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Planning for Death: What Happens to Your Body and Other Things to Know
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Lesson 2
7 min
Other “Non-Legal” Things That Can Help Your Loved Ones
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The Disposition of Remains Document
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Before We Dive In
Chapter 1
Lesson 1
Estate Planning: A Few Things to Know Before We Get Started
Lesson 1
Estate Planning: A Few Things to Know Before We Get Started
Intro to Estate Planning
Chapter 2
Lesson 1
What Is Estate Planning and Why Is It Important?
Lesson 1
What Is Estate Planning and Why Is It Important?
Your Estate Planning Toolkit
Chapter 3
Lesson 1
Eight (or Nine) Estate Planning Documents Every Adult Needs
Lesson 1
Eight (or Nine) Estate Planning Documents Every Adult Needs
Your Roadmap
Chapter 4
Lesson 1
How the Rest of This Course Is Organized: A Bird’s Eye View
Lesson 1
How the Rest of This Course Is Organized: A Bird’s Eye View
Planning for Death: The Basics
Chapter 5
Lesson 1
Understanding Your Will
Lesson 1
Understanding Your Will
Lesson 2
What Is Probate and Should You Avoid It?
Lesson 2
What Is Probate and Should You Avoid It?
Lesson 3
What Is a Trust and Do You Need One?
Lesson 3
What Is a Trust and Do You Need One?
Lesson 4
Recap: Will vs. Trust — A Comparison
Lesson 4
Recap: Will vs. Trust — A Comparison
Lesson 5
Testamentary Trusts
Lesson 5
Testamentary Trusts
Planning for Death: Some Specifics About Trusts
Chapter 6
Lesson 1
How to Get Property Into a Trust
Lesson 1
How to Get Property Into a Trust
Lesson 2
What Happens if Something Gets Left Out of a Trust?
Lesson 2
What Happens if Something Gets Left Out of a Trust?
Lesson 3
Understanding Your Trust Document
Lesson 3
Understanding Your Trust Document
Lesson 4
Other Documents That Work with Your Trust
Lesson 4
Other Documents That Work with Your Trust
Lesson 5
Can a Married Couple Share a Will or Trust?
Lesson 5
Can a Married Couple Share a Will or Trust?
Lesson 6
What Is the Tax ID Number for Your Trust?
Lesson 6
What Is the Tax ID Number for Your Trust?
Lesson 7
How Safe Is Your Money?... It’s All About the Trustee
Lesson 7
How Safe Is Your Money?... It’s All About the Trustee
Planning for Death: Let’s Dive a Little Deeper
Chapter 7
Lesson 1
Things People Think Are Covered by Their Will or Trust, but May Not Be
Lesson 1
Things People Think Are Covered by Their Will or Trust, but May Not Be
Lesson 2
Other Ways to Avoid Probate
Lesson 2
Other Ways to Avoid Probate
Lesson 3
Taking Care of Pets
Lesson 3
Taking Care of Pets
Lesson 4
Distributing Property ‘Per Stirpes’, ‘By Representation’ or ‘Per Capita’
Lesson 4
Distributing Property ‘Per Stirpes’, ‘By Representation’ or ‘Per Capita’
Lesson 5
Property That’s Not Easily Dividable, or Has a Loan on It
Lesson 5
Property That’s Not Easily Dividable, or Has a Loan on It
Lesson 6
What Is a Bond and Should Your Executor or Trustee Have One?
Lesson 6
What Is a Bond and Should Your Executor or Trustee Have One?
Lesson 7
Property in a Marriage: Community Property, Separate Property, and Property Agreements
Lesson 7
Property in a Marriage: Community Property, Separate Property, and Property Agreements
Planning for Death: Special Circumstances
Chapter 8
Lesson 1
Disinheriting Someone
Lesson 1
Disinheriting Someone
Lesson 2
Subsequent Marriages and Blended Families
Lesson 2
Subsequent Marriages and Blended Families
Lesson 3
Planning for Loved Ones with Special Needs
Lesson 3
Planning for Loved Ones with Special Needs
Planning for Death: Understanding Estate Taxes
Chapter 9
Lesson 1
What Are Estate Taxes and Will Your Estate Have to Pay Them?
Lesson 1
What Are Estate Taxes and Will Your Estate Have to Pay Them?
