Estate Planning Made Easy (Paperback)

by David T. Phillips (Author), Bill S. Wolfkiel (Author) "Estate planning is often touted as money planning..." (more)
Key Phrases: tax time bombs, estate planning made easy, family dynasty trust, United States, Internal Revenue Service, Above Col (more...)

Editorial Reviews

Product Description
Estate Planning Made EasyThird EditionDave Phillips (Chicago, IL) & Bill Wolfkiel (Boulder, CO)

Baby boomers heading into their retirement years must take the time to ensure that their estates are in order—and that means a lot more than just preparing a will and naming an executor. Insurance, taxes and planning for Medicare and Medicaid are among the crucial considerations in planning for the future.

Completely revised and updated, Estate Planning Made Easy, Third Edition shows individuals why they need more than just a will and an executor, options for conserving wealth, and advice on putting together a comprehensive estate plan. This third edition includes extensive revisions to tax legislation, which has changed significantly over the last few years, leaving most American’s clueless.

About the Author

Dave Phillips is an active estate planning professional who helps clients conserve their wealth every day and conducts estate planning workshops. Bill Wolfkiel is the founder and president of BDC, Inc., specializing in estate planning and wealth transfer strategies.

--This text refers to the Paperback edition.

Product Details

• Paperback: 248 pages
• Publisher: Kaplan Business; 2 Sub edition (December 12, 1997)
• Language: English
• ISBN-10: 0793127122
• ISBN-13: 978-0793127122
• Product Dimensions: 10.9 x 8.5 x 0.6 inches
• Shipping Weight: 1.1 pounds
• Average Customer Review: 4.0 out of 5 stars See all reviews (2 customer reviews)
• Amazon.com Sales Rank: #1,272,934 in Books (See Bestsellers in Books)

Customer Reviews

Most Helpful Customer Reviews

1 of 1 people found the following review helpful:

4.0 out of 5 stars Almost comprehensible, October 25, 2007

By	Marlys G. Stapelbroek (Southern Cal) - See all my reviews (REAL NAME)

This review is from: Estate Planning Made Easy, Third Edition (Paperback)

This book takes a very complex subject and makes it almost understandable. You still need a specialist to guide you through the application, but at least now I have a working knowledge of what's available, as well as a list of questions that came to mind as I read. And it will be a little easier to figure out if he really knows what he's talking about.

18 of 28 people found the following review helpful:

4.0 out of 5 stars Estate Planning Explained, July 9, 1999

By A Customer

Knowing little about estate planning, I was forced (quickly) to bring myself up to speed on the subject. I found this book to cover, and explain, the processes behind estate planning. The book explains the topic well and gives the reader several good references.