Estate Planning for Dummies (Paperback)

by Jordan Simon (Author), Brian Caverly (Author) "The protection and control that you need..." (more)
Key Phrases: federal estate tax exemption amount, allowance statutes, spousal elective shares, Social Security, Estate Recovery Act, Matters of Trust (more...)

Editorial Reviews

Product Description
Pass on your money and property, not your tax burden

The straightforward, reader-friendly guide to planning for your family’s future

Worried about what will happen to your assets after you’re gone? Don’t want to leave your heirs with a fat tax bill? Relax! Now there’s Estate Planning For Dummies, the simple guide that takes the pain out of planning for the future. It’ll help you minimize estate taxes, write a proper will, keep your plan up-to-date, and much more!

The Dummies Way

• Explanations in plain English
• "Get in, get out" information
• Icons and other navigational aids
• Tear-out cheat sheet
• Top ten lists
• A dash of humor and fun

From the Back Cover
Pass on your money and property, not your tax burden

The straightforward, reader-friendly guide to planning for your family’s future

Worried about what will happen to your assets after you’re gone? Don’t want to leave your heirs with a fat tax bill? Relax! Now there’s Estate Planning For Dummies, the simple guide that takes the pain out of planning for the future. It’ll help you minimize estate taxes, write a proper will, keep your plan up-to-date, and much more!

The Dummies Way

• Explanations in plain English
• "Get in, get out" information
• Icons and other navigational aids
• Tear-out cheat sheet
• Top ten lists
• A dash of humor and fun

See all Editorial Reviews

Product Details

• Paperback: 384 pages
• Publisher: For Dummies (March 7, 2003)
• Language: English
• ISBN-10: 0764555014
• ISBN-13: 978-0764555015
• Product Dimensions: 9.2 x 7.4 x 1 inches
• Shipping Weight: 1.2 pounds (View shipping rates and policies)
• Average Customer Review: 3.3 out of 5 stars See all reviews (9 customer reviews)
• Amazon.com Sales Rank: #99,931 in Books (See Bestsellers in Books)

  Popular in these categories: (What's this?)

  #25 in	Books > Nonfiction > Law > Taxation > Estates & Trusts
  #26 in	Books > Professional & Technical > Law > Taxation > Estates & Trusts
  #26 in	Books > Nonfiction > Law > Practical Guides > Wills

Customer Reviews

Most Helpful Customer Reviews

45 of 46 people found the following review helpful:

5.0 out of 5 stars A Great Balancing Act, May 8, 2003

By	Elizabeth "Wiser" (Tucson, AZ USA) - See all my reviews

I already owned several books about estate planning when I bought Estate Planning For Dummies. The books I had were pretty comprehensive, but they went into far more detail than I really needed, and I wound up not doing as much as I should have since I was more confused than anything trying to digest all the different kinds of trusts, etc. However, this book gets right to the heart of the various topics it covers (and is pretty funny in some places, too!). It doesn't try to be an encyclopedia or a book for estate planning lawyers. But it succeeds at what it does apparently intend to do, which is help the average person like me understand just what I need to concentrate on for my estate planning and what I don't need to worry about. Bill Gates and Warren Buffett wouldn't get much out of reading it (though they might find it entertaining) but for the other 99% of us it's the perfect book to help figure out where we are in estate planning and what else we need to do. I definitely recommend it, it's very easy to read.

31 of 31 people found the following review helpful:

5.0 out of 5 stars Extremely well organized., April 2, 2003

By	Jack Sevey Jr. (Northern CA, United States) - See all my reviews

I read a lot of Dummies books, and one thing I really like about them is that they are usually well organized. Estate Planning for Dummies is no exception. The authors start with relatively simple concepts like just what is your estate and how to figure out how much it's worth, and then move on to wills. There is lots I didn't know about wills, such as what they discuss about probate. Then they move into trusts, and do a good job since they get right to the heart of the matter and help you figure out whether or not trusts even make sense, depending on your particular situation. I also thought the chapters on estate taxes were well done, too. I knew about the federal estate tax, which doesn't apply to me, but I was unaware of gift taxes, state inheritance taxes, and the estate recovery act.

All in all, I now have a much better idea of estate planning and even picked up a few hints to talk to my lawyer about for adjusting my will, which I already had but hadn't updated in a long time. That's another thing the authors do well, which is mention over and over how you need to regularly update your will, your insurance, and everything else that's part of your estate planning.

21 of 21 people found the following review helpful:

5.0 out of 5 stars The book I REALLY needed!, March 31, 2003

By A Customer

Just the information alone about the federal estate tax trap on how my life insurance policy was set up, and the estate taxes that would have unnecessarily been owed, made this book the best thing I could have found for my estate planning. I was also getting overwhelmed with all of the ads I'd hear about on the radio and see in the newspaper about living trusts and was nervous that people were just trying to sell me something. After reading this book, I have a much better idea of living trusts and all kinds of other trusts, and feel much more confident deciding what makes sense for me.

Another thing I really liked is that the authors very clearly describe what you can and should do yourself, and what you should work on with (as they put it) your estate planning team (lawyer, accountant, etc.).

The good news is that after reading this book, I now have a much better idea of what my estate planning needs to include. The bad news is that I also realize how much I still have to do! Fortunately, I have a pretty good roadmap now. I strongly recommend this book to anyone who wants to get a handle on everything that estate planning includes (which I didn't realize was nearly as much as the authors cover).