Whether you're just starting out, building success, or planning for retirement, this definitive guide tells you how to set up a long-range to lifetime financial program that will safeguard your assets, provide security, and benefit yours heirs. Revised and updated to include the latest tax law changes, this is the most comprehensive reference book on the subject for the average person, and explains in nontechnical jargon every aspect of modern estate planning.
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Book Description
Editorial Reviews
About the Author
Kathleen Adams is a Certified Financial Planner, stockbroker, and insurance specialist with particular expertise in estate analysis, business succession planning, and employee benefit plan design. She is a frequent public speaker on these topics and on charity donation strategies for estate planning. She attended the University of California at Riverside and obtained a Master's Degree at Loyola Marymount University in Los Angeles.
--This text refers to an out of print or unavailable edition of this title.
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Most Helpful Customer Reviews
27 of 34 people found the following review helpful:
1.0 out of 5 stars
The one star shines very dimmly,
By A Customer
This review is from: The Complete Estate Planning Guide: 2nd Revised Edition (Paperback)
I'd have to say that I was extremely disappointed in this book. Because of the limited number of titles available dealing with estate planning, I had high hopes when I purchased this book. Unfortunately, it addressed the subject in a less than adequate manner, focusing on rather unimportant aspects of estate planning. In short, my money could have better been spent elsewhere.
4 of 4 people found the following review helpful:
5.0 out of 5 stars
This book is full spectrum!,
This review is from: The Complete Estate Planning Guide, Revised Edition (Mass Market Paperback)
Most books with "estate planning" in the title deal only with the transfer of an estate. This one actually tells you now to build an estate, then what to consider when planning how best to leave it to family and charities.
3 of 3 people found the following review helpful:
5.0 out of 5 stars
A comprehensive and must read guide,
By RSC (Summerlin, NV) - See all my reviews
This review is from: The Complete Estate Planning Guide, Revised Edition (Mass Market Paperback)
This book is a great advocate for us busy people who don't have time to study all the things we should know about building financial security. I appreciated the part near the end about how to select advisors. In all, it left me feeling more in control of crafting the way ahead.
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Inside This Book
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First Sentence:
Does security have a price tag? Read the first page Key Phrases - Capitalized Phrases (CAPs): (learn more)
New York, Corporation Americana, Junior Executive, United States, Estate Planning Worksheets, The Day the Work Stops, The Universal Estate Builder, Disappointed Father, Dutiful Son, World War, Putting Your Capital New!
Concordance | Text Stats Browse Sample Pages:
Front Cover | Table of Contents | First Pages | Index | Back Cover | Surprise Me!
Does security have a price tag? Read the first page Key Phrases - Capitalized Phrases (CAPs): (learn more)
New York, Corporation Americana, Junior Executive, United States, Estate Planning Worksheets, The Day the Work Stops, The Universal Estate Builder, Disappointed Father, Dutiful Son, World War, Putting Your Capital New!
Concordance | Text Stats Browse Sample Pages:
Front Cover | Table of Contents | First Pages | Index | Back Cover | Surprise Me!
Citations (learn more)
This book cites 2
books:
2
books
cite this book:
- Real Estate by "George" on page 133
- Individual retirement accounts by Institute of Financial Education on page 69
- Family Systems and Inheritance Patterns by Marvin B Sussman on page 21
- Managing to Be Wealthy by John F. Sestina in Back Matter
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