No-Nonsense Estate Planning: A Retired Lawyer's Guide to Protect Your Wealth, Family and Peace So You Can Get Back to Living Your Life
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$21.99
Regular price $26.99
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No-Nonsense Estate Planning: A Retired Lawyer's Guide to Protect Your Wealth, Family and Peace So You Can Get Back to Living Your Life
Sale price
$21.99
Regular price $26.99
More than 75% of adult Americans agree that having a Last Will & Testament (Will) is essential, yet less than 35% have a Will.
You may be putting off or even refusing estate planning for a variety of reasons. Perhaps you believe that the legal mumbo jumbo and maze of paperwork will derail your planning effort. You might also think that you don’t have enough assets to justify an estate plan. However, neither is true. With a little guidance you can have an estate plan that suits you and your family.
It is a widespread myth that estate plans are only for wealthy. It is true that many people do not need an extensive plan with all the “bells and whistles.” However, every adult should at least have the appropriate documents in case of a medical emergency, and a simple Will. In addition, you do not need to be a trusts and estates expert to make wise choices about your estate plan.
I wrote this book for you with two essential goals. The first is to dispel any myths and misconceptions about estate planning. The second is to explain the fundamentals in plain language so you don’t get lost in the weeds of complex statutes and regulations.
I am a retired attorney. On too many occasions I saw ordinary people needlessly suffering due to inadequate planning. The adage “an ounce of prevention is worth a pound of cure” is true. Ordinary people often had to hire attorneys like me to clean up very messy estate or probate matters that could have been easily avoided. These time consuming and expensive efforts were the metaphorical pound of cure. This book is your ounce of prevention that:
You may be putting off or even refusing estate planning for a variety of reasons. Perhaps you believe that the legal mumbo jumbo and maze of paperwork will derail your planning effort. You might also think that you don’t have enough assets to justify an estate plan. However, neither is true. With a little guidance you can have an estate plan that suits you and your family.
It is a widespread myth that estate plans are only for wealthy. It is true that many people do not need an extensive plan with all the “bells and whistles.” However, every adult should at least have the appropriate documents in case of a medical emergency, and a simple Will. In addition, you do not need to be a trusts and estates expert to make wise choices about your estate plan.
I wrote this book for you with two essential goals. The first is to dispel any myths and misconceptions about estate planning. The second is to explain the fundamentals in plain language so you don’t get lost in the weeds of complex statutes and regulations.
I am a retired attorney. On too many occasions I saw ordinary people needlessly suffering due to inadequate planning. The adage “an ounce of prevention is worth a pound of cure” is true. Ordinary people often had to hire attorneys like me to clean up very messy estate or probate matters that could have been easily avoided. These time consuming and expensive efforts were the metaphorical pound of cure. This book is your ounce of prevention that:
- Simplifies the complex field of estate planning so that you can evaluate your needs and move forward with complete confidence
- Provides you with strategies to protect yourself and secure your family’s future
- Shows you how to get an estate plan completed quickly and efficiently, so you can get back to living your best life
- Design a custom estate plan to provide for your spouse, adult children, any dependents with disabilities, and pets
- Use living trusts and beneficiary designations to avoid probate costs and delays
- Plan your affairs to minimize inheritance taxes and estate taxes
- Use a Durable Power of Attorney, Medical Power of Attorney and Advance Healthcare Directive so that healthcare providers follow your wishes in a medical emergency
- Find and engage a good estate planning lawyer in your area
- Navigate family dynamics to minimize the chances of conflicts over inheritance
- Distribute your digital assets and manage your online presence once you are gone
- Checklists to help you get organized and get your plan finished
- Pro tips to make sure your estate plan accurately states your intentions
- Case studies “from the trenches,” so you can avoid common mistakes
- Clear, plain English glossary to simplify legal jargon