Estate Planning Specialists

All excerpts below are from the book: ESTATE PLANNING MADE EASY, published by Kaplan Publishing

Mistake #1 - Failure to have any plan at all, or having an antiquated or improper plan

We often hear of families torn apart because a parent or grandparent fails to predetermine who gets what. "She wanted me to have it," claims one child. "No she didn't, she promised it to me," retorts another. Who is right? Only the deceased knows for certain. Too bad she didn't write it down. Too bad she didn't take a few minutes to let her true wishes known.

Baby boomers heading into their retirement years must take the time to ensure that their estates are in order and that means a lot more than just preparing a will and naming an executor. Insurance, taxes, and planning for Medicare and Medicaid are among the crucial considerations in planning for the future.

Completely revised and updated, Estate Planning Made Easy, Third Edition shows individuals why they need more than just a will and an executor, options for conserving wealth, and advice on putting together a comprehensive estate plan. This third edition includes extensive revisions to tax legislation, which has changed significantly over the last few years, leaving most Americans clueless.

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