| Your Nest Egg | p. 142 |
| IRAs and Then Some | p. 146 |
| Your Government Nest Egg | p. 148 |
| Protecting Your Eggs | p. 151 |
| Retirement/Estate Planning Strategy | p. 153 |
| Setting Priorities | p. 157 |
| Your Own Who's Who | p. 158 |
| Memory Lane | p. 163 |
| Your ôPeopleö | p. 166 |
| Must-Do | p. 167 |
| Choosing Who, What, How, When, and Why | p. 171 |
| Who and When: The Matching Game | p. 172 |
| When: Today Tomorrow, or Later? | p. 175 |
| How: The Professionals | p. 177 |
| Planning Your Estate: Last Will and Testament in North Carolina | p. 185 |
| Elements of a Valid North Carolina Will | p. 186 |
| Revocation of a Will and Questions about Change of Heirs | p. 192 |
| Changing Your Will - Codicils | p. 193 |
| Where to Keep Your Will | p. 193 |
| Beneficiaries, Debts, and Entitlements | p. 194 |
| Antilapse | p. 197 |
| Nuncupative (Oral) Will in North Carolina | p. 198 |
| Intestate in North Carolina | p. 198 |
| How Your Will Might be Challenged | p. 199 |
| A Different Type of Will - Your Living Will in North Carolina | p. 200 |
| Keeping it Current | p. 203 |
| What Changes? | p. 204 |
| What Does ôMaintenanceö Look Like? | p. 206 |
| What to Go Over | p. 210 |
| Your Desk | p. 211 |
| One Last Motivator: Probate and You | p. 213 |
| Conclusion | p. 221 |
| Estate-Planning Worksheets | p. 223 |
| Your Estate in Black and White | p. 223 |
| Prioritization | p. 225 |
| Who, What, How, and When | p. 227 |
| Essential Documents and Accounts Inventory | p. 227 |
| Party Planning with an Unusual Twist | p. 247 |
| Estate Plan Summary Sheet | p. 249 |
| Annual To-Do List | p. 251 |
| North Carolina Advance Directive | p. 253 |
| Glossary of Terms | p. 263 |
| Bibliography | p. 283 |
| Index | p. 285 |
| Biography | p. 288 |
| Table of Contents provided by Ingram. All Rights Reserved. |
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