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Copyright 2004 Law Offices of Ting Y. Lee, Esq. - All Rights Reserved.

Handbook

TABLE OF CONTENTS

WHY THIS HANDBOOK WAS WRITTEN

STEP 1: PREPARE YOUR BASIC LIFE PLANNING DOCUMENTS
•        WILLS
•        HEALTH CARE PROXY
•        DURABLE POWER OF ATTORNEY
•        OTHER RELATED DOCUMENTS
•        LIVING WILL
•        DIRECTION FOR CREMATION
•        BURIAL AND FUNERAL INSTRUCTIONS
•        ASSETS AND PROPERTY CHECKLIST

STEP 2: AVOID PROBATE
•        REVOCABLE LIVING TRUSTS
•        OTHER PROBATE AVOIDANCE METHODS
•        JOINT TENANCY WITH RIGHT OF SURVIVORSHIP
•        PAY-ON-DEATH DESIGNATIONS
•        LIFE INSURANCE

STEP 3: AVOID ESTATE TAXES
•        THE UNLIMITED MARITAL DEDUCTION TRAP

PREPARE FOR SPECIAL NEEDS AND CONCERNS
•        YOUNG CHILDREN
•        OTHER SPECIAL NEEDS AND CONCERNS

THE ROLE OF TRUSTS

THE ROLE OF INSURANCE

A FINAL WORD

ABOUT JOHN AND MARY

ABOUT THE AUTHOR