Sandy F. Kraemer 60 Minute Estate Planner

ISBN 13: 9780130810335

60 Minute Estate Planner

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9780130810335: 60 Minute Estate Planner

This important guide walks readers step-by-step through the entire estate planning process, and provides scores of plans for a variety of situations to help readers reduce, defer, or climinate taxes. Includes timesaving forms, worksheets, and checklists.

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Review:

The revised 60 Minute Estate Planner, by nationally recognized author and speaker Sandy F. Kraemer is a complete guide to protecting the financial future of your heirs. Updated to include tax-law changes approved by Congress for the years 1998 through 2006, this easily followed handbook is divided into three sections. The first explains why such a plan is needed, lays out the information that must be gathered to adequately prepare one, and discusses how professional assistance might be utilized in its creation. The second examines all of the components--such as living trusts, IRAs, life insurance, and annuities--that are involved. And the third offers suggestions for developing a plan that meets your specific values and goals. "You can't take your money, possessions, land, love, or even your body with you when you die," Kraemer writes. "Have you thought about what you are going to do with them? Remember, what is given and received, as well as how and when it is done, makes and breaks children, parents, relatives, and friends. Planning is an opportunity to show you care." With its incisive advice, clear language, functional checklists, and useful graphics, this manual actually can help you get there from here. --Howard Rothman

From the Publisher:

The latest Prentice Hall "60-Minute Planner" is a guidebook to quick, informed estate planning for assets of any amount--now completely updated to address the Taxpayer Relief Act of 1997.

"If investors have time to read only one book on estate planning, this is it. Sandy Kraemer's guide unravels the complexities of this important subject in a clear and entertaining style." -- Charles R. Schwab

This important guide walks readers step-by-step through the entire estate planning process, and provides scores of plans tailored to a variety of situations to help readers reduce, defer, or eliminate taxes.

Sandy Kraemer's trademarked pipelines--a series of easy-to-use worksheets suitable for personal assets of any amount--assist readers in navigating the maze of complex tax and legal codes. They learn how to reduce, defer, or eliminate gift, estate, inheritance, and other taxes--and, by doing most of the decision-making on their own, save hours of costly question-and-answer sessions with a lawyer. Dozens of real-life stories illustrate both successes and easy-to-avoid pitfalls.

The 60-Minute Estate Planner is a surefire way to keep from getting trapped in a web of state and federal taxes that can siphon off more than 50% of personal assets.

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