100,000+ Books, Games & Puzzles in-stock 🇳🇿

Auckland Bookstore open weekends (8:30am - 5pm) for browsing and Pick Ups! 🎉

Estate Planning For Dummies

Book Hero Magic crafted this summary to help describe this book. While it's new and still learning, it may not be perfect - your feedback is welcome! Summary
Estate Planning For Dummies by Jordan S. Simon and Joseph Mashinski provides a straightforward guide to managing and securing your assets for the future. It covers fundamental estate planning tools and strategies, including wills, trusts, and beneficiary designations, to help ensure your wishes are honoured while minimising legal complications and taxes. The book is designed to simplify complex topics and offers practical advice for making informed decisions about your financial legacy.
Read More
Format: Paperback / softback
$5699
AVAILABLE WITH SUPPLIER Ships from our Auckland warehouse within 3-4 weeks

Found a better price? Request a price match

Book Hero Magic created this recommendation. While it's new and still learning, it may not be perfect - your feedback is welcome! IS THIS YOUR NEXT READ?

This book may appeal to you if you're looking to demystify the complexities of estate planning with straightforward advice and practical tips. It's ideal for those wanting to understand the essentials of managing assets, creating a will, and reducing taxes in a user-friendly manner. Perfect for anyone seeking to secure their financial future and provide peace of mind for their loved ones.

Book Hero thinking about your next read

Book Hero Magic formatted this description to make it easier to read. While it's new and still learning, it may not be perfect - your feedback is welcome! Description

Get your arms around wills, trusts, probate, inheritance taxes, and other important estate planning essentials.

Estate Planning For Dummies teaches you the ins and outs of estate planning. It’s all about drafting wills, dealing with probate, assigning powers of attorney, establishing living trusts, and beyond. Think you don’t have enough assets to merit estate planning? Think again. This everyone-friendly guide walks you through building a solid estate plan, whatever your current financial situation.

In easy-to-understand language, you’ll learn the ins and outs of estate planning, including what happens to your stuff—cash, real estate, businesses, retirement funds, everything—when you pass away. This new edition is updated for the many recent changes in estate taxes and inheritance law. Make sure your assets get into the pockets of your heirs or wherever you want them to go, and learn how to accomplish it the For Dummies way.

  • Understand state and federal estate and inheritance taxes
  • Build an air-tight will and make sure your heirs get as much as they can
  • Protect your estate’s privacy even after you’re gone
  • Plan for the transition of a family business
  • Prevent disagreements and uncertainty among your heirs
  • Figure out how to pass on your digital assets

This friendly guide is a must for people of any age in the process of drafting their wills and planning where their assets ultimately end up.

Book Details

INFORMATION

ISBN: 9781394158546

Publisher: John Wiley & Sons Inc

Format: Paperback / softback

Date Published: 06 April 2023

Country: United States

Imprint: For Dummies

Edition: 2nd edition

Audience: Professional and scholarly

DIMENSIONS

Spine width: 25.0mm

Width: 185.0mm

Height: 231.0mm

Weight: 522g

Pages: 400

About the Author

Jordan S. Simon is a partner at the Venture West Group and coauthored the first edition of Estate Planning For Dummies.

Joseph Mashinski is an attorney and consultant with more than 19 years’ experience in estate plan­ning, insurance, employee benefits, and ERISA compliance.

