Product Description

The complexities of planning and administering an estate are clearly explained in this up-to-date and authoritative guide. This new edition covers the best techniques for transferring property through Irrevocable Life Insurance Trusts, gifting programs, paying grandchildren's medical and tuition expenses, and more. From wills, trusts, powers of attorney, and health care directives to probate and administering an estate, it's all here in easy-to-read, plain English. A five-step planning process details how to create and implement a sound estate plan.

Product Details

• Amazon Sales Rank: #952835 in Books
• Published on: 2001-04-01
• Released on: 2001-04-01
• Original language: English
• Number of items: 1
• Binding: Paperback
• 224 pages

From Library Journal
Attorney and certified public accountant Fleming adds a new title to the arsenal of resources on estate planning. Presenting the process as a series of decisions to be made, he methodically provides the information needed to make them. Fleming covers wills, trusts, income and estate taxes, powers of attorney, and the responsibilities of executors and administrators. Each chapter begins with a "points to consider" section containing practical tips, observations, and numerous checklists to help readers assemble documents and understand processes. The appendixes include sample wills, powers of attorney, living trusts, a glossary, and a directory of information sources. Comparable in quality and scope to Dawn Bradley Berry's The Estate Planning Sourcebook (Lowell, 1999) and Denis Clifford and Cora Jordan's Plan Your Estate: Absolutely Everything You Need To Know To Protect Your Loved Ones (Nolo, 2000), this book is good preparation for a meeting with estate-planning professionals. Joan Pedzich, Harris Beach LLP, Rochester, NY
Copyright 2001 Reed Business Information, Inc.

Review
"Estate Planning is a comprehensive guide for making this subject as simple as possible." -- Working Money

"Methodically provides the information needed to make them. This book is good preparation for a meeting with estate-planning professionals." -- Library Journal

From the Publisher
Coping with the loss of a loved one is beset with stress and confusion. Grief alone is a heavy burden, yet most families are further saddled with the responsibility of administering the estate. For those who find themselves in this situation and for those who wish to shield loved ones from it, relief is now available. Estate Planning and Administration: How to Maximize Assets, Minimize Taxes, and Protect Loved Ones by Edmund T. Fleming is a comprehensive guide for making this usually labyrinthine subject as simple as possible.

Customer Reviews

Not as useful as I had hoped.
Last year I had to set up some rather complex estate planning with an attorney who specializes in this field. To try to understand what the attorney was proposing, it seemed reasonable to learn as much as possible, starting from a rather low knowledge base. This book was fair, but another book, in my opinion, presented the topics more clearly.(Plan Your Estate, by Denis Clifford and Cora Jordan) I read and reread Plan Your Estate (empasizing those areas that were pertinent to my needs). It is said that a little knowledge is a dangerous thing, but that little knowledge helped me interact with the attorney more readily, and saved time and money.