Estate Planning Smarts: A Practical, User-Friendly, Action-Oriented Guide, 2nd Edition

A newer edition of this best-selling book for baby boomers and their parents is now available on a different page of Amazon.com.The expanded 3rd edition, published Oct. 31, 2013, replaces the 2nd edition, published in 2011. It covers the important 2012 federal tax changes that affect everyone, and the growing important of state estate tax

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(as of December 14, 2017 8:20 am UTC - Details)

A newer edition of this best-selling book for baby boomers and their parents is now available on a different page of Amazon.com.

The expanded 3rd edition, published Oct. 31, 2013, replaces the 2nd edition, published in 2011. It covers the important 2012 federal tax changes that affect everyone, and the growing important of state estate tax and inheritance tax.

Other changes since the 2nd edition: the book discusses the Supreme Court decision on same-sex marriage and the Internal Revenue Service ruling implementing it. Plus there are new celebrity case studies that illustrate estate planning strategies and mistakes by James Gandolfini, Adam Yauch and Mark Zuckerberg, among others.

Comments

Ellen S says:

Awesome Guide to Estate Planning! 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…

Deborah J. Merritt "Law Prof" says:

Terrific Book 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…

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