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Estate Planning Smarts: A Practical, User-Friendly, Action-Oriented Guide, 4th Edition

Estate Planning Smarts: A Practical, User-Friendly, Action-Oriented Guide, 4th Edition by Deborah L. Jacobs Esq. 098369706X 9780983697060
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ISBN: 098369706X


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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 replaces earlier editions. As a public service, the author offers a free update to this edition, reflecting the 2017 tax law and subsequent developments. It is available at the books website estateplanningsmarts.com.

Heres what reviewers have said about Estate Planning Smarts:

"A terrific guide for people who are just beginning to grapple with estate planning, as well as those who have (or think they have) their affairs in order." --The Wall Street Journal

"This is a category killer: a book so good there is no need for anyone else to cover the same material." --Kaye Thomas, Fairmark Press

"Deborah Jacobss Estate Planning Smarts, now in a new fourth edition, is the only estate planning book youll ever need. --Nick Murray Interactive

Author: Deborah L. Jacobs Esq.

Language: English

Binding: Paperback

Pages: 364

Publisher: DJWorking Unlimited Inc.

Publication Date: 2015-04-30


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