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About The Book
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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 willMistakes people make when trying to avoid probateRules for IRA inheritorsHow to hire a lawyerKey documents to protect yourself if you become ill or disabledHow to appoint a guardian for childrenHow custodial accounts and 529 plans affect financial aidThe 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 books website estateplanningsmarts.com.Heres 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 JournalThis is a category killer: a book so good there is no need for anyone else to cover the same material.--Kaye Thomas Fairmark PressDeborah Jacobss Estate Planning Smarts now in a new fourth edition is the only estate planning book youll ever need. --Nick Murray Interactive