NEWLY UPDATED 2020 EDITION - INCLUDES SECURE ACT INFO
If you’re over 55, you probably know you need an estate plan. What you might not know is how to create one. Questions about cost, confusion about options, and difficulty talking about subjects like disability and death can make the process of preparing for the future seem overwhelming. That’s probably why most people put it off—even though the results of doing nothing can sometimes be devastating.
What you need is a guide that explains the process clearly and comprehensively, in terms you can understand and actually use. Get Your Ducks in a Row: The Baby Boomers Guide to Estate Planning tells you everything you ever wanted (or perhaps never wanted) about estate planning.
Written by elder law and estate planning expert Attorney Harry S. Margolis, Get Your Ducks in a Row: The Baby Boomers Guide to Estate Planning takes you through the estate planning process step by step. Whether you’re currently creating a plan, getting ready to start, or looking for an explanation of documents you’ve already signed, this book will provide the information you need, including:
- Answers to the most common estate planning questions
- Common estate planning terms, demystified
- The five (or six or seven) essential documents everyone over 55 needs (and how to fill them out)
- An overview of more complex estate planning scenarios
- Help deciding when it’s time to consult an attorney
- And more...
Featuring practical advice and easy-to-follow examples gleaned from the author’s 30-plus years of experience in elder law and estate planning, Get Your Ducks in a Row: The Baby Boomers Guide to Estate Planning will help you take control, make a plan, and ensure your family—and yourself—a secure and comfortable future.
A passionate advocate for seniors, individuals with special needs and their families, Harry S. Margolis has been practicing elder law and estate planning for more than 30 years. Through his initial firm, ElderLawServices, and his current firm Margolis & Bloom, he has helped thousands of clients pay for long-term care, grapple with the incapacity of a family member, and secure the futures of their children and grandchildren.
Harry edited The ElderLaw Report, a monthly newsletter for attorneys, for three decades. He has been selected as a Fellow of both the National Academy of Elder Law Attorneys and the American College of Trust & Estate Counsel, has been named a “Super Lawyer” since 2005, and has been recognized as one of the top 100 attorneys in New England.
The founder of the websites elderlawanswers.com and specialneedsanswers.com, Harry recently began answering consumer questions online at askharry.info, demonstrating his commitment to empowering everyday people with the knowledge they need to achieve the best legal solutions. He has served as an elected town meeting member in Brookline, Mass, and on the town’s bicycle advisory committee. Mr. Margolis resides in Brookline with his wife, college-age twins (when they're home) and dog of uncertain breed. He loves biking and traveling, both in the US and abroad.
