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Beyond The Grave ---
The
Right and The Wrong Way
of Leaving Money to
Your Children (and others)
By
Gerald M. Condon
&
Jeffrey L. Condon
ACKNOWLEDGEMENTS
PREFACE
PART
1
INTRODUCTION
PART
2
PREVENTING INHERITANCE CONFLICTS
BETWEEN YOUR CHILDREN
PART 3
PROTECTING THE INHERITANCE FROM
YOUR CHILD'S POTENTIAL PROBLEMS
PART
4
WHO SAYS YOU OWE YOUR
CHILDREN AN INHERITANCE?
PART 5
WHO WILL HOLD YOUR "PROBLEM"
CHILD'S INHERITANCE?
PART 6
HOW WILL YOUR CHILDREN DIVIDE
YOUR NON-CASH ASSETS?
PART 7
PROTECTING YOUR SURVIVING
SPOUSE'S OWNERSHIP AND CONTROL
OF THE "FAMILY MONEY"
PART 8
WILL YOUR SURVIVING SPOUSE
DIVERT YOUR HALF OF THE FAMILY
MONEY FROM YOUR CHILDREN?
PART 9
YOUR GRANDCHILDREN
PART 10
PETS & CHARITIES
PART 11
THE FINAL TRIANGLE:
YOU, YOUR CHILDREN AND THE I.R.S.
PART 12
AVOIDING PROBATE
PART 13
INHERITANCE PLANNING AND
GOVERNMENT ENTITLEMENTS
PART 14
THE CHILDRENS' HOUR:
WHAT YOUR CHILDREN MAY
BE THINKING ABOUT
THEIR INHERITANCE
PART
1
INTRODUCTION
CHAPTER ONE
What This Book
Will Do for You
or
Why Learn The Hard Way --
When You Can Read This Book?
CHAPTER TWO
The Journey from
Innocence to Reality
or
Your Really Don't Know Your Children --
Until They Divide Their Inheritance
CHAPTER THREE
Why an
Inheritance Plan?
or
What Your Will or Trust Should Do
Besides Say Who Gets What
CHAPTER FOUR
If You Do
Nothing, The Law Will Do It For You
or
Everybody Procrastinates --
But Don't Wait Until You Are on Your Deathbed
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PART
2
PREVENTING INHERITANCE CONFLICTS
BETWEEN YOUR CHILDREN
CHAPTER FIVE
The Unequal
Inheritance
or
If You Don't Want the Blame --
Treat Your Children the Same
CHAPTER SIX
The Power
Struggle
or
If Your Children Didn't Get Along Sharing Their Toys,
How
Will They Co-Manage Their Inherited Property?
CHAPTER SEVEN
Do Not Die With
Your Children Owing You Money
or
"I Asked for My Money Back --
Now I Don't Get to See My Grandchildren"
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PART
3
PROTECTING THE INHERITANCE
FROM
YOUR CHILD'S POTENTIAL PROBLEMS
CHAPTER EIGHT
Protecting the
Inheritance While
It's in the Hands of Your Child
or
After Your Child Inherits --
Will It Be There for Your Grandchild?
CHAPTER NINE
Protecting the
Money for the
Financially Immature Child
or
Will Your Daughter's Inheritance End up at
Nordstroms or With Her Newfound Friends?
CHAPTER TEN
Protecting the
Inheritance from Your Child's Spouse
or
Do You Really Want Your Money to Go to
Your Son-In-Law's Second Wife?
CHAPTER ELEVEN
Protecting the
Inheritance for the Disabled Child
or
"Who Will Take Care of My Disabled Child
When I Am No Longer Able To?"
CHAPTER TWELVE
Protecting the
Inheritance from Your Child's Creditors
or
Who Would You Rather Get Your Money --
Your Grandchildren or Your Son's Creditors?
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PART
4
WHO SAYS YOU OWE YOUR
CHILDREN AN INHERITANCE?
CHAPTER
THIRTEEN
Cutting Out a
Child from Your Will or Trust
or
Now Is the Time to Begin to Defend the Lawsuit
Your Disinherited Child Will Bring After You Die.
CHAPTER
FOURTEEN
Are Your Children
Spending Their Inheritance --
And You're Not Dead Yet?
or
"What Is My Son Doing For a Living --
He's Waiting Me to Die!"
CHAPTER
FIFTEEN
How to Control
Your Child's Life from the Grave
or
"If My Children or Granchildren Want My Money,
They'll Do It My Way -- or the Highway"
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PART
5
WHO WILL HOLD YOUR "PROBLEM"
CHILD'S INHERITANCE?
CHAPTER
SIXTEEN
Who Should Be
Your Child's Trustee?
or
You Can Let Your Sister Manage Your Child's Money -- but There
Ain't No Policeman Looking Over Her Shoulder
CHAPTER
SEVENTEEN
Your Underage
Children's Guardian
or
Your Children are Terrific Kids --
but Who Will Want Them Full-Time After You Die?
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PART
6
HOW WILL YOUR CHILDREN DIVIDE
YOUR NON-CASH ASSETS?
CHAPTER
EIGHTEEN
How to Leave Your
Valuables and
Household Contents to
Your Children
or
"The First One to Mom's House After Her Funeral Wins"
CHAPTER
NINETEEN
Planning for the
Succession of the Family Business
or
When You Die, Will Your Business Die With You?
