If you are lucky enough to own a vacation home, then you need to figure out what will happen to it after you are gone.Read more
Estate Planning Smarts: A Practical, User-Friendly, Action-Oriented Guide
- June 5th, 2015
Deborah Jacobs. Estate Planning Smarts: A Practical, User-Friendly, Action-Oriented Guide. DJWorking Unlimited., New York, NY. 2009. 352 pages.
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Ron M. Landsman, P.A.
Ron M. Landsman has been practicing elder law since 1983, before it was known as elder law, originally with Landsman and Laster, Washington, D.C., then Landsman, Eakes and Laster, also in Arlington, VA, and since 1990 in his own practice in Montgomery County, Maryland. He has been among the most active members of the...
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In practice since 1987, Fairfax Attorney Evan Farr is widely recognized as one of the leading Elder Law, Estate Planning, and Specials Needs attorneys in Virginia and one of foremost experts in the Country in the field of Medicaid Asset Protection and related Trusts. Evan Farr has been quoted or cited as an expert by n...
Margaret A. O'Reilly, PC
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$13.57 at Amazon (click on book to purchase).
Planning an estate involves fitting together many pieces. You need to think about wills, trusts, life insurance, guardians, executors -- the list goes on. Estate Planning Smarts explains in a straightforward and easy-to-understand way all the different puzzle pieces and how they interconnect.
Written by lawyer and business journalist Deborah Jacobs, Estate Planning Smarts presents the basic information you need before getting started on estate planning. Jacobs covers planning for incapacity, dividing up assets, taxes, providing for children, trusts, retirement accounts, gifts to family members, and much more. Noting that we live in a global world, Jacobs includes a chapter for individuals who have a non-citizen spouse or who live abroad. She also discusses options for dealing with family businesses. Sprinkled throughout the book are interesting facts and stories about the estates of famous people like Julia Child, Arthur Miller and Heath Ledger.
Estate Planning Smarts features helpful charts that compare different estate planning options, and each chapter concludes with a to-do list with specific instructions. The book is full of practical information that will help you get a handle on your estate planning needs and make you a much more informed client when sitting down with your attorney to map out your estate.
Last Modified: 06/05/2015