The Inheritor's Handbook is remarkable for its jargon-free solutions to sophisticated family-wealth issues and its relentless focus on the beneficiary's point of view, a view absent from most books on estate planning. This book delivers proven advice from experts and heirs, with real-life examples that dramatize dozens of problems.
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Book Description
Editorial Reviews
Review
[T]hat rarest personal-finance treasure--a well-written, clearly organized primer that weighs in on a broadly applicable but seldom-covered topic. -- Esquire, Ken Kurson, January 1999
About the Author
Dan Rottenberg is the editor of Family Business magazine. He is the author of seven books and has written for Town and Country, New York Times Magazine, Forbes, Civilization, TV Guide, and Rolling Stone.
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Most Helpful Customer Reviews
16 of 16 people found the following review helpful:
4.0 out of 5 stars
A very good book!,
By A Customer
This review is from: The Inheritor's Handbook: A Definitive Guide for Beneficiaries (Bloomberg Personal Bookshelf (Hardcover)) (Hardcover)
As a potential beneficiary, I found this to be a very helpful and very readable primer on estate planning, the legal issues, and the emotional fallout that can occur as a result of inheritances. The advice given is all good. The appendices and lists of other contacts are very good. I was disappointed, however, that the author did not include any discussion on: the importance of titling of assets to aid in the estate planning; and how election of beneficiaries for insurance policies, retirement accounts, trusts, and financial accounts can affect the estate plan.
22 of 27 people found the following review helpful:
1.0 out of 5 stars
Might be so basic it's not worth your time,
By CV "CV" (USA) - See all my reviews
This review is from: The Inheritor's Handbook: A Definitive Guide for Beneficiaries (Bloomberg Personal Bookshelf (Hardcover)) (Hardcover)
If you're looking for solid guidance as an executer or fiduciary, go elsewhere. "How to Settle and Estate" is the better choice. The handbook gives a scant 7 pages of practical advice on what to do if/when someone close has died. Things like: Contact the funeral director, determine your parent's wishes concerning the funeral, ascertain whether your parents have already paid for their funeral, notify friends, locate the original copy of the will - - you get the idea. I was very disappointed especially given the glowing reviews provided by others.
6 of 7 people found the following review helpful:
5.0 out of 5 stars
Rare find.,
By A Customer
This review is from: The Inheritor's Handbook: A Definitive Guide for Beneficiaries (Bloomberg Personal Bookshelf (Hardcover)) (Hardcover)
Most books on estates and trusts are simply clueless in dealing with anything except for numbers and laws, as seen from the perspective of someone setting up a trust.This book views the subject as a set of human issues, from the perspective of a trust beneficiary. Though there are no other books on this subject matter to compare this one with, I thought that it did the job well.
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Front Cover | Front Flap | Table of Contents | First Pages | Index | Back Flap | Back Cover | Surprise Me!
Inside This Book
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First Sentence:
ARNOLD BERNHARD was a stock-picking genius who founded Value Line, Inc. in 1931, built it into the nation's largest investment advisory service, and ran it until he died in 1987 at the age of 86. Read the first page Key Phrases - Statistically Improbable Phrases (SIPs): (learn more)
choosing advisers, removal clause, corporate trustee, bypass trust, inheritance issues, trust document, net estate, bank trustees, income from the trust, federal estate taxes, trust assets, income beneficiaries, taxable estate Key Phrases - Capitalized Phrases (CAPs): (learn more)
New York, Heirs Inc, Mellon Bank, Funding Exchange, Resourceful Women, Seward Johnson, Social Security, Internal Revenue Service, Katherine Gibson, Lyman Case, Nancy Frank, Martha Greene, Mill Valley, Sally Lowell, San Francisco, David Diesslin, Fort Worth, Haymarket People's Fund, New Hampshire, Related Support Groups, State Street Bank, Warren Mackensen, American Banker, Autumn Lane, Coral Gables New!
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Front Cover | Front Flap | Table of Contents | First Pages | Index | Back Flap | Back Cover | Surprise Me!
ARNOLD BERNHARD was a stock-picking genius who founded Value Line, Inc. in 1931, built it into the nation's largest investment advisory service, and ran it until he died in 1987 at the age of 86. Read the first page Key Phrases - Statistically Improbable Phrases (SIPs): (learn more)
choosing advisers, removal clause, corporate trustee, bypass trust, inheritance issues, trust document, net estate, bank trustees, income from the trust, federal estate taxes, trust assets, income beneficiaries, taxable estate Key Phrases - Capitalized Phrases (CAPs): (learn more)
New York, Heirs Inc, Mellon Bank, Funding Exchange, Resourceful Women, Seward Johnson, Social Security, Internal Revenue Service, Katherine Gibson, Lyman Case, Nancy Frank, Martha Greene, Mill Valley, Sally Lowell, San Francisco, David Diesslin, Fort Worth, Haymarket People's Fund, New Hampshire, Related Support Groups, State Street Bank, Warren Mackensen, American Banker, Autumn Lane, Coral Gables New!
Books on Related Topics | Concordance | Text Stats Browse Sample Pages:
Front Cover | Front Flap | Table of Contents | First Pages | Index | Back Flap | Back Cover | Surprise Me!
Citations (learn more)
This book cites 33
books:
See all 33 books this book cites
2
books
cite this book:
- One Person Can Make the Difference: Ordinary People Doing Extraordinary Things by Gerald Jampolsky on page 175
- The Ms. Money Book by Emily Card on page 173
- Commonsense Guide to Mutual Funds, a CLO (Bloomberg) by Mary Rowland in Front Matter
- Transforming Business Families by Gerald Le Van on page 172
- Estate Planning Text 7th Edition by Kaplan Financial on page 170
See all 33 books this book cites
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