Estate Planning Smarts-4th edition by Deborah L. Jacobs. Price includes shipping of $7.00


Estate Planning Smarts-4th edition by Deborah L. Jacobs. Price includes shipping of $7.00

$31.95
Price plus delivery Click on shopping cart ABOVE to see your total, including discounts. And to add any COUPON CODES you may have.


Life doesn't stand still, and neither should estate planning. With that in mind, Deborah L. Jacobs has just published the fourth edition of her best-selling book, Estate Planning Smarts.

Since the first edition was published, in 2009, Estate Planning Smarts has been widely praised, including by The Wall Street Journal. On The American College of Trust and Estate Counsel listserv, it is the book lawyers most often recommend as a resource for their clients. Other reviewers have had this to say:

"Simple - but not simplistic - this is a book you can feel comfortable giving as a business-generating, action-oriented gift."

- Steve Leimberg's Estate Planning Email Newsletter
 

"I was knocked out. . . . This is a book for you to own and read,
and to give to clients as a basis for discussion of a wide range of
planning issues."

- Nick Murray Interactive


Changes in the fourth edition include:
  • New income tax angles on estate planning that affect everyone
  • Updates for the digital age
  • A concise summary of the rules that apply to overseas assets
  • An explanation of how the evolving law on same-sex marriage impacts estate planning
  • A plain-English discussion of strategies for retirement accounts, including the pros and cons of naming trusts as IRA beneficiaries
  • Additional celebrity case studies, with lessons from the estate plans of Lauren Bacall, Nora Ephron, Philip Seymour Hoffman, Joan Rivers and John Updike.
     
     
  • Estate Planning Smarts can help educate clients before and after they meet with advisers. It also provides an independent perspective about controversial subjects, such as the adviser's value added and the benefits of professional trustees. 

Customers who bought this product also bought

*
Prices plus delivery Click on shopping cart ABOVE to see your total, including discounts. And to add any COUPON CODES you may have.

Browse these categories as well: Home, Books and Booklets