Denis Clifford (1939–2023)
Author of Plan Your Estate
About the Author
Denis Clifford is a practicing estate planning attorney who graduated from Columbia Law School, where he was an editor of the Law Review. He is the author of many Nolo titles, including Quick Legal Will Book and Plan Your Estate.
Series
Works by Denis Clifford
Tagged
Common Knowledge
- Birthdate
- 1939
- Date of death
- 2023-06-22
- Gender
- male
- Cause of death
- brain hemorrhage
- Places of residence
- Montclair, New Jersey, USA
Albany, California, USA
Old Forge, New York, USA - Education
- Amherst College
Columbia University
Members
Reviews
Nolo's Simple Will Book 6th Edition by Denis Clifford
Good basic information on drafting wills. Particularly helpful as a source for ideas for wording on odd - yet not uncommon situations.
Read about first 7 chapters.
Notes
Box, p. 57, "Your Digital Legacy"
If you want your survivors to be able to log into your accounts as users, include login names and passwords with your instructions.
p. 63 Property Worksheet
Description of your property / Type of Shared Ownership / Percentage You Own / Net Value of Your Ownership
I. Assets (Liquid: cash, savings accounts, checking accounts, money market accounts, certificates of deposit, mutual funds, tradeable stocks and securities, govt bonds). Other personal property (vehicles, electronic equipment, precious metals, household goods, clothing, jewelry, artwork/collectibles/antiques, tools/equipment, animals, money owed to you, vested interests, limited partnerships, retirement plans, life insurance, frequent flyer miles, misc.). Real estate. Liabilities (debts, taxes, other).
p. 78 Pets: Leave your pet to someone who has agreed to care for it, and leave them money to do so.
p. 94 Choosing a property manager for your child: Should be same person as guardian, unless there are compelling reasons against.
Uniform Transfer to Minors Act (UTMA) (age in MA is 21)
p. 116 What makes a will legal?
-18yo
-of sound mind
-typewritten/computer
-at least one substantive provision (e.g. leaving property to someone)
-appoint at least one executor
-must be dated
-must be signed in front of two witnesses (adults of sound mind who won't inherit under the will - beneficiaries cannot be witnesses. Can be notarized, but not required.
p. 121 "Living will" = health care directive (life support?)… (more)
Notes
Box, p. 57, "Your Digital Legacy"
If you want your survivors to be able to log into your accounts as users, include login names and passwords with your instructions.
p. 63 Property Worksheet
Description of your property / Type of Shared Ownership / Percentage You Own / Net Value of Your Ownership
I. Assets (Liquid: cash, savings accounts, checking accounts, money market accounts, certificates of deposit, mutual funds, tradeable stocks and securities, govt bonds). Other personal property (vehicles, electronic equipment, precious metals, household goods, clothing, jewelry, artwork/collectibles/antiques, tools/equipment, animals, money owed to you, vested interests, limited partnerships, retirement plans, life insurance, frequent flyer miles, misc.). Real estate. Liabilities (debts, taxes, other).
p. 78 Pets: Leave your pet to someone who has agreed to care for it, and leave them money to do so.
p. 94 Choosing a property manager for your child: Should be same person as guardian, unless there are compelling reasons against.
Uniform Transfer to Minors Act (UTMA) (age in MA is 21)
p. 116 What makes a will legal?
-18yo
-of sound mind
-typewritten/computer
-at least one substantive provision (e.g. leaving property to someone)
-appoint at least one executor
-must be dated
-must be signed in front of two witnesses (adults of sound mind who won't inherit under the will - beneficiaries cannot be witnesses. Can be notarized, but not required.
p. 121 "Living will" = health care directive (life support?)… (more)
You May Also Like
Statistics
- Works
- 12
- Members
- 707
- Popularity
- #35,840
- Rating
- 3.9
- Reviews
- 23
- ISBNs
- 153
