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Protect and enhance your estate : definitive strategies for estate and wealth planning / Robert A. Esperti, Renno L. Peterson, David K. Cahoone.

by Esperti, Robert A.

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New York, NY : McGraw Hill, c2012.

Estate planning -- United States.

9780071787895 (pbk. : acid-free paper) :

0071787895 (pbk. : acid-free paper)

xi, 356 p. : ill. ; 23 cm.

What is estate planning? -- Title -- Jointly held property -- Disability -- No estate plan? -- Wills -- More on wills -- Probate -- The federal estate tax -- The unified system -- The gift tax -- The marital deduction -- Community property -- State death taxes -- Step-up in basis at death -- Trusts -- The revocable living trust -- Funding a revocable living trust -- Trustees -- Giving property to minors -- Planning for children -- Per stirpes versus per capita -- Generation skipping -- Disinheriting a spouse -- Planning for a spouse -- Planning for unmarried couples -- Life insurance : estate planning fuel -- Life insurance : what kind of fuel do you need? -- Life insurance : how much fuel do you need? -- The irrevocable life insurance trust -- Some estate planning solutions -- Freezing techniques -- Discounting the value of your estate -- Protecting your assets -- Loans to family members -- Sales to family members -- Private annuities and self-cancelling installment notes -- Personal residence trusts -- Retirement planning -- Special use valuation -- Using assets of a corporation to pay death costs -- Giving it to charity -- An estate planning summary -- Appendix A. Getting organized -- Appendix B. Federal estate and gift tax tables -- Appendix C. Spouses have rights too -- Appendix D. Estate planning history.

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