INTRODUCTION
01 KEYS TO LIFE
Chapter 1. Positive Planning
Chapter 2. The Birth of Estate Planning
Chapter 3. Death & Taxes
Chapter 4. Key Considerations
Chapter 5. In Trust
02 EVOLUTION
Chapter 6. Evolution of Estate Planning
Chapter 7. Evolution of Administration
Chapter 8. Evolution of Inheritance
03 ENLIGHTENMENT
Chapter 9. Enlightenment & Sovereignty
Chapter 10. Maintaining Autonomy
Chapter 11. Transparency in Tragedy
Chapter 12. Harmony, Purpose & Design
04 FAMILY
Chapter 13. Family Ties
Chapter 14. Family Wealth
Chapter 15. Family Health
Chapter 16. Family Affairs
05 TRUST IN LIFE
Chapter 17. Foundation of Life
Chapter 18. Alignment
Chapter 19. Lasting Legacy
Chapter 20. Living Trustworthy
06 APPENDIX
Appendix A. 2020 US State Estate Tax Map
Appendix B. Net Worth Worksheet
Appendix C. Revocable Living Trust Worksheet
Appendix D. Guardian Nomination Guide
Appendix E. Power of Attorney Worksheet
Appendix F. Instructions for Distribution Example
Appendix G. Health Care Directives Worksheets
Appendix H. Family Affairs Legal Manual Checklist
ABOUT THE AUTHOR
Tara Wilson is a Trust & Estates attorney, lecturer, and author. Tara has almost two decades of experience practicing at international law firms, Skadden, Morgan Lewis, and Howrey, and founded a family-focused boutique estate planning firm. She has a Masters of Law in Taxation and a Certificate in Estate Planning from Georgetown University Law Center and a Juris Doctor from George Washington University Law School. She now teaches Advanced Estate Planning at Boston University Law School. Tara is a mother to two wonderful children that she chases down the New England ski slopes and drags on beach walks and bike rides on Cape Cod. She lives in Andover, Massachusetts and commutes to Washington, DC, beautiful places to live, but two of the "worst" places to die.
