Estate Planning Smarts: A Practical, User-Friendly, Action-Oriented Guide, 4th Edition - Paperback

by Deborah L. Jacobs (Author)

No one lives forever. So why leave anything to chance? This best-selling book can help you tackle a potentially difficult and very emotional process. In plain English, it explains:

When to re-do your will

Mistakes people make when trying to avoid probate

Rules for IRA inheritors

How to hire a lawyer

Key documents to protect yourself if you become ill or disabled

How to appoint a guardian for children

How custodial accounts and 529 plans affect financial aid

The fourth edition replaces earlier editions. As a public service, the author offers a free update to this edition, reflecting the 2017 tax law and subsequent developments. It is available at the book's website estateplanningsmarts.com.

Here's what reviewers have said about Estate Planning Smarts:

"A terrific guide for people who are just beginning to grapple with estate planning, as well as those who have (or think they have) their affairs in order." --The Wall Street Journal

"This is a category killer: a book so good there is no need for anyone else to cover the same material." --Kaye Thomas, Fairmark Press

"Deborah Jacobs's Estate Planning Smarts, now in a new fourth edition, is the only estate planning book you'll ever need. --Nick Murray Interactive