Customer Reviews

Legacy Plan, Protect & Preserve Your Estate: Plan, Protect & Preserve Your Estate

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Somewhat outdated in its references to the applicable exclusion amount and the capital gains treatment of personal residences, which were changed by the 1997 federal tax reform act. But still the most comprehensive "plain language" guide to estate and inheritance planning. The information it provides may not apply to every will and trust in every state, but it will give laymen plenty of questions to ask their lawyers when they go in to start the estate planning process.

If you ever needed a comprehensive reference that covered just about every concievable possiblity in the outcome of your estate, this is it. This book is quite easy to read and has a format that will give you just about every scenerio you might encounter. As tax laws are always changing, be sure to consult an estate planning attorney on the current laws, but this will give you a good workable understanding of the whole process.

For those serious about protecting their estate, Legacy is an all-inclusive, and indespensible resource. Written in an easy to follow question and answer format, Legacy addresses even the most obscure issues of estate planning in a highly readable and easy to follow format. Literally the only book on estate planning you will ever need.