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Estate Planning Smarts: A Practical, User-Friendly, Action-Oriented Guide |  | Author: Deborah L. Jacobs
Creator: Joshua Mills
Publisher: DJ Working Unlimited Inc.
Category: Book
List Price: $19.95
Buy New: $12.40
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Seller: pbshop
Rating:  7 reviews
Sales Rank: 14920
Media: Paperback
Edition: 1st
Pages: 352
Number Of Items: 1
Shipping Weight (lbs): 1
Dimensions (in): 8.9 x 6 x 1.1
ISBN: 0615297544
Dewey Decimal Number: 346.73052
EAN: 9780615297545
ASIN: 0615297544
Publication Date: December 11, 2009
Availability: Usually ships in 1-2 business days
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Product Description
A lawyer and award-winning journalist offers a plain-English guide to a stressful topic, with examples from the estate plans of Paul Newman, Jacqueline Kennedy Onassis, Michael Jackson and others. Set in the context of the current economy and tax law, the book is full of essential information about: protecting a spouse or partner, providing for young or disabled children, preserving retirement benefits, paying for education and health care, transferring a family business and designing a charitable legacy. To-Do Lists after each chapter leave no excuses for procrastinators.
KEEPING CURRENT
The material in this book will be continually updated to reflect legal developments that might affect your estate plan. As changes occur, the pertinent sections of this book will be revised and available at the book Web site. You can register at the site to receive e-mail notifications of these changes.
An annotated Table of Contents, phrased in terms of personal or financial goals, doubles as a checklist:
1 Nothing Lasts Forever: Read this chapter even if you are hearty and clear-headed.
2 Who Gets What and How Much Is Enough? Read this chapter if you want to provide for specific people, charities or pets in your estate plan.
3 Beware the Tax Bite: Read this chapter if you have more than $3.5 million of assets or might some day.
4 Protect Your Spouse or Partner: Read this chapter if you are involved in any committed relationship.
5 What if? Provide for Young or Disabled Children: Read this chapter so you can anticipate their needs and make sure they will be nurtured.
6 Trusts - Not Just for the Wealthy: Read this chapter even if you think you don t need this very useful tool.
7 Preserve Retirement Accounts: Read this chapter if you have a retirement account, such as an IRA or a 401(k).
8 Be Smart About Life Insurance: Read this chapter whether or not you have life insurance.
9 Pay for Health Care and Education: Read this chapter if anyone you love could use help with these expenses, now or in the future.
10 Home Base - Factoring In Real Estate: Read this chapter if you own your primary residence or vacation home or might move to a different state.
11 Hidden Traps When Crossing Borders: Read this chapter if you or a family member is a citizen of another country, lives abroad or has foreign investments.
12 The Family Business - a Legacy or a Headache? Read this chapter if you have your own business or a share in a family-held enterprise.
13 Subsidize Friends or Family: Read this chapter if you would like to offer financial help to adult children, grandchildren, parents, siblings or others.
14 What You Can Do for Grandchildren: Read this chapter if you would like to provide a financial cushion for your descendants in the years ahead.
15 Give Now, Save Tax Later: Read this chapter if saving taxes is a high priority.
16 Make Lifetime Gifts Go Further: Read this chapter if you have the resources to transfer large sums of money while you are alive.
17 Your Charitable Legacy: Read this chapter if there are causes you care deeply about and would like to benefit now or later.
18 Roadblocks to Creditors: Read this chapter if you worry about being sued.
19 From Planning to Action: Read this chapter even if you already have lawyers and financial advisers whom you trust.
FROM THE INTRODUCTION:
If the thought of doing an estate plan gives you goosebumps, you are not alone. But if you do not address thi
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| Customer Reviews:
Showing reviews 1-5 of 7
Terrific Book December 12, 2009
Deborah J. Merritt
14 out of 14 found this review helpful
This is a terrific book--the perfect guide for anyone who cares about their loved ones, financial security, or personal legacy. And who doesn't? As Jacobs explains in this highly readable book, estate plans aren't just for the rich. Many of us have more assets than we realize: a home, a retirement plan, life insurance, and family keepsakes. With the recession, it's more important than ever to preserve those assets for ourselves and loved ones.
