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16. All My Assets Are in a Living Trust
17. All Of My Property is Joint-and-
Survivor Anyway
18. Most Of My Estate Is Concentrated In One Asset (Like An IRA Or A Business)
19. I’m In A Second Marriage
20. The New Tax Law Eliminates The
Estate Tax Anyway
21. I Bought Life Insurance To Pay The Estate Tax
22. I Have Enough Liquid Assets To Pay Estate Tax
23. I’ll Just Give My Estate Away
During My Lifetime
24. I Want My Children To Enjoy
My Estate While I’m Alive
25. My Spouse And I Can’t Agree
26. I’ve Already Heard It All
27. I’m Patriotic And Don’t Mind Paying Taxes
28. I’ll Just Leave My Estate To Charity
And Not Pay Any Tax
29. I Don’t Know How To Equalize My
Estate So That It’s Fair
30. I Don’t Know Who To Listen To
17. All Of My Property is Joint-and-
Survivor Anyway
18. Most Of My Estate Is Concentrated In One Asset (Like An IRA Or A Business)
19. I’m In A Second Marriage
20. The New Tax Law Eliminates The
Estate Tax Anyway
21. I Bought Life Insurance To Pay The Estate Tax
22. I Have Enough Liquid Assets To Pay Estate Tax
23. I’ll Just Give My Estate Away
During My Lifetime
24. I Want My Children To Enjoy
My Estate While I’m Alive
25. My Spouse And I Can’t Agree
26. I’ve Already Heard It All
27. I’m Patriotic And Don’t Mind Paying Taxes
28. I’ll Just Leave My Estate To Charity
And Not Pay Any Tax
29. I Don’t Know How To Equalize My
Estate So That It’s Fair
30. I Don’t Know Who To Listen To
Introduction
1. Too Expensive
2. My Attorney Takes Care Of That
3. Planners Just Want To Sell Me Something
4. I Already Have Wills And Living Trusts
5. Too Complicated
6. It May Jeopardize My Own Financial Security
7. My Children Want Me to Spend It All
8. Leaving Too Much To My Children
Can Make Them Unmotivated
9. My Kids Are Financially Successful Themselves
10. My Children Are Financially
Irresponsible
11. I Started With Nothing
12. I Don’t Like To Think About Dying
13. I’m Uncomfortable Talking To My Children About It
14. I Don’t Want My Children To Know
How Much I Have
15. I’m Uncomfortable Giving My Estate Away; I Might Need It For Long-Term
Health Care
1. Too Expensive
2. My Attorney Takes Care Of That
3. Planners Just Want To Sell Me Something
4. I Already Have Wills And Living Trusts
5. Too Complicated
6. It May Jeopardize My Own Financial Security
7. My Children Want Me to Spend It All
8. Leaving Too Much To My Children
Can Make Them Unmotivated
9. My Kids Are Financially Successful Themselves
10. My Children Are Financially
Irresponsible
11. I Started With Nothing
12. I Don’t Like To Think About Dying
13. I’m Uncomfortable Talking To My Children About It
14. I Don’t Want My Children To Know
How Much I Have
15. I’m Uncomfortable Giving My Estate Away; I Might Need It For Long-Term
Health Care
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