Pre-mortem Estate Planning Checklist-2d Edition

By Edward S. Schlesinger, Robert D. Howard

  • ORDER HARD COPY: 2003
  • Looseleaf Binder w/ CD
  • 468 pp.
  • ISBN: 0-8318-0824-1
  • Order Code BK19
  • $57.00

þ Why should you worry about things like autopsies and funerals in an estate plan?

þ How can making a charity a beneficiary in the will cause complications that your clients may not have anticipated – and could have avoided?

þ Why should the revocable trust agreement limit the trustee’s authority to make gifts to him or herself?

 

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