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Women & Money: A Practical Guide to Estate Planning
 
 
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Women & Money: A Practical Guide to Estate Planning [Paperback]

Patricia M. Annino (Author)
5.0 out of 5 stars  See all reviews (11 customer reviews)


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Book Description

December 8, 2004
Too often, women ignore the state of their financial affairs and/or depend on others in their lives to keep them in order. It is only too late that they (or their dependents) realize the significance of having their affairs in order not only in case of untimely death, but with increasing life spans and advances in medical care, in case of incapacity from illness or dementia. Annino, with 20 plus years of experience in estate planning, offers a book that explains, step by step and across many different living situations, why being prepared is necessary and how to determine your specific wants and needs in order to plan appropriately.

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Editorial Reviews

About the Author

Patricia M. Annino is a nationally recognized authority on estate planning and a partner in the Boston law firm of Prince, Lobel, Glovsky & Tye LLP where she chairs the Estate Planning Group. As a lawyer handling estate planning for over twenty years, Annino has seen first hand how many women do not realize the importance of planning until it is too late. She understands the way women learn and analyze. She has written this book as a useful tool. She is a graduate of Smith College, Suffolk University Law School and Boston University School of Law, where she earned a Master's degree in taxation. She has taught Master's courses on the subject of estate planning and estate and gift taxation. She has conducted more than 120 seminars for both public and private organizations. Ms. Annino has previously published two professional texts: Estate Planning in Massachusetts, part of West Publishing Company's Massachusetts Practice Series and A.I.C.P.A.'s Taxwise Planning for Aging, Ill or Incapacitated Clients.

Product Details

  • Paperback: 228 pages
  • Publisher: BookSurge Publishing (December 8, 2004)
  • Language: English
  • ISBN-10: 1594579792
  • ISBN-13: 978-1594579790
  • Product Dimensions: 8.9 x 6 x 0.6 inches
  • Shipping Weight: 12.8 ounces
  • Average Customer Review: 5.0 out of 5 stars  See all reviews (11 customer reviews)
  • Amazon Best Sellers Rank: #1,501,451 in Books (See Top 100 in Books)

 

Customer Reviews

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Average Customer Review
5.0 out of 5 stars (11 customer reviews)
 
 
 
 
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4 of 4 people found the following review helpful:
5.0 out of 5 stars Tired of counting on the Good Ole Boys?, December 25, 2004
This review is from: Women & Money: A Practical Guide to Estate Planning (Paperback)
You need this candid, no-nonsense financial survival tool if you have concerns about your financial future but keep getting "Oh, now Dear, you don't need to concern yourself with all that complicated financial stuff" from the Good Ole Boys. Annino's book, written in a candid, no-nonsense style, is a practical tool you can put to work right now; not just another financial book filled with legalese and fluff. You will get the sense that she actually cares about her clients, who serve as examples in the book - and you. And that's a good thing!
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3 of 3 people found the following review helpful:
5.0 out of 5 stars Excellent estate planning guide for women, May 5, 2005
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This review is from: Women & Money: A Practical Guide to Estate Planning (Paperback)
Annino's book provides the basic legal knowledge women need to deal with problems such as caring for elderly parents or young children, preparing for death or disability of self or spouse, whether to buy insurance, etc. However, there is no dry legalese: the advice is straightforward and abundantly illustrated with interesting stories from her law practice. In chapters aimed at women in various stages (divorcing, single, married, etc.) Annino seems to be having a personal conversation directly with the reader, offering lots of practical advice. Even has a fashionably pretty cover! Ladies: start your studies with this book.
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3 of 3 people found the following review helpful:
5.0 out of 5 stars Do you have an elderly parent? A child of any age?, January 2, 2005
This review is from: Women & Money: A Practical Guide to Estate Planning (Paperback)
If you do, this book is ESSENTIAL! After watching my own mother struggle with her mother's various illnesses and lack of finances needed to cover the skyrocketing costs, I vowed not to let that happen to me. Ms. Annino's guide outlines, in an easy-to-follow manner, the steps you need to take in order to protect the ones you love from financial heartache. And let's face it, women in this country are the CFO's of their households and too often, not educated about how to protect and plan their estate (I know I wasn't!). Reading this book and implementing the simple steps that Ms. Annino suggests can save you and your loved ones tens of thousands of dollars...and that is time well spent.
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Inside This Book (learn more)
Key Phrases - Statistically Improbable Phrases (SIPs): (learn more)
retirement planning asset, year level term policy, applicable exclusion amount, life insurance professional, income tax basis, estate planning documents, estate planning process, health care agent, health care proxy, allowable credit, taxable estate, secondary beneficiaries, marital trust, durable power, unlimited marital deduction, estate tax exemption, revocable trust
Key Phrases - Capitalized Phrases (CAPs): (learn more)
United States, Contact Information, Internal Revenue Service, Case Study, New Mexico, Bryn Mawr Avenue Bryn Mawr, Minors Act, The American College, Uniform Transfers
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