CHAPTER TWENTY
The Family
Residence
or
Be It Ever So Humble, There's No Place Like Home -- Until
Your Children Fight Over It After You Die
CHAPTER
TWENTY-ONE
Dividing Your
Real Estate Investments
or
Your Investment Properties -
Your "Pyramid" to Future Generations?
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PART
7
PROTECTING YOUR SURVIVING
SPOUSE'S OWNERSHIP AND
CONTROL OF THE "FAMILY MONEY"
CHAPTER
TWENTY-TWO
Protecting Your
Surviving Spouse's Ownership
and Control of the "Family Money"
or
"Do Something" Now So Your Spouse
Is Protected After You Die
CHAPTER
TWENTY-THREE
Protecting the
Surviving Spouse
from "Grasping Children"
or
"When Mom Dies, I'll Be Too
Old To Enjoy My Inheritance"
CHAPTER
TWENTY-FOUR
Who Controls the
Money and Property for
the Incapacitated or Incompetent Surviving Spouse?
or
You May Not Want a Stranger To Control Your
Surviving Spouse's Money --
but Are Your Children a Better Choice?
CHAPTER
TWENTY-FIVE
Does Your Wife
Want to Manage the Family Money?
or
"My Wife Says She Wants to Die First --
So She Won't Be Left With the Bookkeeping"
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PART
8
WILL YOUR SURVIVING SPOUSE
DIVERT YOUR HALF OF
THE FAMILY
MONEY FROM YOUR CHILDREN?
CHAPTER
TWENTY-SIX
You Can Leave
Everything to Your Wife --
But Will She Leave Everything to Your Children?
or
Preventing Your Money from Ending up With
Your Wife's Bowling Instructor
CHAPTER
TWENTY-SEVEN
The Potential
Battle Between Children
of Your First Marriage and Your Second Wife
or
How Your Children Can Make It A
Difficult Life for Your Second Wife
CHAPTER
TWENTY-EIGHT
If You Are on
Your Second Marriage,
Who Will End up with Your Half If You Die First
-- Your
Children...or the Children
of Your Second Spouse?
or
"I Know My Second Wife Will Do the
Right Thing If
I Die First, but...."
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PART
9
YOUR GRANDCHILDREN
CHAPTER
TWENTY-NINE
Grandparents to
the Rescue!
or
"If I Don't Help My Grandchildren While I'm Alive --
Help May Never Come"
CHAPTER THIRTY
Including Your
Grandchildren in
Your Inheritance Plan
or
"I Like My Children --
But I Love My Grandchildren"
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PART
10
PETS & CHARITIES
CHAPTER
THIRTY-ONE
How You Can Die
"Knowing" Your Pet Will
Live Comfortably for the Rest of His Life
or
What to Tell "Fido" About His Inheritance
CHAPTER
THIRTY-TWO
Leaving Your
Money and Property to a Charity
or
Do You Really Want Your Money to Go
Towards Clothing Naked Horses?
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PART
11
THE FINAL TRIANGLE:
YOU, YOUR CHILDREN AND THE I.R.S.
CHAPTER
THIRTY-THREE
"How Does
the I.R.S. Know How
Much I'm Worth When I Die?"
or
If Your Children Don't Tell -- They May Go to Jail
CHAPTER
THIRTY-FOUR
Pay The Death
Tax, or Fight Back --
Which One Sounds Like You?
or
"I'm Not Crazy About My Kids --
But I Hate The I.R.S. Even Worse"
CHAPTER
THIRTY-FIVE
How to Leave More
to Your Children
and Less to the I.R.S.
or
Patriotism Does Not Require That
You Pay More In Death Taxes
CHAPTER
THIRTY-SIX
I Can Get Your
Death Tax Wholesale
or
You Never Paid Retail During Your Life --
Why Start After You Die?
CHAPTER
THIRTY-SEVEN
Your Money Is
Taxed a Second
Time When Your Child Dies
or
How to Prevent the I.R.S from Taking
Two Bites of
the Inheritance Apple
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PART
12
AVOIDING PROBATE
CHAPTER
THIRTY-EIGHT
Using the Living
Trust to Keep
Your Children and Property
Out of the Probate Court
or
Why Provide for Your
Lawyer's Retirement Fund?
CHAPTER
THIRTY-NINE
Don't Put Your
House in
Joint Tenancy with Your Child
or
How to Lose Your House
to Your Daughter's Creditors
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PART
13
INHERITANCE PLANNING AND
GOVERNMENT ENTITLEMENTS
CHAPTER FORTY
S.S.I and the
Inheritance --
Can Your Child Have Both
or
How Your Child Can Inherit
and Maintain His Entitlements
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PART
14
THE CHILDRENS' HOUR:
WHAT YOUR CHILDREN MAY
BE THINKING ABOUT
THEIR INHERITANCE
CHAPTER
FORTY-ONE
What Your
Children May Want to Know About
Your Will or Living Trust
or
"How Can I Get My Parents to Do Something?"
CHAPTER
FORTY-TWO
So You've
Received an Inheritance --
Now What Do You Do?
or
"I Never Knew I Had So Many Friends!"
CHAPTER
FORTY-THREE
How to Prevent
Your Siblings from Taking Your
Share of Your Expected Inheritance
or
The Sibling Who Volunteers to Care For Mom --
May Wind up with It All
CHAPTER
FORTY-FOUR
Get Your Parents
to Remove Their Names
from Title to Your House
or
How The I.R.S. Can Impose a
Death Tax on Your House --
and You Are Still Alive!
FINAL
THOUGHT
"Should I
Tell My Children
About My Inheritance Plan?"
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