Taking account of the latest changes in the tax code, an experienced financial planner and an estate-planning lawyer explain, in a layperson's terms, every aspect of modern estate planning, from reducing estate taxes to capital investments. Original.

About the Author

Kathleen Adams is a Certified Financial Planner, stockbroker, and insurance specialist with particular expertise in estate analysis, business succession planning, and employee benefit plan design. She is a frequent public speaker on these topics and on charity donation strategies for estate planning. She attended the University of California at Riverside and obtained a Master's Degree at Loyola Marymount University in Los Angeles.

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