num_pages: 184
description: In concise prose, Planning an Estate advises readers on the process of selecting an executor, writing a will, setting up a trust, and ensuring that life insurance is structured properly. Myriad specialized topics are also bypass trusts to ensure the surviving spouse lifetime income; plans for business succession; and tax-free charitable gifts to an alma mater or a beloved community institution. This reference debunks the notion that estate planning is only for the wealthy; it’s for all people who want to ensure that their wishes are carried out.
language: English
title: On the Road: Planning an Estate
titlecomplete: On the Road: Planning an Estate (On the Road Series)
genres: Nonfiction
publisher: Kaplan Business