A Practical Guide to Successful Estate Planning: Iowa, Minnesota, North Dakota, South Dakota, and Wisconsin
- Book Review,
by Mark R. Alvig
Book Description
Most people tend to react to the term "estate planning" in two ways: they become uncomfortable or they show no interest. Either response is a huge mistake. If you care about your family and everything you1ve been working to acquire and build, then you need this book. In just a dozen short chapters, Mark R. Alvig and Thomas M. Petracek, two certified financial planners who reside and work in Minnesota and specialize in estate planning, explain the essentials of estate planning in terms which are easy to understand. They take a difficult legal and financial area and make good sense out of it.This book, which has been frequently featured Sunday mornings on WCCO radio1s Your Money with Bruce Helmer, presents what you need to know about estate taxes, wills, trusts, retirement plans, Medicare, Medicaid, and other basics of estate planning. For people who own a business, they1ve included a chapter with strategies for taking care of that business when the owner is no long! er around to do so. And, because estate planning changed recently, with the Taxpayer Relief Act of 1997, the authors detail the effects of that significant legislation. For the family owned farm they examine the Special Land Use Valuation, Internal Revenue Code Section 2023A and its potential role when being used to reduce estate taxes.
From the Publisher
This book is for residents of Iowa, Minnesota, North Dakota, South Dakota, and Wisconsin.
About the Author
Mark R. Alvig is a Certified Financial Planner and Manager with a national financial planning firm.Thomas Petracek is a Certified Financial Planner and a Registered Representative of FSC Sercurities Corporation.
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