Customer Reviews

Estate Planning for Baby Boomers and Retirees

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Easy to read and to learn basics of estate planning. Particularly liked the graphical examples showing the flow of money with different type of trusts used. I have read other estate planning books, and the graphical method was the easiest to grasp versus just written text examples (the old saying "a picture is worth a thousand words"). Great book to learn the basics.

Stewart Welch synthesizes the most vital information you need to plan for the future. Welch, III, who was named one of Worth Magazine's and Money Magazine's Best Financial Advisors, doesn't disappoint. He delivers accurate, well conceived chapters addressing estate planning, using trusts, limited partnerships, and asset protection. As an added bonus, he lists top professional advisors state by state for those seeking additional help. In the book, you'll find critical provisions that must be included in your will, planning strategies for aquiring the capital you need for a worry-free retirement, and clear instructions for maximizing the transfer of wealth to family members while minimizing taxes, among other things. This book will give you the knowledge you need to make informed decisions regarding your estate plan. Buy the book, and keep it by your bedside. Give it as a gift to someone you love. You'll enjoy having his sage advice handy through the years. Stewart is Birmingham's best!

Though I had the honor of reviewing this book before it was published, I can say it is an outstanding resource for those looking toward retirement and estate planning. Stewart Welch takes a complicated and very important subject and boils it down into understandable bites of information. The book provides the reader with explanations of various estate planning and retirement planning ideas, analyzes the applicability to the individual situation and leaves the reader with sufficient information to make an informed decision. Congratulations Stewart.

Outstanding information that gives just enough detail to guide you through each of the "tools" that can be used for estate planning, without boring you to death with examples. You won't learn the exact how-to details, but the author suggests how to take the next steps, whether it be wills, trusts, or more elaborate schemes such as off-shore accounts. See NoLo Press for cheap do-it-yourself will and trust software.

Written in plain English (a rarety); this book features wonderful case studies and insights on every aspect of estate planning - includes some very subtle but important points (that will save you money & aggravation)