Top positive review
57 people found this helpful
Awesome Guide to Estate Planning!
on December 13, 2009
I began to read "Estate Planning Smarts" while visiting my elderly mom in Florida, the night before our first appointment with an elder care lawyer. Believe it or not, I couldn't put it down! Who would have thought that a book on estate planning could be such a page turner!
I stayed up reading most of the night, secure in Deborah Jacob's expert and compassionate guidance through the difficult terrain of estate planning and financial management. A lawyer myself -environmental but not trusts/estates-, I was impressed by how Ms. Jacobs managed to explain a complex area of law with comprehensiveness and clarity, and her focus on easy to use checklists.
When my mom woke me up in time for our 8 am departure, she was dismayed to hear I had stayed up reading a book until well after 3 am. When we had our meeting with the new lawyer, I used much of what I had learned the night before, particularly chapter 6 on trusts. Afterwards, I showed my mom - who was thrilled with both the new lawyer and her daughter's sage input during the meeting,- Deborah Jacob's book. She was similarly wowed, but still doesn't understand why I couldn't have started reading it earlier.
I cant begin to say enough about how useful this book is for everyone from the general public to legal and financial professionals. It made me better informed for our meeting with the lawyer and gave me incredibly useful checklists that I will be using with mom's financial adviser. Awesome is the word that best describes this action-oriented book. It's a ray of sunshine and clarity, and like my mom said to me, read it as early as you can.