ESTATE PLANNING AND ADMINISTRATION
For Estate and Trust Benefactors and Beneficiaries by Prof. Robert Whitman
(ISBN 0-938609-31-9) This book arms the average couple with the basic
knowledge needed to both estate plan and administer an estate. With over 40
years of experience in the field, Professor Whitman provides an essential guide allowing readers to become empowered in this complex area of law.
ESTATE PLANNING FOR WOMEN by Atty. Daryl L. Gordon
(ISBN 0-938609-83-1) While the vehicles of estate planning are the same for
both sexes, there are additional considerations for women to have in mind. This book is intended to provide women with important information on, and an
understanding of, estate planning. It covers a variety of topics, including the
hiring of a professional planner, wills, living trusts, gifting, retirement
benefits, life insurance, long-term care planning, succession planning for a
family owned business, and the settling of a decedent's estate.
ON BEING A TRUSTEE
A Practical Guide
by T.L. Higginson, Jr. (ISBN 09715692-0-7)
This is a practical review of the responsibilities and activities involved in
serving as trustee of a private trust. It is a comprehensive introduction to
wills, trusts, stocks, bonds, partnerships, taxes, brokerage firms, and
investment management. With its excellent index, this is a valuable desktop
reference for trustees and those who are new to the task of managing their own
investments.
PREPARE TO ESTATE PLAN UNDER THE NEW LAWS by Prof. Robert Whitman
(ISBN 0-938609-71-8) Tax legislation in 2001 necessitates this update to
Professor Whitman's previous title Estate Planning and Administration: For
Estate and Trust Benefactors and Beneficiaries. This new book provides the
basic information needed to estate plan in accordance with the new law.
Hopefully, it will allow the reader to walk into a planner's office with a good
overall knowledge of what can be a complex process.
Tax-Smart Wealth Planning by James P. Weller (ISBN 0-938609-92-0)
The goal of this book is to introduce the reader to 14
tax-smart planning solutions for the transfer of personal and business wealth in
an easy-to-read and simplified fashion. Each chapter identifies a specific
planning problem, describes an answer to the problem, presents a hypothetical
case study showing exactly how the answer should work in a factual situation,
reviews the benefits and potential pitfalls associated with the solution, and
provides additional planning pointers. It is the author’s hope that his book
will enlighten the reader with new planning ideas as he/she takes on the
challenge of wealth management and protection.
