Protect Your Estate: Definitive Strategies for Estate and Wealth Planning from the Leading Experts [Paperback]

Robert Esperti (Author), Renno Peterson (Author)

Book Description

ISBN-10: 0071351981 | ISBN-13: 978-0071351980 | Publication Date: December 8, 1999 | Edition: 2

Estate planning is more important than ever, and it's no longer just for the very rich.

Today's "middle-class millionaires"­­created by the booming stock and real estate markets­­have more assets than they ever believed possible. That unexpected wealth brings with it new concerns about how to protect their money and their heirs. A best-seller in its first edition, this book shows anyone how to implement estate planning into a long-range financial plan. It includes the latest on:

• Disability planning
• Living trusts; asset protection through long-term planning
• Family limited partnerships

Written by two noted tax attorneys who have revolutionized the estate-planning process with their techniques, Protect Your Estate, Second Edition, enables readers to understand the newest changes in the tax laws and turn them to their own advantage.

Editorial Reviews

From the Back Cover

"A must read for anyone concerned about protecting their assets and learning important estate planning techniques."

­­Ken and Daria Dolan, WOR Radio Network and CNBC-TV

Ignorance of new tax laws can eat away your estate...Here's how you can protect your money and your heirs. You've worked hard. You've made money in the stock market boom and your real estate has soared in value...Now you have a sizable estate for your heirs. Today, millions of baby boomers don't yet realize that prosperity means their heirs may be vulnerable to taxes that used to apply only to the very rich. The answer is to begin planning now! The authors, two tax attorneys, educators, and consultants, know everything there is to know about keeping your estate intact, protecting your heirs, and ensuring that your wishes for your estate are carried out exactly.

This edition of the best-selling Protect Your Estate, has been fully revised and updated to address new laws and improved economic conditions. Did you work a lifetime just to leave large sums to the government? Learn how to turn the new tax laws to your advantage. See how a couple can avoid paying any estate taxes at all on an estate worth as much as $2 million. Find out how estate planning can be tailored to your unique life situation and personal goals. Best of all, learn how to make sure your money goes exactly where it should.

About the Author

Robert A. Esperti and Renno L. Peterson are known internationally for their estate and wealth strategies planning expertise. They live respectively in Jackson Hole, Wyoming, and Sarasota, Florida. They are the founders of the National Network of Estate Planning Attorneys and the Esperti Peterson Institute of Estate and Wealth Strategies Planning, and are the publishers of CONSPECTUS CURRENT, The Journal of the Estate and Wealth Strategies Planning Professions.

They are also the senior principals in Esperti Peterson & Cahoone, a National Law Firm and Partnership of Professional Corporations, and Esperti Peterson Consulting, Inc., a wealth strategies design firm specializing in serving the planning needs of the world's affluent families. Widely known to the general public and planning practitioners in the multidisciplinary professions of law, accounting, and financial and insurance planning, Esperti and Peterson are the world's most prolific and creative estate planning authors.

They are the authors of 23 books, including the best-selling Loving Trust, The Living Trust Revolution: Why America Is Abandoning Wills and Probate, The Living Trust Workbook, and a number of multi-volume professional treatises. Esperti and Peterson are dedicated to meeting the estate and wealth strategies planning needs of affluent client families, and are widely sought for their practice and lecture skills as they impart the depth of their unique knowledge.

Product Details

• Paperback: 329 pages
• Publisher: McGraw-Hill; 2 edition (December 8, 1999)
• Language: English
• ISBN-10: 0071351981
• ISBN-13: 978-0071351980
• Product Dimensions: 9 x 6 x 0.9 inches
• Shipping Weight: 1 pounds (View shipping rates and policies)
• Average Customer Review: 4.8 out of 5 stars  See all reviews (4 customer reviews)
• Amazon Best Sellers Rank: #1,067,292 in Books (See Top 100 in Books)

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Customer Reviews

Most Helpful Customer Reviews

23 of 24 people found the following review helpful:

5.0 out of 5 stars Good Stuff!, July 16, 2001

By 

"taxplayer" (Toledo, OH USA) - See all my reviews

This review is from: Protect Your Estate: Definitive Strategies for Estate and Wealth Planning from the Leading Experts (Paperback)

I am an estate planning attorney, not affiliated with any of the author's companies, and I think this book is a "must read" for anyone who is serious about planning his/her estate.

By the way, estate planning is for everone, not merely the "wealthy." The cost (in time and fees) to have a customed designed and implemented estate plan will probably be the best investment you will ever make to protect and preserve your wealth for your loved ones.

16 of 16 people found the following review helpful:

5.0 out of 5 stars Protect Your Estate - by Esperti, et al, August 9, 2001

By A Customer

This review is from: Protect Your Estate: Definitive Strategies for Estate and Wealth Planning from the Leading Experts (Paperback)

I bought the previous edition of this book several years ago and learned so much from its straight forward, well-organized and clear presentation (I am neither an accountant nor a tax person) that co-workers and family members began quizzing me on matters of estate planning. This book allowed me to answer many questions and also enabled me to have a very intelligent conversation with a professional estate planner. I consider the book such a valuable resource that I just purchased the updated edition.

17 of 18 people found the following review helpful:

5.0 out of 5 stars Detailed overview in layman's terms, February 1, 2001

By 

Dan Austin (Ft. Lewis, WA United States) - See all my reviews

This review is from: Protect Your Estate: Definitive Strategies for Estate and Wealth Planning from the Leading Experts (Paperback)

Outstanding book to educate yourself on estate planning. This book will prepare you for the planning process so you can understand what your estate planning attorney is talking about and what he or she is trying to accomplish for you. It also very clearly outlines the fallacies inherent in trying to conduct estate planning without competent legal counsel. The authors tell you know how to find competent advice and how to arrange conduct free consultation interviews with any prospective estate planning specialists. If you are even thinking about estate planning, GET THIS BOOK!