Lesson 2
How to Reduce or Avoid Estate Taxes
Lesson 2
How to Reduce or Avoid Estate Taxes
Lesson 3
Other Taxes and How They Relate to Your Estate Plan
Lesson 3
Other Taxes and How They Relate to Your Estate Plan
Planning for Death: What Happens to Your Body and Other Things to Know
Chapter 10
Lesson 1
The Disposition of Remains Document
Lesson 1
The Disposition of Remains Document
Lesson 2
Other “Non-Legal” Things That Can Help Your Loved Ones
Lesson 2
Other “Non-Legal” Things That Can Help Your Loved Ones
Planning for Incapacity: Finances
Chapter 11
Lesson 1
The Durable Power of Attorney Document
Lesson 1
The Durable Power of Attorney Document
Lesson 2
The Problem with Adding an Adult Child to Your Bank Account
Lesson 2
The Problem with Adding an Adult Child to Your Bank Account
Planning for Incapacity: Health Care
Chapter 12
Lesson 1
Three Health Documents Every Adult Needs: An Introduction
Lesson 1
Three Health Documents Every Adult Needs: An Introduction
Lesson 2
The Health Care Power of Attorney
Lesson 2
The Health Care Power of Attorney
Lesson 3
The HIPAA Authorization
Lesson 3
The HIPAA Authorization
Lesson 4
The Living Will
Lesson 4
The Living Will
Lesson 5
Cutting Through the Confusion: Different Names, Same Document
Lesson 5
Cutting Through the Confusion: Different Names, Same Document
Lesson 6
Special Circumstances–Special Document: The Dementia Directive
Lesson 6
Special Circumstances–Special Document: The Dementia Directive
Planning for Minor Children
Chapter 13
Lesson 1
Guardianship Designation for Minors
Lesson 1
Guardianship Designation for Minors
Planning for Digital Assets
Chapter 14
Lesson 1
The Digital Diary
Lesson 1
The Digital Diary
What Next?: Reviewing, Signing, Storing, and Updating Your Documents
Chapter 15
Lesson 1
Reviewing Your Documents
Lesson 1
Reviewing Your Documents
Lesson 2
How to Sign Your Documents
Lesson 2
How to Sign Your Documents
Lesson 3
What to Do with Your Documents
Lesson 3
What to Do with Your Documents
Lesson 4
How to Revise Your Documents and Keep Them Current
Lesson 4
How to Revise Your Documents and Keep Them Current
Let’s Tie It All Together
Chapter 16
Lesson 1
Final Review
Lesson 1
Final Review
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Lesson 1
Lesson 4
Lesson 3
Lesson 2
Lesson 1
Lesson 1
Lesson 1
Lesson 6
Lesson 5
Lesson 4
Lesson 3
Lesson 2
Lesson 1
Lesson 2
Lesson 1
Lesson 2
Lesson 1
Lesson 3
Lesson 2
Lesson 1
Lesson 3
Lesson 2
Lesson 1
Lesson 7
Lesson 6
Lesson 5
Lesson 4
Lesson 3
Lesson 2
Lesson 1
Lesson 7
Lesson 6
Lesson 5
Lesson 4
Lesson 3
Lesson 2
Lesson 1
Lesson 5
Lesson 4
Lesson 3
Lesson 2
Lesson 1
Lesson 1
Lesson 1
Lesson 1
Lesson 1
Lesson 1
Lesson 1
Lesson 8
Lesson 7
Lesson 6
Lesson 5
Lesson 4
Lesson 3
Lesson 2
Lesson 1
Lesson 1
Lesson 3
Lesson 2
Lesson 1
Lesson 1
Lesson 1
Lesson 20
Lesson 19
Lesson 18.7
Lesson 18.6
Lesson 18.5
Lesson 18.4
Lesson 18.3
Lesson 18.2
Lesson 18.1
Lesson 18
Lesson 17
Lesson 16
Lesson 15
Lesson 14
Lesson 13
Lesson 12
Lesson 11
Lesson 10
Lesson 9
Lesson 8
Lesson 7
Lesson 6
Lesson 5
Lesson 4
Lesson 3
Lesson 2
Lesson 1
Lesson 1
Lesson 8
Lesson 7
Lesson 6
Lesson 5
Lesson 4
Lesson 3
Lesson 2
Lesson 1
Lesson 6
Lesson 5
Lesson 1
Bankruptcy: A Few Things to Know Before We Get Started
Lesson 1
Eligibility: An Introduction
Lesson 1
The Automatic Stay: Another Way to Say ‘Relief’
Lesson 1
Bankruptcy and Married Couples: An Introduction
Lesson 1
What Is Chapter 7 Bankruptcy, and What Can It Do for You?
Lesson 1
Your Bankruptcy Estate: What’s Included, What’s Not
Lesson 1
Your Debts: An Introduction
Lesson 1
Equity and the Homestead Exemption
Lesson 1
Preparing & Filing Your Bankruptcy Petition: An Introduction
Lesson 1
A Look at the 341 Hearing
Lesson 1
You Found a Mistake: Amending Your Petition
Lesson 1
What Happens After Filing?
