8 Part 4: Estate Planning: It’s More than Just Dead People and Lawyers Chapter 13: The Basics on Estate Planning Understanding Estate Planning Studying Some Strategies Before Starting Your Estate Plan Answering Key Questions to Gather Critical Information Knowing How Estate Taxes Work Finding Good, Affordable Advice Chapter 14: Eyeing Wills and Other Legal Documents Creating Your Will Assigning a Financial Power of Attorney Delegating Medical Decisions Passing Other Assets Looking Closer at Probate Chapter 15: Tackling the Federal Estate Tax When You Have Too Much Money Understanding the Estate Tax Tallying Your Assets Reducing Your Estate Taking Deductions Choosing Family Estate Strategies Contemplating Life Insurance Avoiding the Tax on Gifts to Grandkids: The GSTT Chapter 16: Focusing on Estate Taxes and the Many Types of Trusts Identifying the Cast of Characters Naming the Types of Trusts Using Trusts in Estate Planning
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Part 5: The Part of Tens
Chapter 17: Ten Common Retirement and Estate Planning Mistakes
Not Having at Least a Basic Financial Plan
Procrastinating about Estate Planning
Underestimating Life Expectancy
Miscalculating Inflation
Believing You’ll Retire When You Expected To
Ignoring Nonfinancial Planning
Failing to Coordinate with Your Spouse
Expecting to Age in Place
Thinking Most Medical Expenses Will Be Covered
Missing the Initial Enrollment for Medicare Plans
Chapter 18: Ten Things to Know about Working in Retirement
Some Work Is Good for You
The Social Security (Tax) Impact Can Be Huge
Number Crunching Can Show You How Different Scenarios Work
Life Is Short and You Owe It to Yourself to Do What You Love
Investing in Education Can Boost Your Employment Value
Some Employers Are More User-Friendly for Older Workers
Taking Some Employment Risk Is Important
Starting/Buying a Small Business May Be a Rewarding Option
Your Spouse May Not Want What You Want
Volunteering Makes You Happy and Benefits Your Community
Chapter 19: Ten (or So) Tips to Know about Caring for Your Aging Parents
Leverage Off Others’ Experiences
Ask for Professional Help
Invest in Their Health
Get