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Synopsis
In concise prose, Planning an Estate advises readers on the process of selecting an executor, writing a will, setting up a trust, and ensuring that life insurance is structured properly. Myriad specialized topics are also covered: bypass trusts to ensure the surviving spouse lifetime income; plans for business succession; and tax-free charitable gifts to an alma mater or a beloved community institution. This reference debunks the notion that estate planning is only for the wealthy; it’s for all people who want to ensure that their wishes are carried out.
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Review
"These straightforward guides... are confidence-building resources in situations that could otherwise be a tangled money maze." -- BookPage
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- PublisherKaplan Publishing
- Publication date2006
- ISBN 10 1419500449
- ISBN 13 9781419500442
- BindingPaperback
- Number of pages184
- EditorGarrett Sheryl
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