Lesson 1
You Fail the Means Test
Lesson 1
Understanding Your Bankruptcy Order of Discharge
Lesson 1
The Basics
Lesson 1
Bankruptcy: A Final Word
Lesson 1
Before We Dive In
Lesson 1
Getting Your Head in the Game: Thinking Like a Trustee
Lesson 1
Sizing Things Up: Should You Take the Job?
Lesson 1
Getting Organized
Lesson 1
Getting Help: Assembling Your Team
Lesson 1
Getting to Work: A Checklist
Lesson 1
Providing Accountings
Lesson 1
Investing Trust Assets
Lesson 1
A Word About Businesses
Lesson 1
Paying Taxes
Lesson 1
Distributing Property
Lesson 1
Terminating the Trust
Lesson 1
Trust Administration: A Final Word
Lesson 1
What Is Estate Planning and Why Is It Important?
Lesson 1
Estate Planning: A Few Things to Know Before We Get Started
Lesson 1
How the Rest of This Course Is Organized: A Bird’s Eye View
Lesson 1
Eight (or Nine) Estate Planning Documents Every Adult Needs
Lesson 1
Understanding Your Will
Lesson 1
How to Get Property Into a Trust
Lesson 1
Disinheriting Someone
Lesson 1
Things People Think Are Covered by Their Will or Trust, but May Not Be
Lesson 1
What Are Estate Taxes and Will Your Estate Have to Pay Them?
Lesson 1
The Disposition of Remains Document
Lesson 1
The Durable Power of Attorney Document
Lesson 1
Guardianship Designation for Minors
Lesson 1
Three Health Documents Every Adult Needs: An Introduction
Lesson 1
The Digital Diary
Lesson 1
Final Review
Lesson 1
Reviewing Your Documents
Lesson 10
Foreclosure Avoidance
Lesson 10
Establish a Bank Account
Lesson 11
Foreclosure Alternatives
Lesson 11
Let the IRS Know You’re in Charge
Lesson 12
The Right of Redemption
Lesson 12
Notify the Beneficiaries
Lesson 13
Send Notifications of Death
Lesson 14
Get Property Titled in Your Name as Trustee
Lesson 15
Determine What Happens to Property Outside the Trust
Lesson 16
Open Probate (If Necessary)
Lesson 17
Use a Probate Short-Cut (If the Estate Qualifies)
Lesson 18
Collect Payables: Beneficiary & Pay-on-Death Proceeds
Lesson 18.1
Life Insurance
Lesson 18.2
Annuities
Lesson 18.3
Pensions
Lesson 18.4
Tax Deferred Retirement Plans
Lesson 18.5
Roth IRAs
Lesson 18.6
Pay-on-Death Assets
Lesson 18.7
A Few Other Things to Know
Lesson 19
Pay Debts and Creditor Claims
Lesson 2
A Word for Veterans, Reservists & Business Owners
Lesson 2
Community Property States
Lesson 2
Types of Bankruptcy: Is Chapter 7 Right for You?
Lesson 2
Your Property Worksheets
Lesson 2
Understanding Secured Debts… It’s All About the Liens
Lesson 2
The Catch: If You’ve Bought Your Home Recently
Lesson 2
If You Need Relief Immediately!
Lesson 2
You Want Out: Dismissing Your Case
Lesson 2
A Creditor Petitions to Have the Automatic Stay Lifted
Lesson 2
Things That Could Still Affect Your Case
Lesson 2
Your Number One Rule: The Fiduciary Duty
Lesson 2
What Is a Trust and How Does It Work?
Lesson 2
Attorney
Lesson 2
Order Copies of the Death Certificate
Lesson 2
Taxes You May Pay as Trustee
Lesson 2
Personal Property
Lesson 2
What Is Probate and Should You Avoid It?
Lesson 2
What Happens if Something Gets Left Out of a Trust?
Lesson 2
Subsequent Marriages and Blended Families
Lesson 2
Other Ways to Avoid Probate
Lesson 2
How to Reduce or Avoid Estate Taxes
Lesson 2
Other “Non-Legal” Things That Can Help Your Loved Ones
Lesson 2
The Problem with Adding an Adult Child to Your Bank Account
Lesson 2
The Health Care Power of Attorney
Lesson 2
How to Sign Your Documents
Lesson 20
Wrap Up
Lesson 3
The Median Test
Lesson 3
Common Law States
Lesson 3
Alternatives to Bankruptcy
Lesson 3
Exemptions: The Key to Keeping Your Property (An Introduction)
Lesson 3
What Happens to Secured Debts in Bankruptcy?
Lesson 3
Tenancy by the Entirety States
Lesson 3
Where Will You File for Bankruptcy?
Lesson 3
You Want Back In: Reopening Your Case
Lesson 3
An Exemption Is Disputed
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