Updates
Here are summaries of important legal or procedural changes that affect the latest edition of this product.
If you want to check on the accuracy of any other information in the book, please follow the legal research
instructions in the book or in Nolo's research manual, Legal Research: How to Find and Understand the Law.
What's New in the 9th Edition of Plan Your Estate
Overview of What's New
All chapters revised and updated.
Revisions include new information about:
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estate planning for your online accounts and identities
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naming a couple as co-guardians for your children
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naming your same-sex partner as guardian of your children
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the changing costs of life insurance
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Social Security benefits and IRA plans, and
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planning for incapacity.
Who Needs the New Edition?
You Don't Need the New Edition If:
you want general information about estate planning.
You Need the New Edition If:
you want the most up-to-date information about estate planning.
Chapters Most Affected
Chapter 3 -- Special Property Ownership Rules for Married People
Chapter 5 -- Your Beneficiaries
Chapter 8 -- Probate and Why You Want to Avoid It
Chapter 9 -- Living Trusts
Chapter 12 -- Life Insurance
Chapter 13 -- Retirement Benefits
Chapter 15 -- Estate Taxes
Chapter 16 -- Gifts and Taxes
Chapter 26 -- Incapacity: Making Medical and Financial Decisions
Forms That Have Changed
This book contains no forms.
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Connecticut Supreme Court Rules in Favor of Same-Sex Marriage
Effective date:
Oct. 20, 2008
In October, 2008, the Connecticut Supreme Court ruled that the state laws under which opposite-sex couples are allowed to marry while same-sex couples may only enter into civil unions constitutes discrimination on the basis of sexual orientation and is prohibited by the state's Constitution. The court held that same-sex couples must be granted the freedom to marry. The decision becomes effective on October 28, 2008, when the state will start issuing marriage licenses.
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Minnesota and Oklahoma Allow Transfer-on-Death Deeds
Effective date:
Aug. 1, 2008
Minnesota and Oklahoma are the latest states to allow "transfer on death" (TOD) deeds for real estate. These deeds are like other deeds, with a crucial difference: They don't take effect until your death. The key benefit is that the real estate doesn't have to go through probate court proceedings at your death, saving your family time and money. Minnesota's new law authorizing TOD deeds became effective August 1, 2008; Oklahoma's statute took effect on November 1, 2008.
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