Book Description
Estate planning is more important than ever, and it's no longer just for the very rich.
Today's "middle-class millionaires"created by the booming stock and real estate marketshave more assets than they ever believed possible. That unexpected wealth brings with it new concerns about how to protect their money and their heirs. A best-seller in its first edition, this book shows anyone how to implement estate planning into a long-range financial plan. It includes the latest on: Disability planning Living trusts; asset protection through long-term planning Family limited partnerships
Written by two noted tax attorneys who have revolutionized the estate-planning process with their techniques, Protect Your Estate, Second Edition, enables readers to understand the newest changes in the tax laws and turn them to their own advantage.
Book Info
Discusses how to avoid paying any estate taxes at all on an estate valued at $2 million plus. Presents how estate planning can be tailored to ones own life situation and personal goals. Softcover.
From the Back Cover
"A must read for anyone concerned about protecting their assets and learning important estate planning techniques."
Ken and Daria Dolan, WOR Radio Network and CNBC-TV
Ignorance of new tax laws can eat away your estate...Here's how you can protect your money and your heirs. You've worked hard. You've made money in the stock market boom and your real estate has soared in value...Now you have a sizable estate for your heirs. Today, millions of baby boomers don't yet realize that prosperity means their heirs may be vulnerable to taxes that used to apply only to the very rich. The answer is to begin planning now! The authors, two tax attorneys, educators, and consultants, know everything there is to know about keeping your estate intact, protecting your heirs, and ensuring that your wishes for your estate are carried out exactly.
This edition of the best-selling Protect Your Estate, has been fully revised and updated to address new laws and improved economic conditions. Did you work a lifetime just to leave large sums to the government? Learn how to turn the new tax laws to your advantage. See how a couple can avoid paying any estate taxes at all on an estate worth as much as $2 million. Find out how estate planning can be tailored to your unique life situation and personal goals. Best of all, learn how to make sure your money goes exactly where it should.
About the Author
Robert A. Esperti and Renno L. Peterson are known internationally for their estate and wealth strategies planning expertise. They live respectively in Jackson Hole, Wyoming, and Sarasota, Florida. They are the founders of the National Network of Estate Planning Attorneys and the Esperti Peterson Institute of Estate and Wealth Strategies Planning, and are the publishers of CONSPECTUS CURRENT, The Journal of the Estate and Wealth Strategies Planning Professions.
They are also the senior principals in Esperti Peterson & Cahoone, a National Law Firm and Partnership of Professional Corporations, and Esperti Peterson Consulting, Inc., a wealth strategies design firm specializing in serving the planning needs of the world's affluent families. Widely known to the general public and planning practitioners in the multidisciplinary professions of law, accounting, and financial and insurance planning, Esperti and Peterson are the world's most prolific and creative estate planning authors.
They are the authors of 23 books, including the best-selling Loving Trust, The Living Trust Revolution: Why America Is Abandoning Wills and Probate, The Living Trust Workbook, and a number of multi-volume professional treatises. Esperti and Peterson are dedicated to meeting the estate and wealth strategies planning needs of affluent client families, and are widely sought for their practice and lecture skills as they impart the depth of their unique knowledge.
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