Additional information
by Deborah L. Jacobs (Author)
No one lives forever. So why leave anything to chance? This best-selling book can help you tackle a potentially difficult and very emotional process. In plain English, it explains:
When to re-do your will
Mistakes people make when trying to avoid probate
Rules for IRA inheritors
How to hire a lawyer
Key documents to protect yourself if you become ill or disabled
How to appoint a guardian for children
How custodial accounts and 529 plans affect financial aid
The fourth edition replaces earlier editions. As a public service, the author offers a free update to this edition, reflecting the 2017 tax law and subsequent developments. It is available at the book's website estateplanningsmarts.com.
Here's what reviewers have said about Estate Planning Smarts:
"A terrific guide for people who are just beginning to grapple with estate planning, as well as those who have (or think they have) their affairs in order." --The Wall Street Journal
"This is a category killer: a book so good there is no need for anyone else to cover the same material." --Kaye Thomas, Fairmark Press
"Deborah Jacobs's Estate Planning Smarts, now in a new fourth edition, is the only estate planning book you'll ever need. --Nick Murray Interactive
