You Can't Take It With You
Probate, Wills, and Trusts Explained by Stories
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You Can't Take It With You is a collection of stories taken from real life used to demonstrate estate and business planning in an approachable and understandable way. Over his 40 years of practicing law, Fred has encountered numerous instances that are at times humorous and at other times sad dealing with people trying to plan their estates. The book discusses forms of ownership, non-probate transfers such as pay-on-death clauses, what you can do with a will, and why you might want to consider a trust. It also discusses issues such as charitable planning, business planning, and planning with d...
You Can't Take It With You is a collection of stories taken from real life used to demonstrate estate and business planning in an approachable and understandable way. Over his 40 years of practicing law, Fred has encountered numerous instances that are at times humorous and at other times sad dealing with people trying to plan their estates. The book discusses forms of ownership, non-probate transfers such as pay-on-death clauses, what you can do with a will, and why you might want to consider a trust. It also discusses issues such as charitable planning, business planning, and planning with divorces and second marriages. It examines financial exploitation of the elderly and disabled. Finally, it examines special questions such as estate taxes, planning for family members with mental health issues, and Medicaid planning. It is a primer that will help you to get a basic understanding of the issues, although it is not a substitute for consulting an experienced attorney.
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