Editorial Reviews
Review
“These straightforward guides… are confidence-building resources in situations that could otherwise be a tangled money maze.” — BookPage
In concise prose, Planning an Estate advises readers on the process of selecting an executor, writing a will, setting up a trust, and ensuring that life insurance is structured properly. Myriad specialized topics are also covered: bypass trusts to ensure the surviving spouse lifetime income; plans for business succession; and tax-free charitable gifts to an alma mater or a beloved community institution. This reference debunks the notion that estate planning is only for the wealthy; it’s for all people who want to ensure that their wishes are carried out.
Order On the Road: Planning an Estate (On the Road Series): Sheryl Garrett form Amazon.
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