Estate Planning Smarts: A Practical, User-Friendly, Action-Oriented Guide, 2nd Edition

This best-selling book for baby boomers and their parents is essential reading, whether you are tackling the subject for the first time or revising your plan to reflect changes in the law, your finances or your personal life.

The expanded 2nd edition, available here, replaces the 1st edition, published in 2009. It covers the important 2010 tax changes that affect everyone and explains how to:

Appoint someone to handle your finances in case you are not able to some day because of illness or disability

Protect your spouse or partner

Provide for young or disabled children, and grandchildren, too

Hand down a family business

Build a charitable legacy

Shield assets from creditors

Transfer non-probate assets, such as joint accounts, retirement plans and co-owned real estate

Avoid family conflicts

A lawyer, award-winning journalist and dynamic speaker, Deborah L. Jacobs is a frequent contributor to The New York Times and Forbes. She has also been interviewed as an expert by reporters from many different media outlets, including The New York Times, Bloomberg News, Smart Money, Reuters, U.S. News & World Report, MarketWatch and CBS TV.

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