WEISS & WEISSMAN, INC

ESTATE PLANNING DIRECTORY

Ethical Will: Life Lessons for your Heirs: Tell them who and what you are; who and what you hope they will be.

Living Trusts

ARE YOU:
• Married with children?
  
• Married without children?
  
• Single?
  
• Unmarried couple?

   

• Anti-Bimbo Clause: Should your Living Trust allow your Spouse to change the A Trust after you die? Or should the A Trust be locked so she may spend it but when she dies, whatever remains must go to the children?

• New 2001 Tax Free Amounts at Death

• Do I need a Trust? We have a new 2001 tax law!
  
• New Tax Law: Death Tax Reduction?

• ANNUAL TRUST UPDATE

• Dynasty Trust: The Perfect Way to Inherit: Parents' View
  
• Dynasty Trust: The Perfect Way to Inherit: Heir's View

• Choosing a Guardian
  
• How Old Should Minor Be?
  
• Community Property / Step-Up in Basis

• Durable Powers of Attorney
  
• Health Care Power of Attorney
  
• Conservatorships
  
• Joint Tenancy compared to Community Property
  
• Probate - Why Wills do not avoid Probate

• What if I have No Will?
• Can I Do it Myself? Do I Need A Lawyer?

• Deathbed Planning

• Non-Citizen Spouse
  
• Non-Resident Alien Estate Planning

  
  

• Advanced Estate Planning Techniques

• Dynasty Trust: The Perfect Way to Inherit: Parents' View
  
• Dynasty Trust: The Perfect Way to Inherit: Heir's View
  
• Family Limited Partnership; the Basics
  
• Family Limited Partnership; Advanced
  
• Minority and Lack of Marketability Discount
  
• Gifts to Minors
  
• Lifetime Gifts
  
• Irrevocable Trust
  
• Life Insurance Trust
  
• Charitable Remainder Trusts
  
• Qualified Personal Residence Trust
  
• Special Needs Trust for Disabled Heir
  
• 11/2002: MediCare Issues Nursing Home Comparison Report
• Medi-Cal Qualification
  
• IRAs/Retirement Plans at Death
  
• 1997 Changes Regarding Living Trusts as IRA/Retirement Plan Beneficiaries
  

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