Estate Planning in West Virginia: Real Answers to Real Questions
by Bruce L. Stout, Esq.
The purpose of this book is simple – to encourage people to plan their estate by easing the “fuss” commonly associated with estate planning and helping people move forward in creating a legacy of which they can be proud. Most books on estate planning are unnecessarily long and overly saturated with tax avoidance information that is only relevant to a limited number of people. This book is written for everyone else.
The questions in this book come from Bruce Stout's 20 year career of providing trust and estate counsel. The book is written in a question and answer format – that is: real questions by real people seeking real answers. It includes practical chapters covering topics such as, wills, beneficiaries, spouses, trusts, asset protection, etc.
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Cost: $20.00 plus tax and shipping.
To receive a copy of the book, Estate Planning in West Virginia: Real Answers to Real Questions, contact Beverly Clarke at 304-529-6181 or bclarke@huddlestonbolen.com.
TABLE OF CONTENTS
- CHAPTER I: GETTING STARTED
- CHAPTER II: WILLS
- Initial Questions
- Reviewing the Draft of the Will
- Execution of the Will
- After the Will is Signed
- CHAPTER III: BENEFICIARIES
- CHAPTER IV: SPOUSES
- Marriage
- Divorce
- Contemplating Marriage
- Remarriage
- Postnuptial
- Living Together–Not Married
- CHAPTER V: CHILDREN / GRANDCHILDREN
- CHAPTER VI: PETS / FRIENDS / DISTANT RELATIVES
- CHAPTER VII: GIVING TO CHARITY
- CHAPTER VIII: NONPROBATE PROPERTY
- General
- Jointly Owned Accounts & Real Estate
- Life Insurance
- Annuities
- Retirement Plans
- Life Estates
- Revocable Trusts
- CHAPTER IX: MANAGEMENT DURING INCAPACITY
- General
- Durable Financial Power of Attorney
- Durable Medical Power of Attorney
- Living Will
- CHAPTER X: TRUSTS
- CHAPTER XI: FIDUCIARIES
- Executors
- Administrators
- Trustees
- Guardians
- CHAPTER XII: BUSINESS INTERESTS
- CHAPTER XIII: ASSET PROTECTION
- CHAPTER XIV: RECEIVING A GIFT OR INHERITANCE
- CHAPTER XV: MEDICAID
- CHAPTER XVI: DEATH
- CHAPTER XVII: PROBATE
- CHAPTER XVIII: WILL CONTEST & OTHER LITIGATION
- CHAPTER XIX: TAXATION
It is best to proceed with the assistance of an attorney and other professionals (accountants, life insurance agents, trust officers, stock brokers, and financial planners) who are well versed in these matters.
DISCLAIMER: Estate Planning in West Virginia: Real Answers to Real Questions is intended to provide the reader with guidance in estate planning. It does not constitute, and should not be treated as, legal advice regarding the use of any particular estate planning technique or its tax consequences. Bruce Stout does not assume responsibility for any individual’s reliance on these materials. Each reader should independently determine with an attorney or other estate planning professional whether the estate planning techniques discussed in these materials are suitable for use in a particular situation before recommending or using such techniques.