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Estate Planning Smarts: A Practical, User-Friendly, Action-Oriented Guide

Deborah L. Jacobs

4.1/5 ( ratings)

No one lives forever. So why leave anything to chance? This best-selling book can help you tackle a potentially difficult and very emotional process. In plain English, it explains:
When to re-do your will
Mistakes people make when trying to avoid probate
Rules for IRA inheritors
How to hire a lawyer
Key documents to protect yourself if you become ill or disabled
How to appoint a guardian for children
How custodial accounts and 529 plans affect financial aid
The fourth edition, which replaces earlier editions, is completely revised to include how income taxes affect estate planning, the pros and cons of credit shelter trusts and the law on planning for same-sex couples. Celebrity case studies illustrate estate planning strategies and mistakes by, among others: Humphrey Bogart, Lauren Bacall, James Gandolfini, Philip Seymour Hoffman, John Updike and Adam Yauch.

Language: English

Pages: 329

Format: Paperback

Publisher: Djworking Unlimited

Release: December 01, 2009

ISBN: 0615297544

ISBN 13: 9780615297545

Estate Planning Smarts: A Practical, User-Friendly, Action-Oriented Guide

Deborah L. Jacobs

4.1/5 ( ratings)

No one lives forever. So why leave anything to chance? This best-selling book can help you tackle a potentially difficult and very emotional process. In plain English, it explains:
When to re-do your will
Mistakes people make when trying to avoid probate
Rules for IRA inheritors
How to hire a lawyer
Key documents to protect yourself if you become ill or disabled
How to appoint a guardian for children
How custodial accounts and 529 plans affect financial aid
The fourth edition, which replaces earlier editions, is completely revised to include how income taxes affect estate planning, the pros and cons of credit shelter trusts and the law on planning for same-sex couples. Celebrity case studies illustrate estate planning strategies and mistakes by, among others: Humphrey Bogart, Lauren Bacall, James Gandolfini, Philip Seymour Hoffman, John Updike and Adam Yauch.

Language: English

Pages: 329

Format: Paperback

Publisher: Djworking Unlimited

Release: December 01, 2009

ISBN: 0615297544

ISBN 13: 9780615297545

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