Your Estate Matters

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Overview

Your Estate Matters, is a book which has grown out of my weekly newspaper column. It answers, in a no-nonsense way, questions about the estate planning, taxation, estate settlement and financial issues faced by most ordinary Americans. It is not written for lawyers and accountants. It is written for average people who want to better understand their financial options and better understand what their financial advisors are trying to say.

Your Estate Matters sets out to demystify ...

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Overview

Your Estate Matters, is a book which has grown out of my weekly newspaper column. It answers, in a no-nonsense way, questions about the estate planning, taxation, estate settlement and financial issues faced by most ordinary Americans. It is not written for lawyers and accountants. It is written for average people who want to better understand their financial options and better understand what their financial advisors are trying to say.

Your Estate Matters sets out to demystify confusing legal terms, describe planning techniques and offer practical down-to-earth explanations about the complicated ins and outs of estate planning and estate administration. It also includes other information that affects every family's life and pocketbook: income tax, living wills, trusts, pre-nuptial agreements, college savings, and retirement planning. The information is useful to retirees, business people, and children of aging parents as well as those planning their own estates.

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Product Details

  • ISBN-13: 9781420856828
  • Publisher: AuthorHouse
  • Publication date: 6/28/2005
  • Pages: 496
  • Product dimensions: 6.00 (w) x 9.00 (h) x 1.11 (d)

Customer Reviews

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Sort by: Showing all of 3 Customer Reviews
  • Anonymous

    Posted July 25, 2005

    Makes complicated topic understandable

    Your Estate Matters is very readable and makes this somewhat overwhelming topic understandable to a lay person. I also appreciate that the author, while simplifying these subjects, does not 'talk down' to the reader.

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  • Anonymous

    Posted July 28, 2005

    Highly Recommended

    If you just came back from your lawyer and are having trouble understanding the difference between a living trust and a living will, this is the book for you! My dad used to tell me that you don¿t really understand something unless you can explain it to someone else. Patti can explain complex concepts like charitable trusts, remainder interests, and applicable exclusion amounts so that anyone can understand them. I particularly enjoyed the section on Estate Planning for the Family Business which included helpful discussions of how to plan for the business after the owner¿s retirement.

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  • Anonymous

    Posted August 4, 2005

    Good articles, even better organization

    The columns are interesting in themselves, but are much more searchable with an index and grouping by subject, starting from planning early in life, then progressing through changing needds at marraige, parenthood, retirment, and estate settlement. This is a great guide for learning about transfer of wealth and how the government is a party to it. The quotations at the beginning of some topics are a nice opeing statement to get you thinking philosophically about a subject, or just to give you a chuckle while reading an otherwise dry subject.

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