More from Finance & Investment

View all
  • Staff Pick
    On Sale
    19% off
    I Will Teach You To Be Rich (2nd Edition)
    I Will Teach You To Be Rich (2nd Edition) by Ramit Sethi is a highly practical and insightful guide that offers a comprehensive 6-week programme for mastering your personal finances. Ramit Sethi, an acclaimed financial guru, provides readers with a clear and actionable plan to manage money, eliminate debt, enhance savings, and make smart investments, all without skimping on the...
    Paperback
    $2600
    Elsewhere:
    $3799
    In Stock
    Ships tomorrow
  • Rich Dad Poor Dad
    It's been nearly 25 years since Robert Kiyosaki's Rich Dad Poor Dad first made waves in the Personal Finance arena. It has since become the #1 Personal Finance book of all time, translated into dozens of languages and sold around the world. Rich Dad Poor Dad is Robert's story of growing up with two dads - his real father and...
    Paperback
    $1700
    Elsewhere:
    $1999
    (2)
    In Stock
    Ships tomorrow
  • On Sale
    18% off
    The Algebra of Wealth
    Must-have guide to optimising your life for wealth and success from bestselling author of The Four by Scott Galloway. 'You need this book.' Steven Bartlett, author of The Diary of a CEO The world is changing. It's time for a new financial playbook. In this must-have guide to optimising your life for wealth, success, and happiness, you'll learn: how to...
    Paperback
    $2700
    Elsewhere:
    $4000
    In Stock
    Ships tomorrow
  • Same as Ever
    When planning for the future, we often ask, "What will the economy be doing this time next year?" Or, "What will be different ten years from now?" But forecasting is hard. The important events that will shape the future are inherently unpredictable. Instead, we should be asking a different question: What will be the same ten years from now? What...
    Paperback
    $2799
    Elsewhere:
    $3499
    In Stock
    Ships tomorrow
  • The Richest Man In Babylon
    The Richest Man in Babylon by George S. Clason is an extraordinary collection of timeless parables set in the ancient city of Babylon. Through a series of insightful and captivating stories, the book conveys powerful principles of financial wisdom, making complex concepts accessible to readers of all backgrounds. These parables follow the lives of merchants, tradesmen, and shepherds who must...
    Paperback
    $2200
    Elsewhere:
    $2600
    In Stock
    Ships tomorrow
  • On Sale
    15% off
    The Millionaire Fastlane
    In The Millionaire Fastlane, author MJ DeMarco invites readers to shift gears from the conventional approach to wealth accumulation to a more dynamic pathway that promises not only financial independence but also personal freedom. This revolutionary guide challenges the dogma of the "Slowlane," which champions a lifetime of frugal living and labour in the hopes of achieving wealth in the...
    Paperback
    $4500
    Usually:
    $5300
    In Stock
    Ships tomorrow
  • On Sale
    11% off
    Money
    Money by David McWilliams delves deep into the fascinating and complex world of currency, offering readers an insightful and enthralling journey through the history and impact of money on human civilisation. Whether you are a seasoned economist or simply curious about the financial world, McWilliams' exploration provides a captivating narrative that is both enlightening and entertaining. Our relationship with money...
    Paperback
    $3300
    Elsewhere:
    $4299
    (1)
    In Stock
    Ships tomorrow
  • Skin in the Game
    In Skin in the Game, Nassim Nicholas Taleb delves into the principle that what one risks is a true measure of what one stands to gain. From the dynamics of global economies to the intricacies of personal relationships, Taleb reveals that real understanding and progress come from those who have something vital at stake. Through gripping anecdotes and profound insights,...
    Paperback
    $2400
    Elsewhere:
    $2800
    In Stock
    Ships tomorrow
  • Unshakeable
    Unshakeable by Tony Robbins and Peter Mallouk is a pivotal guide that offers investors, both seasoned and novice, actionable strategies to not just weather market fluctuations but to thrive amidst them. Building upon the foundational principles laid out in Robbins' acclaimed work Money: Master the Game, this book delves deeper into the intricacies of successful investing, presenting readers with a...
    Paperback
    $2600
    Elsewhere:
    $2799
    In Stock
    Ships tomorrow
  • What I Learned Losing a Million Dollars
    What I Learned Losing a Million Dollars is more than just an exploration of financial markets; it is a profound journey into the psychological intricacies of decision-making under pressure. Presented through the gripping and candid narrative of Jim Paul, a once-successful trader, the book delves into the sequence of events that led to his extraordinary rise and dramatic fall. Starting...
    Hardback
    $5299
    In Stock
    Ships tomorrow
  • The Price of Time
    The Price of Time by Edward Chancellor delves into the intricate history and pivotal role of interest rates in financial systems, providing a lucid analysis of the forces that shape our global economy. Chancellor, acclaimed as one of the world's foremost financial writers, traces the origins of interest from ancient times to the present day, illustrating how this fundamental economic...
    Hardback
    $6500
    In Stock
    Ships tomorrow
  • The Alchemy of Finance
    In The Alchemy of Finance, George Soros unveils the secrets behind his formidable success as one of the most astute and influential investors in the financial world. Renowned for his incredible feat of earning a billion dollars by speculating against the British pound, Soros offers a profound exploration into his innovative investment strategies, which have been instrumental in shaping global...
    Paperback
    $5800
    Available
    Ships in 3-4 weeks

Why buy from us?

Book Hero is not a chain store or big box retailer. We're an independent 100% NZ-owned business on a mission to help more Kiwis rediscover a love of books and reading!

Service & Delivery

Service & Delivery

Our warehouse in Auckland holds over 100,000 books, toys, board games and puzzles in-stock so you're not waiting for your order to arrive from overseas.

Auckland Bookstore

Auckland Bookstore

We're primarily an online store, but for your convenience you can pick up your order for free from our bookstore, which is right next door to our warehouse in Hobsonville.

Our Gifting Service

Our Gifting Service

Books make wonderful thoughtful gifts and we're here to help with gift-wrapping and cards. We can even send your gift directly to your loved one.