The tax rules affecting these simple assets are more complex--and unforgiving--than most people realize. Many workers, for example, name their "estate" as the beneficiary on retirement plans. That's a mistake even my highly educated father made. Jacobs explains that this designation raises income tax bills for your heirs--even if your estate is small enough to escape the estate tax. Savvy planners name their heirs directly as beneficiaries of the retirement plan, leaving more money for the heirs and less for Uncle Sam.
"Estate Planning Smarts" is full of tips like this. And Jacobs presents her advice clearly, compassionately, and pragmatically. She guides readers through the human side of estate planning, as well as through the financial aspects. Sidebars offer interesting examples, while a detailed glossary explains puzzling terms. Jacobs even includes advice on how to find a lawyer, and she directs readers to other books, websites, and software.
This book is a treasure! Buy it and pass your own treasure on to the people and causes you love.
Awesome Guide to Estate Planning! December 13, 2009
Ellen S
14 out of 15 found this review helpful
I began to read "Estate Planning Smarts" while visiting my elderly mom in Florida, the night before our first appointment with an elder care lawyer. Believe it or not, I couldn't put it down! Who would have thought that a book on estate planning could be such a page turner!
I stayed up reading most of the night, secure in Deborah Jacob's expert and compassionate guidance through the difficult terrain of estate planning and financial management. A lawyer myself -environmental but not trusts/estates-, I was impressed by how Ms. Jacobs managed to explain a complex area of law with comprehensiveness and clarity, and her focus on easy to use checklists.
When my mom woke me up in time for our 8 am departure, she was dismayed to hear I had stayed up reading a book until well after 3 am. When we had our meeting with the new lawyer, I used much of what I had learned the night before, particularly chapter 6 on trusts. Afterwards, I showed my mom - who was thrilled with both the new lawyer and her daughter's sage input during the meeting,- Deborah Jacob's book. She was similarly wowed, but still doesn't understand why I couldn't have started reading it earlier.
I cant begin to say enough about how useful this book is for everyone from the general public to legal and financial professionals. It made me better informed for our meeting with the lawyer and gave me incredibly useful checklists that I will be using with mom's financial adviser. Awesome is the word that best describes this action-oriented book. It's a ray of sunshine and clarity, and like my mom said to me, read it as early as you can.
Excellent Resource February 18, 2010
Gerry W. Beyer
7 out of 7 found this review helpful
Estate Planning Smarts eases the reader into a subject that is often difficult by focusing on an underlying purpose of estate planning: taking care of yourself and those you love. In this context, the Ms.Jacobs discusses the documents and tools that make-up an estate plan, the estate tax, and different assets and family situations that affect planning. All the while, the book uses language that both a lay person and an estate planner can understand and appreciate.
Ms. Jacobs divides the book into chapters by relevance to the reader, making it easy to find a particular topic or read the entire book without feeling overwhelmed. Each chapter is further subdivided by descriptive headings so as to give the reader a roadmap for that particular topic. Within each chapter, colored blocks set-off useful "to-do" lists, real-life examples, charts, and tables. The back of the book contains a 20-page glossary of estate planning terms and a list of resources for further understanding and action. Updated chapters to the book will be provided online at [...], insuring that the reader stays up-to-date.
Deborah Jacobs uses her prior years experience of writing in this field to create a book that really is practical, user-friendly, and action-oriented. Because the book uses an easy-to-read format, explains complex topics simply, and prompts the reader to think about and organize for effective estate planning, Estate Planning Smarts is a great book for estate planners to make available to new clients in need of a basic information.
Estate Planning Smarts February 1, 2010
Lee Scher (New York, NY)
5 out of 5 found this review helpful
This is an excellent book worthy of anyone in the Financial Services Business to give away to clients. In addition, it is a valuable resource and a wealth of information that has been simplified and a comfortable read to learn about Estate Planning. The author makes sure that this subject matter is in a constant change and instructs the reader how to adapt to changes in the future.
Lee Scher
Financial Representative of Guardian Life Insurance Company
A choice pick for those who plan for the worst wisely March 12, 2010
Midwest Book Review (Oregon, WI USA)
3 out of 3 found this review helpful
A wise man realizes he isn't immortal. "Estate Planning Smarts: A Practical, User-Friendly, Action-Oriented Guide" is a guide for those who want to plan a wise will to be followed after they pass on, to help with the chaos that is normally associated with inheritance. From the power of attorney, to caring for one's children in the future, charity, legally evading the taxman, and more, "Estate Planning Smarts" is a choice pick for those who plan for the worst wisely.
Showing reviews 1-5 of 7
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