Inheritors Handbook: A Definitive Guide for Beneficiaries

From AudioFile
If you plan to leave money or receive money, listen to THE INHERITOR'S HANDBOOK. The author uses case studies to show how a little planning could dramatically cut down on estate taxes and prevent lawsuits. The issues involved are very human and not always comfortable. How do you talk to parents about planning? What if they don't want to discuss their estate? Rottenberg's advice is well thought out, not excessively legalistic, and stresses the point of view of the beneficiary. The author's reading lends authority to the production. M.D.B. © AudioFile 2001, Portland, Maine-- Copyright © AudioFile, Portland, Maine


Esquire, Ken Kurson, January 1999
[T]hat rarest personal-finance treasure--a well-written, clearly organized primer that weighs in on a broadly applicable but seldom-covered topic.


Book Description
THE ONLY GUIDE YOU'LL NEED TO WISELY MANAGE YOUR INHERITANCE AND MAKE IT GROW FOR FUTURE GENERATIONS... You're not alone. Sixty million Americans stand to be on the receiving end of an inheritance in the coming years. Planning is crucial if you hope to preserve your windfall, save on taxes, and avoid family squabbles. In The Inheritor's Handbook, expert Dan Rottenberg offers a comprehensive guide through the inheritance process that gets to the heart of the complex issues, both financial and emotional, that beneficiaries face. He demonstrates how future heirs can discuss money and wills, choose advisers, manage investments, and much more. Using real-life examples, Rottenberg provides tested solutions to sensitive inheritance issues -- before the time of death, at the time of death, and years later. The Inheritor's Handbook is the only book you'll need to help you manage the difficulties, decisions, and opportunities that come with inheriting.


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You're not alone. Sixty million Americans stand to be on the receiving end of an inheritance in the coming years. Planning is crucial if you hope to preserve your windfall, save on taxes, and avoid family squabbles. In The Inheritor's Handbook, expert Dan Rottenberg offers a comprehensive guide through the inheritance process that gets to the heart of the complex issues, both financial and emotional, that beneficiaries face. He demonstrates how future heirs can discuss money and wills, choose advisers, manage investments, and much more. Using real-life examples, Rottenberg provides tested solutions to sensitive inheritance issues--before the time of death, at the time of death, and years later. The Inheritor's Handbook is the only book you'll need to help you manage the difficulties, decisions, and opportunities that come with inheriting.


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