Overview

"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"

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9780983697060

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Reviews

We regularly receive questions from readers about estate planning, a difficult topic at best. For good answers and advice, turn to a new book: Estate Planning Smarts. Written by Deborah L. Jacobs, a lawyer and journalist, it's 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. Ms. Jacobs does a deft job of handling key topics -- bequests, taxes, trusts, insurance, nest eggs, family businesses and real estate, among others in 19 concise chapters. Her to-do lists are especially valuable. --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 The fourth edition of Deborah L. Jacobs recently published Estate Planning Smarts, provides a comprehensive look at an array of estate planning techniques and provides useful tips and explanations for various methods of asset protection. The guide, which is one of the best estate planning books designed for a lay audience, includes discussions about understanding the estate tax system, protecting a spouse, proper care being assured for young and disabled children, protecting assets from creditors, maintaining control of the estate, and many other excellent topics. -Gerry W. Beyer, Wills, Trusts & Estates Prof Blog Deborah Jacobs Estate Planning Smarts, now in a new fourth edition, is the only estate planning book you ll ever need. --Nick Murray Interactive Deborah L. Jacobs is one of the best, brightest, and as a frequent author of articles in Forbes (where she served as a Senior Editor), The New York Times, and Bloomberg Wealth Manager, one of the most influential of all the journalists who write about Estate Planning for the public. --Steve Leimberg Estate Planning Email Newsletter

We regularly receive questions from readers about estate planning, a difficult topic at best. For good answers and advice, turn to a new book: Estate Planning Smarts. Written by Deborah L. Jacobs, a lawyer and journalist, it's 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. Ms. Jacobs does a deft job of handling key topics -- bequests, taxes, trusts, insurance, nest eggs, family businesses and real estate, among others in 19 concise chapters. Her to-do lists are especially valuable. --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 The fourth edition of Deborah L. Jacobs recently published Estate Planning Smarts, provides a comprehensive look at an array of estate planning techniques and provides useful tips and explanations for various methods of asset protection. The guide, which is one of the best estate planning books designed for a lay audience, includes discussions about understanding the estate tax system, protecting a spouse, proper care being assured for young and disabled children, protecting assets from creditors, maintaining control of the estate, and many other excellent topics. -Gerry W. Beyer, Wills, Trusts & Estates Prof Blog Deborah Jacobs Estate Planning Smarts, now in a new fourth edition, is the only estate planning book you ll ever need. --Nick Murray Interactive Deborah L. Jacobs is one of the best, brightest, and as a frequent author of articles in Forbes (where she served as a Senior Editor), The New York Times, and Bloomberg Wealth Manager, one of the most influential of all the journalists who write about Estate Planning for the public. --Steve Leimberg Estate Planning Email Newsletter

Author Information

Deborah L. Jacobs is a lawyer and award-winning journalist who has written about everything from travel to taxes. In Estate Planning Smarts, now in the fourth edition, she draws on 17 years of writing about the stressful issues that surround estate planning. Her articles for The New York Times, Bloomberg Wealth Manager, Forbes, BusinessWeek and many other publications have been widely cited and circulated by both advisers and consumers. Readers appreciate her clear, concise explanations of complex subjects and her ability to combine real-life stories with reassuring, practical advice. A former senior editor at Forbes and a dynamic speaker, Deborah Jacobs has also been interviewed as an expert by reporters from many different media outlets, including The New York Times, Bloomberg News, Reuters, U.S. News & World Report, MarketWatch and CBS TV. To keep readers current between editions of Estate Planning Smarts, Jacobs issues updates that can be downloaded from her book's web site, www.estateplanningsmarts.com.

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