J.K. Lasser's Estate Planning for Baby Boomers and Retirees : A Comprehensive Guide to Estate Planning (Paperback)

~ Stewart Welch (Author)

Editorial Reviews

Product Description

Estate planning is an issue for almost all Americans largely because of increased pensions and inherited wealth. This book will provide planners, attorneys and accountants with a current, comprehensive guide to estate planning strategies. Wills, trusts, partnerships, property and special situations will be included. --This text refers to an alternate Paperback edition.

Product Details

• Paperback: 306 pages
• Publisher: John Wiley & Sons Inc (May 17, 2000)
• Language: English
• ISBN-10: 0028625293
• ISBN-13: 978-0028625294
• Product Dimensions: 9.8 x 4.3 x 0.8 inches
• Shipping Weight: 1.1 pounds
• Average Customer Review: 5.0 out of 5 stars  See all reviews (5 customer reviews)
• Amazon.com Sales Rank: #2,244,425 in Books (See Bestsellers in Books)

Customer Reviews

Most Helpful Customer Reviews

22 of 22 people found the following review helpful:

5.0 out of 5 stars Good overview of estate planning, August 6, 2000

By	Dale C. Maley "Index Fund Investor" (Fairbury, IL United States) - See all my reviews (REAL NAME)

Amazon Verified Purchase

This review is from: Estate Planning for Baby Boomers and Retirees (Paperback)

Easy to read and to learn basics of estate planning. Particularly liked the graphical examples showing the flow of money with different type of trusts used. I have read other estate planning books, and the graphical method was the easiest to grasp versus just written text examples (the old saying "a picture is worth a thousand words"). Great book to learn the basics.

14 of 14 people found the following review helpful:

5.0 out of 5 stars A comprehensive guide to financial planning, February 18, 1999

By A Customer

Stewart Welch synthesizes the most vital information you need to plan for the future. Welch, III, who was named one of Worth Magazine's and Money Magazine's Best Financial Advisors, doesn't disappoint. He delivers accurate, well conceived chapters addressing estate planning, using trusts, limited partnerships, and asset protection. As an added bonus, he lists top professional advisors state by state for those seeking additional help. In the book, you'll find critical provisions that must be included in your will, planning strategies for aquiring the capital you need for a worry-free retirement, and clear instructions for maximizing the transfer of wealth to family members while minimizing taxes, among other things. This book will give you the knowledge you need to make informed decisions regarding your estate plan. Buy the book, and keep it by your bedside. Give it as a gift to someone you love. You'll enjoy having his sage advice handy through the years. Stewart is Birmingham's best!

15 of 17 people found the following review helpful:

5.0 out of 5 stars Best basic estate/retirement planning book I've seen., June 10, 1999

By A Customer

Though I had the honor of reviewing this book before it was published, I can say it is an outstanding resource for those looking toward retirement and estate planning. Stewart Welch takes a complicated and very important subject and boils it down into understandable bites of information. The book provides the reader with explanations of various estate planning and retirement planning ideas, analyzes the applicability to the individual situation and leaves the reader with sufficient information to make an informed decision. Congratulations Stewart.