How to Disinherit Your Son-In-Law ...and Stiff the IRS: Keep Your Money in Your Family - Hardcover

Recer, J. Dan

Hardcover

ISBN 10: 0963984624 ISBN 13: 9780963984623

Publisher: Recer Estate Services, 1997

Synopsis

A Plain English guide to estate planning. Keep your family s money where it belongs - in your family. This easy to read, understandable how-to book will give you a solid grounding in the fundamentals to help you translate your wishes to your attorney or trust officer.

The Three Secret Words of Estate Planning, Living Revocable Trusts, Wills, Premarital Agreements: financial tools useful only if clearly understood and implemented.

The fun quizzes at the end of each chapter help the reader understand more of what he or she has just read.

About this title

About the Author

As an educator, Dan Recer received his Ph. D. from the University of Oklahoma and served several colleges, universities, hospitals, associations and government agencies in administrative and consultative capacities.

As President of the American Institute for Cancer Research, he initiated that organization s planned giving program.

Devoting his full time to estate planning consulting in 1987, he has conducted seminars in 25 states, sponsored by over 100 nonprofit organizations.

A Civil War buff, Dan spends his weekends touring historic battle sites.

Excerpt. © Reprinted by permission. All rights reserved.

During a day of conducting personal estate planning sessions in a small town on the Chesapeake Bay, I met with a woman whom I will call Nan Hill. She told me, My husband, Bob, and I have worked all our lives to get what we have. We started out renting one small farm. After several years we were able to buy it ... and over the years and with much hard work, we have acquired additional land.

She concluded, We now have four farms.

How can I help you? I asked.

We have four daughters, she said, all married. So, we also have four sons-in-law.

Then, as if the very words pained her body and soul, she said, We get along fine with all of these daughters and these sons-in-law ... except for one son-in-law ... and we don t like him very well.

She paused, finally adding, In fact, we despise him.

Why is that? I asked.

When my husband got hurt on the tractor and was hospitalized with his injuries, we know that this son-in-law went to a neighbor s house and told them that he wished Bob would go ahead and die ... so he would get his farm.

Dr. Recer, can you tell me how to be sure he never gets one of our farms?

Edition details

• Publisher: Recer Estate Services
• Publication date: 1997
• Language: English
• ISBN 10: 0963984624
• ISBN 13: 9780963984623
• Binding: Hardcover
• Number of pages: 237