As estate planning is a path rather than a destination, these nine steps can aid every woman in her journey toward retirement and estate planning. From explaining probate, and the difference between probate and non-probate assets, to joint ownership, to trust establishment, management and settlement, to retirement planning and charitable estate planning, to living wills and dealing with incapacity, readers will get easy explanations and clear guidance on normally difficult concepts.
The information and strategies set out here in the pages of this book will help every woman in assessing her goals and creating a plan that works for her situation and life circumstances, both during her lifetime and in her estate plan - setting her on a path to achieve Estate Planning Success Just for Women.