Item description for Estate Planning for Dummies by N. Brian Caverly & Jordan S. Simon...
Overview An accessible guide to estate planning shows readers how to navigate the tax system to protect savings and assets from the encroachment of the federal and state government. Original.
Publishers Description If you're like most people, you want to be sure that, once you've passed on, no more of your property and money will be lost to the government than is absolutely necessary. You want to know that you'll be leaving your heirs your assets and not your debts. You want to be absolutely certain that your will is ship-shape, your insurance policies are structured properly, and that every conceivable hole in your estate plan has been filled. And most of all, you'd like to do all of this without driving yourself crazy trying to make sense of the complicated jargon, jumble of paperwork, and welter of state and federal laws involved in the estate planning process.
Written by two estate planning pros, this simple, easy-to-use guide takes the pain out of planning for your ultimate financial future. In plain English, the authors walk you step-by-step through everything you need to know to: Put your estate into orderMinimize estate taxesWrite a proper willDeal with probateSet up trustsMake sure your insurance policies are structured properlyPlan for special situations, like becoming incompetent and pet care Craft a solid estate plan and keep it up-to-date
Don't leave the final disposition of your estate up to chance and the whims of bureaucrats. "Estate Planning For Dummies" gives you the complete lowdown on: Figuring out what you're really worthMastering the basics of wills and probateUsing will substitutes and dodging probate taxesSetting up protective trusts, charitable trusts, living trusts and moreMaking sense of state and federal inheritance taxesAvoiding the generation skipping transfer taxMinimizing all your estate-related taxesEstate planning for family businessesCreating a comprehensive estate plan
Straightforward, reader-friendly, easy-to-use, "Estate Planning For Dummies" is the ultimate guide to planning your family's future.
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Studio: For Dummies
Est. Packaging Dimensions: Length: 9.3" Width: 7.3" Height: 0.81" Weight: 1.25 lbs.
Release Date Mar 7, 2003
Publisher For Dummies
ISBN 0764555014 ISBN13 9780764555015
Availability 5 units. Availability accurate as of Oct 20, 2017 04:00.
Usually ships within one to two business days from La Vergne, TN.
Orders shipping to an address other than a confirmed Credit Card / Paypal Billing address may incur and additional processing delay.
More About N. Brian Caverly & Jordan S. Simon
N. Brian Caverly, Esq., is an attorney-at-law emphasizing estate planning and elder law. Jordan S. Simon is Vice President of Asset Management at Venture West, a Tucson-based investment firm.
N. Brian Caverly has an academic affiliation as follows - Wilkes-Barre, Pennsylvania.
N. Brian Caverly has published or released items in the following series...
Reviews - What do customers think about Estate Planning for Dummies?
Not of value to me... Jan 9, 2007
I purchased the Willmaker Plus CD. The accompanying manual looked a bit thin so I ordered Estate Planning for Dummies to read before getting down to the Willmaker manual and program. Frankly, it was a waste of time and money, as the Willmaker manual and the on-screen help was more concise and better written. I've been happy with several Dummies books, but this isn't one of them.
You would be a dummie to buy this book. Jun 22, 2006
Open this book and you will see that it is formatted and reads like every other textbook you have read since college. The writing makes no attempt to reduce the complexities of the subject. It simply reiterates all the language you never understood in the first place. As the author of "Everything A Baby Boomer Should Know -- An Insider's Guide to Estate Planning," I suggest you compare my book which honestly and easily explains the tools of the probate system, to this book which is impossible to understand if you have no background on the subject.
Its okay but I wanted more-specific information Jan 8, 2006
This book gives you general information about Estate Planning but It left me wanting more. I was surprise that it didnt mention anything about AB trust. I wish it would have given the upside and donwnside to each options of wills or trust.
I would have settled for a checklist what to ask your lawyer or accountant considering that he kept harping of always ask your lawyer. Although I see the lawyer point, if I was meeting with a lawyer I would have not wasted 20 dollars and change to read the book. Many who read books like Dummies want to avoid paying thousands of dollars to a lawyer or as I mention , and if you want me to ask my lawyer at least give me very specific checklist of questions.
If you could, buy it at a discount or borrow it from the library. I probably sell mine on Ebay.
They weren't kidding when they said "for dummies" Apr 28, 2005
I didn't find this book helpful at all. It just barely skims the surface, and usually concludes with "make sure you talk to your accountant/attorney/estate planner." If I intended to talk to all those folks, I wouldn't waste my time reading this book in the first place. Most of what this book covers could be learned by snooping around the web - and in many cases you can learn more that way. It defines the terminology, but even that is often inadequate. I suggest you check this book out from the local library, and then if you find it to be a useful resource go ahead and buy it. I wish I had done that - I don't feel this book has enough information to really qualify as a reference book.
Are we that dumb? Feb 12, 2005
I thought the tone of this book was really patronizing (okay yeah I know it's for 'dummies' but does it need to keep reminding you of that fact constantly?). It's repetitive and ultimately tells you to consult an estate planner anyway--so forget using it to save money to plan your own estate. For a much more directly useful guide to estate planning (with forms you can fill out on a cd-rom), I highly recommend Quicken's Willmaker Plus. You get all the same information as in this book, plus more, and in a much less annoying style. And since it includes the forms for the key documents you need to prepare (e.g., simple will, durable power of attorney, etc.), you may be able to plan your own estate yourself (dummy or not).