"No one can take their money, possessions, or land with them when they die -- but they can ensure that their heirs are well taken care of. Updated to reflect the latest estate and tax laws, 60-Minute Estate Planner simplifies the complicated process of estate planning, covering what kind of information readers need to gather before they can begin. Packed with helpful forms, charts, and worksheets, the book shows readers how to: * communicate with heirs * manage medical decisions and provide for the special needs of the young and old * reduce, defer, and eliminate as much gift, estate, inheritance, and other tax as possible * use estate planning professionals and save on professional fees for planning and administration The book clarifies all the different possible elements of an estate plan, including IRAs, living trusts, life insurance, annuities, and more. Thoroughly revised and filled with simple-to-follow instructions, this trusted resource allows readers to ensure that their memory lives on by providing for the ones they love."
60-Minute Estate Planner
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Most Helpful Customer Reviews
16 of 16 people found the following review helpful:
5.0 out of 5 stars
Estate Planning Required Reading,
By
This review is from: 60-Minute Estate Planner: Fast and Easy Plans for Saving Taxes, Avoiding Probate, and Maximizing Inheritance (Sixty Minute Estate Planner) (Paperback)
Required reading for those wishing to estate plan with a systematic and informed approach. Excellent step by step directions help the reader learn information needed to work efficiently with an estate planner or other professionals and achieve desired results. Unique, innovative charts, flow diagrams and planning documents clarify concepts difficult to grasp through words alone. If you have an estate plan in place this excellent volume will confirm its appropriateness and provide helpful fine-tuning tips. This book contains all the various scenarios of estate planning allowing the reader to choose the relevant ones. It is interesting, well written and a valuable reference resource.
9 of 9 people found the following review helpful:
5.0 out of 5 stars
60-minute estate planner,
This review is from: 60-Minute Estate Planner: Fast and Easy Plans for Saving Taxes, Avoiding Probate, and Maximizing Inheritance (Sixty Minute Estate Planner) (Paperback)
The 60-Minute Estate Planner has been an invaluable resource. I have all three editions and continue to find this book very useful. It provides quick and accurate answers to a variety of questions. This is the best book I've seen on estate planning.
H. Thuesen
7 of 7 people found the following review helpful:
5.0 out of 5 stars
Best book on estate planning because of flow charts,
By Dale C. Maley "Index Fund Investor" (Fairbury, IL United States) - See all my reviews (VINE VOICE) (REAL NAME)
Amazon Verified Purchase(What's this?)
This review is from: 60-Minute Estate Planner: Fast and Easy Plans for Saving Taxes, Avoiding Probate, and Maximizing Inheritance (Sixty Minute Estate Planner) (Paperback)
Back in 1999, I decided to do some estate planning. I decided to buy about 5 books to first learn the basics of estate planning......then see an estate planning attorney to set up my estate plan.
Of the five books that I read on estate planning, Kraemer's book was by far the best book. The main reason I liked Kraemer's book was his use of example flow charts, which show what happens to the money as each spouse dies. These flow charts also allow you to easily calculate the estate tax due at each step of the process. The other books were very dry and boring.......and without the flow chart approach...it was not clear to me how bypass trusts work. I highly recommend Kraemer's book as the best book on estate planning.......primarily due to the flow charts. Kraemer also explains that the use of disclaimers can be a good thing.......and a good way to deal with the changing estate tax laws. Kraemer's book allowed me to understand the basics of estate planning and bypass trusts. I was able to save time and money then working with an estate planning attorney to set up our bypass trusts. In this age of full disclosure, it can be noted that I am the author and publisher of the book INDEX MUTUAL FUNDS: HOW TO SIMPLIFY YOUR LIFE AND BEAT THE PROS. This book is an introduction to the concept of index funds is and is sold on Amazon. I am also a contributing author to the book THE BOGLEHEADS GUIDE TO RETIREMENT PLANNING available from Amazon with an estimated release date of October 2009. I have also written 21 short stories on investing which are also available on Amazon. Other good books on investing which may help you build a large enough estate so you get to worry about the problem of estate planning are shown below: The Richest Man in Babylon Bogle on Mutual Funds: New Perspectives for the Intelligent Investor The Millionaire Next Door The Four Pillars of Investing: Lessons for Building a Winning Portfolio A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing, Ninth Edition The Coffeehouse Investor: How to Build Wealth, Ignore Wall Street, and Get On With Your Life The Bogleheads' Guide to Investing
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Inside This Book
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First Sentence:
My friend asked, "What is a Sixty-Minute Estate Plan?" Read the first page Key Phrases - Capitalized Phrases (CAPs): (learn more)
Insert Maximum Applicable Exclusion, Grandchildren's Trusts, Estate Value Maximum, United States, Exclusion Estate, Sixty-Minute Estate Plan, Will Rogers, Calculate Federal Estate Tax, Internal Revenue Code, New York, Ann Good, Inheritance Issues, Ann Dodge, Family Corporation, Operational Steps, Sydney Worth, Unlimited Transfers Lifetime, Annual Growth Rate, Jack Kelly, Net Taxable Estate, Trusts Transfers, Value of Taxable Estate, Variable Universal Survivorship Life New!
Books on Related Topics | Concordance | Text Stats Browse Sample Pages:
Front Cover | Table of Contents | First Pages | Index | Surprise Me!
My friend asked, "What is a Sixty-Minute Estate Plan?" Read the first page Key Phrases - Capitalized Phrases (CAPs): (learn more)
Insert Maximum Applicable Exclusion, Grandchildren's Trusts, Estate Value Maximum, United States, Exclusion Estate, Sixty-Minute Estate Plan, Will Rogers, Calculate Federal Estate Tax, Internal Revenue Code, New York, Ann Good, Inheritance Issues, Ann Dodge, Family Corporation, Operational Steps, Sydney Worth, Unlimited Transfers Lifetime, Annual Growth Rate, Jack Kelly, Net Taxable Estate, Trusts Transfers, Value of Taxable Estate, Variable Universal Survivorship Life New!
Books on Related Topics | Concordance | Text Stats Browse Sample Pages:
Front Cover | Table of Contents | First Pages | Index | Surprise Me!
Citations (learn more)
This book cites 11
books:
See all 11 books this book cites
- The Will Rogers Book by Paula Love in Back Matter (1), and Back Matter (2)
- One More Time by Carol Burnett on page 245, and Back Matter
- Too Much by William Rogers on page 23
- Family and Friends (Super Coloring Book) by Random House on page 185
- Estate Planning Text 7th Edition by Kaplan Financial in Front Matter
See all 11 books this book cites
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