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

Deborah L. Jacobs

Softcover

ISBN 10: 0615297544 ISBN 13: 9780615297545

Publisher: DJ Working Unlimited Inc., 2009

Synopsis

This book is essential reading, whether you are tackling the subject for the first time or revising your plan to reflect changes in the law, your finances or your personal life. Written in plain English, Estate Planning Smarts is full of practical information about how to:

Appoint someone to handle your finances in case you can't someday because of illness or disability

Protect your spouse or partner

Provide for young or disabled children, and grandchildren too

Preserve retirement benefits

Transfer a family business

Design a charitable legacy

Shield assets from creditors.

To-Do Lists after each chapter leave no excuses for procrastinators.

A lawyer, award-winning journalist and dynamic speaker, the author is a frequent contributor to The New York Times and Forbes. She has also been interviewed as an expert by reporters from many different media outlets, including The New York Times, Bloomberg, Reuters, U.S. News & World Report, MarketWatch and CBS TV.

About this title

About the Author

As a lawyer and award-winning journalist with more than a decade of experience covering wealth transfer subjects, Deborah Jacobs writes with clarity and compassion about issues that affect us all. She is the author of Small Business Legal Smarts (Bloomberg Press), and has contributed to many national publications, including The New York Times, Bloomberg Wealth Manager, and BusinessWeek. Jacobs is a graduate of Barnard College, Columbia Law School and the Columbia Graduate School of Journalism.

From the Back Cover

A plain-English guide to a stressful topic, with examples from the estate plans of Paul Newman, Jacqueline Kennedy Onassis, Michael Jackson and others. To-Do Lists after each chapter leave no excuses for procrastinators.

From the Inside Flap

A lawyer and award-winning business journalist explains how to: * Appoint someone to handle your finances in case you can t someday because of illness or disability * Protect your spouse or partner * Provide for young or disabled children, and grandchildren, too * Hand down a family business * Build a charitable legacy * Shield assets from creditors * Minimize how much goes to taxes

Edition details

• Publisher: DJ Working Unlimited Inc.
• Publication date: 2009
• Language: English
• ISBN 10: 0615297544
• ISBN 13: 9780615297545
• Binding: Paperback
• Edition number: 1
• Number of pages: 352