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Synopsis
Attorney Mary Randolph details eight key strategies to avoiding the probate money pit, including how to: § set up payable-on-death bank accounts § name a beneficiary for retirement accounts § register stocks & bonds, and vehicles, in transfer-on-death forms § hold property in joint ownership § take advantage of special procedures for small estates § create a living trust § give away property now Includes worksheets and sample letters, as well as state-by-state charts that pinpoint which strategies are viable in each state. The 6th edition provides up-to-date federal estate/gift tax rules and on expanded information on how to leave real estate without probate.
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About the Author
Mary Randolph earned her law degree from the Boalt Hall School of Law at the University of California, Berkeley. She is also the author of The Executor's Guide, Every Dog s Legal Guide, and Deeds for California Real Estate. She is also a coauthor of the legal manual for Quicken WillMaker Plus. She has been a guest on The Today Show and has been interviewed by many publications, including the Wall Street Journal, the Los Angeles Times, and the San Francisco Chronicle. She lives in the San Francisco Bay Area with her family.
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