Estate Planning Made Easy, Third Edition [Paperback]

David Phillips (Author), Bill S. Wolfkiel (Author)

Book Description

Publication Date: February 1, 2007

Baby boomers heading into their retirement years must take the time to ensure that their estates are in order—and that means a lot more than just preparing a will and naming an executor. Insurance, taxes, and planning for Medicare and Medicaid are among the crucial considerations in planning for the future.

 

Completely revised and updated, Estate Planning Made Easy, Third Edition shows individuals why they need more than just a will and an executor, options for conserving wealth, and advice on putting together a comprehensive estate plan. This third edition includes extensive revisions to tax legislation, which has changed significantly over the last few years, leaving most American’s clueless.

 

Features:

* Changes to Tax Legislation

* How seniors can best plan for Medicare and Medicaid

* How to obtain the best cash flow with an equity-rich home

* Tax legislation regarding 401k’s IRA’s, and pensions

* Strategies to help reduce estate size and give to children, grandchildren, and great grandchildren, without jeopardizing annual gift allowances

* Premium financing of life insurance

* Information on social security, private annuities, and state inheritance tax

Editorial Reviews

About the Author

Dave Phillips is an active estate planning professional who helps clients conserve their wealth every day and conducts estate planning workshops. Bill Wolfkiel is the founder and president of BDC, Inc., specializing in estate planning and wealth transfer strategies.

Product Details

• Paperback: 256 pages
• Publisher: Kaplan Publishing; 3rd edition (February 1, 2007)
• Language: English
• ISBN-10: 1419595962
• ISBN-13: 978-1419595967
• Product Dimensions: 10.9 x 8.4 x 0.6 inches
• Shipping Weight: 1.3 pounds (View shipping rates and policies)
• Average Customer Review: 4.0 out of 5 stars  See all reviews (2 customer reviews)
• Amazon Best Sellers Rank: #553,625 in Books (See Top 100 in Books)
  • #90 in Books > Law > Practical Guides > Wills

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Customer Reviews

Most Helpful Customer Reviews

2 of 2 people found the following review helpful:

4.0 out of 5 stars Almost comprehensible, October 25, 2007

By 

tandembicycling (Tucson) - See all my reviews

Amazon Verified Purchase

This review is from: Estate Planning Made Easy, Third Edition (Paperback)

This book takes a very complex subject and makes it almost understandable. You still need a specialist to guide you through the application, but at least now I have a working knowledge of what's available, as well as a list of questions that came to mind as I read. And it will be a little easier to figure out if he really knows what he's talking about.

18 of 28 people found the following review helpful:

4.0 out of 5 stars Estate Planning Explained, July 9, 1999

By A Customer

This review is from: Estate Planning Made Easy (Paperback)

Knowing little about estate planning, I was forced (quickly) to bring myself up to speed on the subject. I found this book to cover, and explain, the processes behind estate planning. The book explains the topic well and gives the reader several good references.