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Your Estate Matters sets out to demystify ...
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.
Posted July 25, 2005
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.Was this review helpful? Yes NoThank you for your feedback. Report this reviewThank you, this review has been flagged.
Posted July 28, 2005
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.Was this review helpful? Yes NoThank you for your feedback. Report this reviewThank you, this review has been flagged.
Posted August 4, 2005
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.Was this review helpful? Yes NoThank you for your feedback. Report this reviewThank you, this review has been flagged.