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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.
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Format: Paperback / softback
$5699
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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.

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